How to connect to AFAS Software

To create a connection with AFAS Software, you have the following steps:

1. Create test environment

This step is optional but for testing purposes it's best to create a new test environment.

First make sure that no other tasks are being performed on the system at the time when you want to add a new environment.
Go to: General / Environment / Management / New
Fill in a name, max 8 characters and first char should be a letter, and select the "Demo environment".

Add new environment screen in AFAS Software

AFAS documentaion

2. Create a user

It is best practice to create a new user for each external application that connects to AFAS Software.

Go to: General / Management / Authorisation tool
Next go to: User / New system user

Fill in the needed fields and make sure your user as an email.

3. Authorise a connector user

We'll need to give this user access to GetConnectors, reports etc.

Go to: General / Management / Authorisation tool
Go to the tab User maintenance
Select the user and go to the tab Authorization
Select the folder General / Management / Definition / Filters
Check the radio button Filter active on the bottom of the window

Authorise user in AFAS Software

AFAS documentaion

4. Create a user group

In the next step we will be creating an App Connector. As we can only give user groups access, we will need to create new user group (or use an existing one)

Go to: General / Management / Authorisation tool
Go to: Group / New or click on the New user group icon

Complete the fields

Add new user group screen in AFAS Software

Go to the tab: Group maintenance
Select the new user group
Go to the tab: Users in group
Deselect the Show selected items only check box
Select the users that you want to put in the group. These are users that are going to use the app and will therefore receive rights to certain connectors

Add user to user group