Implementation SOFI Sync

SOFI Sync

The SOFI Sync software is a software that is used to synchronize certain information from Hopem's Primmo software to Telemedic's SOFI software. This software must be installed on the server where the Primmo database is installed.

Pres required

In order for the SOFI Sync software to work properly, Telemedic needs the following information from the customer:

Administration

  1. In the event that the client wishes to import into Primmo the care services provided in SOFI that will be billable, the client must purchase a “Master D” billing import module (MDF) from Hopem.

IT

  1. Remote access to the server where the Primmo SQL Server is installed.
  2. Primmo SQL Server login and password.
  3. Allow writing to the : C:\Telemedic\SofiSync.
  4. The recipient(s) of the SOFI Sync software synchronization report.

Implementation steps

These steps describe the process to enable information synchronization between Primmo and SOFI:

  1. Preparation and installation of the SOFI Sync software.
  2. Adjustment in Primmo and SOFI according to the SOFI Sync software convention.
  3. First synchronizations and adjustments in Primmo and SOFI.
  4. Use of the SOFI Sync software.

SOFI Sync deployment of a residence that did not use SOFI

Primmo

  1. In the class field of the buildings in the residence that need to be synchronized, enter “SOFI”.
  2. The list of Primmo occupant types must match the type of hosting in SOFI for the residents to synchronize (SOFI of residence→ configuration→ Residence→ Accomodation types).

SOFI

Configure Home Preferences

Access the control panel of the residence.

SOFI of the residence→ configuration→ Company→ Preferences

Change the following settings:

  1. Accounting system ⇒ “Primmo
  2. Merchant ID ⇒ ##01 or ## Primmo Comic Book Co.
  3. MDGFormatCol09 ⇒ 6
  4. MDGFormatCol11 ⇒ Empty
  5. MDGFormatCol14 ⇒ Empty
  6. MDGFormatCol15V ⇒ 8888
  7. MDGFormatCol15P ⇒ 9999

The operation of Sofi Sync requires a user with the rights and key to access SOFI data.

You need to create an employee for SOFI sync who is well identified in the SOFI instance with the API key and the secret used in the application needing access.

SOFI Sync

Add configuration information==== Add configuration information

  1. In the “Program.csx” file in the directory where SOFI Sync is installed, add the connection configurations to SOFI by the API for the residence.

The line to be added will look like : 

{##, new CompanyInfo 
  {CompanyName = "name of the residence", SiteUrl = SiteUrl, ClientId = "xxx", SecretClient = "yyy"} 
}
  • ## is the company number in the Primmo comic book
  • xxx is the access key created in SOFI
  • yyy is the Secret created in SOFI

NOTE: Add the new configuration first at the top with the other configurations

Configure the services and the Evaluation form

SOFI

  1. SOFI of the residence→ configuration→ Dictionary→ Service

For each Synchronized service, complete the service configuration.

Especially the fields :

  • Calculation base
  • Taxes
  • Type of activity
  1. SOFI of the residence→ configuration→ Admission→ needs assessment

Activate the forms by adding admission types for the following forms :

  1. FEBS
  2. Leisure
  3. A la carte service requests V2
  4. Requests for “À la carte Services” on lease