How to Integrate SwilPOS Mobile App in Unisolve/Cross
Integration Process of SwilPOS in Unisolve/Cross
As an existing user of Unisolve/Cross, you have the option to integrate SwilPOS mobile application with your software. This article provides a simple step-by-step guide on how to integrate SwilPOS with your existing Unisolve/Cross software, making it easier for you to take advantage of their features and capabilities.
To integrate SwilPOS, you need to:
- Update Unisolve/Cross to the latest version by downloading the most recent patch.
- Download the SSH file from the folder of ftp://ftp.bhiwal.com/_GST_UNISOLVE_CROSS/PATCH/SwilPOS.
- Download and extract the SSH file into the Unisolve folder.
Note: User's IP Address has to be fixed to integrate SwilPOS app in their software.
Step:1 The email IDs in Company table and CRM system should be the same
- Enter email ID in the given column.
- Also, you need to enter Server IP address, and Server Port No. in their respective columns.
Reference image of company table:
- Open the CRM portal and go to your registration details. Then, enter the same email ID that you have mentioned in the Company table.
Reference image of CRM:
Step:2 Verify Your Email ID in Software
- Go to the Unisolve/Cross Dashboard> Administrator> User and click on the Edit button.
- After that, enter you Email ID in column and press OK.
- Enter the verification OTP which you receive to the email ID you provided.
Reference image:
Step:3 Connect to Tunnel- SwilPOS Parameters
- Go to the Utility> SwilPOS Portal> SwilPOS Parameters.
Reference image:
- A new window of Dynamic IP setting will appear.
- Click the 'Connect to Tunnel' button.
- After that, a SwilERP Connector window will open. In this window, you need to copy the domain name.
Reference image:
- Paste the copied URL into the Domain Name field.
- Enter the Domain Port value as shown in the below image, in the Port column.
- Select Series and Principle in their respective columns.
- Press OK to continue.
Reference image:
Step:4 Upload Admin Data
- Go to the Utility> SwilPOS Portal> Upload Admin Data.
- Click 'OK', and your admin data will be uploaded successfully.
Reference image:
Step:5 Set User Link
- Go to the System> Set User Link.
- In the next slide, a 'User Link' window will appear. From the dropdown list, select 'User'.
- In the dropdown, select 'SwilPOS' as the Service name.
- Press OK to continue.
Reference image:
How to Allow SwilPOS Access to User through Admin Portal
To give user access, you need to verify the email ID in the 'Users' section through the Unisolve/Cross software.
- Go to the admin.swilerp.com and open the portal using your user credentials.
- Go to the 'Apps' section and locate the 'Users' option.
Reference image:
- In the 'Users' section, select the user from the dropdown list and give them access to the SwilPOS application.
Reference image:
Step:6 Login in SwilPOS Mobile App
- Download SwilPOS Mobile App from the Play store or App store. (Download link)
- In the login screen of the SwilPOS Mobile App, enter the User ID and Password that you set up in the 'Users' section earlier.
Note: Password should always be entered with Caps Lock turned on.
Reference image:
SwilPOS Dashboard Reference Image:
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