Category: CRM import (“ייבוא ממערכת CRM”)
Connection: one for the whole organization, admins only
Connection: one for the whole organization, admins only
What it does in Lancer
- A four-step wizard: source (a object) → column mapping → preview → import.
- Suggested mappings; you can change every column.
- The same validation and duplicate detection as a CSV import: skip or update duplicates.
- Connection only reads; nothing is written back.
Connect
1
Open the integration
Open Settings → Integrations (“הגדרות” → “אינטגרציות”), at app.lancer-erp.com/app/settings/integrations. Under CRM import (“ייבוא ממערכת CRM”), find Fireberry (Powerlink) and click Connect (“חיבור”).
2
Get your credentials
In Fireberry: Settings (gear) → Account settings → TokenID (system admins only).
3
Fill in the card and save
Enter the details below and click Save (“שמירה”). Secrets are stored encrypted and never shown again; leave a secret field empty later to keep the stored value.
4
Finish
Run the import wizard on the card.
Only admins can view and change this connection.
What you need
string
In Fireberry: Settings (gear) → Account settings → TokenID (system admins only). Stored encrypted.
Vendor documentation
Fireberry (Powerlink) documentation
The official docs, at developers.fireberry.com.