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