---
sourceDocument: Yokohama Build or modify applications
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/application-development

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Build or modify applications

ft:clusterId :

    - cadev

bundleId :

    - cadev

workflow :

    - Development, Data, and Analytics


---

# Run Guided Setup for ERP Canvas

# Run Guided Setup for ERP Canvas {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Run the Guided Setup to configure ERP Canvas.

## Before you begin

You must first download and install ERP Canvas from the ServiceNow Store. For more information, see [Install ERP Canvas](https://servicenow-prod.fluidtopics.net/2LSfxy5l_AvhV~_WNWvKag "Install the ERP Canvas (Enterprise Resource Planning) application (sn_erp_integration) if you have the admin role from the ServiceNow Store.").

Role required: sn_erp_integration.erp_admin

## About this task

For more information on using Guided Setup, see [Guided Setup](https://www.servicenow.com/docs/access?context=guided-setup&version=yokohama&pubname=yokohama-platform-user-interface&ft:locale=en-US).

## Procedure

1. Navigate to AllERP CanvasERP Canvas Guided Setup.
2. Set up the MID Server in the MID Server setup section.
   1. Select Create MID user and create the user account on the ServiceNow instance that will connect to the MID Server.  
      For example, you can create mid.user.
   2. Select Download and install MID and follow the instructions to download the appropriate MID Server installer archive for the operating system.
   3. Select Configure MID server files and follow the instructions to configure the required MID Server files, which are detailed in the Guided Setup.  
      For more information, see [Install ERP Canvas](https://servicenow-prod.fluidtopics.net/2LSfxy5l_AvhV~_WNWvKag "Install the ERP Canvas (Enterprise Resource Planning) application (sn_erp_integration) if you have the admin role from the ServiceNow Store.").
   {#erp-canvas-guided-setup__substeps_vfk_2ys_pyb}
3. Set up the connection and credentials.
   1. Select Create credential record for the ERP system and follow the steps.
   2. Select Create a connection record for ERP Canvas and follow the steps.
   3. Select Configure connection and capabilities and complete the steps.

   {#erp-canvas-guided-setup__substeps_fvv_tdt_pyb}  
   Alternatively, you can configure without Guided Setup. For more information, see [Configure the ERP Canvas credentials and connection](https://servicenow-prod.fluidtopics.net/~Cgmk9YxVWZ0XN~o~M4JsA "Connect ERP Canvas to a system of record (such as SAP) directly or using a load balancer to enable access to the ERP (Enterprise Resource Planning) system. You must select an existing, configured connection when you set up an ERP system.").
4. Create and validate the ERP system.
   1. Select Create system and follow the steps.
   2. Select Validate system and follow the steps.

   {#erp-canvas-guided-setup__substeps_as5_r42_syb}  
   Alternatively, you can configure without Guided Setup. For more information, see [Create an ERP system in ERP Canvas](https://servicenow-prod.fluidtopics.net/7eKnkhO8VoKszalkV6Djgg "Configure an ERP (Enterprise Resource Planning) system in ERP Canvas to organize your connections to the system of record.").
5. Configure remote tables and extraction sources.
   1. Select Configure remote tables and follow the steps.  
      Alternatively, you can configure without Guided Setup. For more information, see [View and edit ERP remote table details with ERP Canvas](https://servicenow-prod.fluidtopics.net/sDExempcFPNeASHOglDORA "View and edit details for ERP (Enterprise Resource Planning) remote tables in ERP Canvas, such as their attachment settings and short descriptions.").
   2. Select Configure extraction sources and follow the steps.  
      Alternatively, you can configure without Guided Setup. For more information, see [Add a new ERP extraction table in ERP Canvas](https://servicenow-prod.fluidtopics.net/5Uc92op0q~_JeNgft8dlAg "Create an ERP (Enterprise Resource Planning) extraction table to capture large amounts of data from the system of record every day, and save the data to a transformation (staging) table. The data is then available on the ServiceNow AI Platform, and you can add the extracted data to an ERP model or remote table.").
   {#erp-canvas-guided-setup__substeps_kyw_c2t_pyb}

*[\>]: and then