Request an integration change

Ask Clerked for ERP integration changes and verify the affected records and exports.

Request an ERP change

1. Identify the affected company and system. Confirm the current company and the ERP records or invoice exports you need to change.

2. Contact Clerked. Share the company, connected accounting system, visible issue, and the business action you need. ERP setup and reconnect changes are handled with Clerked.

3. Keep credentials in the protected setup process. Follow the access instructions provided for the integration. Do not send passwords, access tokens, or private keys in support messages.

4. Verify the affected work after the change. Check a synchronized reference record in ERP Data and, when applicable, a controlled invoice export. An integration can support reference records, invoice export, purchase orders, receipts, attachments, and status updates in different combinations.

Configure AP email separately

Use Settings > Company > Email > AP inboxes for AP inbox forwarding and sending options. Use Settings > Company > Email > Incoming email for sender and attachment choices.