ERP and system integration
Your systems exchange data directly. Every run is checked.
The ERP, Microsoft 365, the online store, bank feeds and the CRM, connected so nobody re-keys between them, with a log of what moved, when, and what did not.
Common pairings
Name your two systems.
From
- Microsoft 365
- Online store
- Bank feeds and statements
- CRM
- QuickBooks or another accounting package
To
- Your ERP
Examples of connections we take on, not a client list.
How a run proves itself
Connected once. Checked on every run.
01 / 04
Two systems, apart
Today someone re-keys between them, or checks one against the other by hand.
What you doYou name the two systems.
02 / 04
Map and build
Every field is mapped and every rule written down before the link is built.
03 / 04
Lock it in
Locks stop two runs overlapping. The link is tested on real volumes before it goes live.
04 / 04
Check every run
Every run is logged. Errors are raised, not swallowed. The people who used to check by hand get a report instead.
What you doYou read the report.
Connector, Zapier or custom?
Use the simplest link that does the job.
If a maintained connector does the job, use it, and we will say so.
Connector
- Fits when a maintained connector already covers both systems
- Fits when the data needs no rules of its own
No-code tool
- Fits when volumes are low
- Fits when a missed run is noticed and cheap
Custom
- Fits when the data needs rules, checks or volume a connector cannot carry
- Fits when a failed run would go unnoticed without a check
Serves both sides
Where integration comes in
After an ERP migration, around a custom app, or inside an implementation partner’s project.
Connect the new ERP
Once the data has moved, the ERP is linked to the systems around it at cutover.
See the pageConnect a custom app
A custom app reads and writes the data your other systems already hold.
See the pageInside a partner’s project
An integration workstream under an implementation partner’s project management.
See the pageBuilt before BI Margin
Built on data the business already kept.
A scheduling application integrated with the Microsoft 365 data an office already used, through the Graph API and SharePoint. In daily use.
Transformers that read records out of a legacy SQL Server system and load them into ERPNext, every load checked against the source.
The data pipeline for a high-frequency trading project: market data in through APIs and on to the statistical models, built for speed.
5+ years of hands-on software development, integration, optimisation and automation.
How an integration is priced.
One integration between two systems is a fixed scope: mapping, build, testing and handover. Final price fixed in writing after the assessment.
Book a call and name the two systems.
Next step