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Complete the ERP Sync Configuration Questionnaire


The ERP Sync Configuration Questionnaire needs to be filled out and sent back to CIMcloud so we can complete the standard deployment of the CIMcloud Sync Tool.  This questionnaire includes a list of choices you can make that determine how data is synced between your ERP system and CIMcloud. This includes things like 1) default fields to set on Sales Orders being imported into the ERP, 2) filters to apply to customers, products, warehouses, etc that sync from the ERP to CIMcloud, 3) choices on how cash receipts are imported for online invoice payments, etc.

Role Responsible (for This Task)

The role responsible for completing this questionnaire is the “ERP / Financial Data (& Business Process) Expert”.  For details on this role, and many other critical roles, involved implementing the CIMcloud platform and operating your solution, go to Critical Roles (Job Functions) By Implementation Stage.

More Details About The ERP Sync

These articles provide more details on CIMcloud’s ERP sync tool and install process.

Server Requirements for Hosting CIMcloud Sync Tool (Not for Cloud ERP’s)

If you are not integrating with a Cloud ERP such as Acumatica, the CIMcloud Sync Tool that moves data between the ERP and CIMcloud platform typically runs on the server hosting the ERP system but at a minimum must be on the same network. The following are the minimum server requirements as listed in Complete The ERP Sync Tool Pre-Install Checklist

  • Windows 2012 R2 SP1 or greater
  • Two Dual-core processors
  • 2GB of RAM memory
  • 5GB of hard disk space on the drive that holds Windows
    Note: this is required for the Microsoft .NET 4.0 framework and swap space for XML files
  • The CIMcloud ERP Sync Tool must be installed on the same server that is running the ERP system
  • Microsoft SQL Server 2005 or greater( This only applies if you are using Sage 100 Premium)
  • Your ERP vendor may require a newer version of Windows or SQL Server than the versions above.
    Sage’s Supported Platform Matrices, which includes Windows and SQL Server versions, can be found here: https://support.na.sage.com/selfservice/viewdocument.do?externalId=47649 

Actions Needed By You

Take the following actions to complete this step in the deployment process.

  • Download the correct questionnaire from below (choose the version depending on the ERP version and portal type – see not below for specific link for Acumatica)
  • Complete the questionnaire and send it back to your CIMcloud Customer Success Manager
  • For Acumatica see this article for the install process and to obtain the Acumatica ERP questionnaire – Connecting CIMcloud Websites to Acumatica

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