ERP Credentials
The ERP Credentials dialog stores the authentication details WSi uses when exporting data to your ERP server. It is separate from the ERP integration URL and format settings — you need both configured for a full server export.
What this is for
When you export a project to an ERP server, the destination server requires authentication. This dialog stores your credentials so WSi can include them with every export request.
Opening the dialog
Settings → Client → ERP Settings → Configure ERP credentials
Auth modes
The dialog supports two authentication modes:
Basic auth — You enter a username and password pair. WSi sends these with every request to the ERP server. This is the most common mode.
Bearer token — You paste a bearer token string directly. WSi includes the token in the Authorization header of each request. Use this mode when your ERP system issues tokens (for example, from an identity provider) rather than accepting username/password.
Choose the mode your ERP system expects. You can switch between modes at any time.
How it works
When you run an ERP server export, WSi sends your stored credentials with the HTTP request. If the server accepts them, the export proceeds normally.
If the server responds with 401 (Unauthorized) or 403 (Forbidden), WSi detects the rejection, prompts you to re-enter your credentials, and retries the export automatically.
Security note
Your credentials are stored locally on your workstation, tied to your login. They are never sent to WSoptics or any third party.
Related
- ERP Export — Full export workflow
- Client Settings — Overview of all client settings
- Standard Interface — Export format configuration