docs

Propel

This document is a work in progress

Propel is a cloud ERP available from salesforce. Please also see (https://www.propelsoftware.com/)

To configure a Propel intance you need:

• The base API path of your Propel cloud instance which is of the form: https://{propel-instance}.my.salesforce.com
• Propel uses the OAuth 2.0 protocol to authenticate, therefore, a code grant url, a refresh token url and the oauth scopes need to be supplied, they are of the form:
  • Code Grant URL: https://{propel-instance}.my.salesforce.com/services/oauth2/authorize
  • Refresh Token URL: https://{propel-instance}.my.salesforce.com/services/oauth2/token
  • Scopes: full api web refresh_token offline_access

Setup Propel Datasource

• Login on the application
• Navigate to Data Sources
• On the right > Select Propel > Add
• Click the configure button
• On the first tab Authentication, select the OAuth 2.0 authentication type then enter the OAuth credentials
• On the second tab BOM Configuration, select the preferred BOM child revisions selection option
• Click the Save button
• Click the Authenticate button

Setup Propel Property Mappings

• Navigate to Property Mapping
• After creating/adding your property mappings from your primary/CAD source, select the corresponding Propel property from the drop down selection boxes.

Notes:

In the current implementation of the SharpSync Propel Module:

• New Propel items are are already created with at least a Name and Category prior to exporting to SharpSync.
• Existing Propel item Names or Part Numbers (Propel property name: "Name") cannot be edited.
• Existing Propel item Categories (Propel property name: "PDLM__Category__c") cannot be edited.