Connecting DOKKA and your ERP


DOKKA can be seamlessly integrated with a wide range of accounting systems. This connection allows you to publish documents directly into your ERP and enjoy a smooth, automated workflow.

If your accounting system is not currently supported via direct integration, you can still use DOKKA by exporting data and importing it into your ERP manually. Read more about exporting from DOKKA.


How to Connect

To connect a company to its accounting system:

  1. Open the relevant company in DOKKA.

  2. Click the gray icon in the upper-left corner.

  3. Navigate to Settings → Integrations.

  4. You will now see a list of supported ERPs. Choose yours and follow the instructions below.









H-ERP / Hashavshevet

 

  1. Navigate to the company's settings -> Integrations

  2. Click on the ERP name (H-ERP)

  3. Click Connect.




  4. A pop-up will appear asking you to select a GUID.

  5. Choose the GUID from the list and click Next.

  6. Select the company to connect. 

  7. If you want to connect multiple companies:

    • Check the box “Connect other companies to DOKKA”.

    • This will automatically create and connect separate companies in DOKKA for each selected ERP entity.





Priority


To connect to Priority, you'll need the following:

  • API Integration Username

  • Password

  • URL


Step-by-step guide for connecting Priority.
Having trouble connecting? Click here for troubleshooting.


  1. Navigate to the company's settings -> Integrations
  2. Find Priority in the ERP list
  3. Click Connect.
  4. Enter the Username, Password, and API URL.




  5. Click Sign In.
  6. Select the company you would like to connect.
  7. If you’d like to connect additional companies, check the box next to Connect other companies to DOKKA.
    This will automatically create and connect separate companies in DOKKA for each selected ERP entity.
  8. Select the version of your Priority.
    Note: If your version is newer than the options in the list, select the newest available.
  9. If you’d like to copy settings from an existing company, select the company you want to copy from in the Re-use company settings dropdown.
  10. Click Save.







  11. Let DOKKA and Priority sync.
    This process may take a few minutes. If the connection hasn’t completed after 30 minutes, please contact us using the question mark icon at the top so our support team can assist.






NetSuite


To connect Netsuite, you'll need to collect the following details from your NetSuite environment:


  • Account ID

  • Token Key

  • Token Secret

  • REST Connect URL


Step-by-step guide for connecting NetSuite.

Need help? View troubleshooting tips here.


1. Once collected, access the company's settings in DOKKA and navigate to integrations

2. Select Netsuite and click on "connect"

3. In the "Account ID" field, insert the number that appears in the first part of the rest connector URL

4. Insert the Token Key, Token Secret and Rest Connector URL in their respective fields

5. Click on "Sign In" 







SAP Business One


Fill in the following credentials:

  • SAP Username – must be an admin user in SAP

  • SAP Password – password for the admin user

  • Company DB Name – name of the SAP database

  • SAP Server URL – URL of the SAP server


Guide: How to find SAP company database and server URL.

Click here for SAP troubleshooting.


Xero

  1. Click Connect to Xero.

  2. You'll be redirected to Xero’s login page.

  3. Enter your admin username and password.

  4. Approve the connection – done!



QuickBooks



Same process as Xero:


  1. Click Connect to QuickBooks.

  2. Login with your admin credentials.

  3. Authorize the connection.


Sage / Zoho Books



These integrations follow the same process as Xero and QuickBooks:


  • Click Connect

  • Log in with your admin details

  • Approve access