Find answers about ERP integrations
Which ERP connectors are registered in Clerked?
Clerked has registered connectors for:
- Blackbaud Financial Edge NXT
- Epicor Kinetic
- NetSuite (Curion)
- NetSuite (Odeko)
- QuickBooks Online
- SAP Business ByDesign
Actual access depends on your company's connector configuration. See the connector capability table for the registered inbound and outbound operations.
Does every connector exchange the same data?
No. Inbound records and outbound transactions are connector-specific, and your company's configuration can narrow them further.
For example, receipts are registered for some connectors but not others. Export can also require a separate company setting or credential set. Confirm the enabled data operations with your Clerked contact.
How do I connect or reconnect an ERP?
Contact your Clerked contact or support@clerked.ai with:
- The ERP product and Clerked company
- Whether you need a new connection, a credential change, or reconnection
- An example record identifier if you are reporting missing or different data
Follow the secure credential steps they provide. Do not send passwords, tokens, or secret keys in an ordinary support message. Read Connect or reconnect your ERP for the full request process.
Why can I not find ERP controls under Settings?
Settings > Integrations currently manages mailbox connections. Its Email card offers Google Workspace and Microsoft 365 options, not ERP connection controls.
ERP setup and reconnection are operator-assisted, so contact your Clerked contact or support.
What should I send when ERP data is missing?
Send the ERP product, Clerked company, source record identifier, expected result, and what Clerked shows. For an export problem, include the invoice number and full customer-facing error message.
If ERP credentials changed, say so before retrying because the connector configuration may also need attention.