Turn on ERP Integration

Article • 5/21/2026 • 1 min read

To turn on ERP integration, perform the following:

  1. Navigate to Administration > ERP > ERP Sync Configuration.
  2. On the Configure ERP Sync page, click the Options (ellipse) icon and select Edit.
    The ERP Configuration FactBox appears.
  3. Enable the Is Integration Enabled checkbox.
  4. Select the desired value in the ERP Notification Style field.
  5. Select the desired value in the Quotation Type field.
  6. Enter the required URL in the Customer Order URL field.
  7. The Tenant Id is automatically generated by CRM action.

If you check Is integration Enabled checkbox, certain CRM features such as sales orders on companies and making ERP sales history accessible.

Additionally, saving and editing will be restricted based on the sync types and whether a Contact or Company has been integrated (an integration key exists).

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