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Connecting Your ERP

Connecting your ERP to Mod AI is done with the Mod AI team. The process is fast and straightforward -- typically completed within a day.

What to Expect​

1. Contact the Mod AI Team​

Reach out via support@usemod.ai or your account manager to schedule the integration setup.

2. Provide Access​

Depending on your ERP, this may involve one of the following:

  • Providing integration credentials
  • Creating a dedicated integration account with appropriate permissions
  • Authorizing a secure connection

The Mod AI team will guide you through exactly what is needed for your specific ERP.

3. Initial Sync​

The Mod AI team configures the integration and triggers the first data sync. This pulls in your:

  • Vendors (names, contacts, addresses, payment terms)
  • Purchase orders (headers and line items)
  • Chart of accounts (GL accounts and hierarchy)
  • Items (product and service catalog)
  • Employees (employee records)
  • Receipts (receiving documents)
  • Dimension values (cost centers, departments, projects)

4. Verification​

Review the synced data in Mod AI to confirm everything looks correct. Check vendor counts, PO data, and your chart of accounts to make sure the sync captured your full dataset.

5. Email Forwarding Setup​

Set up email forwarding so invoices start flowing into Mod AI automatically. See Email Forwarding for setup instructions.

tip

Have your ERP admin credentials ready before scheduling the integration setup. This speeds up the process significantly.

General Information Needed​

The exact requirements vary by ERP, but you should be prepared to provide:

  • Integration credentials or secure authorization
  • Company or entity identifiers
  • Any custom field mappings your organization needs

The Mod AI team will let you know exactly what is required for your ERP during the setup call.

Common Issues and Troubleshooting​

Missing Data​

Some records may not sync if they are inactive or archived in your ERP. Check the record status in your ERP and reactivate records that should be available in Mod AI.

Permission Issues​

The integration account needs read access to all relevant modules (vendors, purchase orders, chart of accounts, items, employees, receipts). If data is missing from a specific module, contact your ERP admin to verify the integration account permissions.

Field Mapping Differences​

Some ERP fields may not map one-to-one to Mod AI fields. The Mod AI team handles custom mappings during setup. If you notice a field that is not syncing as expected, reach out and the team can adjust the mapping.

Sync Delays​

Data typically syncs within minutes, but large initial syncs may take longer depending on the volume of records in your ERP. Contact support@usemod.ai if a sync appears to be stuck.

info

If you experience any integration issues, reach out to support@usemod.ai. The team can investigate and resolve most issues quickly.

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