Overview
Use the Universal ERP Settings form to connect Auditoria to an ERP that exchanges business record data through flat files. The Universal Connector supports two connection types: SFTP and S3 Bucket. Use this connector when your ERP is not natively supported, or when you need a prescriptive, template-driven batch integration. Universal ERP is available under the ERP connection type on the System Settings page.
Before You Begin
- Prepare an SFTP server or S3 bucket that Auditoria can access.
- Create the required folders:
- Read folder for files to be ingested
- Write folder for acknowledgments, results, and error logs
- Processed (Move) folder for successfully ingested files
- Gather credentials: SFTP host, port, username, and password, or AWS access key, secret key, bucket name, and region.
Configure Universal ERP Settings
- On the Add New Connection view, click the ERP icon, then click Universal ERP. The ERP Settings form opens.
- Under Connection Type, select SFTP or S3 Bucket.
- Complete the fields for the selected connection type.
- (Optional) Turn on Enforce Controlled Record Access.
- Click Save.
SFTP Connection
Figure 1. Universal ERP Settings — SFTP
Table 1. Universal ERP SFTP settings
| Field | Description |
|---|---|
| Instance Name | User-defined label for this ERP connection. |
| SFTP Host | SFTP server address. Enter - if SFTP is not used. |
| SFTP Port | SFTP network port number. Enter - if SFTP is not used. |
| SFTP Username | Username used to authenticate to the SFTP server. Enter - if SFTP is not used. |
| SFTP Password | Password used to authenticate to the SFTP server. Enter - if SFTP is not used. |
| SFTP Read folder path | Path of the directory on the SFTP server from which files are read. Enter - if SFTP is not used. |
| SFTP Write folder path | Path of the directory on the SFTP server to which Auditoria writes acknowledgments and logs. Enter - if SFTP is not used. |
| SFTP Move folder path | Path of the directory where successfully processed files are moved. Enter - if SFTP is not used. |
S3 Bucket Connection
Figure 2. Universal ERP Settings — S3 Bucket
Table 2. Universal ERP S3 Bucket settings
| Field | Description | Required |
|---|---|---|
| Instance Name | User-defined label for this ERP connection. | Yes |
| S3 Bucket Name | Name of the S3 bucket Auditoria will read from and write to. | Yes |
| AWS Region | AWS region where the S3 bucket is hosted. | Yes |
| Encryption Type | Encryption method applied to objects in the bucket. [VERIFY: full list of supported encryption options.] | [VERIFY] |
| Access Key ID | AWS IAM access key ID with permission to the bucket. | Yes |
| Secret Access Key | AWS IAM secret access key paired with the access key ID. | Yes |
| S3 Attachments Folder Path | Path within the bucket where invoice attachments are stored. | [VERIFY] |
| Read folder path | Path within the bucket from which files are read. Enter - to disable. | Yes |
| Write folder path | Path within the bucket to which Auditoria writes acknowledgments and logs. Enter - to disable. | Yes |
| Processed folder path | Path within the bucket where successfully processed files are moved. Enter - to disable. | Yes |
Enforce Controlled Record Access
Enable Controlled Record Access
- Click the Enforce Controlled Record Access toggle to turn it on.
- In the Enable Controlled Record Access confirmation dialog, review the message: Access to this ERP source will be restricted when controlled record access is enabled.
- Click Continue to confirm.
- Click Save to apply the setting.
Figure 3. Enable Controlled Record Access confirmation
Disable Controlled Record Access
- Click the Enforce Controlled Record Access toggle to turn it off.
- In the Disable Controlled Record Access confirmation dialog, review the message: Access to this ERP source will be unrestricted when controlled record access is not enabled.
- Click Continue to confirm.
- Click Save to apply the setting.
Figure 4. Disable Controlled Record Access confirmation
Important: Controlled record access cannot be enabled after the ERP connection is configured with SmartFlow Skills.