TECHONE SOLUTION
ERP Integration Built Around the Real Data Flow
We connect ERP with surrounding systems based on where data originates and who owns it. Each transfer has validation, a traceable history and a defined response when a system rejects the data.
Where data flows break between systems
A reliable connection starts with the source of each data item and a defined response when a transfer fails.
One data item changes in several places
A price changes in ERP, availability in WMS and a customer record in CRM. Without an assigned source, the systems diverge and no one knows which value is current.
A transfer fails without a traceable cause
An order or payment never reaches its destination, but there is no rejection record. The issue appears later during fulfillment, invoicing or closing.
A connected system uses older data
The storefront, warehouse or sales team sees a different state than ERP. People then resolve the difference through email, calls and manual changes in several places.
An EDI specification is not an operating procedure
The message format alone does not define field mappings, validation or responsibility for a rejected document. Without those rules, each exception becomes a new investigation.
What the integration must handle
Each data flow needs a source, mapping, validation and operational ownership.
Data source and ownership
We define where each data item originates, who may change it and which systems receive it.
- Source and target system
- Transfer direction and frequency
- Ownership of each data item
- Rules for updates and deletion
Transfer and mapping
We select a supported interface and define how fields, codes and statuses translate between systems.
- API, EDI or controlled file exchange
- Field and code mapping
- Identity and permission checks
- Interface change management
Validation and error handling
Before a write, we check required data and define the response to a duplicate, invalid value or rejected message.
- Required-field validation
- Duplicate detection
- Traceable message identifiers
- Safe transfer retries
Monitoring and operations
Successful and failed transfers have a history. The responsible person knows when to intervene and how to process the message again.
- Operational logs and alerts
- Assigned error ownership
- Interface availability checks
- Controlled deployment of changes
Connecting ERP with e-commerce and CRM
An e-commerce connection usually sends product data, prices and availability from ERP to the storefront. Customer and order data returns in the other direction. For each item, we define where it can change and how quickly that change should appear on the other side.
A CRM can receive order status, invoices and payments from ERP. A customer record or closed opportunity can move back to ERP. Sales teams then see the state they need without maintaining the same data in two systems. If you are still defining the CRM scope, start with our CRM guide for sales teams.
WMS, manufacturing, mobile applications and banking
A WMS or manufacturing system can exchange orders, item data, inventory movements and work confirmations with ERP. A mobile application can load an order from ERP and return an operational record from the place where the work happened.
For Pramos, we built a mobile application that links business-trip records to orders in the existing ERP. Technicians record the data on their phones, so administrative staff do not have to enter it again.
Banking flows depend on the interfaces available from both the bank and ERP. A transfer may use an API or a file format such as CAMT. The design includes matching rules and a defined response for a payment that cannot be assigned unambiguously.
EDI with trading partners
EDI carries orders, confirmations, dispatch advice and invoices between trading partners in an agreed format. The integration must translate the message into the ERP structure, validate required data and retain its processing state.
Depending on the partner requirements, we connect ERP to an EDI platform or a supported direct interface. Mapping may include ORDERS, ORDRSP, DESADV and INVOIC messages. A rejected document needs a traceable reason and an assigned next step.
During a five-month analytical engagement for Lagardère, we mapped processes and data structures for EDI communication between the client ERP and suppliers. We prepared field mappings, validation rules and an onboarding manual the client uses for additional partners. Our EDI integration guide explains the technical and operational context.
Connect the current ERP or implement a new one?
If the current ERP supports the operation and provides a safe way to exchange data, the integration alone is not a reason to replace it. We use a supported interface or add a separate integration layer when a direct connection is not suitable.
TechOne implements Dynamics 365 and connects other existing ERP platforms according to their version and available interfaces. If you are selecting a new core system, our separate Dynamics 365 Business Central implementation service covers analysis, data migration, go-live and continued support.
How automation and a business digital twin build on integration
ERP integration moves defined data reliably between systems. Process Automation and AI uses that data in rules, approvals and exception handling.
When a process needs relationships and state from several sources, the integrations can support a business digital twin. It brings objects, relationships, source data and permissions into shared context for people, automation and AI.
How we prepare and operate the integration
We begin with one data flow, then define its transfer method, validation and exception handling.
Select the data flow
We identify a specific data item or document, its source and target systems and the expected state on both sides.
Define rules and ownership
We document mapping, frequency, validation, permissions, duplicate handling and the person responsible for an error state.
Build and verify the connection
Testing covers a normal transfer, invalid data, a repeated message, rejection and temporary system unavailability.
Launch and monitor operations
After joint verification, we launch the integration. We monitor failed transfers and deploy approved changes in a controlled way.
Three systems connected in production
IBG: a Dynamics CRM opportunity connects to project documentation in SharePoint and invoicing data in Dynamics NAV.
IBG
EnergyFrequently Asked Questions
Do we have to replace our current ERP to integrate it?
No, if the current system supports the operation and provides a safe way to read and write data. We first verify the version, available interfaces and vendor rules. Replacing ERP becomes relevant only when a reliable connection is not technically or operationally viable.
What if our ERP has no API?
Depending on the system, alternatives include controlled XML or CSV exchange, a database connection or a separate integration layer. Before delivery, we verify that the vendor supports the method and that data can be read, written and traced safely.
Which system should be the source of truth?
The answer is defined for each data item. ERP may own price and availability, CRM may own a sales opportunity and WMS may own a confirmed inventory movement. The rules also state who may change the value and what happens when systems disagree.
What happens when a transfer fails?
The integration records the message identifier, time, result and rejection reason when the target system provides one. Depending on the error, it can retry safely or alert the responsible person. We agree on that response before launch.
How does EDI work with suppliers and customers?
We start from the messages, format and transfer method required by the partner. Data is mapped to the ERP structure, validated and paired with a defined response for a rejected document. Our EDI integration guide explains the details.
How do you determine the scope and cost of ERP integration?
Scope depends on the number, direction and frequency of data flows, interface quality, mapping, validation rules, error states and monitoring requirements. After an initial review of one specific flow, we provide an effort and dependency breakdown.
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Start with one data flow.
During the initial consultation, we select the source and target systems and define the required validation and ownership of error states. That gives us the scope of the first integration.
Discuss the integration