Organize the spreadsheet that sits next to your ERP
Upload your ERP export and combine it with the tracking that lives in a separate spreadsheet today. The ERP keeps doing what it already does.
Start with an export
Export a CSV or Excel file from your system. Upload it to Prizm and review the proposed structure. Working from an exported file does not require a native integration with that ERP.
Add the supplementary records
Organize the additional records in another table and review identifiers connecting the databases. Stable codes help distinguish records; identical names do not guarantee a match.
Repeat with review
For another export, check fields, duplicates and warnings before importing. Do not assume automatic updates or deletions in the source: this workflow uses files you upload.
Keep responsibilities clear
Fiscal documents, bookkeeping and other ERP functions remain in the original system. A file import does not establish scheduled synchronization. If your ERP already covers the whole workflow, an additional database may be unnecessary.