Integration guide
ERP integration checklist for AP automation
A connector is not an integration design. Use this checklist to define financial responsibility, data movement, controls, and support before building.
ERP product and edition
Confirm the exact platform, modules, version, hosting model, environments, and release cadence.
Financial structures
Document entities, currencies, calendars, vendors, accounts, dimensions, projects, locations, tax, and custom fields.
Purchasing records
Confirm PO, receipt, service entry, contract, matching, tolerance, and purchasing-status requirements.
Invoice records
Define header, line, attachment, coding, approval, hold, exception, posting, credit, and duplicate behavior.
Security and authorization
Confirm service identities, least privilege, user context, segregation of duties, secrets, and audit logging.
Synchronization design
Define direction, frequency, event triggers, retries, idempotency, conflict handling, and system of record.
Testing and reconciliation
Build representative scenarios, negative tests, volume tests, cutover reconciliation, and rollback procedures.
Operational support
Assign monitoring, business exception, technical error, ERP change, and release ownership.