The same data, entered twice
Customer details or order lines are copied between applications, then checked again by another team.
Start by tracing one order from entry to its ERP reference.
ERP integration services
ERP integration. Built around your operations.
Connect your ERP to the systems your team uses every day. Define who owns the data, how records move and what happens when something needs attention.
Start with one operational workflow. Build from an agreed scope.
Your operational dataIllustrative system map
OrdersReferences · lines · status
InventoryItems · locations · availability
CustomersAccount IDs · terms · addresses
FinanceInvoice references · posting rules
ERPAgreed ownership. Defined rules.
Review exceptions
Give unresolved records a clear owner and next step.
Give unresolved records a clear owner and next step.
Where to begin
Find the handoff
that slows the work.
ERP integration starts with a specific operational problem. Follow one record through the process to see where ownership, information or a connection breaks down.
Different versions of the truth
Stock, item codes or account terms disagree because update direction and ownership are unclear.
Identify which system may change each field, and when.
Errors without a next step
A connection runs, but rejected records, missing updates or duplicates need repeated investigation.
Review the failure path as carefully as the successful transfer.
Data ownership & integration scope
Give every record
a clear path.
An ERP may own some records while another application owns others. We map the boundary field by field, including identifiers, dependencies and rules for changes.
Match customer and item IDs. Define ownership of addresses, units, pricing and account terms.
Agree order creation, amendments, cancellations, stock locations and availability definitions.
Map invoice references and agreed posting fields with the people responsible for financial records.
An example order transfer
Source applicationCapture the order
Account ID, item codes, quantities and source reference.
Integration boundaryMap & validate
Check required data, translate fields and identify repeat submissions.
Receiving ERPCreate or update
Apply the agreed rules and record the result and ERP reference.
Validation fails? Route for review.
Keep the source reference and reason. Assign a correction, then reprocess only when it is safe to do so.
What the project can deliver
A connection your team
can understand and operate.
The proposal sets out the systems, data flows, acceptance criteria and responsibilities in scope. Depending on the project, deliverables can include:
A documented integration plan
A system map, source-of-truth decisions, field mappings, transfer timing and dependencies, with assumptions made explicit.
Reviewable before implementation beginsThe agreed data connections
Connection logic, transformations and validation for the selected workflows, using interfaces your systems support.
Bounded by the agreed systems and recordsTests for real operating scenarios
Representative records, updates, repeat submissions and failure cases checked against agreed acceptance criteria.
Successful transfers and exceptions both coveredA rollout and operating handover
A release sequence, reconciliation checks and guidance for monitoring, corrections and future changes.
Support ownership and ongoing scope agreed separatelyDesign for the difficult day
Reliability includes
what happens next.
A connection needs an operating plan for missing data, unavailable systems and records that arrive more than once. These controls belong in the scope from the start.
Validate before processing
Define required fields and business rules. Separate records that can proceed from those needing a person to correct or approve them.
Retry and reconcile safely
Distinguish a temporary failure from invalid data. Agree retry limits, duplicate handling and checks between source and destination records.
Make issues understandable
Specify useful logs, alerts and review steps. Give each exception an owner, a source reference and a clear route to resolution.
Monitoring, response times and ongoing maintenance are defined in the engagement. They are not implied by a connection going live.
A phased approach
Start small.
Test the whole path.
One well-defined workflow can be a useful first release. We still review its upstream and downstream dependencies so that the result can be used in day-to-day operations.
Discover
Trace the current process, inspect supported interfaces and identify the operational owner.
Define
Agree mappings, direction, timing, error paths and acceptance criteria before building.
Build & test
Implement the agreed flow and test it with representative data and failure scenarios.
Release & hand over
Follow the rollout plan, reconcile the initial records and confirm operating responsibilities.
Project fit
Choose the right
first piece of work.
The first step may be a new connection, a review of an existing integration or a clearer specification before development.
A practical fit
Your operations or technology team has a recurring data handoff, a business owner and access to the systems involved. You want to improve a defined flow while retaining the ERP where feasible.
Resolve these questions first
If record ownership is undecided, vendor access is unavailable or a wider ERP replacement is underway, those dependencies need attention before implementation can be committed. Compatibility, cost and timing follow assessment.
Before you begin
ERP integration
questions, answered.
Scope the connection around how your operation works.
Ask about your systemsCan we keep our existing ERP?
That is often the starting point. We assess the current ERP version, deployment and supported interfaces before proposing a connection. Integration does not automatically require replacement, but unsupported versions or access limits may affect what is possible.
Which ERP systems can you connect?
Compatibility must be assessed for the specific product, version and workflow. Share the ERP and destination system, available APIs or file interfaces, and any vendor restrictions. A familiar system name alone does not confirm that every record or operation is supported.
Do updates need to happen in real time?
No. Timing should match the business need and the capabilities of both systems. Some records need prompt updates; others can move on a schedule. We define acceptable delay, expected volume and the recovery path as part of the scope.
What happens when a record cannot be processed?
The agreed design should retain its source reference and explain why it failed. Temporary failures may be retried within defined limits; missing or invalid data may need review. Reconciliation and duplicate handling help the team check what was processed before trying again.
Can you review an existing integration?
Yes, a review can be scoped around a current connection, its mappings, logs and unresolved issues. Access, documentation and vendor responsibilities need to be clear. Findings can inform a repair, a revised operating process or a separately agreed implementation.
How are price and delivery time determined?
They depend on the interfaces, data quality, number of flows, business rules, testing and rollout requirements. We define these with you and agree a proposal before implementation. Product subscription prices do not establish the cost of an integration project.
Your next step
Which ERP handoff needs attention?
Tell us which systems you use, what information needs to move and where the current process gets stuck. We can use that starting point to define a practical scope.