Connect ERP data to the tools your team uses
ERP software can hold information about products, orders, customers or stock. An integration passes agreed data between your ERP and another tool. We first look at which system owns each detail, what information is available and what your team needs to happen next.
Which information needs to move between systems?
Start with one task: an order that needs to reach the ERP, product details that need to be shared or a stock update that another tool needs to show. We identify the fields involved, where they start and which event should trigger the next step. The available data depends on your ERP modules, setup, account rights and the other software.
Which system remains authoritative?
For each type of information, agree where staff should make changes. If two tools can update the same value, we need a rule for conflicts and outdated data. A connection cannot resolve different product codes, missing details or unclear ownership on its own. These decisions help your team know where a change should be made.
How should your team handle exceptions?
Consider an unknown product code, an order missing required details or a stock figure that does not match. We agree how such a case becomes visible, who reviews it and what happens next. The available status information and error details vary by system and account.
How do we assess an ERP integration?
We first check whether an existing feature or supplier connection supports the agreed data flow. Then we review the relevant ERP modules, fields, access rights and exceptions. We agree which system owns each value and what should happen when information is missing. The proposal sets out the feasible work, responsibilities, price and schedule.
Identify the tools and data
Identify the tools and business information involved.
Check ERP modules and access
Check the relevant ERP modules, fields, access rights and existing features.
Decide which system leads
Agree which system owns each value and how exceptions are reviewed.
Set the scope
Define the data flow, deliverables, responsibilities, price and schedule.
What affects the cost of an ERP integration?
The scope depends on the modules and systems involved, data types, update direction, existing setup and exceptions. Access to the relevant accounts and documentation can also affect the work. The proposal describes the data flow, deliverables, assumptions, exclusions, responsibilities, price and schedule, plus relevant recurring costs and account ownership.
Looking for a particular tool?
Common questions
That may be possible when both systems make the required information and processing available. We agree what event starts the transfer and how incomplete orders or errors should be handled.
We check whether the supplier offers another supported route, such as a built-in feature or file exchange. The available options depend on your software, account and supplier terms. We include a route in the proposal only after checking feasibility.
Not automatically. We first look at your current setup and where the data flow gets stuck. Replacing an ERP is a separate business decision and is part of a project only if you explicitly ask for it.
Which business information should your ERP share?
Tell us which tools are involved, what information needs to move and what your team currently re-enters or checks. We can then discuss which systems and details need to be reviewed.