Accounting & ERP Connections — Integration

Overview

Model accounting and ERP connections, field mappings, sync cursors, sync runs, sync items, conflicts, external object mappings, and scheduled finance export work.

Capabilities

• External system types for accounting and ERP platforms

• ExternalSystemConnections and FieldMappingProfiles

• SyncRuns, SyncItems, SyncCursors, and SyncConflicts

• ExternalObjectMappings for source/target record correlation

• Hourly accounting-export worker with durable job and sync state

1. 1

   Step 1

   Create an external system connection and classify it for accounting or ERP use.

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2. 2

   Step 2

   Configure the connection endpoint and field-mapping profile.

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3. 3

   Step 3

   Create or queue finance records for synchronization.

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4. 4

   Step 4

   Review sync runs, items, cursors, conflicts, and external mappings.

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Limitations

• External finance synchronization is governed by the configured system connection and mapping profile.

FAQs

Pricing