Quadient AP supports a variety of desktop and cloud accounting software/ERP. Our complete list of integrations can be found here. Should you choose to move from your current ERP to another that we support, there are multiple ways we can help.
Self Serve
Utilize our Help Centre to connect QuadientAP to your new ERP! View our step-by-step connection guides below for a seamless switchover. For new ERP connections, you must create a new Legal Entity in QuadientAP to preserve old data and have the new ERP connect as expected. Follow our guides here to create the new Legal Entity(s).
ERP Connection Guides:
For assistance during a self-serve ERP change, please reach out to help@beanworks.com. Lastly, let us know when your ERP change is completed we can update our records and billing.
QuadientAP-Assisted
Your Customer Success Manager can help with your ERP change and provide workflow and training for you and your team. Contact your Customer Success Manager (CSM) if you are interested in these professional services. If you're unsure who your CSM is, please email help@beanworks.com.
Moving to an ERP we don't support but don't want to lose QuadientAP? Speak to your CSM regarding our Custom Integration support.
Payments Module
If you use the QuadientAP Payments module, you must contact your CSM to ensure your payment partner connections are transferred smoothly.