Integrations

Integrations: your ERP, ICEGATE and banks, reviewed before they post

Every route into the workspace goes through the same checks as a typed entry, and every posting is attributed to the person who approved it.

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ERP connectors (Enterprise)

  • Eight ERPs: Tally Prime, Zoho Books, SAP S/4HANA, SAP Business One, Microsoft Dynamics 365 Business Central, Oracle NetSuite, Odoo and QuickBooks Online.
  • Only the foreign side comes in: each connection decides by transaction type, by bank account (foreign, domestic, or a current account carrying both, tested entry by entry) and by remittance words and purpose codes in the narration.
  • A reason on every item: kept items carry the reason they were kept; filtered ones are listed on the connection with a Bring in override.
  • A review queue: invoices, bank entries and parties land in a queue and post only when a member approves them.

Banks and government

  • Your bank's API, on your credentials: live rates and deals, payment requests and outstanding lists where the bank publishes them; a connection is live only after its test reaches the bank.
  • DGFT's eBRC API: on Growth and above with the Export or Services module, with your own credential from the DGFT portal.
  • ICEGATE and customs documents: Bills of Entry and Shipping Bills from ICEGATE data, or read from the PDF, opened in the real form for review. Reading a document sends it to the AI provider's cloud outside India, as the upload window says.

Files

  • MT940 statements: your AD bank's .sta or .940 file, every :61: line parsed, matched to a purpose code and staged.
  • Excel in, Excel out: registers imported from .xlsx or .csv templates, or from your own file mapped once; any register exported to .xlsx for your auditor.
  • Files by email: statements, spreadsheets and Bill of Entry or Shipping Bill copies mailed to your workspace's address, each opened in its importer.
  • API (Enterprise): your own systems read registers and post staged records.

Guides for Integrations

EDPMS and IDPMS software: a checklist for exporters and importersWhat EDPMS and IDPMS software should do: read the bank's outstanding list, match payments to Shipping Bills and Bills of Entry, track due dates, write letters.How to generate an eBRC on the DGFT portal, step by stepGenerate an eBRC yourself on DGFT: find the IRM your bank reported, link it to the Shipping Bill or invoice, map the amount and submit, or use bulk upload.What is EDPMS, and when does a Shipping Bill close?EDPMS is RBI's system that tracks every Shipping Bill until your AD bank reports the export proceeds. How it works, the nine-month rule and how to stay clear.

Alongside Integrations

Three neighbouring parts of the platform. Each has its own page.

Import payments · IDPMSBills of Entry matched to remittances and closed in IDPMS.Export realisation · EDPMSShipping Bills tracked to realisation, eBRC and EDPMS closure.Merchanting tradeBoth legs of a merchanting trade on one record.

Questions

Tally Prime, Zoho Books, SAP S/4HANA, SAP Business One, Microsoft Dynamics 365 Business Central, Oracle NetSuite, Odoo and QuickBooks Online, on the Enterprise plan. On every plan, registers can be imported from Excel or CSV.
No. Entries come into a review queue with the reason each was kept, and post only when a member approves them.
No. A bank connection uses the API credentials your bank issues to you, stored sealed, and is live only after a test call reaches the bank.