Add companies

How to add a company in OneStop Reporting

  1. Go to Administration.
  2. Select the appropriate level in the tree structure on the left (Customer / Client / Group).
  3. Open the Companies tab.
  4. Click the three-dot button (…) in the top right corner.
  5. Select “Add companies”.
  6. Re-authenticate the connection containing the company you want to add (the required authentication depends on the ERP: e.g., username/password, pairing key, or client key).
  7. Select and add the desired company/companies.
Note

For cloud-based ERPs, company names are often updated automatically during nightly imports. For OnPrem and Business NXT Live, you might need to manually retrieve the company name from the ERP afterwards. The user re-authenticating with a username/password must have access to all companies on the connection; otherwise, some companies may lose their connection.

Last modified March 17, 2026