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Connect SYSPRO to ToppFive

Follow these steps to prepare your SYSPRO ERP for ToppFive. This lets the AI assistant read business data, answer questions, and perform approved actions such as creating or updating records.

What You'll Need

Your SYSPRO administrator or IT partner should help with this setup.

  • SYSPRO 8 with Data Connector - OData available for data access
  • e.net access if you want ToppFive to create or update records
  • A secure HTTPS URL that ToppFive can reach
  • A normal dedicated SYSPRO operator for ToppFive, not an admin or built-in service operator

OData

Used for safe, controlled read-only access to customers, items, orders, invoices, and other ERP data.

e.net

Used when ToppFive needs to perform actions, such as creating orders or updating customer records.

Permissions

Access is controlled by the SYSPRO user, company, table, and business object permissions you choose.

1

Confirm the Best Connection Type

SYSPRO usually uses two connection paths. Most customers should set up both so ToppFive can read data and perform approved actions.

OData for reading data

This is the standard web connection for reading SYSPRO data. It is read-only and is the best starting point for search, reporting, analytics, and answering questions.

e.net for actions

This is SYSPRO's business object layer. It is needed when ToppFive should create, update, or post records using SYSPRO's own business rules.

Plain-English version: OData lets ToppFive look things up. e.net lets ToppFive do work inside SYSPRO when you approve it.

2

Set Up OData for Data Access

OData gives ToppFive a secure way to read SYSPRO data without connecting directly to your database.

  1. Ask your SYSPRO administrator to confirm that Data Connector - OData is licensed and enabled.
  2. Confirm the SYSPRO OData service is running in IIS and is available over HTTPS.
  3. Create or choose a normal dedicated SYSPRO operator for ToppFive. Do not use the ADMIN user or a built-in service operator.
  4. Enable the operator for OData access and generate OData credentials.
  5. Grant read access only to the companies and tables ToppFive should use.

Your OData URL will look similar to this:

https://your-server/SYSPRO8OData/SYSPROOData

Your exact address may be different, especially if you use SYSPRO Cloud ERP or a custom domain.

Important: SYSPRO OData is designed for filtered data access, not full database exports. ToppFive will query the specific customers, items, orders, and records it needs instead of pulling everything at once.

3

Set Up e.net for Actions

If you want ToppFive to create orders, update customers, post transactions, or perform similar work, your admin should enable e.net access.

  1. Confirm the SYSPRO 8 e.net Communications Load Balancer or supported web service is installed and running on the SYSPRO application server.
  2. Create a normal dedicated SYSPRO operator for ToppFive. Your admin may use the same operator code from the OData setup, but the OData credentials and e.net login details may be different.
  3. Assign the company or companies ToppFive should access.
  4. Enable the e.net functional areas needed for your workflows.
  5. Keep write access limited to the actions you want ToppFive to perform.

Query access

Needed to look up customers, items, orders, balances, inventory, and transaction history.

Setup access

Needed only if ToppFive should create or update semi-static records such as customers or stock codes.

Transaction access

Needed only if ToppFive should create sales orders, purchase orders, invoices, or other transactions.

Utility access

Needed for login, session handling, preferences, and other supporting calls.

4

Make the Connection Reachable

ToppFive needs a secure path to your SYSPRO services. Your IT team can choose the safest option for your environment.

Use HTTPS

Use a valid SSL certificate so credentials and business data are encrypted in transit.

Limit access

If your server is on-premises, use an allowlist, VPN, private tunnel, or reverse proxy approved by your IT team.

Do not expose SYSPRO broadly to the internet. The safest setup is a secure HTTPS endpoint that only trusted systems can reach.

5

Gather the Details for ToppFive

Once your admin has prepared SYSPRO, collect these details before connecting in ToppFive.

OData Base URL

The secure URL for reading SYSPRO data.

https://your-server/SYSPRO8OData/SYSPROOData

SYSPRO Company ID

The company database ToppFive should use.

COMP01

OData Username and Password

The generated OData credentials for the dedicated operator.

Provided by your SYSPRO admin

e.net Service URL

Needed if ToppFive will perform actions, not just read data. This may be a web service, WCF, REST, or approved gateway URL depending on your SYSPRO setup.

Provided by your SYSPRO admin

e.net Operator and Password

The dedicated operator ToppFive uses for approved actions.

toppfive_api

Allowed Actions

A plain-English list of what ToppFive is allowed to do.

Create sales orders, update customer notes, read inventory
6

Connect in ToppFive

After the SYSPRO integration card is available, you'll enter the details from Step 5 and ToppFive will test the connection before saving it.

  1. Go to the Integrations page
  2. Find the SYSPRO card and click Connect
  3. Enter the OData details for read access
  4. Add the e.net details if you want ToppFive to perform actions
  5. Choose the actions ToppFive is allowed to perform
  6. Click Connect to SYSPRO

ToppFive will verify the connection before enabling the integration. If anything fails, you'll see a clear message with what to check.

Troubleshooting

ToppFive cannot reach the server

Ask your IT team to confirm the OData or e.net URL is accessible over HTTPS from outside your network, or that the approved VPN/tunnel is active.

OData login fails

Confirm the user was enabled as an OData operator and that the generated OData username and password were copied correctly.

Data is missing

The dedicated operator may not have read access to the company or table. Ask your SYSPRO admin to confirm company and table permissions.

Actions fail but reads work

OData may be working, but e.net may not be enabled or the operator may not have the right business object functional areas.

A write action is blocked

This is usually a permission or business rule issue in SYSPRO. Keep the restriction in place unless your admin confirms ToppFive should be allowed to perform that action.

Need help? Share this guide with your SYSPRO administrator or IT partner, and we'll help confirm the right setup.

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