Integration Steps

Integrate Your ERP / Accounting Software with REDLIST

Harness the power of both REDLIST and your ERP / accounting software to streamline sending purchase requests, reviewing purchases, and ordering parts.
Easily integrate your purchase order processes between your ERP / accounting software and REDLIST. With this two-way sync, every time you create a purchase order within your ERP / accounting software it will automatically generate in REDLIST, and vice versa.

Step 1: Connect with your dedicated Customer Success Manager to understand your existing purchase order flow and align on how REDLIST and your ERP / accounting software will operate in tandem.
Step 2: Create the integration flow from your ERP / accounting software to fire off purchase orders in REDLIST when they are created or updated in REDLIST.
Step 3: Set up triggers to create and update purchase orders in your ERP / accounting software when they are altered in REDLIST.
Step 4: Test the integration with your CSM.
Step 5: You’re good to go! REDLIST and your ERP / accounting software are now in constant communication, so purchase orders in both systems will be updated automatically.

Must have subscription to REDLIST's Enterprise Plan.
Must have purchased your ERP / accounting software integration package.
Must have subscription to the cloud version of the software to be integrated with REDLIST.

For more information about this integration please contact us at