ERP Integration
Connections that link an ERP to the CRM, field and finance tools, so records stay in step and orders, customers and costs are entered once.
The ERP and the tools around it disagree
An order is entered in the CRM, then again in the ERP. Shipment status lives in an email thread. Finance exports a file to compare costs. Each handoff is a chance for the records to drift apart. Connections between the ERP and the tools around it close that gap. Customers, orders, items and costs move on a set schedule. Differences land on a daily review list, and a person approves any change that writes to the ERP.
What's included
- 01
Connection design
a written map of which tool owns each record and which way it flows.
- 02
Customer and order sync
customers and orders carried between the CRM and the ERP without retyping.
- 03
Item and price sync
item numbers, descriptions and prices matched across the tools that use them.
- 04
Field and shop data
job, time and shipment data from field tools sent to the ERP.
- 05
Finance feed
invoices, payments and costs passed to or read from the accounting software.
- 06
Difference list
records that disagree between systems, shown side by side for a person.
- 07
Sync log
each record moved, with the time, the direction and the rule that moved it.
- 08
Write approval
changes to ERP records follow rules the team approves, and the sync can be paused.
How it works
- 01
System review
A map of the ERP and the tools around it, noting which one owns each record and where staff retype.
- 02
Connection build
Connections are built one record type at a time, starting read-only, with rules agreed with the team.
- 03
Supervised test
The sync runs in a test environment where the ERP offers one, then on live records while staff compare both systems.
- 04
Launch and support
The sync goes live on the client's sign-off, with monitoring, adjusted rules and a monthly report.
Industries
Industries served
Manufacturing & Machine Shops
Quoting, order entry, purchasing, job costing and quality records for job shops and small manufacturers.
Frequently asked questions
Which ERP systems can it connect to?
Each ERP is checked in the first step. Most offer a way to connect, through a built-in connection point, a direct data link or a scheduled file exchange. The client hears plainly what the ERP supports before any build is proposed.
Will a sync overwrite data in the ERP?
Only under the write rules the team approves. The build starts read-only, and any change outside the agreed rules waits for a person. Every write is recorded, so it can be traced and corrected.
Does the ERP have to be replaced or upgraded?
No. The connections are built to what runs today. If a limit in the ERP blocks a connection, the assessment says so and offers a workaround. The decision to upgrade stays with the client.