Audience: Accounting Manager, Key Stakeholders
Summary: Reviews the importance of engaging your technical resources before, during, and after implementation.
Because the Universal Connector relies on the import and export of files into an external program (SFTP) to function, engaging technical resources (IT and/or ERP Admin) is an important part of the process - especially at the early stages of configuration and setup.
Your IT Resource
Before Implementation MineralTree requires the generation of an SSH key pair (one public, one private) to securely push and pull files into the system. Due to the complexities and variations among client IT and security requirements, a technical resource on your side will need manage this initial setup and configuration.
During Implementation you will be required to download an SFTP application if you don't already have one. This is where the SSH key will be entered for security purposes. This is also where files sit between being pulled and pushed into MineralTree or between being imported (or exported) back into your ERP. If you intend to automate the pushing and pulling of files between your ERP and the SFTP, this is something that your technical resource would also be responsible for.
After Implementation your technical resource should be familiar with the setup and available to troubleshoot any issues that could occur between the SFTP/ERP connection.
Your ERP Administrator
Before, During, and After Implementation requires that you import and export data between your ERP and the SFTP. The ERP Admin may be required by the configuration of your ERP to be the one who needs to extract and import data.
Exported Data from your ERP has to be formatted in a specific way before it is submitted into the SFTP for MineralTree to pick up. The best scenario is that your ERP Admin or someone familiar with exporting data from your ERP is able to export it in such a way that it matches MineralTree's required CSV format.
Importing Data back into your ERP is a part of the overall workflow. Invoices have to be imported (posted) back into your ERP before they can be paid and once they are paid, that paid status has to be imported back into the ERP as well. It is the responsibility of the client to figure out how to import the data