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Linking to SQL Account

Introduction​

SQL Vision are linked to SQL Account to get the amount of sales target achieved by employees.

Requirement​

  • SQL Vision Sync
  • SQL Account
  • SQL Vision
  • Internet Access

Setup​

  1. Run SQLVisionSync-Setup.exe

  2. Click Next | Next | Next | Install

  3. Click Finish

Connect SQL Account and SQL Vision with SQL Vision Sync​

Sync Program

  1. Insert the SQL accounting DFC file into the corresponding field of SQL Vision Sync. You can find the SQL account DFC file in the path specified within the SQL Account Database of the SQL Accounting Software.

Sync Program

  1. Open the dropdown and select the database from the dropdown list.

  2. Insert the user name and password fields with the SQL Accounting Software user name and password.

  3. Click Test Connection.

Hint

The SQL Accounting Software must be open and logged in during the connection process.

  1. Click Next to continue the following steps.

Sync Program

  1. Insert the company ID.
  2. Click Get OTP .
  3. Insert the OTP Get from the step 7 into the OTP field.
  4. Click Get Token.
  5. Click Next to continue the following steps.

Sync Program

  1. Select the last export date
  2. Click Export Data.
  3. Once the data is exported, the SQL Vision mobile app will sync and display the data retrieved from the SQL Accounting Software.
Parameter for SQL Vision Sync

Sync Program

Strategy​

The Strategy is a formula that helps managers and the application categorize specific targets for each mission. This setup allows the application to accurately retrieve the target amounts associated with a mission from the SQL Account system.

To view the strategy, go to Main Dashboard | Side Bar | Company Configuration

Example Scenario

Suppose you’re managing a Sales Department and want to track Q1 sales targets:

  1. For the mission "Achieve Q1 Sales Target", assign the "Invoice Based Strategy" strategy.

  2. With this setup, managers can update sales progress daily in SQL Vision by using SQL Vision Sync tool by mapping to the right Strategy ID. Managers can view the updated progress daily in SQL Vision.

Pre-defined Strategy​

By default, SQL Vision automatically adds two pre-defined strategies to a newly created company, as shown in the image below:

Predefined Strategy

If the system encounters an error and fails to create the pre-defined strategies, you can manually add them by navigating to the Company Configuration section. When this issue occurs, the application will display a dialog box prompting you to add the default strategies manually, as shown in the image below:

Predefined Strategy-Add

Creating Strategy​

To add a new strategy, follow these steps:

Add Strategy

  1. Click the add icon to create a new strategy.
  2. Enter the strategy name.
  3. Click the Add button.
  4. Strategy added can be preview. Click X to remove it.
  5. Click Save to apply changes.
  6. Click Cancel to discard the changes.

Editing Strategy​

To edit an existing strategy, follow these steps:

Edit Strategy

  1. Click on the strategy you want like to edit.
  2. Edit the strategy name.
  3. Click the Edit button.
  4. Click Save to apply changes.
  5. Click Cancel to discard the changes.