ERP connector implementation

  • Updated

As of January 2023, Optimizely allows partners and the implementation community to build ERP connectors to increase the number of ERP connectors and enhancements available to customers. Optimizely continues to offer existing ERP connectors in their current state, and partners have access to the connector code for future enhancements.

Optimizely engineers pre-built connectors for the most common ERPs. You enable the ERP connector through the Admin Console and configure it using the ERP-specific settings. Enabling a connector automatically creates the integration jobs needed to refresh data from the ERP and/or submit data to the ERP. You can then adjust the integration jobs as needed and set them to run nightly.

Reference the following articles for more details on a specific ERP connector:

Connectors for SX.e (v6)

Connectors for SX.e (v10)

Connectors for SX.e (v11)

Connectors for Prophet 21

Connectors for Infor A+

Connectors for Acumatica

Connectors for FACTS

Connectors for IFS

  • Documentation TBD

You first need to enable and ERP Connector and configure it using its specific settings.

  1. Go to Administration > System > Settings in the Admin Console.
  2. Click the Integration finger tab.
  3. Scroll down to the Integration Connectors section to view the available connectors.
  4. Set the toggle to YES to enable the connector.
  5. Fill-in the fields for that specific ERP connector. Use the How to Implement article for that connector for more guidance.
  6. Click Save. An Integration Connectors message appears.
  7. Click Save to install the Integration Job Definitions for the enabled ERP connector. This creates the ERP-specific integration jobs.
  8. Go to Administration > Jobs > Job Definitions to view the ERP-specific integration jobs automatically created after enabling the ERP connector.
  9. Click Edit on an integration job to adjust it as needed. See Creating and Editing Integration Jobs and the ERP's How to Implement and Reference Material articles for more details.

Consider the following before enabling an ERP Connector:

Consider the following after enabling an ERP Connector:

  • Adjust the jobs based on how a customer has implemented and configured both the ERP and Configured Commerce. Review the ERP's How to Implement article for more guidance.
  • Chain the jobs together to run at a time during the night when customers are not likely to be processing and the ERP is available and not running backups or doing significant processing.