Setting Sending to Settings

Sending To Settings Page

The Exchange configuration screen is displayed. This page is broken into six sections.

• Sending To Settings – defines the details of the receiving instance.

• Registered User Roles – determines which user roles should be used as part of the transfer process. Only users associated with the roles selected here will be synchronized.

• Registered Organisation Categories – determines which organisation categories roles should be used as part of the transfer process. In this instance of SmartSimple there are no categories defined.

• Registered Personal Transactions – determines which user transactions should be used as part of the transfer process.

• Key Setting – used to generate the key to be used by the receiving instance.

• Export Information – a set of tabs used to determine the contact, organisation and transaction fields to be included in the transfer.

Setting Sending to Settings

Next you will set the Sending to details. The following settings are required for each organisation that you will be sending information:

• Alias - Use Alias of the receiving instance.
• Id - Arbitrary two digit number unique to receiving instance.
• Description - Type full company name of the receiving instance.
• Post URL - Type full URL of receiving instance including http://.
• Export Workflow - The instance to be executed when the package is exported.

1. Enter the following Sending to information.

2. Click the Save button.