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Luke2026
Member
July 30, 2026
Solved

Invoice linked from ERP to OneStream

  • July 30, 2026
  • 1 reply
  • 40 views

We currently use an ERP to house all of our actual copies of invoices.  Has anyone successfully been able to link Invoices from an ERP to OneStream?  So that when you [Navigate To ‘Drill to ERP’]  it takes you to an actual copy of the invoice back to the original ERP.  Currently we only see limited line item information.

Best answer by JoakimK

Hello,

You can do this as long as there is a way to identify the specific link to the invoice from the record you have imported in stage in the first place. 

There is actually a really good example in the snippets library, inside the snippet named “Standard SQL Connector” although that example relies on a physical file path, the same would apply as long as you had a URL pointing straight to the file instead. If you instead would like to use a URL to let a browser window handle the showing of the file you would use the “ConnectorDrillbakType.WebURL” instead.

Best Regards, Joakim

1 reply

OneStream Employee
JoakimKOneStream EmployeeAnswer
OneStream Employee
September 4, 2026

Hello,

You can do this as long as there is a way to identify the specific link to the invoice from the record you have imported in stage in the first place. 

There is actually a really good example in the snippets library, inside the snippet named “Standard SQL Connector” although that example relies on a physical file path, the same would apply as long as you had a URL pointing straight to the file instead. If you instead would like to use a URL to let a browser window handle the showing of the file you would use the “ConnectorDrillbakType.WebURL” instead.

Best Regards, Joakim

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