Before you connect a workflow to your ERP
Two steps do this: Pull from ERP and Push to ERP. Neither can be filled in until a connection exists.
- Which half of the job happens where, and why it is split
- How to connect, in four steps
- What the step shows until a connection exists
- Which providers can actually be connected today
01 · Why
Why is it split in two?
Connecting is a one-off job for whoever administers the accounting system. Mapping is a per-table job for whoever knows the data. They are rarely the same person, and often not the same day.
| What | Where you do it |
|---|---|
| Connect Xero or QuickBooks, and manage the connection | Settings → Integrations — see Connect Xero or QuickBooks |
| Bring records in, send records out | In a workflow |
| Decide which field goes where | In a workflow |
| Check what synced, and retry a single record | Settings → Integrations — see Checking integration health |
02 · How
Connect, then come back
- Go to Settings → Integrations.
- Find
XeroorQuickBooks Onlineand pressConnect. - Sign in to your accounting system and allow access.
- Come back to your workflow and add a Pull or Push step. Your connection now appears in the
Connectionlist.
03 · Expected result
The Connection box on the ERP step shows the name of your connection. Until then it says:
No active connections in this workspace. Connect an ERP in Settings → Integrations.
Nothing else on the step can be filled in until that is sorted.
04 · Notes
Only Xero and QuickBooks Online can be connected today
The Integrations page also lists Odoo, MYOB and SAP Business One, all marked Coming Soon.
Connections belong to a workspace
Connecting in one workspace does not make it available in another.
A connection can be named
Which matters if you have more than one company. Pick carefully in the step’s Connection box.
05 · FAQ
Common questions
No, the same connection does both.
No. Some step descriptions name Odoo as an example, but the Integrations page lists it as Coming Soon and it cannot be connected.
An organization administrator. If you cannot see the Connect buttons, you do not have the permission.