ERP Integrations Overview

Certify Expense offers a few options when integrating with an Enterprise Resource Planning (ERP) systems. Certify Expense allows users to choose from our established integration Connectors, or create a custom export that provides the files needed to sync into your Company's preferred ERP.  

Certify Expense Connectors

Certify Expense integrates with several ERP systems using Connectors. To activate these Connectors within their ERP systems, users must first contact our Support Team. Certify currently provides instructions on how to enable Connectors for NetSuite, Sage Intacct, and Sage x3

From there users can configure and map their integration Connectors to suit their company's needs. 

For more information on how to configure or map their integrations, click the appropriate ERP System link below:

Users can now import their company data into Certify Expense, and export their processed expense reports directly to their ERP system. 

Custom Reporting 

If your company does not use one of established ERP System Connectors (Such as Oracle ERP, Epicor, Microsoft Dynamics 365, etc.), users with the Accountant role can still export processed expense reports and other company data to your ERP system using our Custom Reporting feature. 

1. In the left-hand sidebar, select the Reporting tab.

Custom Reporting is not available for Certify Invoice at this time. 

 

 

2.  Select New Report under the Custom Reports section. 

Accountants can then configure and export reports that best suit their ERP System's needs. 

For more information on how to configure a Custom Report, click here. 

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