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Connections / ERP Setup

Connect ERP to Truewind

Connect your ERP so Truewind can sync the accounting data needed for onboarding and close workflows.

Before you start

Make sure you know which ERP instance you want to connect and who owns the credentials for that account.

Recommended setup flow

  1. Open the ERP connection area in Truewind.
  2. Choose your ERP provider.
  3. Complete the provider authorization flow.
  4. Return to Truewind and verify the connection status.

What to verify after connecting

  • The ERP appears as connected in the product.
  • The expected entities and accounts begin syncing.
  • The user who connected the ERP has the right level of access for ongoing syncs.

When to ask for help

If the connection completes but expected data does not appear, use the support agent from the Knowledge Base or send an escalation from the article footer.

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