Manage Data Connections

Creating Data Connections in the OneStop Reporting Portal

You will learn how to create a connection to your system so that OneStop Reporting can fetch data for the reports you run in the portal.

Learn how to:

• Create a data connection to cloud-based and on-premise systems
• Add multiple connections and companies
• Delete connections

Introduction

You can create multiple clients and companies in one operation by adding connections at the customer or group level. Multiple companies can also be added to existing clients. Take a look at the course Manage the OneStop Reporting Portal to learn more about administration at different levels.

Creating a Connection for the First Time

The first time you log in to OneStop Reporting, a wizard will guide you through setting up a connection to your source system. In this example, we will connect to Business NXT.

Start: Start the connection wizard
Create Manually: Cancel the wizard and connect manually.

Cloud-based Source Systems

In the Create Connection dialog box, select the desired system.

As a Business NXT customer, there are two ways to connect to the system, depending on your reporting needs. For group/consolidated customers, we recommend using both connections. If you are not a group customer, you only need the Business NXT connection.

• Business NXT: This connection retrieves data directly from Business NXT, ensuring your figures are always up to date (Live reporting). This connection is used for reporting on one company at a time.

• Business NXT Group Reporting: This connection uses an API and requires import jobs to transfer data at set intervals. This connection is used for reporting on multiple companies in the same report (group reporting).

Choose a name for the connection in Connection Name. If you enable Set as private connection, only you and customer-level administrators will be able to edit the connection.

This dialog box and next steps may vary slightly depending on the source system you are connecting to. Learn more about setting up a connection for different systems her. In this instance, a customer must be selected in the next step. In other cases, manual authentication may be required.

Click Save

Click Search for companies to add and select which companies to add to the solution from the dropdown list.

For each selected company, the system automatically suggests a client name identical to the company name. You can modify these names as needed before clicking Save. Once saved, the new clients will be placed directly under the customer level (top level).

To add the companies to the same client, for example, for Group Reporting, enable the switch Enabling this feature will add the companies to the same client. Then, enter a client name for the group.

On-premise Systems

In the Create connection dialog, select the relevant system.

Before you can create a connection, you must have the OneStop Reporting Cloud Agent installed on your server. Click Download and install the Cloud Agent to proceed.

Choose a name for the connection in Connection Name. If you enable Set as private connection, only you and customer-level administrators will be able to edit the connection.

Enter the pairing key. You can find the pairing key in the Cloud Agent administration interface. You can create a new data source or edit an existing one to obtain the pairing key.

Choose Invoice Provider if you use this service. In the Document Center path field, enter the file path to where the documents are stored.

In the Search for companies to add field, select the desired companies from the dropdown list. Mark the Include companies that have already been added to another unit checkbox to show these companies in the list.

For each selected company, the system automatically suggests a client name identical to the company name. You can modify these names as needed before clicking Save. Once saved, the new clients will be placed directly at the customer level (top level).

To add the companies to the same client, for example, for Group Reporting, enable the switch Enabling this feature will add the companies to the same client. Then, enter a client name for the group.

Connections and Companies

Add a New Connection

To add a connection for the first time in the solution, a wizard guides the user through the setup. To add more connections manually:

1. Go to Administration and navigate to the desired level (customer, group, or client level) to add the connection too.

2. Go to the Connections tab, click the button with three dots … at the top right corner of the screen, and select Create connection.

Select your system from the list and enter a Connection Name.

Continue following the instructions. These are the same as in Creating a Connection for the First time.

Add Companies

To add more companies:

1. Go to Administration and navigate to the desired level (customer, group, or client level).

2. In the Companies tab, Click the button with three dots … at the top right corner of the screen, and select Add Companies.

Continue following the instructions. These are the same as in Creating a Connection for the First time.

Overview and Status

By default, the Connections tab shows connections at the current level. Use the filter icon (three lines) to include connections from inherited levels or sub-units in the view.

In the Status column, an icon representing the connection status is displayed. Hover over the icon to view a tooltip with additional information.

Properties

Clicking the connection name opens a sidebar where connection properties can be managed.

Click the pencil icon ✏️ to change the name of the connection or to modify the setting for Private Connection (Yes/No). Open the Companies section to view the companies added through this connection.

Delete a Connection

1. Go to Administration and navigate to the Connections tab.

2. Select the connection you want to delete.

3. Click the button with three dots … at the top right corner of the screen, and choose Delete connection.

A warning prompt will appear before final deletion. For on-premise solutions and connections that do not require imports (like Business NXT), deleting the connection removes the connection along with the companies and associated data.

For connections that require imports (like Visma Net), deleting the connection removes the connection, but the companies will still exist without updated data. Companies must be manually deleted afterward.

Data Import (for Cloud-Based Systems)

When a company is added to the client, three import jobs are automatically included:

• Full Data Import: This runs immediately.
• Nightly Import the Last 5 Days: