For contemporary enterprises, the financial and tax co-ordination, operation management, and information technology of the enterprise can be said to directly determine whether the enterprise can develop for a long time, and the three have always been complementary to each other, mutual influence and role in the relationship. Of course, more and more business owners are also realizing that software features can be upgraded and merged to do more with less.
For example, the well-known integrated management of purchase, sales, finance and taxation - UFIDA software, and information technology management software - Chenzhe Excel server, the two have been merged and docked. The merger and docking mentioned here refers to the OpenAPI interface of UFIDA software. This article illustrates the example of Chenzhe Excel Server v2023 version **7 through the WebAPI function and UFIDA U8 (12version 51).
1. Preliminary preparation
1.1 Register users on the UFIDA U8+ open platform and create an application.
Visit UFIDA above**, registered users, as shown in the figure below.
If it is an enterprise purchase, the customer can click "Enterprise Quick Registration", otherwise you can click "Register", the registration process is no longer described, and you need to follow the relevant prompts on UFIDA**.
Since I am not a corporate customer of UFIDA, I am only used for development and testing, so I choose the "Register" button to register, and after the registration is completed, click the login button to enter the relevant information to log in.
After logging in, click on "App Center" as shown in the image above.
Click "How do I create an app?" in the red box on the right. There will be a detailed description of how to create an application on a related page, as shown in the following figure:
Create an app based on the above documents.
It should be noted that UFIDA's OpenAPI interface is charged, as shown in the figure below
Please consult your UFIDA software provider for specific charges, as this fee will not be explained in this article.
1.2 **U8 OpenAPI client tool, install the client, and configure it.
Click on the home page in the picture above, and then drag the mouse down to make the page display to the bottom, as shown in the figure below:
Click on this "Client" to open the following page, and then click on the Client button in the figure below.
After installing this client, the following icon will appear on the desktop (shown in the red box in the figure below):
As shown in the figure above, you need to click "EAI Interface Settings" on the server computer where the UFIDA software is installed
As shown in the figure, for the basic EAI settings, the U8 service period here is local, so it is localhost
EAI login authentication, enter the username and password of the U8 related account set, the following EAI data source, and select the account set to be connected.
Click on the open platform client you just installed, enter your registered user and password to log in, and then make the relevant configurations.
As shown in the figure, click Client Parameter Configuration (shown in the red box) to see an example of the configuration, and refer to the example for configuration.
2. Configure WebAPI in the Excel server to connect with UFIDA.
The following is an example of the operation of vouchers in the general ledger module of UFIDA.
2.1 Set up WebAPI in the Excel server application
UF's reference document is shown in the figure below.
As shown in the figure above, click the link to the interface document of Get Credential List Information (the link shown in the red box in the figure above).
We see that the token shown in the red box is a link, which is a parameter that we must need to access the UFIDA system, and click on this link to see the extract document of the token.
The following figure shows the relevant configuration of WebAPI in the Excel server client (you can configure it according to the requirements of the above documents).
2.2. Set the formula between tables in the template to execute WebAPI
2.3 See the effect.
Fill in the form, and the following result data is obtained after the formula is executed.
Compare the voucher list data in the general ledger of UFIDA software as follows:
In contrast, the data result is correct (because the sorting rules of the data I extracted are not consistent with the sorting rules of UF, you will see that the order of the data may be inconsistent.) Of course, it is also possible to make the data sorted consistently according to the sorting rules of UF, which I will not show here).
More possibilities
In fact, Chenzhe Excel server can not only extract data from the UFIDA software through the OpenAPI interface through the WebAPI function, but also "write back" the data according to the relevant interface provided by UFIDA, such as generating financial vouchers through the Excel server software as the relevant business collected by the "business system", and directly write back to the voucher of the UFIDA general ledger module, so as to open up the integration of finance and business.
Please combine the interface documentation of UFIDA for relevant settings, which will not be displayed in this article.
With the development of science and technology, the information exchange between equipment, production lines and factories in the production process of enterprises has become increasingly important. In order to improve production efficiency, reduce costs, ensure product quality and improve management, financial and tax co-ordination + information software is more and more valued and sought after by enterprises. Chenzhe Excel Server v2023 version **7 through the WebAPI function and UFIDA U8 (12Version 51) allows enterprises to transform from deindustrialization to software, and the combination of the two undoubtedly lays the foundation for the long-term development of enterprises in the future.