Welcome > Configure Kofax AP Agility > Manage ERP integrations > Add an ERP connection

Add an ERP connection

An ERP connection is required for an organization that is created using an ERP-based template or another ERP-based organization. If you are planning on using the same ERP connection for multiple organizations, it is more efficient to create the ERP connection before creating any organizations.

You can create an ERP connection by following these steps.

  1. Log on to the Kofax AP Agility Workspace as a user with Administrator permissions.
  2. From the menu, select Settings > ERP Connections.

    The ERP Connections page is displayed.

  3. Click New.

    The ERP Connection: New page is displayed.

  4. Enter a value into the ERP Connection Name.

    This name must match the entry in the ERP Connector web.config file.

    By default, the path to the web.config file is <Program Files>\Kofax\APAgility\Web.

    For example, if you are using the agnostic ERP connection, the default name in the web.config file is Agnostic.

  5. Enter a Description that explains your ERP connection.

    This step is not mandatory, but recommended.

  6. Select the Connection Type from the list.

    Ensure that the ERP connector plugin for the selected type is installed.

    Refer fo the Kofax AP Agility Installation Guide for more information on installing the ERP connector plugins.

  7. Select a date from the Start Data Load From.

    This determines when data is loaded from the ERP system.

  8. Select or clear the Use Default Null Values For Data Import depending on your requirements.

    When selected, the data import converts any values that are equal to NULL, Null, or null into actual null values.

  9. Click Save.

    A message is displayed above the buttons indicating that a new connection is added.

  10. Click Close.

    The ERP Connections page is displayed.

  11. Optionally, add another connection.
  12. Click Close to return to the Work Queue.