Page background
Support item image

10. Connection

Connection shows the link between dashboard.salesmatrix.com and your accounting or ERP system: whether it is connected, a Test button to check it, and the option to disconnect, which asks for confirmation.

For systems read through a database connection, the Advanced Options tab holds the scripts that read products, customers, transactions and contacts, and the date settings used to pick up changes.

The Connection page. Use Test first if you suspect the link has dropped.

Disconnecting stops the imports

While disconnected nothing new is imported and every report falls further out of date. Only disconnect when you mean to, and talk to Salesmatrix before changing any Advanced Options script.