Integrating HH2 Sync with Fyle and Sage 300 CRE streamlines expense management and financial workflows, ensuring efficient data synchronization between platforms. This guide provides a step-by-step process to help you seamlessly set up and configure HH2 Sync on your system.
1. Share your details to complete the Customer Sign-Up Form:
Your implementation specialist will help you complete this form based on your details. You can email the information below to your implementation specialist.
Required Information:
Employee Count
Average Yearly Revenue
Admin Contact Information: Provide details of your administrative contact:
Name
Title
Email
Phone
Address
Technical Contact Information: Provide details of your technical contact:
Name
Title
Email
Phone
Address
2. Sign the End User Agreement:
You will receive an End User Agreement from HH2 to sign once the above form is submitted.
The Agreement includes customer Terms and Conditions and must be acknowledged.
3. HH2 Sync Installation and Configuration:
Technical Requirements
Meeting specific hardware and software requirements is crucial to ensuring smooth operation and optimal performance when using HH2 Sync with Fyle and Sage 300 CRE.
Desktop Specifications:
Each user accessing the HH2 services via the web should have a computer that meets the following specifications:
Microsoft Surface Pro and Microsoft Surface Book are supported using the latest version of the MS Edge browser and Google Chrome.
Latest OS from Windows or Apple
Dual-Core processor
4 GB RAM
The latest build of the following browser:
MS Edge
Google Chrome
Apple Safari
Server Specifications:
To ensure seamless data synchronization with HH2 Cloud Services, it's essential to install the HH2 Synchronization Client directly on your accounting system server. Your server should meet the following specifications:
Minimum:
Current generation multi-core processor* with 4+ cores; 2+ GHz
RAM: 16+ GB
Hard drive: Hard Disk Drive (HDD) or Solid State Drive (SSD) with 200 MB/seconds of sustained read/write throughput
Windows Server 2016 or above
.NET Framework 4.8
Recommended:
CPU: Current generation multi-core processor* with 8 cores; 2.4+ GHz
RAM: 32+ GB
Hard drive: Hard Disk Drive (HDD) or Solid State Drive (SSD) with 200 MB/seconds of sustained read/write throughput
Windows Server 2019 or above
.NET Framework 4.8
Schedule an Appointment
Schedule an appointment for installing and configuring HH2 Sync on your desktop/server.
If you've signed up for the setup/implementation with Fyle, our implementation team will handle this process for you.
By default, the admin contact will be added to the call. For adding more people to the call, contact [email protected].
Important Note: Ensure that you have access to your remote desktop/server and have all the necessary permissions to install the Sync during the call.
4. Set up the integration in Fyle
Once HH2 has set up the data synchronization, you will receive the necessary credentials to connect your Fyle account with your Sage 300 CRE database.
You can follow the steps in this article to learn more about setting up the integration.
If you need any assistance with this, feel free to contact us at [email protected]!