Question 1

Our ERP isn't on the list. Can you still connect?

Accepted Answer

Almost certainly. Jooli reads any system that can export orders, inventory and purchase orders as CSV or through an API, including older and custom systems. Ask on the first call.

Question 2

What exactly does Jooli read?

Accepted Answer

Sales orders, invoices, inventory by location, purchase orders and receipts, item master data, and customer records. Read-only, every morning. It never reads payroll, banking or email.

Question 3

What does it write back, and when?

Accepted Answer

Draft purchase orders into the ERP and follow-up tasks into the CRM, and only after a person clicks Approve. Reports publish to Power BI, Excel, Google Sheets or email. You can run Jooli read-only forever if you prefer.

Question 4

How long does setup take?

Accepted Answer

A read-only connection to Dynamics 365, NetSuite or Prophet 21 takes a day. We set it up with your IT contact; there is no project plan and no new system for your team to learn.

Runs on the systems you already use

17 systems, from ERP to Power BI

Read every morning, write only on approval

Questions IT and ops managers ask