AFAS

Autom Mate's AFAS integration enables seamless automation of ERP tasks, enhancing efficiency in finance, HR, and administrative workflows through streamlined data management and automated processes.

Introduction

This guide provides a comprehensive overview of the integration between Autom Mate and AFAS, equipping users with the knowledge to automate tasks and enhance business processes through seamless workflows.

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What is AFAS?

AFAS Software delivers a robust suite of ERP solutions that cover finance, administration, payroll processing, and HR management. Their cloud-based platform empowers organizations to streamline operations, leverage data for informed decision-making, and support collaborative work environments.

Key Features of AFAS

• Comprehensive ERP Modules: Includes financial administration, HR management, payroll processing, project management, and more.

• Intuitive and Customizable Interface: Designed for user-friendliness with options to scale and tailor functionalities to specific business needs.

• Cloud-Based Accessibility: Provides a centralized platform accessible from anywhere, fostering collaboration and productivity.

• Sustainability Focus: AFAS emphasizes corporate social responsibility and sustainable business practices.

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Autom Mate Integration with AFAS

Autom Mate’s integration with AFAS allows users to streamline data management and automate repetitive tasks across finance, HR, and administrative workflows. This integration enables businesses to improve accuracy, efficiency, and overall operational performance by utilizing AFAS actions within Autom Mate workflows.

Examples of Automated Tasks

1. Creating Records in AFAS: Easily create records by using pre-defined templates, helping maintain data consistency and efficiency.

2. Retrieving Records: Automate data retrieval based on specific criteria to keep data analysis up-to-date.

3. Updating Existing Records: Ensure data accuracy by seamlessly updating records with the latest information.

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Credentials

Establish a secure connection between Autom Mate and AFAS using credentials stored in the Autom Mate Vault.

1

Enter Connector Name

• Provide a user-friendly name for your connector. This name should be descriptive, allowing easy identification across your workspace.

• Example: "AFAS Integration Connector"

2

Select Authentication Type

• Choose access_token as the authentication method to connect securely with the AFAS platform.

• This selection enables the use of an API token for secure authorization.

3

Specify Server URL

• Input the AFAS Server URL. This URL typically includes your unique AFAS domain.

• Example: https://12345.rest.afas.online

4

Enter API Token

• Insert your API Token with the required XML structure. The token format must include versioning and data tags.

• Example Format: <token><version>1</version><data>AAABBBCCCDDD111222333444555</data></token>

5

Save Credentials

After filling in all required fields, save your credential settings in Vault to make them accessible for actions that require AFAS integration.

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How To Use Actions

Create Record

Description and Purpose

The "Create Record" action allows users to create new records in AFAS directly through Autom Mate. This action automates data entry, enabling efficient and accurate record creation in AFAS to streamline administrative tasks.

Usage Instructions

1

Specify Connector Name

Select or enter the name of the connector established for AFAS (e.g., KnUser). The connector must already be configured in the Vault with the necessary credentials for AFAS integration.

2

Provide Payload Data

Enter the Payload in JSON format, containing all required fields for creating the record in AFAS. The payload should include attributes as per AFAS record requirements.

3

Execute Action

Run the action to create the record. Upon successful execution, the record will be created in AFAS based on the provided payload data.

Inputs

• Connector Name (Required): The predefined connector name used for AFAS integration.

• Payload (Required): The request body in JSON format containing the record data.

Sample Input

{
  "KnSubject": {
    "Element": {
      "Fields": {
        "FirstName": "John",
        "LastName": "Doe",
        "Email": "[email protected]",
        "PhoneNumber": "1234567890"
      }
    }
  }
}

Outputs

Confirmation Message: Displays a confirmation message indicating successful creation of the record in AFAS. This output serves as a success acknowledgment for the completed action. To do that you need to copy output of the action and paste it to the display message.

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Get Record

Description and Purpose

The "Get Record" action enables users to retrieve records from AFAS through Autom Mate. This action allows users to access specific records based on defined criteria, facilitating data retrieval for analysis or processing within workflows.

Usage Instructions

1

Specify Connector Name

Enter the name of the AFAS connector configured in the Vault, which should contain valid credentials (e.g., KnUser).

2

Define Retrieval Parameters

• Take: Specify the number of records to retrieve in a single call. The default value is 100.

• Skip: Specify the number of records to skip from the start, useful for paginated data retrieval. The default value is 0.

3

Optional: Define Filter Query

• Enter a filter query to narrow down the results, following this format:

  filterfieldids=fieldid,fieldid&filtervalues=value,value&operatortypes=type,type

• Use , to separate multiple conditions (AND) and ; for alternative conditions (OR) within the filter.

• For additional query formatting information, refer to the AFAS API Filter Guide.

4

Execute Action

Run the action to retrieve records. The specified parameters will filter and retrieve records as defined.

Inputs

• Connector Name (Required): Specify the connector name (e.g., KnUser) used to authenticate the AFAS connection.

• Take (Required): Define the number of records to retrieve. Default is 100.

• Skip (Required): Enter the number of records to skip from the start. Default is 0.

• Filter Query (Optional): A query string for filtering records, formatted as :

filterfieldids=fieldid,fieldid&filtervalues=value,value&operatortypes=type,type

Outputs

Retrieved Records: This output contains a list of records that match the defined criteria, ready for further analysis or processing within Autom Mate workflows.

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Update Record

Description and Purpose

The "Update Record" action allows users to modify existing records in AFAS via Autom Mate. This action streamlines the updating of records, enabling automated management of data updates within AFAS.

Usage Instructions

1

Specify Connector Name

Enter the connector name configured in the Vault, which contains the credentials for AFAS access (e.g., KnUser).

2

Input Payload Data

Provide the Payload in JSON format, containing the necessary fields and updated information for the record. The structure should match AFAS requirements for updating specific records.

3

Execute Action

Run the action to apply the updates. The provided payload will overwrite the existing record details in AFAS.

Inputs

• Connector Name (Required): Specify the AFAS connector name (e.g., KnUser) that provides authentication for the update action.

• Payload (Required): A JSON object containing the fields and updated data for the record.

Outputs

Update Confirmation: A message confirming that the record has been successfully updated, reflecting the new data provided in the payload.