Overview
The integration between Weighsoft and Financials relies on an API token generated in Evo. This token is essential for account synchronization and posting transactions between the two systems
Key Points
Token Generation and Validity
The API token is generated in Evo.
Each token is valid for a maximum of 180 days.
Token Expiry and Impact
When the token expires, Weighsoft will log an error in Admin > Logs with the message: "Token Expired"
Once expired, both account synchronization from Financials and posting to Financials will stop working.
Generate a New Token
Pre-requisites:
The user must have the "Administrator" role in Evo for Financials
The user must have the "Administrator" role set against the ERP Application Register application in Evo
They must have the "ERP Token Generator" app installed in their Evo Dashboard
Process:
Go to the Token Generator app
Select the token for the Financials product
Click on Regenerate Token
When the token appears onscreen click on the Copy button
Note: do not manually copy it as this will not grab the entire token string
Paste the token string somewhere easy to find (a notepad window for example)
Apply the Token to Weighsoft
Hover on Administration
Click on Lookups
Click on Companies
Go to the company in question
Select the Credit Control tab
Click Clear against Local Path 5
Copy the Token string received from the customer/Evo and past it into Local Path 5
Click Update
Once the above steps are completed posting runs and account syncs will start working again.
If the option to generate the ERP Token or add the Token Generator app is not showing you can try removing and re-adding the "ERP Application Register" role against the user in Evo