To use Access EasyPay Evo, you need to connect your EasyPay online to Access Evo (formerly called Access Workspace). Once you are notified that your EasyPay online is ready for Evo, please complete the task below to connect to Evo.
Task 1: Create Security Rights in the Core module to Connect EasyPay Data Loader
Please create the access rights in your Core module to allow Evo to access your database. See our demonstration on creating the security rights below:
Task 2: Connect your EasyPay data
To connect your data to Evo, please follow the steps below. See our demonstration on connecting EasyPay to Evo below:
Log into Access Evo.
Click the Access button then Products, and then Data Engine.
The Data Engine tab is displayed. Click the three-line hamburger menu on the top-left of the screen then select Connections, Shared.
On the right of the EPEAnalytics row, click the arrow and select Properties.
Click General on the left menu.
At Name, change EPEAnalytics to your DSN name (your EasyPay database name).
Click DSN on the left menu.
Enter the following details:
At Connection Mode: Select Data Source Name.
At Data Source Name: Select your EasyPay DSN.
At User and Password: Enter your credentials that you created in Task 1.
Click the Test tab at the top, and then click Start Test.
When Connection is Valid displays, click Save.
Multiple databases or DSNs
If you have multiple databases / DSN, repeat step 4 to step 10 in Task 3 as follows.
In step 4, on the right of your EasyPay DSN, click the arrow drop down and select Duplicate. (This is to duplicate the DSN that will be renamed and map later)
Repeat step 5 to rename the duplicated DSN to your next DSN.
Repeat step 8 to enter your user id and password that you created in Task 1 for each EasyPay entity/ DSN.
Repeat step 9 until 10.