Sending records to your accounting system

01 · Video

Feature walkthrough

02 · Why

Why do we have this?

This is the end of the line. Everything else Merchaint does — reading the document, matching it to the purchase order, getting it approved — exists so this step can happen safely.

03 · How

There are two ways, and both are set up in Workflows rather than here.

1. From the table. Select the records, press the arrow beside Sync, and choose Push selected.
2. Automatically. Add a Push to ERP step to a workflow, so approved records go out on their own.

04 · Expected result

A run appears in the connection's Sync History marked Outbound, with the record type and how many were processed. Records that made it show Synced in the table's INTEGRATION column.

05 · Troubleshooting

A record will not go

Almost always a mapping problem rather than a connection problem — see Why a record did not reach your accounting system.

The Push option is greyed out

Select some records first, and make sure a workflow with a Push step points at this table.

06 · Notes

A push is not a copy

Merchaint remembers what it sent, so pushing the same record again updates the one in your accounting system instead of creating a second copy.

Records that failed stay marked Local

Because no link was ever made.

Approval is a workflow's job

Pushing does not check whether anybody approved anything. If approval matters, put the Push step after an approval step in a workflow — see Ask someone to approve.

07 · FAQ

Common questions