Merchant Ag ERP Connection Setup

Users can link their Merchant Ag ERP to FieldAlytics to connect growers, products, and blend tickets. One or many Merchant Ag databases can be connected within a FieldAlytics organization, each linked to a unique location. 

Before getting started, please contact FieldAlytics Customer Success about the desire to make the connection. FieldAlytics will then work with to Merchant Ag to authorize the connection via API.

See help below for steps in using the tool, or for system behaviors explained.

Accessing Connect 3rd Party ERP tool

1. Click the Menu icon in the upper right hand corner of FieldAlytics screen.

   

2. Click "Tools".

   

3. The system opens "Tools" menu window. Use drop-down menu to select "Connect 3rd Party ERP".

Using Connect 3rd Party ERP Tool for Merchant

• Select a Merchant Ag from the Select ERP drop-down menu, as well as your specific Merchant Client [1].
• The credentials and URL entered here are provided by Merchant, contact Mercant or your Customer Success representative for setup help [2].
• More information on Merchant Batches can be found here.
• Enrolled location can be viewed and managed [3]. To enroll additional location, Merchant Ag will need to be provided with the FieldAlytics location guid.
• Products can be setup, more information can be hound here [4].
• Connected growers can be viewed, added, or the connection can be broken with the Connect Growers [5]. See below for more help with this screen.

• After opening the Connect Growers window, you will need to select the Location [6] if multiple locations are connected to Merchant.
• Connected growers display the Merchant ID and a green checkmark to indicate sync status [7].
• Non-connected growers do not display the Merchant ID [8], but can be connected under the "Type to search" drop-down.

Please note: Merchant customers can be disconnected in this tool by selecting the drop-down to the right of the connected grower and pressing either Delete or Back on your keyboard to make this drop-down display "Type to search" then using the Submit button to save.