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Horizon to EvolutionX ERP API Sync Go Live Steps - EvolutionX users
Horizon to EvolutionX ERP API Sync Go Live Steps - EvolutionX users

ECI Horizon ERP now has direct integration with EvolutionX using our new App Store Sync. This replaces EvoLink and adds new features.

Andy Flint avatar
Written by Andy Flint
Updated over a week ago

Switching from EvoLink to Horizon ERP API Sync is now possible with EvolutionX App Store and the Horizon API. This method allows the end user to view all orders (including those placed on ERP), invoices and account balances. You can also use quote prices to override general live pricing.

⚠️ Note — This integration is now available.

  • A migration from EvoLink may be required and you should work with Horizon and EvolutionX to cary this out. Details of the migration steps are below.

  • Customers who run more than one EvolutionX store should consult with Horizon Support before using this integration method.

Setup Of Horizon API Sync

This process will setup and start the Horizon API Sync to EvolutionX as described above. Contact Horizon and EvolutionX for support on the following steps.

Prepare for Go Live Steps

These steps should be done ahead of the golive call.

  • Ask Horizon staff to start the process of preparing Horizon for the API Sync.

    • They will run through some checks with you for data stored in Horizon

  • Evaluate your data for compatibility with the API Sync by discussing these with EvolutionX Customer Success Staff:

    • They will run through some check with you for data stored in EvolutionX

  1. EvolutionX Store Customers who are migrating from another ERP to Horizon should ask to have their data checked for compatibility with the sync. It would be common to require that existing data is exported from the EvolutionX store and matched with Horizon references. After migration of customer data to the Horizon ERP check the following (if any are missing, use EvolutionX exports from EvolutionX and sent them to Horizon so the EvolutionX Store can be updates):

    Important!

    1. Existing EvolutionX Accounts must have the Horizon Account Codes — Use Accounts Only Export to fix. Check that the account codes are unique and not duplicated across multiple accounts.

    2. Existing EvolutionX Account Addresses must have the Horizon Address Code — Use Accounts Addresses Export to fix. Check address code unique and not duplicated across multiple addresses.

  2. Customers who run more than one EvolutionX store should consult with Horizon Software before using this integration method.

  • Account Managers

  • In EvolutionX, run a report "Users with settings all accounts" (no parameters needed)

  • Set or Find the Guest Account Number (Horizon ID) to allow orders for 'non-account customers'.

  • Request the API URL, Username and Password from Horizon for the Horizon App

  • Request the API URL, Username and Password from Horizon for live pricing

  • Set or Find "Discount Product SKU, Discount Product Name and Shipping Fee SKU". If unsure on these field, speak to a member of the EvolutionX team.

  • Choose the email address for notifications sent on any errors EvolutionX receives when sending an order to Horizon.

Go Live Steps

The go-live will comprise of two steps. First, Horizon will run a sync to recognise and back fill data points from Horizon into EvolutionX. These new data points will be used to synchronise the records going forward.

  • In EvolutionX, take an Export of the following:

    • Customer Accounts:

      • Accounts Only,

      • Addresses,

      • Cost Centres,

      • Users into Existing Accounts

  • Prepare the EvolutionX store data. Stores running EvoLink Sync, for example, will follows these steps.

    1. Customer Accounts — Clear all Seller References values

    2. Customer Addresses — Clear all Seller Reference values.

    3. Customer Users — Clear all Seller Reference values

    4. Cost Center — Check for duplicates.

  • Confirm that Account codes and address codes are in place and unique.

Step 1: Horizon Initial Sync

  1. Create an EvolutionX API Key and name it "Horizon API Sync" or similar. Use it in the this step and do not use it for anything else. This key is a secret and should not be stored.

  2. Use this key to set up Horizon exports and run the initial sync up. During this period orders and live pricing will continue to function.

  3. When sync is complete, work with the Horizon and EvolutionX team to run some checks on accounts, users, addresses and cost centres.

  4. Validate new price (contract) lists have been created and the items within these are correct. Work with the EvolutionX team to remove unwanted price lists.

Step 2: Set EvolutionX to use new pricing and order features

  • Set Horizon System Keys using the notes below.

    Find the old API Key used by EvoLink and disable it in the EvolutionX Admin. This will ensure that EvoLink can't be accidentally enabled again. Skip this step if you do not have a legacy sync using EvoLink.

  • Set Live Pricing in EvolutionX (if used).

  • Install the Horizon ERP App Store in EvolutionX — This enables the Checkout Integration, New Order processing, and Live Order History and Live invoice History features

    • Install and configure the "Horizon ERP" app in the EvolutionX App Store (if not enabled for your store, ask our customer success team to enable it).

    • Set Guest Account Number (Horizon ID) for orders of non Horizon customers

    • Request the API URL, Username and DB Password from Horizon

    • Set "Discount Product SKU, Discount Product Name and Shipping Fee SKU". If unsure on these field, speak to a member of the EvolutionX team.

    • Set the email address for notifications sent on any errors EvolutionX receives when sending an order to Horizon.

    • Horizon customers can enable the option of using quote prices on products on the storefront, when one is available.

  • Tests and Checks

    1. Test a single customer sync using the Horizon "Run Customers Now" button. with a trader filter applied. Review the record created in EvolutionX.

    2. Check the trouble shooting guide if the customer record is not correctly created.

    3. Update roles to enable Account Balances and Invoice History for users who should see these new screens from the Horizon Integration and check an example user to see if there are any issues reading:

      • Live Order history

      • Live A/R Customer Balances

      • Live Invoice History

    4. Live pricing — if enabled during the setup, check that it is working as expected

    5. Check example orders processed to see that they are arriving as expected.

  • Update roles to enable Account Balances and Invoice History for users who should see these new screens from the Horizon Integration.

For an overview of what is included in the sync, see this article here

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