SoftOne ERP
Integrations → SoftOne ERP submits reviewed supplier invoices to SoftOne as purchase documents and manages supplier and item mappings. It needs organization admin rights.
The page has four tabs:
| Tab | Purpose | Guide |
|---|---|---|
| Connection | Server, company, series, defaults, Test Connection, Confirm Mapping | SoftOne connection |
| Field Mapping | Which invoice data fills each SoftOne field, plus templates | Field mapping |
| Suppliers | Supplier VAT number to SoftOne TRDR | Suppliers and item codes |
| Item Codes | Line code or description to SRCHCODE | Suppliers and item codes |
Then process invoices: Invoices overview and Send to SoftOne.
To let AI assistants read SoftOne data instead, see Soft1 MCP Builder.