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en:pedoffice:kunden:import:blueoffice

BlueOffice

Import

By clicking „BlueOffice-Import“ 2Abb.1 the BlueOffice-Import window will open.

Import
Abb. 1: Import
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By entering the complete or a part of the first name 1Abb.2 or surname 2Abb.2 in the search field and clicking the button , the customer list Abb.2 will be shown.

Abb. 2: BlueOffice Import window
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Select the customer you want to import to the customer list Abb.2 and click „OK“ 3Abb.2 .

By clicking „Cancel“6Abb.1 4Abb.2the import process will be canceled.

Update

With the BlueOffice interface you can update customer data as well. Open the customer in pedoffice and proceed as for importing.

Configuration

To configure the BlueOffice interface, the following information is required from your BlueOffice installation:

  • name of the SQL-server/ instance
  • name of the database
  • name of the view
  • user authentication modes (Windows/SQL-user)
  • SQL-user name (only at the SQL-user authentication mode)
  • Pasword (only at the authentication mode)

The view must be set up by BlueOffice beforehand.

For the configuration please contact pedcad service(service@pedcad.de).

en/pedoffice/kunden/import/blueoffice.txt · Zuletzt geändert: 2023/04/11 16:30 von ruetzel

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