ERP integration

ERP integration with Xero, e-commerce, CRM and payroll

Most businesses run their ERP alongside other systems. We design and build the integrations between them so data is entered once, every record has a clear owner, and errors are caught before they reach the ledger.
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Common ERP integrations

Accounting: Xero and MYOB

Where the ledger stays in Xero or MYOB, operational systems post invoices, bills, payments or journals to it.
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E-commerce: Shopify and WooCommerce

Orders, customers, stock levels, prices, fulfilment and refunds kept in step between the store and the ERP.
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CRM: HubSpot and Salesforce

Accounts and contacts synced, closed deals become sales orders, and sales can see order and invoice status.
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Payroll

Timesheets and employee costs flow between the ERP and an Australian payroll system that handles Single Touch Payroll and super.

Banking and payments

Bank statement imports, payment files and remittances, with reconciliation designed in from the start.

Microsoft 365

Sign-in with Microsoft accounts, approvals in Outlook or Teams, documents in SharePoint, reporting in Excel or Power BI.
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How we approach integration

  1. 01

    Agree the system of record

    For each type of data, such as customers, items, prices and stock, decide which system owns it. Most integration problems start here.
  2. 02

    Map the process, not just the fields

    When does an order move, what happens to a refund, who fixes a mismatch? The process defines the integration.
  3. 03

    Choose the right method

    Native connectors where they are reliable, an integration platform where several systems meet, or direct API work where needed.
  4. 04

    Build in error handling

    Failed records are logged, retried or flagged to a person, never silently dropped.
  5. 05

    Test with real volumes

    Test with realistic data and edge cases: partial shipments, credit notes, GST-free items, multi-currency.
  6. 06

    Document and monitor

    Every integration is documented and monitored, so you know it is working and can change it later.

Where automation fits

Integration is often where automation pays off most in an ERP project: orders that create themselves, invoices that post without re-keying, approvals that route to the right person. We automate these steps once the process is agreed, using the ERP's own workflows first and integration tools where systems need to talk to each other.

If you are not sure the process is right yet, start with business process mapping.

FAQ

Frequently asked questions

What is ERP integration?

ERP integration connects your ERP to other systems, such as accounting, e-commerce, CRM, payroll and banking, so data moves between them automatically and consistently instead of being re-keyed.

Should we use a native connector or a custom integration?

Use a native connector if it is reliable and supports your process. Choose an integration platform or custom API work when you need logic the connector does not handle, several systems in one flow, or better error handling and monitoring.

Can we keep Xero and connect it to an ERP or operations system?

Yes. A common pattern is to keep Xero as the ledger and post invoices, bills or summarised journals from the operational system. The key is deciding what posts where, and reconciling regularly.

What happens when an integration fails?

Well-built integrations log every failure, retry where it is safe, and alert a named person when a record needs attention. We design this from the start and document how to resolve common errors.

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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