ERPx
ERPx connections give you access to your company’s enterprise resource planning data.
Source Setup
To create a new ERPx connection, you’ll need the following information from your ERPx account:
- Access token URL for API authentication
- M2M API URL
- Client ID
- Client Secret
- Company ID(s) can be optionally provided. Entities that have their results filtered by company ID will use the value(s) entered here. If left blank, the default company ID configured for the user will be used.
Note
Prefer using an API? Go here and select ERPx under the Body header to start creating a connection via API.
What Data is Available?
Warning
Update-Mode Deletes Support
Deletes are not supported for update-mode entities with this connector.
You can create ERPx pipelines with the following objects:
| Entity | Pipeline Mode |
|---|---|
| A-bsence-reimbursement-details | Replace |
| Absence-codes | Replace |
| Absence-reimbursement-notifications | Replace |
| Absence-statistics-per-employment | Replace |
| Absence-statistics-per-resource | Replace |
| Absences | Replace |
| Absences-without-calendar | Replace |
| Account-groups | Replace |
| Account-rules | Replace |
| Accounting-periods | Replace |
| Accounting-templates | Replace |
| Accounts | Replace |
| Accrual-settlement-transactions | Replace |
| Accrual-transactions-audits | Replace |
| Accruals-key | Replace |
| Aces | Replace |
| Acramendlogshd | Replace |
| Acrshd | Replace |
| Acrtransshd | Replace |
| Action-types | Replace |
| Actions | Replace |
| Activities | Replace |
| Add-up-matrix | Replace |
| Adjusted-group-salary-rates | Replace |
| Adwtransshd | Replace |
| Aged-balances-intervals | Replace |
| Aglshd | Replace |
| Agltrans | Replace |
| Agltransshd | Replace |
| Alert-rules | Replace |
| Alert-templates | Replace |
| Amelding-contribution | Replace |
| Amelding-errors-and-warnings | Replace |
| Amelding-incomes | Replace |
| Amelding-pd-codifications | Replace |
| Amelding-reports | Replace |
| Amended-common-parameters | Replace |
| Amended-system-parameters | Replace |
| Anonymization-setups | Replace |
| Anonymized-items | Replace |
| Applicant-competences | Replace |
| Applicants | Replace |
| Asset-depreciation-simulation | Replace |
| Asset-groups | Replace |
| Asset-index-tables | Replace |
| Asset-object-pmplans | Replace |
| Asset-objects | Replace |
| Asset-reversal-transactions | Replace |
| Asset-transactions | Replace |
| Asset-transactions-from-other-modules | Update |
| Assignments | Update |
| Attribute-relation-owners | Replace |
| Attribute-relations | Replace |
| Attribute-value-descriptions | Replace |
| Attribute-values | Replace |
| Attributes | Replace |
| Auto-numbering | Replace |
| Automatic-posting-setup | Replace |
| Autopostings | Replace |
| Back-pay-transactions | Replace |
| Bank-accounts | Replace |
| Bank-codes | Replace |
| Bank-institutions | Replace |
| Bank-reconciliation-transactions | Replace |
| Bank-statements | Replace |
| Batch-definitions | Replace |
| Bbr-account-totals | Replace |
| Bbr-accounts | Replace |
| Bbr-attribute-values | Replace |
| Bbr-audit-transactions | Replace |
| Bbr-bank-accounts | Replace |
| Bbr-companies | Replace |
| Bbr-customer-supplier | Replace |
| Bbr-customer-supplier-rel-vals | Replace |
| Bbr-export-batches | Replace |
| Bbr-gl-box-total-reports | Replace |
| Bbr-norwegian-self-employment-statements | Replace |
| Bbr-tax-codes | Replace |
| Bbr-tax-transactions | Replace |
| Browser-links | Replace |
| Calculations | Replace |
| Case-earnings | Replace |
| Cases | Update |
| Cashbook-transactions | Replace |
| Charge-codes | Replace |
| Cheque-registers | Replace |
| Cis-transactions | Replace |
| Commitments | Replace |
| Common-parameters | Replace |
| Companies | Replace |
| Comparisons | Replace |
| Connections-per-activity | Replace |
| Connections-per-projects | Replace |
| Connections-per-work-orders | Replace |
| Contact-points | Replace |
| Contact-points-users | Replace |
| Contextual-action-setups | Replace |
| Contracts | Replace |
| Contrribution-margin-adjustments | Replace |
| Cost-distribution | Replace |
| Costing-equipment | Replace |
| Costing-facilities-by-year | Replace |
| Costing-facilities-summary | Replace |
| Costing-non-staff-by-year | Replace |
| Costing-non-staff-summary | Replace |
| Costing-partners | Replace |
| Costing-price-details-summary | Replace |
| Costing-price-lists-activity-prices | Replace |
| Costing-price-lists-activity-times | Replace |
| Costing-prices-summary | Replace |
| Costing-projects | Replace |
| Costing-staff-by-period | Replace |
| Costing-staff-by-year | Replace |
| Costing-staff-summary | Replace |
| Costing-student-other-costs-by-year | Replace |
| Costing-student-other-costs-summary | Replace |
| Costing-students-by-year | Replace |
| Costing-students-summary | Replace |
| Costing-tasks | Replace |
| Costing-users | Replace |
| Costing-versions | Replace |
| Costings | Replace |
| Counters-for-cases | Replace |
| Countries | Replace |
| Course-evaluation-definitions | Replace |
| Course-evaluation-results | Replace |
| Course-events | Replace |
| Course-needs | Update |
| Course-packages | Replace |
| Course-participants | Replace |
| Courses | Replace |
| Credit-terms | Replace |
| Currency-codes | Replace |
| Custom-field-connection-to-tables | Replace |
| Custom-field-connections | Replace |
| Custom-field-layout-designs | Replace |
| Custom-field-relation-value-rules | Replace |
| Custom-titles | Replace |
| Custom-widgets | Replace |
| Customer-groups | Replace |
| Customer-invoices | Replace |
| Customer-output-filters | Replace |
| Customer-payment-recipients | Replace |
| Customer-remittance-payments | Replace |
| Customer-remittances | Replace |
| Customer-transactions | Update |
| Customers | Update |
| Customers-suppliers | Replace |
| Dashboard-setups | Replace |
| Data-control-management | Replace |
| Day-types | Replace |
| Default-data-into-forms | Update |
| Depreciation-bases | Replace |
| Depreciation-books | Replace |
| Depreciations | Replace |
| Direct-debit-accounting-informations | Replace |
| Direct-debit-additional-values | Replace |
| Direct-debit-cancel-instructions | Replace |
| Direct-debit-cancel-messages | Replace |
| Direct-debit-export-batches | Replace |
| Direct-debit-instruction-mandates | Replace |
| Direct-debit-instructions | Replace |
| Direct-debit-invoices | Replace |
| Direct-debit-mandate-exports | Replace |
| Direct-debit-mandates | Replace |
| Direct-debit-mandates-batches | Replace |
| Direct-debit-messages | Replace |
| Direct-debit-return-message-matched-payments | Replace |
| Direct-debits | Replace |
| Discount-operands | Replace |
| Distributed-user-definitions | Replace |
| Distribution-rule-groups | Replace |
| Document-archive | Replace |
| Document-library-connections | Replace |
| Document-types | Replace |
| Dynamic-zooms | Replace |
| Electronic-documents | Replace |
| Electronic-purchase-orders | Replace |
| Element-types | Replace |
| Employee-balances | Replace |
| Employee-competences | Replace |
| Employee-connection-to-users | Replace |
| Employee-rates | Replace |
| Employees | Replace |
| Employment-ameldings | Replace |
| Employment-errors-and-warnings | Replace |
| Employments | Replace |
| Error-transaction-enquiries | Replace |
| Event-rules | Replace |
| Event-setups | Replace |
| Events | Replace |
| Exchange-rates-entry | Replace |
| Expense-types | Replace |
| External-system-master-files | Replace |
| Extraction-setup | Replace |
| Facilities | Replace |
| Facility-details | Replace |
| Factor-vat | Replace |
| Failure-causes | Replace |
| Feedback-from-eff | Replace |
| Financial-statements-batch | Replace |
| Financial-transactions | Replace |
| Financial-transactions-batch | Replace |
| Fixed-assets | Replace |
| Fixed-register-groups | Replace |
| Flat-struct-result-empl | Replace |
| Flat-structure-results | Replace |
| Flexi-field-links | Replace |
| Flexi-fields-group-definition | Replace |
| Form-dynamic-layout | Replace |
| Formula-rate-intervals | Replace |
| Formula-register | Replace |
| Free-amount-transactions | Replace |
| Free-amounts | Replace |
| Frequency-codes | Replace |
| Funders | Replace |
| General-ledger-reconciliation-transactions | Replace |
| General-ledger-transactions | Replace |
| Gl-analysis-templates | Replace |
| Gl-payment-statistics | Replace |
| Goods-receipt-notes | Replace |
| Hcm-errors-and-warnings | Replace |
| Historical-stock-values | Replace |
| History-of-imported-settlements | Replace |
| Holidays | Replace |
| Hourly-costs | Replace |
| Import-customers-or-suppliers | Replace |
| Import-statement-processing | Replace |
| Imported-expenses | Replace |
| Inboxes | Update |
| Income-ameldings | Replace |
| Income-messages | Replace |
| Information-browser-reports | Replace |
| Inter-company-resource-requests | Replace |
| Inter-company-resources | Replace |
| Intercompany-project-expenses | Replace |
| Intercompany-time-transactions | Replace |
| Interest-reminder-rules | Replace |
| Internal-orders | Replace |
| Internal-transactions | Replace |
| Invoice-base | Replace |
| Invoice-proposals | Replace |
| Invoice-rules | Replace |
| Invoices-for-asset-registration | Replace |
| Kpi-setups | Replace |
| Kpi-values | Replace |
| Languages | Replace |
| Leave-and-layoffs | Replace |
| Legal-entities | Replace |
| Link-event-status | Replace |
| Maintenance-information-templates | Replace |
| Manual-commitments | Replace |
| Mass-sales-orders | Replace |
| Mass-update | Replace |
| Mass-update-history | Replace |
| Matched-bank-reconciliation-items | Replace |
| Matched-supplier-transactions | Replace |
| Medical-notes | Replace |
| Menu-access | Replace |
| Menus | Replace |
| Milestones | Replace |
| Next-of-kins | Replace |
| Not-matchable-bank-rec-items | Replace |
| Notification-setups | Replace |
| Notification-values | Replace |
| Open-customer-and-supplier-transactions | Replace |
| Order-confirmations | Replace |
| Ordered-reports | Replace |
| Otp-confirmed-data | Replace |
| Outbound-invoices-follow-ups | Replace |
| Outstanding-timesheets | Replace |
| Payment-banks | Replace |
| Payment-dispatch | Replace |
| Payment-methods | Replace |
| Payment-plan-templates | Replace |
| Payment-plans | Replace |
| Payroll-additional-values | Replace |
| Payroll-errors-and-warnings | Replace |
| Payroll-payment-headers | Replace |
| Payroll-payment-invoices | Replace |
| Payroll-payments | Replace |
| Payroll-statistics | Replace |
| Payroll-transactions | Replace |
| Payroll-transactions-audit | Replace |
| Payslips-history | Replace |
| Pd-connections | Replace |
| Pd-verification | Replace |
| Pds | Replace |
| Pension-providers | Replace |
| Performance-obligations | Replace |
| Period-link | Replace |
| Periods | Replace |
| Periods-maintenance | Replace |
| Personal-alert-filters | Replace |
| Personal-work-schedules | Update |
| Planner-prices | Replace |
| Planner-transaction-templates | Replace |
| Planner-transactions | Replace |
| Planner-versions | Replace |
| Pm-types | Replace |
| Portfolio-setups | Update |
| Position-codes | Replace |
| Positions | Replace |
| Positive-pay-extracts | Replace |
| Post-proposal-review | Replace |
| Posted-accrual-transactions | Replace |
| Posted-settlement-transaction | Replace |
| Posting-cycles | Replace |
| Posting-template | Replace |
| Price-indexes | Replace |
| Price-list-groups | Replace |
| Price-lists | Replace |
| Price-types | Replace |
| Process-plan | Replace |
| Product-groups-info | Replace |
| Product-search-configuration | Replace |
| Products | Replace |
| Profiles | Replace |
| Project-balances | Replace |
| Project-connection-controls | Replace |
| Project-expenses | Replace |
| Project-financings | Replace |
| Project-invoiced-items | Replace |
| Project-invoices | Replace |
| Projects | Replace |
| Proposed-or-reported-employments | Replace |
| Proposed-or-reported-leave-and-layoffs | Replace |
| Purchase-invoices | Replace |
| Purchase-lists | Replace |
| Purchase-orders | Replace |
| Purchase-prices | Replace |
| Purchase-rules | Replace |
| Reason-codes | Replace |
| Recalc-sales-price-factors | Replace |
| Recurring-journals | Replace |
| Reimbursable-cases | Replace |
| Reimburse-payroll-transactions | Replace |
| Reimbursement-earnings | Replace |
| Reimbursement-employments | Replace |
| Reimbursement-leaves | Replace |
| Relations | Replace |
| Releves1-history | Replace |
| Reminders-proposal | Replace |
| Remittance-accounting-information | Replace |
| Remittance-additional-values | Replace |
| Remittance-invoices | Replace |
| Remittance-messages | Replace |
| Remittance-payments | Replace |
| Remittance-return-message-match-payments | Replace |
| Remittance-validations | Replace |
| Remittance-withholdings | Replace |
| Remittances | Replace |
| Report-pds | Replace |
| Report-schedules | Replace |
| Report-variants | Replace |
| Reported-employments | Replace |
| Requirement-rules | Replace |
| Requirement-setup | Replace |
| Requisitions | Replace |
| Residency | Replace |
| Resource-relations | Replace |
| Resource-utilisation | Replace |
| Resource-utilisation-details | Replace |
| Resources | Replace |
| Responsibles | Replace |
| Return-messages-unmatched | Replace |
| Returnmessagelogs | Replace |
| Revenue-recognition-current | Replace |
| Revenue-recognition-deliverables | Replace |
| Revenue-recognition-history | Replace |
| Revenue-recognition-project-setups | Replace |
| Reversal-transactions | Replace |
| Review-filter-setup | Replace |
| Roles | Replace |
| Roles-to-positions-connections | Replace |
| Sales-invoices | Replace |
| Sales-orders | Replace |
| Sales-price-rounding-rules | Replace |
| Sales-price-supplier-sequences | Replace |
| Sales-prices | Replace |
| Sepa-scheme-members | Replace |
| Separate-invoice-information | Replace |
| Service-order-product | Replace |
| Service-order-types | Replace |
| Settlement-transactions-audits | Replace |
| Setup-gl-box-total-reports | Replace |
| Setup-tax-reporting | Replace |
| Spk-errors-and-warnings | Replace |
| Spk-resource-transactions | Replace |
| Spk-reversal-transactions | Update |
| Statement-definition | Replace |
| Statement-detail-match-value | Replace |
| Statement-posting-proposal1 | Replace |
| Statement-processing | Replace |
| Stock-enquiries | Replace |
| Stock-levels | Replace |
| Stock-reconciliation | Replace |
| Stock-transactions | Replace |
| Stocktake-entries | Replace |
| Structure-groups | Replace |
| Structure-results | Replace |
| Structure-setups | Replace |
| Subscriptions | Replace |
| Summary-reconciliation-positive-income-taxes | Replace |
| Summary-reonciliation-negative-amounts | Replace |
| Summary-reonciliation-resource-details | Replace |
| Summary-reonciliation-total | Replace |
| Supplier-cisdetails | Replace |
| Supplier-discount-formulas | Replace |
| Supplier-discount-groups | Replace |
| Supplier-groups | Replace |
| Supplier-invoices | Replace |
| Supplier-output-filters | Replace |
| Supplier-payment-recipients | Replace |
| Supplier-remittance-payments | Replace |
| Supplier-remittances | Replace |
| Supplier-transactions | Replace |
| Suppliers | Update |
| Swedish-paye-individual | Replace |
| Swedish-paye-main | Replace |
| System-access-logs | Replace |
| System-parameters | Replace |
| Tax-code-conversions | Replace |
| Tax-codes | Replace |
| Tax-systems | Replace |
| Tax-transactions | Replace |
| Tax-transactions-matched | Replace |
| Teams | Replace |
| Territorial-structure | Replace |
| Time-codes | Replace |
| Time-transactions | Replace |
| Timeframes | Replace |
| Timesheet-lines | Replace |
| Transaction-code-setup | Replace |
| Transaction-entry-setups | Replace |
| Transaction-rules | Replace |
| Transaction-series | Replace |
| Transaction-types | Replace |
| Travel-expenses | Replace |
| Travel-requests | Replace |
| Travel-transactions | Replace |
| Travel-types | Replace |
| Trigger-destination-defs | Replace |
| Trigger-source-definitions | Replace |
| Trigger-transactions | Replace |
| Units | Replace |
| Unmatched-reconciliation-items | Replace |
| User-defined-actions | Replace |
| User-defined-value-lookups | Replace |
| Users | Replace |
| Value-matrix | Replace |
| Value-matrix-details | Replace |
| Value-reference-rates | Replace |
| Value-references | Replace |
| Vat-reporting-documents | Replace |
| Vat-statements | Replace |
| Wage-rules | Replace |
| Warehouse-order-details | Update |
| Warehouses | Replace |
| Wf-limit-rules | Replace |
| Wf-substitute-assignments | Replace |
| Wf-substitute-rules | Replace |
| Wf-supervisor-rules | Replace |
| Window-options | Replace |
| Work-orders | Replace |
| Work-schedules | Replace |
| Workflow-enquiries | Replace |
| Workflow-process-definitions | Replace |
| Workflow-tasks | Replace |
| Workflow-transactions | Replace |
| Workflow-user-logs | Replace |
| Write-offs-proposals | Replace |
| Year-totals | Replace |