Erply
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:
| Name | Description |
|---|---|
| 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:
- Navigate to Data map → View Systems and choose the system that you want to connect.
- Click on the Integrations tab.
- Pick the vendor or system type that you want to integrate with from the Connection type drop-down menu.
- 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 function | Endpoint | Description |
|---|---|---|
| Access Requests | Customer Individuals (opens in a new tab) | Returns individual customer records matched by email |
| Erasure Requests | Customer Individuals (opens in a new tab) | Anonymizes individual customer records by nulling PII fields |
| Access Requests | Customer Businesses (opens in a new tab) | Returns business customer records matched by email |
| Erasure Requests | Customer Businesses (opens in a new tab) | Anonymizes business customer records by nulling PII fields |
| Access Requests | Addresses (opens in a new tab) | Returns addresses associated with a customer |
| Erasure Requests | Addresses (opens in a new tab) | Deletes addresses associated with a customer |
| Access Requests | Sales Documents (opens in a new tab) | Returns sales documents associated with a customer |
| Access Requests | Payments (opens in a new tab) | Returns payment records associated with a customer |
| Access Requests | Gift Cards (opens in a new tab) | Returns gift card data associated with a customer |