Unit4 ERPx
by Unit4
Cloud ERP for services organisations covering financials, projects, procurement, HR and payroll, with REST APIs.
- Category
- Finance & ERP
- Type
- ERP
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- General ledger
- Projects
- Suppliers
- Customers
- Timesheets
- Purchase orders
Load Unit4 ERPx general ledger into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other Unit4 ERPx data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Unit4 ERPx uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Unit4 if you need help.
04How it works
How it works in DataMind.
-
Pick Unit4 ERPx.
Open Lake, pick Unit4 ERPx in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Unit4 ERPx API docs.
-
Answer a few questions.
The AI reads the Unit4 ERPx documentation, then asks which credentials you will use, which data to sync (for example general ledger and projects), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Unit4 ERPx data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
