Building flows to read or update the ERP system

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Building flows to read or update the ERP system

    This content explains how ServiceNow customers can build flows in Workflow Studio to interact with ERP (Enterprise Resource Planning) systems using the Zero Copy Connector for ERP. After configuring ERP operations, customers can create flows to query, retrieve, or update ERP data, enabling integration of ERP information into broader ServiceNow processes such as task or incident creation.

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    Key Features

    • Use ERP Data Action: Automatically available in Workflow Studio once Zero Copy Connector for ERP is installed. This action allows leveraging ERP data outside the connector for various workflows.
    • Model Testing: Customers can test their ERP models within Workflow Studio by specifying the model, fields to read or update, and the target ERP system, ensuring correctness before flow deployment.
    • Parameter Filtering: Flows can specify mandatory and optional input fields defined in the ERP model to filter data queries. For example, filtering SAP Stock Movement data by fiscal year.
    • Response Data Handling: The ERP data retrieved via the Use ERP Data action is provided as a Response output data pill, which can be parsed and incorporated into other flow steps.
    • Integration Naming: Zero Copy Connector for ERP is referred to as "ERP Integration" within Workflow Studio for easier identification.

    Process for Building Flows

    • Configure and manage ERP models in Zero Copy Connector for ERP.
    • In Workflow Studio, test the Use ERP Data action by selecting the appropriate model and input parameters.
    • Review the output data from testing in the Response field to verify returned data.
    • Create flows that incorporate the Use ERP Data action to retrieve or update ERP data using specified filters.
    • Use the Response data pill in the flow to parse and use ERP data for downstream processes such as creating tasks or incidents.

    Benefits for ServiceNow Customers

    By building flows with the Use ERP Data action, customers can seamlessly integrate ERP data into ServiceNow workflows, enabling automation of tasks and processes based on real-time ERP information. This capability improves operational efficiency by linking ERP and ITSM or other ServiceNow modules without manual intervention.

    After you configure an operation in Zero Copy Connector for ERP (Enterprise Resource Planning), you can build a flow in Workflow Studio to specify details for querying the ERP system. For example, build a flow that filters by Order ID.

    Actions in Workflow Studio for calling the ERP system

    The Use ERP Data action is automatically available in Workflow Studio after installing Zero Copy Connector for ERP.

    The Use ERP Data action enables you to use ERP data outside of Zero Copy Connector for ERP for other processes. For example, you could create a task or an incident based on ERP data using the Use ERP Data action.

    After you're done creating and managing your model in Zero Copy Connector for ERP, go to Workflow Studio and use the Use ERP Data action to test your model's inputs and outputs.

    When you test the action, you must specify the model you're using, which fields to read or update, and the ERP system. For more information on the action, see Use ERP Data action details for flows.

    Using parameters to filter data requests

    After you successfully test the Use ERP Data action, build a flow that uses that action to retrieve or update the specified data in the ERP system.

    When you add the Use ERP Data action to a flow, you can specify any Mandatory Field(s) and Optional Field(s) defined as inputs when you managed the model. Required and optional fields must already be configured as required and optional input parameters.

    If you select a field that was defined as a parameter for the system query, you can then enter a value to filter on. For example, if you build a flow using the Use ERP Data action and specify the SAP Stock Movement model, you can select iseg_fiscal_year as a required field. Then, enter a year to filter the data returned, for example 2023.

    Process for building flows to retrieve ERP data

    If you want to use ERP data for processes or tasks outside of Zero Copy Connector for ERP, use the following workflow:
    1. In Workflow Studio, test the Use ERP Data action by selecting the model in the System field of the Test Action modal and then specifying the inputs.
    2. After the test runs, view the action execution details. For more information, see Flow execution details.
    3. The returned data from testing the action appears in the Response field of the output data.
    4. Build a flow that runs the Use ERP Data action.
      The Use ERP Data action returns ERP data in an output data pill called Response. The Response pill is available when you build a flow in Workflow Studio with the Use ERP Data action. The Response data pill is available in the following places of the action:
      • The Outputs tab
      • The Output section in the Data pane
      You can then add the Response data pill or any of the child record data pills to a flow to parse the returned JSON.

      For more information, see Building flows.

    Note:
    Zero Copy Connector for ERP appears as ERP Integration when you work with it in Workflow Studio.