The Busy on-premise connector offers users who use Busy a simple, safe and reliable way to share their accounting data through the RootFi platform. This connector is designed as a Windows application that can be installed on the user’s local machine.
These steps are elaborated upon in detail below.
You can enable the Busy on-premise connector by enabling the integration from the ‘Integrations’ page on the RootFi Dashboard.
To begin using the Busy Integration:
- Navigate to the ‘Integrations’ section.
- Toggle the button to enable the Busy integration.
- Navigate to the ‘Companies’ section and click ‘Connect a Company’.
- Name your user’s company and an invite link will be generated.
- Copy and share the generated URL with your customer to integrate your user’s Busy platform with RootFi.
The next steps outline the installation process for your user. The installation process for the Busy on-premise connector requires the user who is connecting their company data to complete the steps provided on the RootFi Connect Link/SDK. These steps must be followed carefully to ensure the successful installation and linking of the required company with the on-premise connector.
To connect a company through the Busy on-premise connector, follow these simple steps:
Firstly, the user needs to select Busy Integration on the screen.
Secondly, the user needs to copy and paste the Invite ID from the RootFi Connect Link or Connect SDK and click on ‘Next’ to proceed to the next step.
In the next step, the user needs to select the company for syncing from the list of companies that are displayed and then click on ‘Next’.
- Once the user selects the desired company, the syncing process will commence and the user will be able to view the connected company on the Companies screen of the Busy on-premise connector.
Linking companies using the Busy on-premise connector
The Busy on-premise connector must be run on the same computer as the Busy application. Advise your user to install the connector on the computer they normally use when working with the Busy application.
Before beginning the syncing process, it is important that the user first opens the Busy application and logs in to the specific company they wish to link. This is a critical step as it establishes the necessary connection between the Busy application and the on-premise connector, enabling seamless transfer of financial data between the two platforms.
Our Busy on-premise connector is specifically designed to operate in single-tenant environments. This means that only one Windows user can log on to a particular computer, which is also used to access the Busy application.