1. Overview
The ezyCollect Sync interface package is used to integrate customer ERP data with the ezyCollect cloud services. The CSV option in ezyCollect Sync allows data to be prepared on the client-server into a .csv format which gets picked up from a designated folder and uploaded to the ezyCollect service.
Client side requirements - Defining your CSV Integration:
Before you go through the process below, please ensure that you (or someone from your IT team or third party partner/provider) can generate the CSV file from your ERP/Accounting software. This may incur additional costs and you will need to discuss this with your relevant team/partner.
The process of generating these CSV files will and should be automated to ensure that your data is up-to-date with ezyCollect.
You will need to provide us support contact from your side should there be any issues validating or syncing your data to ezyCollect. Please note that ezyCollect will provide support based on the plan you have signed up for.
See CSV Definition and Validation v2 (XLSX) for data required.
2. Getting Started
To get started with the installation please ensure you have the following ready.
Your SFTP Host address: (i.e: 34.125.111.111)
Your SFTP Username: ezycollect
SFTP Password: 9gy754
Please click on the link below and enter your email address and follow the prompts in the following link:
(Please ensure to tick "Cloud Integration"):
3. Setting up CSV Configuration
When generating .csv files, it is important to maintain the naming conventions and header fields as per template samples. If the file names or headings are not correct the sync process will generate an error.
If you need assistance in extracting and creating the CSV files, please contact customersuccess@ezycollect.com.au.
The following files need to be generated:
Customer.csv – containing customer master records. Example here:
Contact.csv – containing contact details . Note: all contacts MUST have an associated customer. Example here:
Transaction.csv – this has all open transactions including unpaid invoices and unapplied payments. Example here:
Item.csv – these are the transaction details. Example here:
APPENDIX A CSV Definition
Important Note: Please follow the CSV data format as this is case sensitive.