Connecting with Nmbrs

This guide explains how to set up the Nmbrs connection, synchronize employees, export reports, and handle common error messages.

Step 1: Making a Connection

1. Navigate to Connections:

   • Go to Management → Connections → Nmbrs.

2. Verify Email Addresses:

   • Ensure the "Business Mail Address" field in Nmbrs contains the employee's business email address.

   • This email address must match the one in Declaree.

3. Log In:

   • Use your Nmbrs login credentials to log in.

4. Enable Synchronization:

   • Check the box for "Synchronize employees and relationship codes".

   • Click Save.

5. Synchronization:

   • Employees will now be synchronized, and relationship codes will be added to the employees in Declaree.

Step 2: Export Reports to Nmbrs

1. Select Reports:

   • Navigate to Reports.

   • Select one or multiple reports.

2. Export to Nmbrs:

   • Click Export.

   • Choose Nmbrs from the export options.

3. Confirm Export:

   • A logo will appear behind the report, indicating it has been exported to Nmbrs.

4. Mark as Processed:

   • It is recommended to mark the report as processed after export.

   • To do this, select the report and click on the archive icon (located at the top right, next to the eye icon).

Handling Error Messages

Error Code 1003: Unauthorized Access

• Verify User Permissions:

  • Ensure the user linked to the Nmbrs administration has the correct permissions to export data.

• Check Synchronization:

  • Confirm that users were created via synchronization and that no relationship codes were added manually.