Connecting your accounting or ERP system lets Verrim sync your customer list and keep it current, so you never chase certificates from a stale spreadsheet.
How to connect
- Go to Settings → Integrations.
- Choose your accounting or ERP system and authorize the connection.
- Pick which customers or segments to sync into Verrim.
Once connected, new customers flow into Verrim automatically. You can also import a list manually at any time.