Specifying the external system
When deciding on collaborating and exchanging data - the instances must both identify their counterparts (external system).
Each instance must therefore know the external system it wants to exchage data with.
Procedure
1. Go to External systems and click Add.
2. Fill out the fields in the data panel.
For more information about these fields, see External system - fields.
◦ One system is in the lead and will share its access key first.
 | This is a manual process and happens outside the system. |
◦ The second system will use that information to specify the external system in their Planon enviroment. The second system will then be able to access the first.
3. When the configuration of the external system is completed, click Send credentials.
This will generate a new access key for the inbound account and send the information to the external system so that the link can be established (bidirectional). This opens your system to the external system, using the credentials of the inbound account to gain access.
The external system can now access your environment (and vice versa), data sharing can now happen.