Connect your Easyflex administration

SalesDash can connect to your Easyflex administration, after which you can use your back-office data, such as the margin on worked hours and recruitment & selection fees, in your dashboards and gamification metrics.

Before starting, please read the general principles

Creating an Easyflex provider

Easyflex only accepts calls from IP addresses you enter on the license key, and asks for them when you create the key. So start in SalesDash, which shows you its IP address.

Go to Providers > Providers in the SalesDash admin and create a new provider. Choose "Easyflex" as the type and click "Create".

The page that opens shows SalesDash's IP address. Keep this page open: you need the address in the next step, and you paste the license key here afterwards.

Creating a license key in Easyflex

SalesDash connects to Easyflex's Dataservice with a license key: a dedicated key for one connection partner. You need management rights (Beheer) in Easyflex to create one.

In Easyflex, go to Beheer > Administratie > Web- en dataservice. Click New on the left, name the key SalesDash and enter SalesDash's IP address from the provider page. Easyflex generates the key for you. Copy it with the button at the top right.

Leave Uitsluitend sandbox toegang unticked: a key with that option only works in the sandbox, so SalesDash would not be able to read your live administration with it.

Why does the key allow more than reading?

Easyflex has no read-only license key: a key gives access to the whole Dataservice. SalesDash only reads your data and never changes it.

Several administrations?

A license key belongs to one administration (werkmaatschappij). To connect several administrations, create a key in each of them with the same IP address, and create a separate Easyflex provider in SalesDash for each key.

Testing the connection

Back on the provider page in SalesDash, fill in License key with the key you copied, then click "Save changes". The license key now shows "Configured" in green.

Click Test connection below the license key. Easyflex answers with one of these:

• Connected to followed by your administration's name: SalesDash can read that administration.
• Easyflex does not recognise this license key: copy the key from Easyflex again, paste it into License key and save.
• Easyflex refuses SalesDash's IP address: the message below it includes the IP address Easyflex saw. In Easyflex, go back to Beheer > Administratie > Web- en dataservice, select the SalesDash key and add that IP address. Then click Test connection again.

Test connection tests the key in the field if you have typed one, without saving it. Click "Save changes" once the test succeeds.

What happens next

Once the connection test succeeds, SalesDash can read your Easyflex administration. Which Easyflex data is imported, and as what, is set up with processors: see getting started with integrations.