|19219|Connections|

  1. |28788|Emails|
  2. |25427|File Storage|
  3. |28789|DFA|
  4. |28790|API|
  5. |17998|Single Sign On|
  6. |42366|Banking|
  7. |31368|Strata API|
  8. |40525|Slack API|
  9. |41424|Avalara|

|17975|Incoming Emails|

|33497|The incoming emails should NOT be a personal email. After we process the email, it will be deleted.|
You must be signed into the proper Office 365 account in this browser session to properly authorize, not just enter it in the User Name field above.
You must be signed into the proper Google account in this browser session to properly authorize, not just enter it in the User Name field above.
This will remove the Office 365 authorization from Workamajig only
This will remove the Google authorization from Workamajig only

|17984|Outbound Emails|

|39643|This email will be used for all outgoing emails instead of the person's email address. This is used in cases where you might need a specific email address to be white listed on your email server to get around spam filters|

|24837|SMTP Settings|

|27084|You would only set this information up if you need to route outgoing emails through your mail server. This is mostly done for people who have very strict email spoofing filters and need the email to come from their servers. Using this feature can add a small delay to the delivery of emails from Workamajig.
Please make sure the Workamajig SMTP service is configured on the server before adding these settings. If it is not configured emails will not be sent.|
|25029|Protocol|
You must be signed into the proper Office 365 account in this browser session to properly authorize, not just enter it in the User Name field above.
This will remove the Office 365 authorization from Workamajig only
You must be signed into the proper Google account in this browser session to properly authorize, not just enter it in the User Name field above.
This will remove the Google authorization from Workamajig only

|17989|File Storage Servers|
  1. {{:u.obs(item.Name, ' ')}}{{:item.ServerTypeName}}
    |39644|Default Server|
    {{:u.obs(item.URL, ' ')}}

|17990|Double Click for Advertisers|

|31368|Strata API|

|17993|API Access Token|

@APIAccessToken
|17996|To make any API calls you need a token for the company (above) and one for the user that is interacting with the system. You can either generate this token for a specific user on their employee screen, or select the action below to generate a token for all your users.|

|25033|API User Token|

|25034|This is currently your user token. To reset it or to generate a new one click on your name in the top right, find the API User Token section towards the bottom.|
{{:connections@UserToken}}

|25430|API Documentation|

{{html:dp@apiHelpLink:url}}

|17998|Single Sign On|

|37186|CAUTION
Do not enter any information in this section without confirming with your IT department first. Entering information here incorrectly can cause login, email, and other problems in Workamajig.|
|39645|This is the prefix for the custom web url that you use to connect to workamajig. If you use mycompany.workamajig.com, then the prefix is "mycompany"|
|18000|New Contact Attribute Mapping|
Example: givenName
Example: surName
If provided, WMJ will try to link the user with an existing Company.
If provided and found in WMJ, the user will be assigned to that security Group. If it's not provided and/or not found, we will use the default group defined in the Transaction Preference.

|42367|Credit Card Client Billing|

|40751|ACH Client Billing|

|18010|vCard Setup|

|28792|Plaid Connections|
|27905|You can connect different Credit Card accounts to your financial institutions and pull charges into the credit card connector. The GL Account must be credit card type and have the 'how will you use this' option set to: Import Credit Card transaction data from bank.|
  1. {{:item.Institution}} (Plaid Item {{:item.PlaidItemKey}})
    {{:item.Accounts}}
|27906|Click on the bank name to map your credit cards at this institution to your GL Accounts where you want the charges to appear.|

OFX Mappings
When an uploaded OFX file contains transactions for more than one account, each account is mapped here to the GL Account (credit card type) where its charges should appear. Accounts found during an import are added here unmapped until you assign a GL Account, then re-import the file.
  1. {{:item.label}}
    {{:item.accounts}}
Click on an institution to map its accounts to your GL Accounts where you want the charges to appear.

|40525|Slack API|

@SlackBotUserOAuthToken

|41424|Avalara|

|41426|Integration with Avalara is enabled when this is checked|
|41431|Temporary Sales Order transactions will be used when this is checked|
|41433|Client side logging is enabled when this is checked|
|41435|All transactions will be sent to the Avalara Sandbox environment when this is checked. When not checked they will be sent to the Avalara Production environment.|
|45760|This setting only affects billing worksheets and estimates. Turning this on will disable calling the Avalara API until the user manually asks for taxes to be calculated.|

|18012|Server Details|

{{:dp@defaultServerText}}
|39648|Required Workamajig WebDAV Server Version: |{{:dp@requiredVersion}}

|39649|Test Results|

@Results
|39650|Failed|
@Results

|18024|Amazon Configuration|

@plaidItem

|27910|Use this screen to map your credit cards at this institution to your GL Accounts where you want the charges to appear.|
{{:u.obs(item.AccountOwner, ('* ' + item.Name + ' ' + item.Mask))}} {{:u.obs(item.AccountOwner, ('* ' + item.Name + ' ' + item.Mask))}} @LastTransactionDate:d @AccountName

@ofxItem

Map each account at this institution to the GL Account (credit card type) where its charges should appear. Leave an account blank to keep it unmapped (its transactions will be skipped on import).
@CCACCTTO @intuBid @accountName

|39651|Plaid Link Error Log|

|32433|Move along, nothing to see here.|
@RequestID @LinkSessionID @InstitutionName @InstitutionID @ErrorCode @ErrorMessage @ErrorType @ErrorDate:dt

|39652|Previewing Transactions|

|42642|30 Days| |42643|60 Days| |42644|90 Days|
access_token: {{:@accessToken}}
request_id: {{:@requestID}}
|33242|No Transactions were found|
@account_id @account_owner @amount:c @date:dt @name @pending @transaction_id

|43560|Authorize.net Gateways|

|43561|No Gateways|
@CCProcessorID @APILoginID @APITransactionKey @CurrencyID
@FormattedGLAccount
 {{:formatValue('#a-b', @GLCompanyID||'', @GLCompanyName||'')}}