ERP Integration via Atlar API

An ERP integration with Atlar can be done entirely through our API, meaning you can integrate with any ERP, data warehouse, or custom finance system. This approach offers the same functionality as our packaged ERP integrations (such as Business Central, NetSuite, or SAP).

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Building together:

Atlar will support you in all integration efforts with direct connections to the engineering team during and after the implementation to ensure smooth operations

Atlar’s API enables your ERP or accounting system to:

• Fetch bank account statements, or bank balances and transactions in real time.
• Initiate payments directly from your ERP.
• Push accounting transactions to faciliate forcasting.
• All of the above using secure, programmatic access.

Setup in Atlar

1. Create a Role for Integration
   Define a role in your ERP or integration middleware with the required permissions.
   For detailed guidance, see Create an integration role.

2. Create a Programmatic Access User
   Create a dedicated user with programmatic access and API credentials.
   Refer to Programmatic user setup for step-by-step instructions.

3. Store the User’s Credentials in Your ERP
   Save the access credentials securely within your ERP’s integration configuration.
   These credentials will be used for all API calls to Atlar.

API Invocation

Once credentials are in place, your ERP (or middleware) can perform the following operations through the Atlar API.

Fetching Statements

sequenceDiagram
    participant ERP as ERP System
    participant Atlar as Atlar API

    ERP->>Atlar: GET /connections
    Atlar-->>ERP: Connection list
    ERP->>Atlar: GET /connections/{cid}/reports
    Atlar-->>ERP: Current available reports
    ERP->>Atlar: GET /.../reports/{id}/bank-statement
    Atlar-->>ERP: Return bank statement

Fetching Balances and Transactions

In order to support better reconciliation we enable you to fetch all balances and transactions from Atlar.

GET /accounts
GET /accounts/{account_id}/balances
GET /accounts/{account_id}/transactions

Use these endpoints to retrieve account details, balances, and transaction history. See the Accounts API reference for detailed request and response examples.

sequenceDiagram
    participant ERP as ERP System
    participant Atlar
    
    ERP->>Atlar: GET /accounts
    Atlar-->>ERP: Account list
    ERP->>Atlar: GET /accounts/{id}/balances
    Atlar-->>ERP: Current balances
    ERP->>Atlar: GET /accounts/{id}/transactions
    Atlar-->>ERP: Transactions data

Initiating Payments

POST /credit-transfer-batches
GET /credit-transfer-batches/{batch_id}/results

Use these endpoints to create and retrieve payment batches. Your ERP can generate an Atlar-compliant payment file and submit it to Atlar for execution. See the Credit Transfers API reference for full parameter and schema details.

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Tip:

These are the same endpoints used internally by our packaged integrations — meaning your API integration has identical access and feature parity..

Sequence overview

sequenceDiagram
    participant ERP as ERP System
    participant Atlar
    participant Bank as Bank
    
    ERP->>Atlar: POST /credit-transfer-batches
    Atlar-->>ERP: Batch accepted
    Atlar->>Bank: Send payment file
    Bank-->>Atlar: Payment result
    Atlar-->>ERP: GET /credit-transfer-batches/{id}/results

Pushing Forecasting Data

POST /accounts-payables
PATCH /account-payables
POST /accounts-receivables
PATCH /account-receivables

In order to forecast based on erp data the Atlar platform needs Account Receivables (AR) and Account Payables (AP) data. Use these endpoints to create and update APs and ARs. Whenever, a new AP or AR is created or updated the corresponding forecasted transaction will be updated accordingly. Meaning, you will be able see your forecasted cash flow.

Sequence overview

sequenceDiagram
    participant ERP as ERP System
    participant Atlar

    ERP->>Atlar: POST /accounts-payable
    Atlar-->>Atlar: Create forecasted transaction out of AP
    ERP->>Atlar: PATCH /accounts-payable
    Atlar-->>Atlar: Update forecasted transaction out of AP

Key Benefits

• Full Feature Parity: You get all the same capabilities as ERP-specific integrations — payments, reconciliation, and balance retrieval — via API.
• Flexible Architecture: Works with any ERP, data warehouse, or custom finance system.
• Secure & Scalable: Uses the same authentication, encryption, and auditing as our hosted integrations.