Your workflow.
Your way to connect.
Three entry options, with setup and guidance from the ComUnion team.
Connect your existing system.
Link your ERP, POS, or sales invoice application through an API integration, with setup scoped around your existing software.
Best discussed with your software provider or technical team. Setup includes defining the available interface and mapping invoice data.
Discuss this optionMove invoices in batches.
Use exported invoice data in an agreed file format for a practical batch-based connection.
Best for teams that can export invoice records. Agree on the file structure and upload process before preparing production data.
Discuss this optionStart with what you have.
Enter invoice details when a direct integration or a suitable export is not yet available.
A starting point for teams without an available API or export. Review the data-entry workload against your invoice volume.
Discuss this optionGet the groundwork right.
Workflow assessment
Review your current system, invoice volume, and preferred connection method.
Data mapping & setup
Define the agreed data format, interface requirements, and implementation scope.
Onboarding & support
Confirm the guidance and support arrangement your team needs in your proposal.