Get started with Bravo ERP on HexaSync

This guide explains how to connect Bravo ERP to HexaSync Automation Engine to create a Bravo ERP Connector App and read item catalog and inventory data from Bravo ERP. HexaSync only reads data and does not change data in Bravo ERP.

Before you start

• A Beehexa account to sign in to HexaSync Automation Engine. If you do not have one yet, sign up on the same page.
• Contact your Bravo ERP administrator or your Bravo ERP implementation partner to prepare the following details:
  • Base URL: the address of your company’s Bravo Web API, for example https://api.bravo.com.vn. The server must be reachable from the Internet.
  • User Name and Password: the details of an API account dedicated to HexaSync.
  • Partner Code: the partner code that Bravo ERP issued for this API account.

Note: If the Bravo ERP server is behind a firewall, contact support@beehexa.com to get the list of HexaSync IP addresses, then ask your IT team to allow these addresses to access the server.

Part 1: Authorize the Bravo ERP connection on HexaSync

Step 1: Sign in to HexaSync

• Sign in to HexaSync Automation Engine with your Beehexa account.

Step 2: Start the Bravo ERP connection

1. Open the Bravo ERP connection setup page on HexaSync.
2. On the Check connection details screen, select Connect in the Bravo ERP section.

Step 3: Enter your Bravo ERP details

1. Enter the Base URL, User Name and Password you prepared.
2. Select Continue.

Note: Enter the Base URL exactly as your administrator gave it to you, including the port if there is one, for example https://api.bravo.com.vn:51110. Do not add a path after the server address.

Step 4: Confirm the connection

1. When the screen shows Connected — Your Bravo ERP Is Ready, select Continue.
2. When the Bravo ERP card shows the status Connected, select Create Bravo ERP Connector.

Step 5: Create the Bravo ERP Connector App

1. In the Name field, check the Connector App name, which is based on your company name, for example Acme Bravo ERP Connector.
2. Enter the Bravo ERP Partner Code.
3. Select Continue.
4. Creating the Connector App takes a few minutes. Stay on the page until HexaSync moves to the Connector App page by itself.

Next, check the connection and the data by following Part 3.

Part 2: Re-authorize the Bravo ERP connection

You need to re-authorize when HexaSync can no longer read Bravo ERP data with the old account, for example:

• The password of the API account has been changed in Bravo ERP.
• The address of the Bravo ERP server (Base URL) has changed.
• You want HexaSync to use a different API account.

If you need to change the details, prepare the new Base URL, User Name and Password as described in Before you start.

Step 1: Open the Connector App Settings

1. Open Connector Apps and select the Bravo ERP Connector App you want to update. Select Settings in the left menu.
2. In Connected Apps & Credentials, on the Bravo ERP row, select Re-authorize.

Cannot use Re-authorize? Only the person who created the Bravo ERP Connector App or a person with the Connector App Admin role can see this button. Ask one of those people to do this.

Step 2: Enter the new details

1. Enter or check the Base URL and User Name.
2. Enter the new Password.
3. Select Continue.

Note: If you keep the same User Name, HexaSync updates the existing credential. If you change to a different User Name, HexaSync saves a new credential and uses it for this Connector App.

Step 3: Check the result

1. When the screen shows Connected — Your Bravo ERP Is Ready, select Continue.
2. HexaSync links the credential to the Connector App and takes you back to the Settings page.

The next update uses the new details. The data already in the Connector App is kept. Check again by following Part 3.

Part 3: Check that the connection works

Check the connection details

1. Open Connector Apps and select the Bravo ERP Connector App you just created. If you are already on the page of the Bravo ERP Connector App you just created, go straight to action 2.
2. Open Settings > Connected Apps & Credentials.
3. Check that Bravo ERP has the status Connected.

Check the data

Open the Tasks page of the Connector App and check the two default tasks:

• Products: reads the item catalog, including the code, name, unit of measure, item type, tax rate code and status. The task pulls all data on the first run, then pulls newly edited items every 30 minutes.
• Inventory: By Warehouse and Lot: reads inventory for each warehouse and each lot, with the expiry date. The data is updated every 2 hours.

Part 4: Common errors and how to fix them

Your Bravo ERP Server Did Not Accept These Details

The Bravo ERP server rejected the details you entered. HexaSync has not saved the credential.

1. Check the Base URL again with your Bravo ERP administrator, including the address and the port. Confirm that the server is reachable from the Internet.
2. Check the User Name and Password. The password is case-sensitive.
3. Select Fix my details and try again, correct the details, then select Continue.

Note: If the Bravo ERP server is behind a firewall, contact support@beehexa.com to get the list of HexaSync IP addresses, then ask your IT team to allow these addresses.

This Bravo ERP Account Is Already Registered By Another User

Another HexaSync user has already connected this Bravo ERP API account. Each Bravo ERP API account has only one credential in HexaSync.

1. Ask the person who connected it to open Credentials › Manage, select the Bravo ERP credential, then select Team access › Invite member to share it with your Beehexa account. They must give you the Editor permission, because the Viewer permission is not enough.
2. After it is shared with you, open the connection page again and use the same API details.
3. If the API account belongs to another company, ask your Bravo ERP administrator to create a new API account with a different User Name.

Other errors

For other cases, send a screenshot (with confidential information hidden) to support@beehexa.com.

Part 5: Frequently asked questions

Does HexaSync write or change data in Bravo ERP?

No. The Bravo ERP Connector App only reads data. It does not write or change data in Bravo ERP.

What data does the Connector App read from Bravo ERP?

The Connector App has two tasks: Products reads the item catalog, and Inventory: By Warehouse and Lot reads inventory by warehouse, lot and expiry date.

What do I need to prepare to connect Bravo ERP?

You need a Beehexa account, the Base URL of the Bravo Web API, the User Name and Password of an API account dedicated to HexaSync, and the Partner Code that Bravo ERP issued for that API account. See the details in Before you start.

Where do I get the Partner Code?

Contact your Bravo ERP administrator or your Bravo ERP implementation partner to get the Partner Code issued for the API account. You enter the Partner Code in Step 5.

Why do I see the message This Bravo ERP Account Is Already Registered By Another User?

That API account has already been connected by another HexaSync user. Ask that person to share the credential with your Beehexa account and give you the Editor permission. If the API account belongs to another company, ask your Bravo ERP administrator to create a new API account with a different User Name. See how to fix it in Part 4.

When do I need to re-authorize the connection?

Re-authorize by following Part 2 if HexaSync can no longer read data with the current details, for example when the API password or the Base URL has changed, or when you want to switch to another API account.

Does re-authorizing create a new credential?

If you keep the same User Name, HexaSync updates the existing credential. If you change the User Name, HexaSync saves a new credential and uses it for the Connector App. The data already in the Connector App is kept.