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SAP Business One Integration - User Guide - English

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This guide will lead you through the process of SAP Business One integration usage, starting from an installation, and ending with practical examples for call receiving. 

Requirements: 

  • WMS version: 4.01 or higher
  • Wildix UC-Business license 
  • SAP Business One Professional User and Addon licenses 
  • Installed and configured TAPI driver 

Created: November 2019

Updated: December 2019

Permalink: https://confluence.wildix.com/x/t4C5Aw

Features

  • Click-to-call feature

  • Incoming call popup

  • Outgoing call popup

  • Auto-detect existing contact and redirect to its page
  • Creating a new contact via popup

Make sure you did install and configured the TAPI driver first.

  1. Download the Wildix Integration according to your version. Both x64 and x84 are supported. 
  2. In the archive you should see two files: 
    1. The add-on registration data (.ard) file
    2. The add-on setup (.exe) file


Setup the Integration as SAP Business One addon

  1. om the SAP Business One Main Menu, choose  Administration  Add-Ons  Add-On Administration  Company Preference  tab.

  2. Choose the Register Add-On button.

    The Add-On Registration window appears.

  3. In the Installation Information section, locate and select the add-on registration data (.ard) file for the add-on by choosing Browse (Browse) button next to the Registration Data File field.

    If the selected .ard file contains installer information and the installer file is located in the same folder as the .ard file, SAP Business One automatically fills the installer file in the Installation Package field. If you use the silent installation mode, SAP Business One automatically fills the fields in the Silent Installation Information section.

  4. If the Installation Package field is not filled automatically, locate and select the setup.exe file for the add-on by choosing Browse (Browse) .

  5. To assign the add-on to the current company, select the Assign to Current Company checkbox.

  6. To install the add-on after registration, select the Install as Part of Registration checkbox.

    SAP Business One installs the add-on on the current machine immediately after registration. You do not have to log off your company and log on again. Installing the add-on on other machines depends on company and user preferences.

  7. To register the add-on, choose the OK button.

    • If you assigned the add-on to the current company in step 5, the add-on appears in the Company-Assigned Add-Ons list in the Add-On Administration window. The add-on is registered and assigned to the current company.

      Add-ons that are not mandatory are registered as Disabled and Active for the company. For more information about these settings, see Add-On Administration: Company Preferences Tab.

    • If you did not assign the add-on to the current company in step 5, the add-on appears in the Available Add-ons list in the Add-On Administration window. The add-on is registered for the current company.

  8. To notify all the users in the current company about the new add-on, proceed as follows:

    1. Choose the Send Notification to Users button.

      The You Have new Add-Ons to Install window appears.

    2. Enter the notification message header and text.

    3. Choose the Send Notification button.

    Users receive the notification message within a minute after you have sent it.

  9. To close the Add-On Administration window, choose the OK button.

Answer a Call

Keep Collaboration open while working with the application



You can tell that you have an incoming call if you see this pop-up above all other windows. It also plays the ringtone. 

Details about the call, if any, are displayed just above the Answer button, and typically include the phone number of the caller and the number that the caller dialed to reach you.


When the caller's phone number can be matched with a number in an existing SAP record, that record will be displayed once you press the Answer button. You also can also open it by pressing on the Show contact button. 

To answer an incoming call, press the green button in the pop-up.



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