Monitor ERP + Dotdigital
Everything you need to connect Monitor ERP and Dotdigital: how to connect, which data moves, which settings there are and what to do when something goes wrong.
- 1 data flow
- Connect in about 15 minutes
1. Getting started
Prepare both systems first, then connect them in Junipeer.
- about 10 minutes
Prepare Monitor ERP
- Open the Monitor integration / API setup
- Generate or retrieve the API access key
- Confirm the technical integration user if relevant
- Note the correct company or database context
- Enter the values in Junipeer
- about 5 minutes
Prepare Dotdigital
- Open API users in Dotdigital
- Create a new API user
- Leave the generated username unchanged
- Set the password and enable the user
- Save and copy the credentials
- Paste the credentials into Junipeer
Connect and test
Enter the details in Junipeer, switch on the flows you need and test with one order before you go live.
Getting started with Junipeer
2. How the data flows
What Junipeer can move between the two systems. The arrow shows which way the data goes.
Junipeer - Customers
3. Settings
The settings you see in Junipeer, in plain words. Open one to read more. The key is the technical name.
You don't need to read them all
In Junipeer every setting has a ? that opens the same explanation next to the form, right when you need it. With the Junipeer MCP your AI assistant can also propose the settings from your own data.
How the Junipeer MCP worksSettings for Monitor ERP (15)
| Setting | What it controls | Key |
|---|---|---|
| API URL | Enter the address of your Monitor API, for example https://host:8001 . | monitor_api_base_url |
| Company Number | Enter the number of the Monitor company to connect to, for example 001.1 . | monitor_company_number |
| Customer Levels | Choose which kinds of Monitor customers are fetched and sent on. | monitor_customer_levels |
| Default Monitor ERP Warehouse | Choose the Monitor warehouse that is treated as the default when stock is fetched from Monitor. | monitor_default_warehouse_id |
| Exclude Orders created before this date | Choose a date. Orders created before this date are not synced. | stdintegration_filter_monitor_erp_order_created_date |
| Find the Monitor Customer By | Decide how Junipeer finds the Monitor customer an order belongs to. | monitor_order_customer_lookup |
| Language Code | Enter the language code used when connecting to Monitor, for example sv . | monitor_language_code |
| Order Row Type | Choose the row type used for order lines in the Monitor order. | monitor_order_row_type |
Show all 15 settings
| Setting | What it controls | Key |
|---|---|---|
| Order Type | Optional. Choose the Monitor order type given to customer orders created in Monitor. | monitor_order_type_id |
| Password | Enter the password for the Monitor user above. | monitor_password |
| Project | Optional. Choose the Monitor project used on customer orders created in Monitor. | monitor_project_id |
| Sales Price List | Choose the Monitor price list that article prices are taken from. | monitor_article_price_list_id |
| Stock Order | Decide whether customer orders are created as stock orders in Monitor. | monitor_is_stock_order |
| Username | Enter the Monitor username Junipeer should log in with. | monitor_username |
| Warehouse | Optional. Choose the Monitor warehouse used on customer orders created in Monitor. | monitor_warehouse_id |
Settings for Dotdigital (13)
| Setting | What it controls | Key |
|---|---|---|
| Consent Attribute Fallback | Choose what happens when the customer attribute doesn't contain consent information . | dotdigital_consent_from_attribute_fallback |
| Consent Attribute Field | Enter the name of the customer attribute that holds the consent text. | dotdigital_consent_from_attribute_field |
| Consent Text | Enter the consent text that is attached to a contact when it is created or updated in Dotdigital. | dotdigital_consent_text |
| Consent URL | Enter the web address (URL) where the customer gave their consent. | dotdigital_consent_url |
| Consent from Customer Attribute | Read the consent text from a customer attribute instead of using the fixed Consent Text . | dotdigital_consent_from_attribute_enabled |
| Contact Identifier | Choose how contacts are identified in Dotdigital. | dotdigital_contact_identifier |
| Default Contact List | Choose a Dotdigital list that contacts are added to by default. | dotdigital_default_list |
| List Attribute Fallback | Choose what happens when the customer attribute doesn't contain a list ID . | dotdigital_list_from_attribute_fallback |
Show all 13 settings
| Setting | What it controls | Key |
|---|---|---|
| List Attribute Field | Enter the name of the customer attribute that holds the Dotdigital list ID(s). | dotdigital_list_from_attribute_field |
| List from Customer Attribute | Read Dotdigital list IDs from a customer attribute , instead of (or in addition to) the list settings. | dotdigital_list_from_attribute_enabled |
| Map Country to Contact List | Add contacts to a specific Dotdigital list based on their billing country . | dotdigital_list_by_country |
| Map Customer Attributes to Data Fields (Store) | Write customer attributes to Dotdigital data fields when contacts are saved. | dotdigital_map_attributes_store |
| Map Customer Fields to Data Fields (Store) | Choose which customer fields are written to Dotdigital data fields when contacts are saved. | dotdigital_map_data_fields_store |
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