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What if my ERP or financial management system isn't listed?

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Summary

Learn what to do if you do not see the ERP (or applicable financial management system) you use listed.

Resolution

Scenario 1: Creating an engagement

If you do not see your ERP listed when creating an engagement, simply enter the one your firm uses into the ERP field, then press enter or return on your keyboard.

Screenshot_highlighting_the_ERP_field_during_engagement_creation.png

Scenario 2: Using a direct connector

MindBridge can connect directly to the following:

If your firm uses an ERP or financial management system not listed, use a different method to transfer your data. If you were invited to connect, reach out to the person who sent the invitation and see if the MindBridge API is right for you.

Screenshot_showing_the_Connect_to_data_source_screen_with_the_financial_management_system_menu_highlighted.png

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