ERP Simulation Environment User Guide

Environment Preparation

We recommend testing and learning in a sandbox environment.

1. In ShareCRM, place an order for the sandbox environment to activate the “Integration Platform - Custom Connector” feature.
   (Already live, no need to apply for grayscale release)
   ~~2. In ShareCRM, apply for grayscale release with the item “Integration Platform ERP Simulation Environment Grayscale”~~

Using the Simulation Environment

Once the approval process for orders and products is completed, you can log in to the activated CRM tenant environment. Then, open the ERP simulation environment URL in the same browser:
https://www.fxiaoke.com/erpdemo/index.html to access the simulation interface.

The current ERP simulation environment includes four predefined objects:
- Product Categories
- Products
- Accounts
- Sales Orders

You can select an object to add/delete fields as needed. Note that the ERP simulation environment does not support adding new objects at this time.

picture coming soon:

As shown above, the simulation environment has two tabs:
1. ERP Data List: Displays the management list for object data. Here, you can view, edit, or delete list entries.
2. ERP Object Management: Manages object fields. You can view, edit, or delete fields individually or in batches.

To create data:
- Navigate to the ERP Data List tab.
- Select an object from the dropdown.
- Click Add and fill in the required fields before saving.

picture coming soon:

To add object fields:
- Navigate to the ERP Object Management tab.
- Select an object from the dropdown.
- Click Add and follow the prompts to add fields.

picture coming soon:

Data Synchronization

After familiarizing yourself with the simulation environment, return to the CRM management interface. Navigate to:
Integration Platform Management > ERP Data Synchronization > Connector Management

Configure the custom connector on the right with the following details:

picture coming soon:

Notes:
- Base URL: http://172.17.4.230:31033/erpdemo/inner
- Error Code Field: code
- Error Message Field: message
- Data Field: data
- Success Code: 0

Header Parameters Configuration:
- tenantID: Select Enterprise ID from the dropdown.
- dataCenterId: Select Enterprise ID from the dropdown.

Once configured:
1. Navigate to Object Management and create a new object.
2. Add fields for each object based on the ERP simulation environment’s object and field codes.
3. Create and enable an integration flow.
4. Data created/modified in CRM will sync to the integration platform, and vice versa.

Important: The ERP simulation environment currently supports tenant-level data isolation but does not support multi-data-center scenarios.