Back to the SaleFish - HomeBuilder Title Page
You have already setup the SaleFish - HomeBuilder integration and just want to add a new Construction Project
What Links SaleFish to Business Central?
- The SaleFish Project ID
- A unique Phase identifier to be attached to each SaleFish Lot.
How to Find and Link the SaleFish Project ID
- Find the SaleFish Project ID in https://sales.salefish.app/community. Click on “Availability” of the Project in question and the Project Code will be shown at the end of the URL e.g. A0999
- In Business Central, create a new “Builder Project” with this code. Add a Name and make sure to turn on the flag “SaleFish Integration” (if you are going to be performing a test run in a copy company; do not turn on this flag quite yet).
- Open the “Phase” that is to be used:
- Add the Builder Project that you just created to the Project Code field on the Phase Card.
Create and Link a Unique Phase Identifier to each Lot in SaleFish
- Choose a unique Phase identification code
- An example of a unique Phase Identifier code could be PH1-HBTO where “PH1” is Phase 1, “HB” is an acronym for you as a builder and “TO” is an acronym for the Project.
- If you are working with another builder on this project, you must have a different code than the other builder.
- Enter the code:
- Back in the “Phase” in which you just assigned the Project, enter this code to “SaleFish No.” field.
- Now enter the same code to each of the Lots in SaleFish
- From https://lm.salefishsoftware.net/ choose the Project and click into Project Setup. From Project (on the left) choose Lot Information.
- You can perform a mass update by entering the Phase number in the “Value for >Phase” field and clicking on “Setup >Phase and Grading” button.
Processing
- Make sure that the SaleFish user you have assigned to the integration in Business Central has the appropriate permissions in SaleFish.
- To find out which user is being used for the API follow these instructions:
- Go to: HomeBuilder – SaleFish – SaleFish Setup – find the “API Setup Company” and go to that company if you are not already in it.
- Click on API Sets.
- Click on Related – API Credentials and open the page.
- The user is under the Client ID
- Make sure that your company is licensed as either TEST or ACTIVE in HomeBuilder Setup.
- From the company nominated as the API Setup Company (see instructions on previous point this to see how to determine this, run the synchronize:
- From: HomeBuilder – SaleFish – SaleFish Setup – click on “Synchronize” – this normally take 5-10 minutes.