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Integrations
SaaS Integrations
Erply

Erply

This Integration requires Fides Cloud or Fides Enterprise. For more information, talk to our solutions team. (opens in a new tab)

Erply (opens in a new tab) is a retail management and point-of-sale platform that provides businesses with tools for managing customers, sales, inventory, and payments.

Prerequisites

In order to integrate with Erply, you'll need to collect the following information:

NameDescription
Client code*Your Erply account client code, given when you register. (a 3–6 digit number, also used as your account subdomain).
Username*Username of the Erply user account used for API access.
Password*Password of the Erply user account used for API access.

Integrating with Erply

To integrate an existing system with Erply:

  1. Navigate to Data mapView Systems and choose the system that you want to connect.
  2. Click on the Integrations tab.
  3. Pick the vendor or system type that you want to integrate with from the Connection type drop-down menu.
  4. Complete the required fields for the integration and click Save.

You may confirm your connection is working using the Test connection button, if desired.

To learn more, please see our guide for Managing Integrations.

Technical detail

Fides utilizes API endpoints to access the API service for a SaaS application. An API service is the programmatic interface through which Fides can query and update data within an application to access, rectify, or delete personal information. Each SaaS tool will have a unique set of endpoints to enable privacy functions.

Erply endpoints

In the table below, you can find which endpoints are used for each type of privacy function. Clicking on the endpoint will take you to the documentation for that endpoint.

Privacy functionEndpointDescription
Access RequestsCustomer Individuals (opens in a new tab)Returns individual customer records matched by email
Erasure RequestsCustomer Individuals (opens in a new tab)Anonymizes individual customer records by nulling PII fields
Access RequestsCustomer Businesses (opens in a new tab)Returns business customer records matched by email
Erasure RequestsCustomer Businesses (opens in a new tab)Anonymizes business customer records by nulling PII fields
Access RequestsAddresses (opens in a new tab)Returns addresses associated with a customer
Erasure RequestsAddresses (opens in a new tab)Deletes addresses associated with a customer
Access RequestsSales Documents (opens in a new tab)Returns sales documents associated with a customer
Access RequestsPayments (opens in a new tab)Returns payment records associated with a customer
Access RequestsGift Cards (opens in a new tab)Returns gift card data associated with a customer