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SnelStart - Connector settings

SnelStart - Connector Settings This document outlines the connector-specific settings for SnelStart, detailing how they influence the sync...

Updated over a week ago

SnelStart - Connector Settings

This document outlines the connector-specific settings for SnelStart, detailing how they influence the synchronization of data between the external SnelStart ERP system and the App4Sales platform. These settings allow application administrators and implementation consultants to tailor the connector's behavior without requiring code modifications.

Connector settings are typically managed through the App4Sales portal UI, where they are stored and applied at runtime to control various aspects of data exchange, such as item and customer synchronization, order processing, and specific data transformations.

Settings Table

Setting

Description

Values / Defaults

Dependencies / Effects

SnelStart environment key

Specifies the unique key for connecting to the SnelStart environment. This is a sensitive credential.

String (encrypted)

Required for all communication with the SnelStart API. Without a valid key, no data synchronization can occur.

Sync inactive items

Determines whether inactive items from SnelStart should be synchronized to App4Sales.

Boolean (true/false)

If enabled, items marked as inactive in SnelStart will be present in App4Sales. If disabled, only active items will be synced.

Sync inactive customers

Determines whether inactive customers from SnelStart should be synchronized to App4Sales.

Boolean (true/false)

If enabled, customers marked as inactive in SnelStart will be present in App4Sales. If disabled, only active customers will be synced.

Send orderline discount instead of price

If enabled, the connector will send discount information for order lines to SnelStart instead of the adjusted item price.

Boolean (true/false)

Affects how order line pricing is communicated to SnelStart. Ensure SnelStart is configured to correctly process discount values if this is enabled.

Customer types to sync

A comma-separated list of customer types from SnelStart that should be synchronized to App4Sales.

String (default: "Klant")

Only customers matching one of the specified types will be synchronized. Changing this value filters which customers are imported.

Get order history from backoffice

If enabled, App4Sales will retrieve order history directly from the SnelStart backoffice system.

Boolean (true/false)

Enables the display of past order information from SnelStart within App4Sales.

New customer type

Specifies the default customer type to assign in SnelStart when a new customer is created via App4Sales.

String (default: "Klant")

Used when creating new customers from App4Sales into SnelStart. Ensures new customers are categorized correctly in SnelStart.

Set country code for vatliability

A country code that, if matched, will set the VAT liability flag to false for the customer.

String (e.g., "NL" for Netherlands)

If a customer's country matches this code, their VAT liability will be set to false in SnelStart. By default, VAT liability is true.

Default VAT Percentage

Defines the default VAT percentage to be used when specific VAT information is not available from SnelStart.

Decimal (default: 0)

This value is applied as a fallback for VAT calculations.

Use this custom field for purchase package size

Specifies the name of a SnelStart custom field that holds the purchase package size for items.

String

If provided, the connector will attempt to read purchase package size data from this custom field in SnelStart.

Use this custom field for the EAN code

Specifies the name of a SnelStart custom field that holds the EAN code for items.

String

If provided, the connector will attempt to read EAN code data from this custom field in SnelStart.

Minutes to cache stock

Defines how long (in minutes) stock information retrieved from SnelStart should be cached within App4Sales.

Integer

A higher value means less frequent updates from SnelStart but potentially faster load times in App4Sales. A value of 0 means no caching.

Use the free stock as the LastAvailableStock

If enabled, the connector will use the 'free stock' quantity from SnelStart as the 'Last Available Stock' in App4Sales.

Boolean (true/false)

Affects how stock availability is presented in App4Sales, potentially showing a more accurate picture of immediately available inventory.

Hide invoices on relation card

If enabled, invoices related to a customer will not be displayed on the relation card in App4Sales.

Boolean (true/false)

Controls the visibility of invoice data within the App4Sales customer overview.

Hide invoices with zero remaining amount

If enabled, invoices from SnelStart that have a zero remaining amount (fully paid) will not be displayed in App4Sales.

Boolean (true/false)

Filters out paid invoices from the display, focusing on outstanding or partially paid invoices.

Domain Specifics

Authentication

The SnelStart environment key is crucial for establishing a secure connection to the SnelStart API. This key should be obtained from your SnelStart account and configured carefully as it controls access to your SnelStart data.

Customer Synchronization

The connector allows fine-grained control over which customers are synchronized using the Customer types to sync setting. This is particularly useful for excluding internal accounts or specific customer segments not relevant for App4Sales. Additionally, the New customer type setting ensures that any customers created within App4Sales are correctly categorized in SnelStart from the outset.

Item Synchronization

Administrators can decide whether to include inactive items using the Sync inactive items setting. This is important for managing product catalogs where certain items might be temporarily unavailable but still need to be visible for historical orders or future activation.

Order Processing

The Send orderline discount instead of price setting provides flexibility in how order pricing is handled. It's important to coordinate this setting with your SnelStart configuration to ensure that discounts are applied and reflected correctly in the ERP. The Get order history from backoffice setting enables the display of historical order data, which is essential for sales representatives needing a complete overview of customer interactions.

Stock Management

The Minutes to cache stock setting allows optimization of performance by reducing the frequency of API calls to SnelStart for stock information. The Use the free stock as the LastAvailableStock setting provides a more granular control over how stock is represented in App4Sales, which can be critical for accurate order taking and delivery promises.

Invoicing

Settings such as Hide invoices on relation card and Hide invoices with zero remaining amount offer control over the visibility of financial documents within App4Sales, allowing users to focus on pertinent invoice information.

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