ERP Integration Readiness Checklist
Everything to know about your own ERP before connecting AP automation, plus the ten questions to ask any vendor.
• Automate faster • Collaborate better
• Pay with confidence
The question of whether it will work with your ERP kills more AP automation projects than price does, and the anxiety usually isn’t about the vendor. It is that nobody in the building can fully describe what your ERP is: which version, which customizations touch AP, whether the API is even licensed, how clean the vendor file is.
This checklist fixes that in an afternoon, jointly between the controller and IT, then arms you with ten vendor questions, ending with the one that settles everything: show us the connector admin screen, live.
IN THIS TEMPLATE
A system inventory owned by IT: product, version, hosting, customizations, upgrade plans
Master-data readiness owned by the controller: vendor file, chart of accounts, coding dimensions
The integration requirements that matter: direction, frequency, must-haves
Access and security: API licensing, auth standards, data-residency needs
The ten vendor questions, including question 10, the live connector demo
FAST FACTS
3 owners: IT, the controller, and both together
10 vendor questions that separate real connectors from CSV theater
1 afternoon to complete before any demo
Describe your own system before vendors describe theirs. Complete the form and we’ll send the PDF.
