Audience: Accounting Managers and ERP Administrators for API connector ERPs
Summary: Reviews the importance of Accounting Managers and ERP Administrators for synchronization
The Initial Sync
When MineralTree syncs to your ERP, we do it using a MineralTree Accounting Manager. The Accounting Manager who syncs is essentially the gatekeeper to MineralTree. The act of syncing with this role essentially gives MineralTree the "okay" for the ERP to pull and push information into the MineralTree Platform. On the flip side of that, is the ERP Administrator who is the gatekeeper to the ERP. During the initial sync, we directly enter ERP Admin credentials. This is what allows MineralTree to access and push data into your ERP.
Because these roles are critical to the synchronization, any alterations to these users can result in ongoing synchronization impacts.
Common Examples Include:
- The ERP Administrator changes their password (or passwords become out of date)
- The Accounting Manager or ERP Admin changes role types
- The Accounting Manager or ERP Admin leaves the organization and the user gets deleted/locked
For some ERPs, it's as easy as re-entering credentials by clicking on Company Profile and reconnecting.
If you notice that you are not syncing and are unable to reconnect, please contact MineralTree Support to help diagnose the root cause.