Adding an Advantage Account

For buyers with Advantage ERP, set up the connection to Advantage.

To add an Advantage account:

  1. Go to Main Menu > My Organization.

  2. Select the Billing tab.

  3. Click Add account.

  4. Macintosh HD:private:var:folders:2b:8hxsgzb94h550dm_1_lr5srw9d23q5:T:SetUp_AgencySet_Cmpgn.png

  5. Add your Advantage account information:

    • WSDL URL
    • Server Name*
    • Database Name*
    • User Name*
    • Password
    • Use Windows Authentication (enable/disable)

    Macintosh HD:private:var:folders:2b:8hxsgzb94h550dm_1_lr5srw9d23q5:T:SetUp_AgencySet_Cmpgn.png

  6. Click Submit. Basis stores the Advantage account.

If you want to send automatic reports, configure your Advantage FTP settings.