Mamut ServiceSuite easily exchanges data with Mamut Business Software. The following section provides instructions on how to setup this integration.
Activating the integration to Mamut Business Software
Mamut ServiceSuite will normally detect Mamut Business Software automatically and within a few seconds should launch a dialogue box.
Click Yes within
the dialogue box that appears to activate the integration with
Mamut Business Software. If
you have activated the integration automatically, proceed directly to
the Configuration of Mamut Business Software
Integration.
If Mamut ServiceSuite does not automatically detect
Mamut Business Software, you
are able to activate the integration manually.
How to manually activate the integration with Mamut Business Software
Go to the Settings drop-down bar - Settings - Integration - External apps.
Click Direct Integration on the main tool bar, to manually activate integration with Mamut Business Software.
Select
Mamut Business Software.
Note! Mamut Stellar Business can also exchange data with Mamut ServiceSuite
but this needs to be activated from within Mamut Stellar Business.
Click OK
to activate the integration.
Note! The integration will not begin until you have configured
the Mamut
integration settings. The settings can be defined by clicking on Mamut Integration
within the Integration drop-down
bar. However, this option will not be available before you have exited
and then re-entered the Settings
module. Read more below about how you can configure these settings.
The integration with Mamut Business Software
has now been manually activated.
Configuration of Mamut Business Software Integration
When activating the integration to Mamut Business Software, it is necessary to locate the Mamut database and identify the company’s database number. To do so, click on Mamut Integration under the Integration drop-down bar.
The Mamut.ini field specifies the location of the Mamut Business Software database.
Note!
When transferring products from Mamut ServiceSuite
to Mamut Business Software you are able to choose
to only transfer/update existing products. Therefore, only the products
that already exist within Mamut Business Software
will be updated, preventing you from filling Mamut with unused goods from
your supplier. This can be defined under the Misc.
tab within Configuration of Mamut Integration window by ticking the box
for Transfer/update only existing products.
If Mamut ServiceSuite found Mamut Business Software automatically, the path should be correct. If not, it is recommended that you check and confirm that this information is correct.
Note! The company database number completes
the path. When the path and Company
have been entered, click OK
to test the integration and
to save the settings.
How to import customers from Mamut Business Software to Mamut ServiceSuite
From the Main menu drop-down bar in Mamut ServiceSuite, select Customers - Integration - Import from Mamut?. will then launch a dialogue showing the progress of the data transfer.
Click Yes in the window that appears, in order to confirm that you wish to transfer your customers from Mamut Enterprise to Mamut ServiceSuite.
Mamut ServiceSuite will launch a dialogue box showing the progress of the data transfer.
You have now imported
your customers from Mamut Business Software to Mamut ServiceSuite.
How to import products from Mamut Business Software to Mamut ServiceSuite
From the Main menu in Mamut ServiceSuite, select Inventory followed by Functions - Import from Mamut.
Click Yes, within the dialogue box that appears to confirm that you want to import your products from Mamut Enterprise to Mamut ServiceSuite.
Mamut ServiceSuite will then launch a dialogue box showing the progress of the data transfer.
You have now imported your products from Mamut Business Software
to Mamut ServiceSuite.
How to transfer sales orders to Mamut Business Software
Sales orders can easily be transferred to Mamut Business Software via the Mamut ServiceSuite Sales orders module. Using this function, sales orders can be created in Mamut ServiceSuite and booked and invoiced in Mamut Business Software.
Select the Main menu drop-down bar - Sales orders.
Then select the sales orders you wish to transfer by ticking the box to the left of the order, and then click on Integration at the top of the screen and select the option Transfer Orders to Mamut from the drop-down list.
Click Yes in the following window to transfer all selected orders.
Mamut ServiceSuite will now launch a dialogue box showing the progress of the data transfer.
The sales orders have now been transferred
from Mamut ServiceSuite
to Mamut Business Software.
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