Get Data

In the Get Data screen you can manage connections to your ERP system and import data.

Before you can import your data your ERP system might require additional setup procedures. Please select the appropriate system and follow the instructions:

  • Microsoft Dynamics 365 (coming soon)
  • 24SevenOffice (coming soon)
  • QuickBooks Online (coming soon)

The following options are available in the menu:

  • Status: View ongoing and completed Data Import jobs.
  • Data Import jobs: Create and manage Data Import jobs. See Create a Data Import job.
  • Connections: Create and manage connections to your ERP system. See Create a Connection.