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Integrations and your ERP

An integration connects Colleag to a system you already run, so agents answer from live data instead of memory. Ask how many of this article did we sell this year and the Sales agent reads the actual customer orders.

Setting this up is an admin job. Go to Settings → Integrations.

What can be connected

Integrations are grouped into three categories:

  • ERP Systems — your business system: articles, stock, orders, suppliers, prices.
  • Component Databases — electronic component data and availability.
  • Communication — notification channels.

Each card shows the integration's name, a short description and a status badge.

Badge Meaning
Enabled Turned on, with credentials saved
Saved (off) Credentials are stored but the integration is switched off. Use Configure → Save & Enable to reconnect
No badge Not set up

Enabled does not mean reachable

Enabled only means an admin turned it on and saved credentials. It does not prove that Colleag can actually talk to the system. Always click Test Connection afterwards to confirm a live handshake.

Access by domain

Under each card is an Access by domain matrix showing which business areas and how many disciplines may use that integration, with a summary of any filters applied. Use it to check that, for example, your ERP is reachable from Commercial without being exposed everywhere.

Connect an integration

  1. Click Configure on the card. The button reads Update Config when it is already enabled, or Reconnect when credentials are stored but the integration is off.
  2. Fill in the fields. Required ones are marked with a red asterisk, and each field explains what it expects.
  3. Save.
  4. Click Test Connection and confirm it succeeds.

Rotating a password

Stored secrets come back masked. Leave the field exactly as it is to keep the saved value, or type a new one to rotate it.

Connecting Monitor ERP

Monitor has an extra choice, because most installations sit behind a firewall. Open Configure on the Monitor card and pick a Connection method.

A small outbound agent runs on your own network next to Monitor and dials out to Colleag. Nothing needs to be opened inbound through your firewall.

You do not enter an instance URL with this method — the agent is told where Monitor lives through its own MONITOR_URL setting.

Colleag calls your Monitor hostname directly. This only works when that host is reachable from Colleag, which in practice means a local or on-network deployment. Hosted Colleag cannot reach private hostnames inside your network.

Set up the secure connector

  1. On the Monitor card, find the Secure connector row and click Set up (or Manage if one already exists).
  2. Follow the numbered steps in the panel. It gives you the install command and the connector token to copy.
  3. Run the connector on a machine on your network that can reach Monitor.
  4. Come back and check the status badge. It shows online in green when the connector is talking to Colleag, along with when it was last seen.

The panel also lists the hub address, the container image and the assigned port, plus any warnings that apply to your environment.

If IT or security need to approve this before you run it, send them Connector security — it covers traffic direction, what the tunnel can reach, where credentials live and how to revoke access.

The connector may need a plan that includes it

If your plan does not cover the secure connector, the panel says so and links to View plans → in billing.

Monitor credentials

Whichever method you choose, you provide the Monitor credentials Colleag should use — company, language, username and password, and the company currency for reporting. Use a dedicated Monitor user with read access. Colleag only reads from your ERP; it never writes back.

Using ERP data day to day

Once connected, ask the relevant agent in plain language:

  • How many of article 230010-A have we sold this year, and to whom? — Sales
  • What have we paid this supplier over the last twelve months? — Procurement
  • What is the stock and lead time on this part? — Supply Chain

The agent shows the lookup it made, so you can see which figures came from your ERP rather than from the conversation.

Ask for what you want

Ask how many and you get quantities. Ask about revenue or value and you get money. The agents keep the two apart on purpose, so a quantity question is not answered with a pile of financial figures you did not ask for.

Troubleshooting

Problem What to do
The agent says the lookup failed Open Settings → Integrations and click Test Connection. If the connector is used, check that its badge is online.
The connector badge says Not set up Nobody has run the connector agent yet. Open the panel and follow the steps.
The connector went from online to stale The machine running it is off or lost its network. Check Last seen and restart the connector.
Direct URL cannot reach your server Expected on hosted Colleag. Switch to the secure connector.
The agent gives a plausible number with no lookup The integration is off for that discipline. Check Access by domain.

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