Gaviti

Steps to Connect Priority ERP with Gaviti:

Provide Your Gaviti CSM with your Priority Customer Number and Name

Assign a User for Priority Integration by following the steps below: 

1. Go to System management &gt; System maintenance &gt; Software Licenses 
2. Find the application with ID APP009 under Applications for a license 
3. Assign "gaviti" as a user for this application 
4. Ensure that "gaviti" has permission to the tables:
 - ACCOUNTS_RECEIVABLE
 - CURRENCIES
 - CUSTOMERS
 - TFNCITEMS2ONE
 - TFNCITEMS3ONE

Refresh the Priority License for proper integration

Issue an API activation link from Priority by following these steps:

1. Go to System Management &gt; System Maintenance &gt; Users
2. Click Send Program Activation Link

Provide API Access by sharing the following information:

1. Base URL: e.g. <code>https://www.eshbelsaas.co.il/pr10/odata/Priority/tabp040b.ini/a081219/</code>
2. Username 
3. Password

Let us know which of the following tables you are using: TFNCITEMS2ONE (Open Invoices), TFNCITEMS3ONE (Open Proforma Invoices), or Both

1. Provide Your Gaviti CSM with your Priority Customer Number and Name
2. Assign a User for Priority Integration by following the steps below: 
 1. Go to System management &gt; System maintenance &gt; Software Licenses 
 2. Find the application with ID APP009 under Applications for a license 
 3. Assign "gaviti" as a user for this application 
 4. Ensure that "gaviti" has permission to the tables:
 - ACCOUNTS_RECEIVABLE
 - CURRENCIES
 - CUSTOMERS
 - TFNCITEMS2ONE
 - TFNCITEMS3ONE
3. Refresh the Priority License for proper integration
4. Issue an API activation link from Priority by following these steps:
 1. Go to System Management &gt; System Maintenance &gt; Users
 2. Click Send Program Activation Link
5. Provide API Access by sharing the following information:
 1. Base URL: e.g. <code>https://www.eshbelsaas.co.il/pr10/odata/Priority/tabp040b.ini/a081219/</code>
 2. Username 
 3. Password
6. Let us know which of the following tables you are using: TFNCITEMS2ONE (Open Invoices), TFNCITEMS3ONE (Open Proforma Invoices), or Both

Gaviti uses <a href="https://prioritysoftware.github.io/restapi/" rel="nofollow noopener noreferrer" target="_blank">Priority API language</a> to retrieve data from Priority ERP. The following queries are used to retrieve data from different tables:

CUSTOMERS table: The default query <code>$select=*</code> is used to retrieve all customers with all the fields.

TFNCITEMS2ONE (Open Invoices) and TFNCITEMS3ONE (Open Proforma Invoices) tables: The default query <code>$select=*&amp;$filter=INVOICEFLAG eq 'Y' and (IVBALANCE gt 0 or IVBALANCE lt 0)</code> is used to retrieve all invoices and credits (negative balance invoices) with all the fields.

1. CUSTOMERS table: The default query <code>$select=*</code> is used to retrieve all customers with all the fields.
2. TFNCITEMS2ONE (Open Invoices) and TFNCITEMS3ONE (Open Proforma Invoices) tables: The default query <code>$select=*&amp;$filter=INVOICEFLAG eq 'Y' and (IVBALANCE gt 0 or IVBALANCE lt 0)</code> is used to retrieve all invoices and credits (negative balance invoices) with all the fields.

You can modify the queries by selecting specific fields and adding more filters as described in <a href="https://prioritysoftware.github.io/restapi/query/" rel="nofollow noopener noreferrer" target="_blank">https://prioritysoftware.github.io/restapi/query/</a>.

Gaviti Field	Priority Field
id	CUSTNAME
displayId	CUSTNAME
displayName	CUSTDES
emailsLevel_1	EMAIL
phone	PHONE

Gaviti Field	Priority Field
id	IVNUM:KLINE *this is a calculated field
displayId	IVNUM
customerId	ACCNAME
createDate	CURDATE
dueDate	FNCDATE
totalAmount	SUM
balance	IVBALANCE
currency	CODE

Steps to Connect Priority ERP with Gaviti:

Gaviti Settings:

Priority API

Fields Mapping

Customers

Invoices