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
At the Priority ERP console, navigate to System Management > System Maintenance > Renew License and update the license.
Open an API user by navigating to System Management > System Maintenance > Users > Add New User.
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.
On the Personal File page, define an ‘API User’ to access the system. We recommend using the same username to avoid confusion.
Navigate to System Management > System Maintenance > Users > Assign Password to set the user password.
Navigate to System Management > System Maintenance > Privileges > Privilege Explorer to define the user’s privileges required for setting up the integration.
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
- At the CommBox console, navigate to Settings > Priority integration, and click Install.
- Enter the API endpoint and URL as found in the Application for License form at the Priority ERP platform.
- Enter the user's credentials (Username and password set in the administrative actions in the Priority platform).
Note: In the event the credentials are incorrect, an error message will appear.
Step II: Communication Channels Activation.
At the CommBox console, navigate to Settings, and open a channel that needs to be used with the Priority ERP integration.
At the setting page that opens, select the Priority ERP integration section, activate the channel (toggle to On), and click SAVE at the bottom of the screen.
Repeat this process for all relevant channels.