Create connection (for on-premise ERP systems)

See OneStop Reporting Cloud Agent for more information.

Go to Administration, and navigate to the level (customer, group, or client level) where you want to add the connection.

Go to the Connections tab, click the Actions button, and select Create Connection.

In the Enter Pairing Key field, enter the pairing key you received when you installed the Cloud Agent.

In the dialog box that appears, select the following Voucher Provider:

None, if you are not using vouchers.

OR

The voucher provider Document Center, if your company uses this service.

In the Document Center Path field, enter the file path where the vouchers are stored.

Select ✅ the company/companies you want to create a connection to in the Companies list, and complete the wizard.

If you have already created a connection and want to create a new one, you can find and copy the pairing key from an existing connection by clicking on the connection and then on Edit