› 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.

The associated ERP plugin must be installed and registered before creating the ERP connection in Kofax AP Agility.

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. On the menu, select Settings > ERP Connections.

    The ERP Connections page is displayed.

  3. Click New.

    The Create new ERP Connection page is displayed.

  4. From the Connection Type list select your ERP plugin.

    A read-only description is automatically added.

  5. Click Next.

    A new window is displayed where you can add a new ERP connection.

  6. Enter a value into the ERP Connection Name.
  7. Enter a Description that explains your ERP connection.

    This step is not mandatory, but recommended.

  8. Enter values for the rest of the fields as needed.
  9. Before saving your changes, ensure that your information is correct by clicking Test.

    If the test is successful, move on to the next step.

    If the test fails, check your settings and test again until you have a successful test.

  10. Click Save.

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

  11. Click Close.

    The ERP Connections page is displayed.

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