What is Priority ERP document automation?
Priority ERP document automation is the automatic capture, validation and entry of business documents into Priority. These include supplier invoices, customer orders, delivery notes, certificates of compliance and import documents. Instead of opening emails and retyping data, the documents flow into Priority as validated records. DOConvert does this through APP095, a bidirectional connector available on the Priority Software Marketplace.
Which documents can be automated in Priority?
Most Priority users start with one process and expand from there. The most common are:
- Supplier invoices. Captured from email, matched to purchase orders and goods receipts, and opened in Priority as drafts or final invoices. More in How to Automate Supplier Invoices into Priority ERP.
- Customer orders. Orders arriving as PDFs or emails are read, checked against customers, items and price lists, and opened as sales orders.
- Certificates of compliance (COC). Linked automatically to the right items and receipts. See Automating COC File Handling in Priority.
- Delivery notes and goods receipts. Matched to open orders to confirm what actually arrived.
- Import and customs documents. Commercial invoices, packing lists and shipping files for companies that import.
Why is automation inside Priority different from standalone OCR?
Standalone OCR reads text and hands you a file. You still have to check it and load it into Priority.
Automation connected directly to Priority works differently. DOConvert reads data from Priority before anything is written: suppliers, customers, items, open purchase orders and price lists. It uses that data to validate each document. Only documents that pass your rules are opened in Priority, and the rest go to an exception queue with a clear reason. Priority stays the system of record, and your existing master data does the checking.
How does DOConvert work with Priority?
DOConvert connects to Priority through APP095, its certified bidirectional connector. The flow works like this:
- Receive. Documents arrive by email, folder or API.
- Classify. AI identifies the document type, so an invoice, an order and a COC each follow their own flow.
- Extract. AI reads header and line-level data from any layout and language, including Hebrew and English, scanned documents and handwriting, with no templates.
- Validate. Each document is checked against live Priority data: the supplier or customer exists, items match, the PO is open, and prices match agreements.
- Enter. Valid documents are opened in the right Priority form, with the original file attached.
- Handle exceptions. Mismatches are routed to the right person, or answered automatically, according to your rules.
AP and operations teams guide the AI in plain language, with no coding. DOConvert learns from every correction.
What does it look like in practice?
Priority customers across manufacturing, distribution and healthcare already run on DOConvert. Cargal automated its client orders in a week. Plasson streamlined order processing and reduced delays. Medlife automated medical equipment order processing for complex healthcare systems. More examples are on our use cases page.
How long does implementation take, and what does it require?
Typical implementation takes about 10 business days. DOConvert handles the main setup. According to the Priority Marketplace listing, the client side may need a Priority expert for roughly five hours of configuration support. Before starting, it helps to review How to Prepare Your Priority ERP for Automation.
How is DOConvert priced for Priority users?
Pricing is usage-based, according to the number of documents processed each month. That means you start with the volume you have and grow from there, without paying for capacity you don’t use.
Where can I get DOConvert for Priority?
DOConvert is listed on the Priority Software Marketplace. Priority customers can also work with DOConvert through Priority partners, including Medatech UK for UK companies. Learn more on our Priority integration page.
How do you start?
Pick the process that causes the most manual work, usually supplier invoices or customer orders. Collect 30 to 50 real documents from different suppliers or customers, including the difficult ones. Define your validation rules, then test on drafts before going live.
Summary
Priority ERP document automation turns incoming documents into validated Priority records without manual typing. DOConvert does it through APP095, a bidirectional connector that validates every document against live Priority data before entry. It covers supplier invoices, customer orders, COC files and more. Find DOConvert on the Priority Marketplace, schedule a demo with your own documents, or start a 14-day trial.
Questions and answers
What is the best way to automate documents in Priority ERP?
Use a platform that connects directly to Priority and validates documents against live Priority data before entry, rather than standalone OCR. DOConvert does this through APP095, its bidirectional connector on the Priority Marketplace.
Is DOConvert available on the Priority Software Marketplace?
Yes. DOConvert is listed on the Priority Software Marketplace, and its APP095 connector integrates directly with Priority ERP.
Which documents can DOConvert automate in Priority?
Supplier invoices, customer orders, certificates of compliance, delivery notes, goods receipts, and import and customs documents.
Does DOConvert work with Priority in Hebrew and English?
Yes. DOConvert reads documents in Hebrew, English and other languages, in any layout, with no templates.
How much does DOConvert cost for Priority users?
Pricing is usage-based, depending on the number of documents processed each month.
