If you have an active integration with your ERP in Nexonia and are exporting Expenses and/or Timesheet data, you may at times want to prevent certain data from exporting to your ERP.
You can mark that data as exported to prevent it from exporting to your ERP by setting up an integration that keeps the data strictly within Nexonia.
This article will show, a Nexonia admin, how to set up an integration to prevent exporting data to ERPs.
Step 1: On your Nexonia homepage, click the Integration tab.
Step 2: Click Integration Setup.
Step 3: Click Add Data Integration.
Step 4: Choose either Expense or Time for the Data Type.
Step 5: Click OK.
Step 6: Enter the information for the integration. Make sure you enter the following:
- Export Number: Set this to correspond with the export number of the integration from which you want to mark items as exported.
- Name: This is typically named something along the lines of "Mark as Exported". The main thing you'll want to indicate here is what the integration is used for.
- Active: Check this box to ensure this integration is active
- Integration Type: Choose Report Now
Please Note: If your ERP expense integration has Number 1, and you want to prevent items from exporting in that integration, set Export Number to 1 for the "Marked as Export" integration.
Step 7: Click OK to save your selections.
Step 8: Now that you've created the data integration, you can export the applicable items by clicking the Integration tab.
Step 9: Click Expense Reports/Timesheets.
Step 10: The chosen data will now be marked as exported, meaning it will not be able to export to your ERP.