--- 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 --- # Exploring ERP Canvas # Exploring ERP Canvas {#ariaid-title1} * Release version: Yokohama * * Updated January 30, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 5 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Exploring ERP Canvas ERP Canvas is a ServiceNow application that integrates with Enterprise Resource Planning (ERP) systems, such as SAP, enabling customers to connect to their ERP system of record to send updates and extract data. It provides a unified data model within ServiceNow to manage ERP tables containing both standard and custom fields. ERP Canvas does not replicate ERP data but mirrors it, keeping the data secure within the ERP system while making it accessible for use in the ServiceNow AI Platform and ServiceNow instances. Show full answer Show less It supports two main types of tables: remote tables, which retrieve data via scripts for smaller or real-time datasets, and extraction tables, which handle large data volumes through scheduled queries and transformation processes. Updates can be sent back to the ERP system using BAPI or OData protocols over HTTP connections. ## Key Features * **Connection Configuration:** Administrators use the Connections and Credentials app to securely connect ERP Canvas to the ERP system of record. * **ERP System and Model Management:** Customers create ERP systems and models within ERP Canvas, scanning ERP modules to identify tables and fields for extraction and updates. * **Data Operations:** Build read and update operations, map fields, and create table joins to enrich ERP models with additional data. * **Remote Tables:** Enable querying ERP data in real-time by running scripts against external data sources, useful for use cases such as app building in App Engine Studio. * **Extraction Tables:** Regularly extract and transform large datasets from ERP systems into ServiceNow AI Platform staging tables, supporting complex scenarios like multi-country data handling. * **Data Transformation:** Use transform maps and import sets to map extracted ERP data into ServiceNow tables efficiently. * **Automation and Workflow Integration:** Build flows in Workflow Studio to automate querying and updating ERP data, integrating ERP Canvas tightly into ServiceNow's process automation capabilities. * **Deployment and Promotion:** Develop ERP systems, models, and workflows in development instances and promote them to production using pipelines and deployments. * **Role-Based Security:** ERP Canvas enforces role-based access control and additional data protection measures, including personally identifiable information (PII) safeguards. ## Practical Application and Benefits * Customers can centralize and organize ERP data within ServiceNow without data replication, maintaining data integrity and security. * Improves ERP data accessibility for ServiceNow AI Platform applications, enabling advanced analytics, automation, and app development using native tools like App Engine Studio, Workflow Studio, UI Builder, and Workspace Builder. * Supports customization by identifying and managing custom ERP fields and apps, ensuring comprehensive data integration. * Streamlines data extraction workflows with flexible scheduling and transformation capabilities to accommodate various business needs, such as regional data separation. * Facilitates secure and efficient updates back to the ERP system, maintaining system of record accuracy. ## Getting Started and Additional Resources * Begin by configuring connections and credentials to your ERP system using the Connections and Credentials app. * Create ERP systems and models in ERP Canvas, then build read and update operations aligned with your ERP data structure. * Use guided tours within ERP Canvas for step-by-step learning and to build your expertise. * Explore ServiceNow resources such as App Engine for ERP and community videos to maximize ERP Canvas capabilities. * For troubleshooting or assistance, contact your internal ServiceNow administrator or consult ServiceNow community and documentation. ERP Canvas enables you to connect to the ERP (Enterprise Resource Planning) system to send updates and extract data to remote tables and extraction tables for use on the ServiceNow AI Platform. ## Overview of ERP Canvas {#exploring-erp-integration__section_umy_5xx_mwb} ERP Canvas functions as a platform within ServiceNow, offering a unified data model for ERP systems. ERP Canvas enables you to manage tables that contain both standard and custom fields grouped within ERP models. You can send updates to and extract data from ERP tables on the system of record and store it in a remote table or an extraction table, depending on the size of data sets and refresh needs. * Remote tables get their records from running an associated script against an external data source.{#exploring-erp-integration__erpc-remote-extraction-difference-ul-remote} * Extraction tables retrieve large amounts of data using a scheduled query, and use transform tables to process data for use on the ServiceNow AI Platform.{#exploring-erp-integration__erpc-remote-extraction-difference-ul-extr} {#exploring-erp-integration__ul_wzp_4c4_xyb} In addition to retrieving data, ERP Canvas can also update the ERP system using a BAPI (Business Application Programming Interface) or OData and an HTTP connection. The unified data model of the ServiceNow AI Platform ensures seamless integration of ERP data into the ServiceNow AI Platform. ERP Canvas streamlines ERP data management, making it accessible and actionable within the ServiceNow AI Platform and ServiceNow instances. Note: ERP Canvas doesn't replicate data into the ServiceNow AI Platform. It mirrors data that lives in the ERP system of record, and remains protected there. ## ERP Canvas workflow {#exploring-erp-integration__section_jwp_vj2_5xb} 1. Have your administrator use the Connections and Credentials app to configure credentials to connect to the ERP system of record. 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."). 2. Create an ERP system in ERP Canvas using the connection and credentials alias that you configured. 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."). Note: The rest of the workflow steps are in ERP Canvas. Build your ERP systems, ERP models, and tables in a development instance, and then promote them to a production instance when you're ready. For more information, see [Managing app deployments using Pipelines and Deployments](https://servicenow-prod.fluidtopics.net/mOR0xcpq2vQl0NSZvWtARg "Review the applications developers build using App Engine Studio (AES) so you can deploy with confidence."). 3. Clone or create an ERP model that scans the specified ERP module in the system of record for available tables and fields. Note the tables and fields in the ERP model for use in extraction and remote tables, as well as for mapping parameters to read and update the system of record. For more information, see [Clone an ERP model in ERP Canvas](https://servicenow-prod.fluidtopics.net/~EaS5Jl7zu6ZWjAAQ30kjA "Clone a standard ERP (Enterprise Resource Planning) model that ships with ERP Canvas. After you clone the model you can make modifications, for example, by adding new fields or tables."). 4. Create read and update operations to connect to the ERP system by adding tables, mapping fields, and building table joins to include additional data in the ERP model. For more information, see the following topics: * [Managing how models read and update the ERP system](https://servicenow-prod.fluidtopics.net/QgXLFIZNnf9wfUZebaVqQQ "After you create an ERP (Enterprise Resource Planning) model in ERP Canvas, you can specify how it reads and updates the ERP system using parameters.") * [Add joins between ERP tables](https://servicenow-prod.fluidtopics.net/me_GHTwh2hAXP29LafJT7A "Link multiple ERP (Enterprise Resource Planning) tables from the system of record to build an ERP model in ERP Canvas using table joins.") {#exploring-erp-integration__ul_qst_t54_cbc} 5. Work with remote tables to make them available for use as a data source, such as when building apps in App Engine Studio. Remote tables get their records from running an associated script against an external data source. For more information, see the following topics: * [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.") * [Customize fields for an ERP remote table in ERP Canvas](https://servicenow-prod.fluidtopics.net/bpbdfRbgDZUyppMygvrMhQ "Add or remove columns in remote tables in ERP Canvas to create your ERP (Enterprise Resource Planning) model. For example, remove fields with sensitive information, such as birthdays.") * [Query a remote table using ERP Canvas](https://servicenow-prod.fluidtopics.net/JrxJj9CI5Fu0~6lzYwflPQ "Query ERP (Enterprise Resource Planning) remote tables from a system of record directly from the All menu using ERP Canvas.") {#exploring-erp-integration__ul_ysf_pgr_dyb} 6. Work with ETL extraction tables to regularly scan the system of record and extract data to a staging table. Extraction tables retrieve large amounts of data using a scheduled query, and use transform tables to process data for use on the ServiceNow AI Platform. * Create as many separate extraction tables as needed, such as one for each supported country. For more information, see [Extracting and transforming data in ERP Canvas](https://servicenow-prod.fluidtopics.net/vscoTE3absmkUqNVei048g "ERP (Enterprise Resource Planning) extraction tables enable you to create daily processes that extract large amounts of data. You can then include the extracted data in an ERP model in ERP Canvas."). * You must first create the table transform map that connects the source table (on the system of record) to a Glide table on the ServiceNow AI Platform. For more information on creating table transform maps, see [Create a transform map](https://www.servicenow.com/docs/access?context=t_CreateATransformMap&version=yokohama&pubname=yokohama-integrate-applications&ft:locale=en-US). * Extraction processes are configured in the ServiceNow app that uses them, for example, Workflow Studio. * After the extraction process is run, use import sets to map imported data into ServiceNow AI Platform tables. For more information, see [Import sets](https://www.servicenow.com/docs/access?context=import-sets-landing-page&version=yokohama&pubname=yokohama-integrate-applications&ft:locale=en-US). {#exploring-erp-integration__ul_ybg_k3z_dyb} 7. Build flows in Workflow Studio to specify details for when you query or update the ERP (Enterprise Resource Planning) system. For more information, see [Building flows to read or update the ERP system](https://servicenow-prod.fluidtopics.net/NdbNUiPnlKTbiurxTBkbMA "After you configure an operation in ERP Canvas, you can build a flow in Workflow Studio to specify details for querying the ERP (Enterprise Resource Planning) system. For example, build a flow that filters by Order ID."). 8. Move the ERP systems, ERP models, tables, operations, and flows to a production environment when they're ready. For more information, see [Managing ERP development pipelines in ERP Canvas](https://servicenow-prod.fluidtopics.net/f6zDumUXbxbzy06GFbwj0g "Move your ERP (Enterprise Resource Planning) systems, ERP models, tables, operations, and flows from a development instance to a production environment when they're ready."). 9. Use the ERP data as the data source when building apps on the ServiceNow AI Platform using: * App Engine Studio: For more information, see [Create a data model for your application](https://servicenow-prod.fluidtopics.net/sBUU39XKAFpc6eT3sEejzQ "Create a data model in App Engine Studio (AES) for your application by creating the tables that will house your application data. Create data tables that will be used in your application by creating the table from scratch, uploading a spreadsheet or PDF, or by using an existing table as a template. You can also create and schedule data imports by mapping a spreadsheet to an existing table in your application."). * Flows in Workflow Studio: For more information, see [Configuring flows](https://www.servicenow.com/docs/access?context=configuring-flow-designer&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US). * Playbooks in Workflow Studio: For more information, see [Getting started with Process Automation](https://www.servicenow.com/docs/access?context=getting-started-process-automation&version=yokohama&pubname=yokohama-build-workflows&ft:locale=en-US). * Table Builder: For more information, see [Data in Table Builder](https://servicenow-prod.fluidtopics.net/Jm~mEHYyHlzE676da8pNyg "With Table Builder, you can modify the table properties and manage the fields that are available for a selected data table."). * UI Builder: For more information, see [Dynamically expose data in UI Builder pages (advanced feature)](https://servicenow-prod.fluidtopics.net/L~6cRs4KlJY_GTLaEaXA4A "Sync data between ServiceNow tables and data with the pages you build with UI Builder. Pages display synced data in real time and update data/tables when a user inputs information."). * Workspace Builder: For more information, see [Configure a record page for a workspace in Workspace Builder](https://servicenow-prod.fluidtopics.net/XHq12umTtUzJmBDyZEtzEQ "Configure a record page for a workspace in App Engine Studio (AES). Use containers and components to guide a user through an experience. Each record page is linked to only one data table."). {#exploring-erp-integration__ul_yml_jh5_xyb} {#exploring-erp-integration__ol_lvd_4zp_1yb} ## Benefits of ERP Canvas {#exploring-erp-integration__section_qqm_yzx_mwb} {#exploring-erp-integration__table_cjc_j1y_mwb__entry__3} | Benefit | Feature | Role | |-|-|-| | Configure connections to the system of record | [Working with ERP systems in ERP Canvas](https://servicenow-prod.fluidtopics.net/vSzZr5oM2tSX~5KAaE2a8Q "An ERP (Enterprise Resource Planning) system represents a connection to a section of your ERP system of record. For example, sales orders or vendor invoices.") | sn_erp_integration.erp_admin | | Build ERP models to create read and update operations and organize mirrored ERP data | [Building and managing ERP models to work with ERP data](https://servicenow-prod.fluidtopics.net/HRzgoiy99IVfEvr_ce8MDA "ERP (Enterprise Resource Planning) models function as templates for sets of tables that give you access to ERP data. Use model management to create read and update operations that access the ERP system with specified inputs and outputs to map fields for use on the ServiceNow AI Platform.") | sn_erp_integration.erp_admin | | Work with and query remote tables to view ERP data on the system of record | [Using ERP remote tables in ERP Canvas](https://servicenow-prod.fluidtopics.net/9is_2pXsSPIVbTTybNNxwg "ERP (Enterprise Resource Planning) remote tables in ERP Canvas enable you to view and query data from the ERP system of record on the ServiceNow AI Platform.") | * To modify remote tables: sn_erp_integration.erp_admin * To read remote tables: sn_erp_integration.erp_user {#exploring-erp-integration__ul_cgk_ty1_1zb} | | Access standard remote tables | [Standard remote tables for ERP Canvas](https://servicenow-prod.fluidtopics.net/KZVpgNmyjdZi5r4oisv4mg "ERP Canvas accesses several standard remote tables for ERP (Enterprise Resource Planning) models.") | * sn_erp_integration.erp_user * Additional, table-specific roles are required. For more information, see [ERP Canvas roles](https://servicenow-prod.fluidtopics.net/AJJKB81VHkX7tY4cEGZOvg "Administrators assign roles to give team members permission to configure or use ERP Canvas."). {#exploring-erp-integration__ul_dpv_wy1_1zb} | | Configure extraction tables to regularly pull custom data from the ERP system | [Extracting and transforming data in ERP Canvas](https://servicenow-prod.fluidtopics.net/vscoTE3absmkUqNVei048g "ERP (Enterprise Resource Planning) extraction tables enable you to create daily processes that extract large amounts of data. You can then include the extracted data in an ERP model in ERP Canvas.") | sn_erp_integration.erp_admin | [Table 1. ERP Canvas key benefits] {#exploring-erp-integration__table_cjc_j1y_mwb} ## Additional resources for ERP Canvas {#exploring-erp-integration__section_jbz_xkf_lzb-1} {#exploring-erp-integration__table_flh_vjt_gtb__entry__2} | Learn more about ERP Canvas | ServiceNow resources | |-|-| | ERP Canvas is a ServiceNow app that enables you to simplify the use of ERP data from the system of record, such as SAP. | [App Engine for ERP Overview on ServiceNow University](https://learning.servicenow.com/lxp/en/app-engine/enterprise-resource-planning-clean-core-with-app-engine-overview?id=learning_course_prev&course_id=ee84d77293bc35903cc0322d6cba10eb) Note: You must log in to ServiceNow University to access this resource. | | ERP Canvas is a ServiceNow app that enables you to simplify the use of ERP data from the system of record, such as SAP. | [ServiceNow Community site](https://www.servicenow.com/community/?id=community_search&q=erp%20canvas&spa=1) | | ERP Canvas is a ServiceNow app that enables you to simplify the use of ERP data from the system of record, such as SAP. | [Video: Unlock the full potential of your ERP system](https://www.youtube.com/watch?v=R66HqYLfEc8) | [ ] {#exploring-erp-integration__table_flh_vjt_gtb} * **[Identifying ERP candidates to replatform with ERP Canvas and ERP-CM](https://servicenow-prod.fluidtopics.net/cbINo~aIjxp1wABAt_PoFw)** ERP Canvas enables you to connect to your ERP (Enterprise Resource Planning) system of record, and to organize its data. * **[ERP Canvas custom field example](https://servicenow-prod.fluidtopics.net/1QmmZgPzfxG7mj5wWeRKYQ)** ERP Canvas helps you identify custom ERP (Enterprise Resource Planning) apps and fields in the system of record to access their data on the ServiceNow AI Platform. The ERP system can have both standard and custom fields that are accessed by ERP Canvas. * **[ERP Canvas and security](https://servicenow-prod.fluidtopics.net/R8i16LcitgdxLmwr5sHUsQ)** In addition to role-based security and access control, ERP Canvas protects personally identifiable data in other ways. * **[Guided tours in ERP Canvas](https://servicenow-prod.fluidtopics.net/1XSxH22il~wYm3AE1M7yTw)** Learn about ERP Canvas guided tours, including how to access and take them to build your knowledge of ERP Canvas. * **[Get help with ERP Canvas](https://servicenow-prod.fluidtopics.net/gHqwrHJYB13PeGhe5RQd~g)** To get help with ERP Canvas, your ServiceNow instance, plugins, permissions, and more, watch a short video to contact the ServiceNow admin who works in your company.