Connect ERP and accounting

VisionAtlas has no native ERP or accounting connector. Treat Sage, NetSuite, QuickBooks, MAS-class systems, and similar tools as a generic ERP source.

Most ERPs do not expose a clean Zapier object trigger. Prefer the built-in scheduled pull when you can publish a CSV or a Google Sheet.

This path updates KPI actuals only. Complete Connect with Zapier if you use HTTP.

Map KPIs in VisionAtlas

VisionAtlas field	Typical value
External source	`ERP`
External metric id	`NET_REVENUE_USD` (you choose a stable id)

If one company has more than one ERP, use source API and prefix the metric id (netsuite:REV_MTD, sage:AR_AGING) so mappings do not collide.

Choose a path

Use this order:

Built-in scheduled pull — CSV URL or Google Sheets under Settings → Integrations
Zapier — if the vendor has a Zapier app, or if finance already exports to Sheets
Webhook ingest — if the ERP or middleware can POST JSON

Details for scheduled pull and ingest are in Integration playbooks.

Scheduled CSV or Google Sheets (recommended)

Publish a CSV over HTTPS, or a Google Sheet with export access
Include columns external_source, external_metric_id, period_start, actual_value (optional target_value)
In Settings → Integrations, add a CSV URL or Google Sheets integration and set the schedule
Use Run now to test

Example CSV row:

ERP,NET_REVENUE_USD,2026-07-01,1250000,1200000

Zapier (when the vendor has an app, or via Sheets)

Trigger: the ERP’s Zapier app, or Schedule after a nightly export to Google Sheets
Action: Webhooks by Zapier → Custom Request POST to /api/v1/kpi-values
Send externalSource: ERP and the same metric id as the KPI mapping

Sample body

{
  "values": [
    {
      "externalSource": "ERP",
      "externalMetricId": "NET_REVENUE_USD",
      "asOfDate": "2026-07-01",
      "actualValue": 1250000,
      "targetValue": 1200000
    }
  ]
}

Webhook ingest (when the ERP can POST)

Create a Webhook ingest integration and POST batches to /api/v1/ingest/kpi-values with the vi_ingest_... secret. Same values array as above. See Connect with Zapier.

What you should see

After a successful sync, finance KPIs show updated current values and Settings → Integrations lists an import job. Conflicts appear there if someone edited the same period by hand.