Sales intelligence for ABM

Three steps, one morning

ABM keeps its data in Microsoft SQL Server, so The Connector talks to it directly, with nothing extra to install on the ABM side.

Jump to the ABM set-up instructions ↓

Setting up Salesmatrix for ABM

Everything your business, or your ABM dealer, needs to do. Steps 2 and 3 are for whoever looks after your ABM SQL Server.

1. Register your company

   Go to dashboard.salesmatrix.com/Register/SWOTRegistration, fill in your company details and pick ABM under Accounting Systems. Use an email address you can check now: it receives your company token and becomes the first administrator login for your dashboard.

2. Create a read-only SQL login

   In SQL Server Management Studio, connected to the server that holds your ABM database, run the script below. Replace the database name and password with your own.

   CREATE LOGIN salesmatrix_reader WITH PASSWORD = 'Choose-A-Strong-Password';
   USE [YourABMDatabase];
   CREATE USER salesmatrix_reader FOR LOGIN salesmatrix_reader;
   ALTER ROLE db_datareader ADD MEMBER salesmatrix_reader;

   Membership of db_datareader lets the login read the ABM tables and nothing more: it cannot add, change or delete anything.

3. Install The Connector

   On a Windows PC or server that can reach the ABM SQL Server and stays on overnight:

   • Download the Salesmatrix Dashboard Data Upload Service from the downloads page and run it as an administrator.
   • On the SWOT Agent Configuration screen, replace Enter Token here with the company token from your registration email, then finish the installer.
   • Press Windows+R, type services.msc, find SWOTDataTransferService, right-click it and choose Start. From then on it starts by itself.

4. Enter your ABM connection

   Sign in to your dashboard and open Connection. The ready-made ABM queries are already installed. At the top of the Standard Options tab, choose the SQL Server connection type and enter your connection string:

   Server=YOURSERVER\INSTANCE;Database=YourABMDatabase;Uid=salesmatrix_reader;Pwd=YourPassword

   Each box saves itself when you click away from it. No DSN or ODBC driver is needed.

5. Check your transaction types

   The ABM queries import invoices and credit notes with the transaction types CI, CN and CX. To confirm your ABM uses the same codes, run this against your ABM database:

   SELECT TransactionType, COUNT(*) AS Lines
   FROM TRANSHEADERS
   GROUP BY TransactionType;

   If your invoices or credit notes use other codes, tell us and we will adjust your query before the first import.

6. Open your dashboard the next morning

   Salesmatrix collects data once a night. Next morning, open Logs: each stage shows how many records it sent, and the run ends with Update Completed. Your customers, products, reps and sales are then in the dashboard and reports.

Full set-up guide, with troubleshooting →