Priority Software

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Please read the Priority Software API documentation for more information

Set up

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Accessing the Priority Software API

You will need a valid Username, Password and Company Base Url before you can use the API. You will need to retrieve this through the instructions in the Basic Authentication API Documentation.

Features

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Reports detail

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Source Field: Company Base URL

To run the connector, input your company base URL into the 'Source' field.

For example, if the company is "Company", the base URL would most likely be erp.company.com. Still make sure to check your Priority Software account to verify that this is accurate.

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Extract Field: Forms can be entered into the 'Input Form(s)' field in the connector.

Within the 'Extract' configuration, forms can be added to specify those wanted in the extract, there is an example picture in the section below.

For best results, we recommend entering only one form at a time, as each form has unique columns that do not usually overlap with others. Including multiple forms in a single extract may result in a table with many columns, which will have empty cells due to non-overlapping data between form columns.

If there is a need for multiple forms in an extract, this can be done by entering them as a comma-separated list without spaces. For example, for forms "AAA", "BBB" and "CCC", these would be entered into the 'Input Form(s)' field as AAA,BBB,CCC.

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Extract Field: Internal/Variable Company

Within the 'Extract' configuration, you can also specify the internal or variable company name. Users can input the company variable (e.g., live, base) to dynamically connect to different Priority environments.

This field is located directly below the 'Input Form(s)' field, and these fields differ in that 'Company Field' only allows one input value at a time. Below is an example of an Input Form USERS and a Company Field live:

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SubForm Naming.

For Subform Selection and Subform's Subform Selection reports.

The name of a Subform or a Subform with another Subform must be appended with the suffix _SUBFORM. For example, if the Subform is called CONTACTS, its equivalent name for retrieval via the API would be CONTACTS_SUBFORM.

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Note: The Forms available depend on the credentials access

For all forms to be retrieved correctly from the report, ensure that the credentials used have access to the report.

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Note: Subform's Subform Data Format

Data returned within the Subform's Subform extract is in a compressed form and requires flattening through transforms.

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Note: Incremental Versions of the Forms, Subforms and Subform's Subform Selection.

These reports are only available for forms with Business Process Management (BPM) applied. You can find helpful knowledge articles on setting this up here and webinar here.