ERP Integration

The ERP Integration activity runs an incremental sync from a configured ERP connection, pulling dimension members and optionally transaction data into the Una model.

Purpose

Use the ERP Integration activity to:

• Automatically synchronise ERP dimension hierarchies (cost centres, accounts, entities) into Una
• Pull transaction data from the ERP as part of a scheduled data pipeline
• Combine ERP sync with downstream ETL, calculations, and reporting steps

Prerequisites

An ERP connection must be configured in Una (under Settings → Integrations → ERP). The connection defines:

• The ERP system credentials and endpoint
• A dimension mapping that maps ERP dimension names to Una dimension names

Configuration

Connection

Select the ERP connection from the dropdown. The dropdown lists all configured ERP connections (parameters names prefixed with ERP_ are listed with the prefix stripped).

Sync Dimensions

A multi-select list of Una dimensions to synchronise from the ERP. The available dimensions are loaded from the dimension mapping of the selected connection.

Check each dimension you want to sync during this activity run. You can select one, several, or all mapped dimensions.

Sync Data

When enabled, transaction data (in addition to dimension members) is also synced from the ERP.

When disabled, only dimension member updates are synced.

Behavior

1. The ERP connection is loaded from its configuration.
2. The dimension mapping is validated — if it is not configured, the activity throws an exception.
3. The selected Una dimensions are resolved to their ERP equivalents using the mapping.
4. An incremental update is run for the selected dimensions, and optionally for data.
5. If the incremental update returns false, the activity returns Error.
6. On success the activity returns Success. Any exception is logged and returns Error.

Usage Patterns

Nightly Dimension Sync

(Scheduled nightly) ──> ERP Integration ──> Process Metadata Changes
  └── Connection:   SAP Production          (to apply dimension updates to the model)
      Dimensions:   CostCentre, Account
      Sync Data:    false

Full Sync Including Data

ERP Integration ──> Run Calculation ("RefreshAllocations")
  └── Connection:   Oracle Production
      Dimensions:   Entity, Account, CostCentre
      Sync Data:    true

Usage Notes

• The Sync Dimensions list is populated from the dimension mapping of the selected connection. If a dimension you expect is not listed, check the mapping configuration in the ERP integration settings.
• Progress notifications from the ERP sync are written to the workflow run log as the sync progresses.
• After syncing dimension members, you typically need a Process Metadata Changes activity to apply the structural updates to the Una model.

Best Practices

• Pair ERP Integration with Process Metadata Changes when syncing dimension members, so the model reflects the new structure before any calculations run.
• Sync only the dimensions that are expected to change on a given schedule — syncing all dimensions every run is slower than necessary.
• Wire an error arrow so ERP connection failures are immediately surfaced rather than silently passing.

JSON Reference

{
  "discriminator": "ErpIntegrationWorkflowActivity",
  "activityId": "<uuid>",
  "name": "ERP Integration",
  "positionX": 0,
  "positionY": 0,
  "advanceRule": 2,
  "parametersName": "SAP_Production",
  "syncDimensions": ["CostCentre", "Account"],
  "syncData": false
}

Property	Type	Description
parametersName	string	Corresponds to the Connection dropdown. The name of the configured ERP connection (parameters name).
syncDimensions	string[]	Corresponds to the Sync Dimensions multi-select. Array of Una dimension names to synchronise from the ERP.
syncData	boolean	Corresponds to the Sync Data toggle. When true, transaction data is also synced in addition to dimension members.