INTEGRATIONS

ianaiERP Integration

Native
ERP

Connect customer, sales, purchasing, inventory, and financial workflows within IanaiERP. Choose a compatible role and review its available actions before assigning routines. Access depends on the connected company and permissions you grant.

Capabilities

149 of 149 toolsFull coverage

Sales

17 of 17 tools

Invoicing

7 of 7 tools

Customers

7 of 7 tools

Vendors

10 of 10 tools

Purchase

10 of 10 tools

Inventory

12 of 12 tools

Financial

17 of 17 tools

Employees

5 of 5 tools

Leads

8 of 8 tools

Coordinator

13 of 13 tools

Manufacturing

28 of 28 tools

Supply-Demand Intelligence

12 of 12 tools

Research

3 of 3 tools

How to Connect

1

Connect Account

Link your ianaiERP account with API credentials

2

Select Data

Choose which data to sync with AI Employees

3

Assign Employees

Select which AI Employees use this integration

Prepare a connection for useful work

Confirm the account and scope

Identify the company or store to connect and have an authorized administrator review access. Check that the records needed for your first workflow are present and up to date.

Match actions to a role

Use the capability overview and compatible role list to check the assignment. A connection does not make every action available, and role permissions can further limit what an employee may do.

Test, review, then schedule

Start with a representative record and a clear approval path. Review the result and activity history before enabling recurring work. Define who handles missing data, access issues, and exceptions.

Get Started with ianaiERP

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View plans and connection options