ERP integrations

ERP integrations that stay reconciled

Connect your ERP to accounting, e-commerce, CRM and Microsoft 365 so data is entered once. We decide which system owns each record, build the integration, and add the checks that catch failures.
Talk to us ERP integration service

Systems we commonly integrate

Each page covers the integration patterns, the events that start a sync, the records involved and common questions.
Finance and Accounting

Xero

Xero integration with your ERP, so operations and accounts work from the same numbers.
Read more Finance and Accounting

MYOB

MYOB integration with your ERP, or a clean migration when it is time to move.
Read more E-commerce

Shopify

Shopify ERP integration for orders, stock, refunds and payouts.
Read more CRM

HubSpot

HubSpot ERP integration from closed-won deal to sales order and invoice.
Read more CRM

Salesforce

Salesforce ERP integration from opportunity to order, invoice and payment.
Read more Productivity and Collaboration

Microsoft 365

Microsoft 365 and ERP integration for sign-in, approvals, documents and reporting.
Read more

How we approach an integration

  1. 01

    Map the process

    Follow the order, invoice or customer through each system and note where it is re-keyed today.
  2. 02

    Agree record ownership

    Decide which system owns customers, items, orders, invoices and payments, and write it down.
  3. 03

    Design the sync

    Choose one-way or two-way, real time or scheduled, and summary or line-level posting for each flow.
  4. 04

    Build with error handling

    Failed records are held with the reason, not skipped, and someone is told.
  5. 05

    Reconcile

    Reports compare totals between systems so differences are found before month end.
  6. 06

    Support it

    APIs change and businesses change. We monitor and maintain the integration after go-live.

Other systems

The pages here cover the systems we are asked about most. We also integrate payroll, 3PL and warehouse systems, marketplaces and industry software where they have a usable API. For the service itself, see ERP integration and Xero integration.

FAQ

Frequently asked questions

Do you integrate with ERPs other than ERPNext?

Yes. We work with ERPNext, Microsoft Dynamics 365 Business Central, NetSuite and other ERPs that offer a usable API. The approach is the same: process first, clear record ownership, then the build.

Do you use an integration platform or custom code?

Whichever suits the volume, the systems and who will maintain it. Native connectors are used when they do the job properly. Otherwise we build with an integration platform or code, documented so you are not locked in.

Who owns the integration once it is built?

You do. Accounts, credentials and documentation are in your name, and we hand over everything needed for another provider to support it.

Related

Talk to us about your ERP or IT

Tell us where things stand and what is getting in the way. We will tell you plainly whether and how we can help.

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