The Strata Master Integration Wizard is required to be completed as part of the onboarding process for Strata Organisations. The Integration Wizard will import all Strata Master data and FileSmart documents to the Portal.
The Integration Wizard needs to be connected to the Portal account for the data to be synced. After the initial sync, any changes in Strata Master will update to Strata Master Connect within 24 hours.
Contents
Connect the Integration Wizard
Organisation Admins can set up and make changes to settings for the Integration Wizard by clicking the Strata Master Integration Icon (two cogs) on the toolbar.
When the Strata Master Integration page opens, select 'Request Strata API Key'.
Wait for the API key to be received.
Then select 'Wizard Settings'. A window will open requesting the server details for Strata Master.
Enter the Server Name, or IP address of the server. Then enter the Database Name, or label for Strata Master. The Database Name is often labelled 'Strata' as default but check SQL to confirm.
Enter a Username and Password. The username must be the same as the one used to access the server. For more information, please see the Technical Guide.
Make sure to verify that the information is correct. Then click 'Check Connection' to ensure that the Strata Master Integration Wizard has been successfully connected.
If the connection has been unsuccessful, please check that all server details have been entered correctly. If the Integration Wizard still fails to connect, contact the Onboarding Manager.
When the Integration Wizard is connected, click 'Next'.
Add Organisation Information
Follow the prompts to enter information about the Organisation. When this has been completed, click 'Next'.
Single Sign-On Configuration
In the next window, click 'Enable single sign on' and copy the Strata Master Connect token to the clipboard.
Then copy the SSO Secret Key from Strata Master into the window. For more information, please see the Technical Guide.
Then click 'Next'.
FileSmart Connection
Similar to the Strata Master section, the FileSmart server details now have to be entered (if applicable).
Enter the Server Name, or IP address of the server. Then enter the Database Name, or label for FileSmart. The Database Name is often labelled 'MyArchive' as default but check SQL to confirm.
Enter a Username and Password. The username must be the same as the one used to access the server. For more information, please see the Technical Guide.
Make sure to verify that the information is correct. Then click 'Check Connection' to ensure that FileSmart has been successfully connected.
If the connection has been unsuccessful, please check that all details have been entered correctly. If still unsuccessful, contact the Onboarding Manager.
When the connection is successful, click 'Next'.
Kofax Connection
If the Organisation uses Kofax, Invoices stored in Kofax can be imported to the Portal. Please contact the Onboarding Manager to learn more.
Otherwise click 'Finish'.
Import the Data
Return to the Strata Master Integration Wizard page and select 'Import'. The database import will begin.
Organisation Admins can monitor the import as it progresses and will notice data and documents gradually populating in Strata Master Connect.
It's not required to stay on this page as the import progresses. The Strata Master Integration Wizard will continue to run in the background until the import has been completed. Return to the page at any time to check the progress.
Glossary of Errors
Organisation Admins are likely to see some data has failed to import. This is normal and to be expected. Please review the list of common errors and reasons provided below to understand more about why certain data has failed to import.
Balances - A Plan Number for the balances specified has not been found.
Creditors - No ABN has been provided for the Creditor in Strata Master.
Creditor CRNs - Related to ABNs that haven't been provided.
Documents - The document wasn't imported because the FileSmart connection failed.
GL Codes - The GL codes don't correspond to a Plan Number.
Group Codes - The Group codes are inactive in Strata Master.
Preferred Creditors - Related to ABNs that haven't been provided.
Users - No email has been provided for the user in Strata Master.
For more information, please see Check Licence and Insurance Details for a Service Provider, Bing Integration and Zoom Integration: Schedule and Update Meetings, Export Data.
Organisation Admins should contact us with any further questions regarding this process.
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