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:
Go to System management > System maintenance > Software Licenses
Find the application with ID APP009 under Applications for a license
Assign "gaviti" as a user for this application
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:
Go to System Management > System Maintenance > Users
Click Send Program Activation Link
Provide API Access by sharing the following information:
Base URL: e.g.
https://www.eshbelsaas.co.il/pr10/odata/Priority/tabp040b.ini/a081219/Username
Password
Let us know which of the following tables you are using: TFNCITEMS2ONE (Open Invoices), TFNCITEMS3ONE (Open Proforma Invoices), or Both
Gaviti Settings:
Priority API
Gaviti uses Priority API language to retrieve data from Priority ERP. The following queries are used to retrieve data from different tables:
CUSTOMERS table: The default query
$select=*is used to retrieve all customers with all the fields.TFNCITEMS2ONE (Open Invoices) and TFNCITEMS3ONE (Open Proforma Invoices) tables: The default query
$select=*&$filter=INVOICEFLAG eq 'Y' and (IVBALANCE gt 0 or IVBALANCE lt 0)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 https://prioritysoftware.github.io/restapi/query/.
Fields Mapping
The default mapping between data from Priority and Gaviti is:
Customers
Gaviti Field | Priority Field |
id | CUSTNAME |
displayId | CUSTNAME |
displayName | CUSTDES |
emailsLevel_1 | |
phone | PHONE |
Invoices
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 |