Connection Manager (Classic)

Applies to:

• Velixo Classic
• Acumatica, CEGID, Haufe x369, Jamis Prime, MYOB Acumatica

TABLE OF CONTENTS

• Add Connection
• Connection status
• Connection menu
  • Edit
  • Remove
  • License Status
  • Validate Inquiries
  • Recreate Inquiries
• Saving and re-using your connection information

The Velixo Connection Manager is used to add, edit, or remove a workbook's connection(s) to one or more ERPs.

Add Connection

Click Add Connection to add a new connection. Opens Connection Editor.

Connection status

Each connection shows their status using one of the three cloud icons:

	Connected
	Offline
	Not connected yet and not in the offline mode

Connection menu

Depending on the connection type and status, not all options may be available.

Edit

Opens Connection Editor to change the connection details.

Remove

Removes the connection without further confirmation.

License Status

Shows a message box about the connection's license:

Validate Inquiries

Checks the connection to confirm that all required Velixo inquiries are available within the selected connection. 

Recreate Inquiries

Recreates all inquiries for the connection.  This is not something you need to do unless instructed to (ex. after a major update).

Saving and re-using your connection information

Once you have created your connection, you may want to create an Excel Template so that you don't have to re-create the connection for each new report.