Connect your ERP and export

Connect QuickBooks, Sage, Odoo, Xero or Business Central, then send your invoices straight to your ERP.

Step by step

1. 01

   Connect your ERP

   It all starts in Integrations: here, our ERP is already connected, Business Central. To connect yours, click Add a connection, then pick your software from the list: QuickBooks, Sage, Odoo, Xero or Business Central. Then just follow the connection steps.

   

2. 02

   Create a project

   Once your ERP is connected, create a project: open Projects, then click Create a project. Give it a name, and an ID.

   

3. 03

   Pick your ERP's template

   Then choose a pre-built template: it turns on the full integration with your ERP. Select the one for your ERP. Scanee instantly syncs your vendors, your accounts and your cost centers.

   

4. 04

   Drop an invoice

   Create the project, then open it. Drop an invoice: Scanee extracts its data, and the vendor, the account and the cost center are already linked to your ERP.

   

5. 05

   Export to the ERP

   To export, turn on multiple selection, check the invoice, click Export, then choose your ERP. The invoice is created in your ERP: its number is shown here.