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Configuration

On this page you'll find information about integrating with Hubsoft.

Unlike other ERPs that use only a token, Hubsoft uses OAuth-style credentials: besides the URL, you need a Client ID, a Client Secret, and an API username/password.

Getting the credentials in Hubsoft​

Hubsoft's API credentials (Client ID, Client Secret, and the integration username/password) are generated in Hubsoft's own panel. Ask your Hubsoft administrator (or Hubsoft support) for API/integration access, which provides:

  • Your Hubsoft server's URL;
  • The application's Client ID and Client Secret;
  • API Username and Password.
info

Store the Client Secret and Password somewhere safe — they aren't shown again after being generated.

Configuring the integration in Cpehub​

  1. Go to Administration → Settings and open the Integrations tab.

  2. Click + Add integration.

  3. Fill in the form:

    FieldWhat to enter
    NameAn identification name (e.g., Hubsoft Head Office).
    ERPSelect Hubsoft.
    URLYour Hubsoft server's address.
    Client IDThe API application's Client ID.
    Client SecretThe API application's Client Secret.
    UsernameHubsoft's API username.
    PasswordThat user's password.
    Active integrationLeave it on for Cpehub to start querying this ERP.

  4. Click Save.

Hubsoft will appear as a card in the integrations list. Use Test API to validate the connection.

Priority (ERP cascade)​

When more than one ERP is active, Cpehub tries them in priority order (cascade): if the customer isn't found in the first one, it tries the next. Adjust the priority using the arrows on each card. See How Cpehub uses ERP data.

See also​