🔌 My Integrations

The My Integrations page connects OpticCount to your external systems – to import information (catalog, branches, users), and to export results (count summary in a file/API) in the format that the ERP or online store expects to receive. In addition, there are "operational" integrations like WhatsApp for smart alerts (expirations, low inventory, license, etc.).

🏁 How to Access

• On phone: ☰ at the top right → Integrations.
• On computer: Hover over the menu on the left → Integrations.

What You See on the Page

• List of integrations configured in the account: system name (with its icon), note, active/inactive status, and an Edit button for each integration.
• At the top: ➕ Add New Integration (green) – opens a setup wizard.

💡 An "active" integration immediately affects other pages. For example: if an ERP integration with catalog import support is activated – the "Import Catalog" button will appear in the Item Catalog, which loads data live from the external system.

✨ Why This Matters – Main Uses

• Smart import: Item catalog, branch list, users – without manual files.
• ERP-adapted export: Count summary files in your system's exact format – saves conversions and import errors.
• Automatic alerts: WhatsApp for upcoming expirations, low inventory, or operational events.
• Dynamic and online operation: Less Excel files, more direct flow.

🛠️ Editing an Integration – What It Looks Like

Clicking Edit opens a dedicated settings dialog for each integration. Common examples:

🟢 WhatsApp Integration

• Phone numbers for receiving messages (multiple can be entered).
• Triggers:
  • Low inventory alert (ON/OFF).
  • Daily expiration report (ON/OFF) + days before expiration field (e.g. 3).
• Internal note (optional).
• Save Changes / Delete Integration / Close Without Saving.

💡 Recommended to enter numbers in international format (e.g. +972...). Start with daily expiration report to "catch" problems before they reach the shelf.

🟣 Priority (ERP) Integration

• API address of the server.
• Personal access token / username and password (depending on your implementation).
• Active (toggle).
• After saving: import/export actions on relevant pages will work in your Priority format.

🟩 Shopify / 🟦 Wix / ⚙️ Hashavshevet / 🧠 Bina and more

• Basic connection fields (token/key/domain) and Active status.
• Once the connection is active – import catalog/branches/users buttons or exports will be integrated in the appropriate places in the system.

🟠 Boss ERP Integration

• Import catalog from Boss directly into OpticCount.
• Real-time inventory sync – after counting, inventory in Boss can be updated automatically.
• Import suppliers – supplier list is pulled directly from Boss.
• Configuration fields: API address, access token, Active status.

🟤 Minisoft / Bina Code Integration

• Export count summary file in Minisoft format.
• Minisoft export settings – custom configuration including field mappings specific to this format.
• Configuration fields: connection parameters, export format settings, Active status.

🟡 Nesher Tevel ERP Integration

• Import catalog from Nesher Tevel.
• Export count summary in a custom format.
• Configuration fields: connection parameters, Active status.

🔵 Yarpa Integration

• Export count summary file in DAT format specific to the Yarpa platform.
• Enables direct import in Yarpa without manual processing.

🔶 One ERP / One ERP Advanced Integration

• Export count summary in One ERP format.
• One ERP Advanced – extended support for processing and export including similar item merging.
• Configuration fields: connection parameters, Active status.

🛒 Wix eCommerce – Order Import

Beyond catalog import, the Wix integration also includes order management:

• Order import – automatic and/or manual pulling of orders from the Wix store.
• Scheduled sync – the system continuously pulls new orders from Wix.
• Sync status – displayed on the management page (date and time of last sync).
• Picking fulfillment – after performing collection, an order can be marked as "fulfilled" directly in Wix.
• Filter by payment status – import orders in selected payment statuses only.

💡 After configuring the Wix integration, the "Orders" tab in the management page will show imported orders and allow focused collection.

🔗 Currently Supported Integrations

• ERP / Inventory Management: Priority, Hashavshevet, Bina, Boss, Minisoft, Nesher Tevel, Yarpa, One ERP / One ERP Advanced.
• Online Store: Shopify, Wix (including order import).
• Messaging & Alerts: WhatsApp.

The list is updated; some connections may be activated on request and in coordination with support.

Live Examples

1. Live catalog import from ERP Connect Priority → mark Active → in Item Catalog Management the "Import Catalog" button appears → clicking loads and updates data automatically.

2. Expiration alerts via WhatsApp Enter 2–3 manager numbers → enable daily expiration report and set 3 days before → every morning a consolidated list of items approaching expiration is received.

3. ERP-adapted count summary export Configure the appropriate integration → in Recent Inventory Counts click "Export Count Summary Data File" → select the ERP format → get a file ready for import (without manual mapping).

4. Import orders from Wix and focused collection Connect Wix eCommerce → the system pulls new orders automatically → in Orders Management select an order → go to the count page in collection mode → scan according to the order list → mark "fulfilled" → Wix updates.

5. Update Boss inventory after count Connect Boss ERP → finish count → click "Export Data with Integration" → data passes directly to Boss and updates inventory balances.

When to Use / When Not to

Recommended when:

• You have an ERP/online store and want to work directly, without files.
• It's important to receive immediate alerts (expiration/low inventory) to managers' phones.

Less suitable when:

• You're in a pilot phase and want to first work "offline" with Excel. You can configure an integration later – it's not mandatory to start with it.

🔐 Security & Permissions

• Sensitive fields (tokens/passwords) are stored securely and accessible only to system administrators.
• Recommended to use a dedicated integration user in external systems with the minimum required permissions.
• If you lose control of a key – replace it both on the external system side and here.

⚠️ Mistakes to Avoid

• Leaving an integration as inactive and expecting import/export to work. Make sure the toggle is active.
• Entering an imprecise domain/URL → check protocol (https://) and correct API path.
• Entering WhatsApp numbers without country code prefix → some messages won't arrive.
• Not coordinating export format with the ERP → configure it once correctly and save headaches for every count.

💡 Tips

• After connecting an ERP, perform a small import (10–20 items) to test column mapping – then proceed to full import.
• For alert integrations – start with low noise level (expirations) and only then add "low inventory" according to thresholds that work for you.
• Save a note for each integration (e.g. "production server", "test environment") to prevent confusion between computers/teams.

Summary

The My Integrations page is OpticCount's connection layer to the world around it: it shortens processes, reduces errors, and introduces automation (import/export/alerts) directly into the routine. Configure it once correctly – and enjoy smooth, smart and faster ongoing work.