Helios One · buyer workflow
ERP supplier follow-up connectors: start with the lowest-risk export
Evidence first, connector second
An ERP marketplace listing, partner page, or API document proves that a route exists in that ecosystem. It does not prove that a Helios connector is built, authenticated, or safe for a live tenant. The map below keeps those facts separate.
The lowest-risk route for a first pilot is a reviewed CSV or Excel export of open purchase orders. The internal Helios research calls for that route before a live offer; it also records that the Plex REST connector has not run on a live tenant. Public Plex, Infor, Acumatica, and Odoo pages are useful integration evidence, not product claims.
Use the map to make the next test explicit: name the export, identify the owner, confirm the fields, and record the date. Then download the minimum template and define the OTD calculation.
Working artifact · fictional sample data
ERP route compatibility map
| Route | Evidence checked | Test status |
|---|---|---|
| CSV / Excel | Internal workflow brief | Working sample |
| Plex | Supplier manuals + official ecosystem | Tenant test needed |
| Epicor | Official docs link pending review | Unverified |
| Business Central | Official API docs | Unverified |
| NetSuite / SAP / Infor | Marketplace or product docs | Unverified |
Sources and verification
- Internal Helios ERP research and implementation boundary (internal; accessed 2026-10-23) — CSV-first workflow, the untested live Plex connector boundary, and the need for server storage before a live offer.
- Plex Partner Ecosystem (primary; accessed 2026-10-23) — The official marketplace and partner route, not a Helios integration claim.
- Infor Fortude Vendor Portal listing (primary; accessed 2026-10-23) — An example of an ERP marketplace listing.
- Acumatica Alliance Program Guide (primary; accessed 2026-10-23) — The partner route and its commercial boundary.
- Odoo app vendor guidelines (primary; accessed 2026-10-23) — The marketplace submission route, not working connector status.
Frequently asked questions
Which connector works today?
The working artifact is the browser-only CSV/Excel route. The map labels ERP-specific paths as unverified or tenant-test-needed; it does not claim a live Plex, Epicor, Business Central, NetSuite, SAP, or Infor connector.
Why begin with an export?
An export lets a buyer test the workflow without granting ERP access. It also makes the fields, redactions, retention, and exception rules reviewable before integration work.