Connecting to SYSPRO

To start using Credit Hound with SYSPRO, we need to synchronize your customers and transactions with Credit Hound. To do this, you will need to install the Credit Hound connector agent on a computer that has access to the SYSPRO SQL Server where the SYSPRO company database is hosted. For optimal performance, we recommend installing the Credit Hound connector agent directly on the SYSPRO SQL Server.

Step-by-step Guide to Connect SYSPRO to Credit Hound

You can follow these step-by-step instructions to help you get up and running in less than 5 minutes:

Prerequisites

• Credit Hound Cloud needs to know where your SYSPRO company database is held. You will need to enter this Server name when going through the connector agent wizard.
• You will need details of a Windows or SQL Server user that has access to the SYSPRO company database. This user needs db_datareader rights to the SYSPRO company database.
  • Tip: If using a Windows user, you could logon to the SQL Server with your Windows account first to ensure you have the correct privileges.
  • If using a SQL Server user, SQL Authentication needs to be enabled on the SQL Server.
• You will need administrator rights to install and run the connector agent. The agent must be installed on a computer that has access to the SYSPRO SQL Server, preferably on the SYSPRO SQL Server itself. 
• The computer where the connector agent is installed needs to be turned on and connected to the internet to be able to sync.
  

  Download the Connector Agent

• Logon to Credit Hound at https://my.credithoundcloud.com
• If this is your first time setting up Credit Hound, you will be presented with the Welcome to Credit Hound screen where you can select your time zone from the drop-down list

• Click the OK button
• You will now be presented with the Add Company Wizard screen

• Click the Next button

• Click the Download button to start downloading the connector agent installer
• Once the download has completed move on to Installing the Connector Agent.

Download completed in Chrome browser

Installing the Connector Agent

The connector agent synchronizes your customers, contacts and transactions from the accounting system installed on your computer to Credit Hound in the cloud.

• Double-click on the CreditHoundAgent installer you have downloaded

• If the User Account Control dialog appears, click Yes

• A dialog may appear asking to install Microsoft Visual C++ components. Click Install

• When the Welcome page appears, click Next >

• On the License Agreement page, select I accept the terms in the license agreement and click Next >

• On the Ready to Install the Program page click Install

• The connector agent will now be installed on your computer

• Once the installation is complete, leave the option Launch Credit Hound Agent ticked and click Finish
• The install wizard will close and the Credit Hound Agent will run.

New Connector Wizard

After installing the software, the Credit Hound connector agent will run and automatically launch the new connector wizard. This next part takes you through the wizard which connects your accounting data to Credit Hound.

• The first screen of the wizard asks you to select your Accounting System

• Select the SYSPRO option and click Next

• Select the version of SYSPRO you have installed and click Next

• Enter the details to the Microsoft SQL Server where your SYSPRO Company Database data is located.
  • Server Name: This is your SQL Server. If this is a SQL Server named instance, please enter the server name followed by a backslash (\) and the instance name. E.g. SQLDB01\SYSPRO
  • Company Database Name: Enter the name of your SYSPRO Company Database here. E.g., SysproCompanyEdu1
• You can choose to authenticate with the Server via Windows Authentication or SQL Authentication. If you are using SQL Authentication, please enter your SQL Server credentials in the Username and Password fields provided.

• Click Next

• Credit Hound Cloud requires all currencies to be mapped to their corresponding ISO 4217 currency codes.
• From the grid, please review the list of currencies retrieved from your SYSPRO company and map each one to the correct ISO 4217 code.

• Click Next

• We now need to log into your Credit Hound account so we can create a company and synchronize your accounting data
• Click Next

• Enter the email address and password you used to sign up to Credit Hound and click Sign In

• If you are linking SYSPRO to Credit Hound for the first time, select New Credit Hound Company and click Next.

• This screen shows the company details we will register with Credit Hound. By default they are taken from the selected SYSPRO company. You can change any details here or fill in missing fields such as your email address, company website and telephone etc.
• Click the Next button

• Click the Finish button

Congratulations, the connector agent wizard is complete!

The wizard has created a service on your computer which will periodically synchronize your accounting data with Credit Hound. This can only happen when your computer is turned on and connected to the internet.

A browser window should now appear which will take you to your new company in my.credithoundcloud.com. You may need to log in using the email address and password you used to sign up to Credit Hound.

It may take some time for your data to synchronize. Give it a few moments and refresh the screen.