Integrating Grow with Prophet 21

Grow’s connection with your Prophet 21 data helps you get greater insights out of your data. With the pre-built content, you will have a foundation of valuable information that you can then modify, clean, and blend with data from other data sources to see a fuller picture of all your data and the overall health of your company.

Integrating Grow with Prophet 21 brings critical business data into operational reports and dashboards you can actually work with, and act on. It also brings robust reporting for insight and visibility into your business and ERP data.

Your company’s operations are intricately woven together in a complex supply chain with razor-thin margins. Success hinges on your ability to manage this process with precision. Epicor Prophet 21 unlocks the potential of your supply chain to help grow sales, boost productivity, and drive profits.

• Data-driven distribution solution with industry-specific functionality.
• Cloud-based applications to modernize and mobilize operations.
• Connected ecosystems to ensure visibility across your business.

Grow is a Business Intelligence (BI) solution software that lets you bring data from all your other applications into one visualizing platform. This enables you to make impactful decisions regarding your business, as you can see the information collected from different sources all in one application. You can also use different filters and grouping logic to tailor the information you need. You can manage roles and permissions to make sure everyone has only the necessary information required for their work.

Staging Your System for Grow

Activate the Feature

Before beginning this process, make sure you have your registration and login information for Service Pro handy.

1. From the main menu, navigate to Setup > System Administration > System > P21 Integration Center.
2. Select Grow from the Integration drop down menu.
3. The Company Integration tab opens. Here, enter the following information:
   • Company ID
   • End Point - your Grow URL.
   • API Key - the key for your API connection.
   • Secret Key - your Grow license key.
4. Select Save.

Granting Access to Grow Metrics

You can manage which individual metrics are available to appear in a user's Prophet 21 home portal. Until you open a metric to a user or role, they cannot add it to their portal.

1. From the main menu, navigate to Setup > System Administration > System > P21 Integration Center.
2. Open the Grow Metric tab.
3. The tab displays the available Grow Metrics and Descriptions. You can set the following qualities for each:
   • Height / Width - the display size of this metric on the Prophet 21 home portal. These values are in pixels.

     Users can also manually adjust the size of their Grow metrics in their home portal by dragging and dropping the borders to new sizes.

   • Show Focus Values - Grow can display a total at the top of a metric. This is called a focus value, and activating this check box displays it in the portal metric.
   • Show Title? - activate this to display the metric's title in the portal.
   • Theme - determines if the metric displays with a dark or light background.
4. Place your focus in a metric row to select it, then move to the Permissions tab in the window footer.
5. Here, Prophet 21 displays two lists. One for roles, and one for individual users. Check the Enabled check box next to each that you want this Grow metric to be available to.
6. Select Save.

Setting User-Specific Data Filters

You can also limit the data that a Grow metric will show a user.

1. Once you have established access for a metric, open the Filters tab.

   All filters you place on a metric apply to everyone who accesses it according to the permissions you put in place. So if you granted access to an entire role, the filter you put in place also applies to that role.

2. Select the Column Name. This is the aspect of the metric you want to filter.
3. Select an Operator and a Value. These establish what a user can see through the metric. For example, if you set a salesrep to equal a specific name, then the metric will only display data for that selected salesrep.
4. If the metric is a date, select the Is Date check box.
5. Select Save.

   Each row is a separate filter. You can set multiple filters on the same metric.

Embed a Grow Dashboard in an iframe

You can display a Grow dashboard in an iframe. See this article for more information.

Access for Cloud Customers

Epicor handles connecting Cloud customers to Prophet 21. Please reach out to your Grow onboarding consultant.