CatalogueLINK for JIWA Financials 7 (Setup and Configuration)

CatalogueLINK for JIWA Financials 7 (Setup and Configuration)


JIWA Connection Requirements

The following is required to facilitate a connection between CatalogueLINK and JIWA

  • Local or network access to the Jiwa Financials SQL Database

  • Client installation of JIWA Financials

  • Server account must have ODBC connectivity to the JIWA SQL database


CatalogueLINK Upload Connection Settings

The following information is mandatory for CatalogueLINK Upload connection configuration:

IMPORTANT: Please supply the information below to Straightsell in order to have CatalogueLINK Upload connected to JIWA

  • SQL Server name e.g. ‘servername/instancename’

  • Live JIWA database name

  • SQL account e.g. ‘sa’

  • SQL account password for above account

  • JIWA client availability for remote login account

The following settings are configurable in Setup - JIWA in CatalogueLINK Upload version 'CL 3.0.10.0 - JIWA 3.0.8.0'

Setup - JIWA

Connection Settings

Data Type

Example Data

Definition

SQL Server Name

Text

SERVERNAME-SQL

The SQL Server name.

Database Name

Text

Database

The SQL database name.

SQL Server Login

Text

sa

A SQL user name.

SQL Server PW

Text

Password1

Your SQL account password.

Item Import Settings

Data Type

Example Data

Definition

Filter Using "Web Enabled"

Checkbox

Yes/No

Only import items that have been that have been marked as "Web Enabled"

Filter Using "Active Status"

Checkbox

Yes/No

 



The following settings are configurable in Setup - Catalogue Account Details in CatalogueLINK Upload version 'CL 3.0.10.0 - JIWA 3.0.8.0'

Setup - Catalogue Account Details

Account Details

Data Type

Example Data

Definition

User Name

Text

administrator

Your Straightsell username

Password

Text

password123

Your Straightsell password

Short Name

Text

UJIWA

Your Straightsell short name

Straight Sell SOAP Server

Data Type

Example Data

Definition

URL

Text

https://interface.straightsell.com.au:443/soap/soapserver_5_0.php

SOAP Server URL: Same for everyone

Email Settings

Data Type

Example Data

Definition

Mail Server

Text

yourmailserver.yourmailserver.com.au

The mail server of your email address(es)

Email Address

Text

email@emailadress.com.au

Your email


CatalogueLINK Download Connection Settings

The following information is mandatory for CatalogueLINK Download connection configuration:

IMPORTANT: Please supply the information below to Straightsell in order to have CatalogueLINK Download configuration to MYOB Exo

  • Account number (debtor) code to use to test order and payment export to JIWA

  • JIWA application Username and Password

  • Payment Settings:

  •  

    • Bank Ledger (GL accounts: JIWA>>General Ledger>>Maintenance’)

    • Ledger Account (GL accounts: JIWA>>General Ledger>>Maintenance’)

Export Locations in JIWA:

  • Orders            - ‘Order Entry’ (click ‘last’ for new orders)

  • Customers      - ‘Debtor >> Maintenance >> Search’

  • Payments        - 'Cashbook >> Receipts’

The following settings are configurable in Setup - JIWA in CatalogueLINK Download version 'CL 3.0.5.0 - JIWA 3.0.4.0'

Setup - JIWA

Connection Settings

Data Type

Example Data

Definition

SQL Server Name

Text

SERVER

The SQL Server name

Database Name

Text

DATABASE

The SQL database name

SQL Server Login

Text

sa

A SQL user name

SQL Server PW

Text

Password123

Your SQL account password

JIWA Login

Text

manager

A JIWA username

JIWA Password

Text

manager_1

The password for the JIWA user account

Order Settings

Data Type

Example Data

Definition

Promotion Product Code

Text

PROMO

A product code for an item that is affected by a promotion

THIS MUST CONTAIN A CODE IF YOU ARE USING PROMOTIONS

Payment Settings

Data Type

Example Data

Definition

Bank Ledger

Text

10372

Account Number to be used (GL Accounts: JIWA>>General Ledger>>Maintenance’)

Ledger Account

Text

28176

Account Number to be used (GL Accounts: JIWA>>General Ledger>>Maintenance’)

The following settings are configurable in Setup - Catalogue Account Details in CatalogueLINK Download version 'CL 3.0.5.0 - JIWA 3.0.4.0'

Setup - Catalogue Account Details

Account Details

Data Type

Example Data

Definition

User Name

Text

administrator

Your Straightsell username

Password

Text

password123

Your Straightsell password

Short Name

Text

UJIWA

Your Straightsell short name

Straight Sell SOAP Server

Data Type

Example Data

Definition

URL

Text

https://interface.straightsell.com.au:443/soap/soapserver_5_0.php

SOAP Server URL: Same for everyone

Email Settings

Data Type

Example Data

Definition

Mail Server

Text

yourmailserver.yourmailserver.com.au

The mail server of your email address(es)

Email Address

Text

email@youremail.com.au

Your email