“Missing in ERP” Badge & Push to ERP

Last updated: April 16, 2026

Tabs displays when a customer record does not exist in your connected ERP system. This makes ERP syncing more transparent and gives you a clear, actionable way to fix missing records.

What “Missing in ERP” Means

A customer shows a Missing in ERP badge when Tabs cannot find a matching record in your ERP. The customer exists in Tabs only and has not been pushed to the ERP


This typically occurs when:

  • The customer was created in Tabs before the ERP connection was set up

  • A previous sync attempt failed

Where You’ll See It

The Missing in ERP badge appears on:

  • Customer profiles

  • Customer tables or search results where ERP status is shown

This signals that Tabs needs to create the customer in your ERP before you can rely on full ERP-driven workflows.

How to Fix It: Click "Push to ERP"

You can resolve this in one step:

  1. Open the customer record

  2. Click Push to ERP

  3. Tabs will attempt to create the customer in your ERP

After the push:

  • The badge will disappear once the record is successfully created

  • ERP-linked workflows (invoicing, payment application, etc.) will resume normally

  • If the push fails, you’ll see an error message explaining what went wrong

Troubleshooting

If the Missing in ERP badge persists after pushing:

  • The ERP rejected the customer data (e.g., missing fields, invalid formats)

  • The ERP connection may be temporarily unavailable or token may be expired

    • If token is expired, please disconnect & reconnect ERP in Tabs.

  • The customer may already exist in ERP under a conflicting identifier