From Inbox to ERP: Connecting Outlook to Genius

What’s in it for me?

Email is where a lot of real work happens — customer questions, vendor updates, order changes, clarifications.

But when those conversations stay in Outlook, they aren’t visible inside your ERP.

In this session, we’ll introduce the new Genius ERP Email Connector and show how Outlook connects directly with Genius ERP. You’ll see how emails can be attached to existing records or used to create new ones directly from your inbox.

We’ll focus on how it works day to day and how it keeps communication tied to the right jobs, customers, and vendors.