Overview

The Priority ERP/CommBox integration complements the business resources management tools of Priority ERP with the customer-facing communication solutions of CommBox. To activate the integration, admin privileges are required on both platforms. Priority clients must be able to obtain an API user with proper credentials that will be placed on the CommBox setting page. Once the general settings are activated, admins need to activate the integration on each communication channel separately.

At the Priority ERP Platform

1. At the Priority ERP console, navigate to System Management > System Maintenance > Renew License and update the license.

2. Open an API user by navigating to System Management > System Maintenance > Users > Add New User.

3. At the User Permissions page, select the User Permissions tab in the mid-section of the screen, and check the App-Only License. This will prevent the API users from being counted in the license-users number.
   

4. On the Personal File page, define an ‘API User’ to access the system. We recommend using the same username to avoid confusion.
   

5. Navigate to System Management > System Maintenance > Users > Assign Password to set the user password.

6. Navigate to System Management > System Maintenance > Privileges > Privilege Explorer to define the user’s privileges required for setting up the integration.

7. Navigate to System Management > System Maintenance > Software Licenses > Applications for License to connect the user to the specific integration.
   

At the CommBox Platform

Step I: General Activation

1. At the CommBox console, navigate to Settings > Priority integration, and click Install.

2. Enter your company's API endpoint URL as found in the Application for License form at the Priority ERP platform.
   General Structure:
   https://{host name}/ui/odata/Priority/tabmob.ini/{account name in Priority}/
   Example: https://www.eshbelsaas.com/ui/odata/Priority/tabmob.ini/tp/ where "eshbelsaas.com" is the host name, and the "tp" endpoint is the account name in Priority.
   

3. Enter the user's credentials (Username and password set in the administrative actions in the Priority platform).

4. Click Save.

   Note: In the event the credentials are incorrect, an error message will appear.
   

Step II: Communication Channels Activation.

The integration can be customized for each channel or subchannel, catering to the unique needs of different teams within the organization. Additionally, each toggle includes a viewable JSON file, allowing for the customization of CRM fields to seamlessly work with CommBox.

1. At the CommBox console, navigate to Settings, and open a channel that needs to be used with the Priority ERP integration.
2. At the settings of that channel, click the Priority ERP integration section, and activate the integration for that channel (toggle to On).

a. Main: Search the customer & Create records in Priority ERP – The main server side of the integration. Contact us if you want to have it turned off while other toggles remain on.

b. Transfer the Conversation Attachments to Priority ERP – Note that the remarks in CommBox are clickable links.

c. Transfer the Transcript to Priority ERP upon conversation resolution – Note that the remarks in CommBox are clickable links.

d. Transfer the Conversation AI Summary to Priority ERP upon conversation resolution – AI summary requires toggling on that feature in the AI Assistant section. Note that the remarks in CommBox are clickable links.

Activate the AI Assistant:

3. Click SAVE at the bottom of the screen. Repeat this process for all relevant channels.