ERP Integration

Most companies today run an e-commerce platform, CRM, WMS, time tracking or accounting software alongside their ERP. Data between them is often transferred manually or via Excel exports. Proper integration eliminates this: an order placed in the online store flows through the warehouse and invoicing without a single manual step.

The most common integration scenario is connecting ERP with an e-commerce platform: synchronizing the product catalog, prices and stock levels from ERP to the storefront, and transferring orders back to ERP for fulfillment. An order placed by a customer is automatically reflected in the warehouse, logistics and invoicing without a single manual step.

Integration with a CRM system ensures your sales team sees current order statuses, invoices and payment history directly in the customer record. Conversely, sales opportunities flow from CRM to ERP and automatically convert into orders once closed. What a CRM should cover and when to move off Excel is in our CRM for sales teams guide. WMS integration handles automated receipts, dispatches and inventory counts. Connection to accounting software or banking APIs enables automatic payment matching.

We build all integrations through API interfaces (REST or GraphQL) with emphasis on reliable data synchronization, error handling and monitoring. To see what such an integration project looks like in practice, check out our IBG case study, where we connected Dynamics CRM, SharePoint and Dynamics NAV into a unified system.

EDI (Electronic Data Interchange) is the standardized exchange of business documents between companies. Orders, delivery notes, invoices, advance shipping notices - all transferred automatically without manual data entry. In automotive, FMCG and retail, EDI is often a prerequisite for working with large buyers.

We connect your ERP to an EDI platform or directly to your partner and set up document mapping according to EDIFACT, EANCOM or ANSI X12 standards. We handle receiving orders from buyers, automatic creation of sales orders in ERP, and sending confirmations and delivery notes back.

See how EDI integration works in practice in our Lagardère case study, where we prepared the analytical foundation for EDI communication in a distribution chain. For long-term capacity to develop ERP integrations, see the project team.

For smaller suppliers, ad-hoc documents or legacy partners without EDI, an invoice arrives by email, a delivery note as PDF or an order in Excel.

For these situations we deploy our own platform SmartDocto. AI extracts data from the document (invoice, purchase order, delivery note, contract, timesheet), validates against your ERP and routes for approval. Works with Dynamics 365 and most ERPs via API. Pilot deployment in one business day, full rollout within two weeks. EU-hosted, GDPR compliant.

With 5,000 customers in your CRM you probably do not know current revenue, VAT status, or whether any are in insolvency. Manual updates via the Czech business registry take time the sales team does not have.

For clients targeting the Czech market we run our own platform Sales2Up - 3 million Czech companies aggregated from 15 public registers (business registry, financial reports, insolvency, VAT). Connects to your HubSpot, Pipedrive, Raynet or Dynamics 365 via API. AI agents via MCP can query directly ("find manufacturing companies in Brno with revenue 50M+") and route results into the CRM.