Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. In Microsoft Dynamics GP, go to Transactions > Service Management > Service Manager.
  2. Select Additional > Map2BOB Sites. 
  3. On the BOB Settings tab, select Import Credentials.
  4. Select the credentials.csv file that you downloaded when setting up the FSM Integration in Building Optimization Broker. 
    • Signature Agent for BOB Serial Number: Provided by Building Optimization Broker.
    • Signature Agent for BOB Authorization Code: Provided by Building Optimization Broker. This is the authorizationKey found in the credentials.csv file.
    • User Pool ID: Defaults from Key2Act.
    • Client ID:  Defaults from Key2Act.
    • Integration URL: Defaults from Key2Act.
  5. Select Save.
  6. Your BOB company will display to the right of "BOB Company" in the lower-left corner of the window.

...