The ERP tab

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The ERP tab is displayed if your organization has a license for Development Tools. It allows integration between SuperOffice CRM and your ERP system, facilitating data sharing between the two.

• Company and Contact screens: Link a company and its associated contacts to matching records in the ERP system.

• Project screen: Establish connections between SuperOffice projects and ERP projects. If a connection exists, click Sync Now to synchronize the data.

This integration ensures data consistency across systems, reducing manual updates and errors.

Note

The ERP tab will only appear for users with the appropriate license and settings enabled in Settings and maintenance.