Guides

Quick Start Guide

Get up and running with Umbra ERP in just a few minutes

7 min read

Prerequisites

Before you begin, make sure you have an active Umbra ERP account and have completed the basic Account Setup. You will need admin or manager permissions to complete these steps.

Step-by-Step Walkthrough

Set Up Your Company

Start by completing your company profile in Settings. Add your business name, logo, address, and tax information. This data will appear on all invoices and quotes you generate.

Choose your default currency, date format, and fiscal year start month to match your business requirements.

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API Quick Start

For developers, the Umbra ERP API lets you integrate your business workflows programmatically. Here is a quick example:

Create an Invoice via API

Bash

1curl -X POST https://api.umbraerp.com/v1/invoices \
2  -H "Authorization: Bearer YOUR_API_KEY" \
3  -H "Content-Type: application/json" \
4  -d '{
5    "customer_id": "cust_abc123",
6    "items": [
7      {
8        "description": "Consulting Services",
9        "quantity": 10,
10        "unit_price": 150.00
11      }
12    ],
13    "due_date": "2026-04-15",
14    "currency": "USD"
15  }'

See the full API Documentation for all available endpoints.

You're All Set

Congratulations! You have set up your company, invited your team, and created your first invoice. Continue to the Core Features guide to learn about the full capabilities of Umbra ERP.