Lilypad

Lilypad is a third-party CRM and data analysis platform specifically created to aid suppliers and distributors in the alcoholic beverage industry. eoStar can be configured to automatically send account, product, and inventory depletion information to Lilypad for analysis.


Feature Information

  • Functional Area: Sales Support
  • Roles Impacted: Reconciliation
  • Platform: eoStar Backend
  • Plugins: Lilypad Plugin

Setup

Lilypad FTP Credentials

The FTP web address, login, and password must be entered on the Lilypad panel at File > Database Administration > Configure.

Please see the Database Configure – Lilypad Panel article for more information.

Permissions

These settings control if a user can access the Lilypad Interface and the Lilypad Export scheduled task. For more information, see: Plugins Panel

Records > Employees > Records > Plugins Panel:

  • May import data from and export data to Lilypad

How to Export Data to Lilypad

There are two ways to export data from eoStar to Lilypad:

  1. Manually through the Lilypad Interface.
  2. Automatically using a Scheduled Task.

Lilypad Interface

The Lilypad interface is used to manually gather and transmit data from eoStar to Lilypad. eoStar recommends using the Lilypad scheduled task to handle this process automatically, but this interface can still be helpful if data for a specific date range needs to be sent.

For instructions on using this interface, please see the Lilypad Interface article.

Lilypad Scheduled Task

The Lilypad Export scheduled task allows data to be automatically transmitted from eoStar to Lilypad. The export can be configured to include up to 30 prior days worth of information.

For instructions on setting up the Lilypad Export, please see the Scheduled Task – Lilypad Export article.

Updated on March 18, 2019

Was this article helpful?

Related Articles