ERP integration

ERP Integration - keep your back-office, add a smart commercial layer

In short

CRMconnect provides a native two-way sync with ERPs like SAP Business One or Microsoft Dynamics 365. It imports partners, items, prices, and stock levels, while pushing back orders and invoices. Your ERP remains the system of record; CRMconnect handles sales, e-invoicing, and digital operations.

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Who searches for this and why

Companies using legacy ERPs like SAP or Microsoft Dynamics who do not want to migrate but need a modern B2B portal, field sales tools, or automated e-invoicing.

What "ERP Integration"

ERP integration is a native two-way connector where master data - partners, items, pricing, stock, and balances - is mirrored in the commercial layer, and documents generated there, such as orders and invoices, are written back to the accounting system.

1

What gets synchronised

The synchronisation covers exactly the data your sales and operations teams need to stop relying on phone calls and spreadsheets.

  • Partners, delivery addresses, and commercial terms.
  • Items, units of measure, price lists, and discount grids.
  • Stock by warehouse and actual available quantities.
  • Outstanding balances and unpaid invoices for credit limit control.
2

What CRMconnect writes back

Confirmed orders and issued invoices are pushed back using the exact same item and partner codes, ensuring your ERP records remain complete and audit-ready.

3

Why we do not recommend migration

A functional ERP where the team has years of experience should not be replaced just because it lacks modern modules. The true cost of migration - historical data loss, reconfiguration, retraining, and operational risk - almost always outweighs the cost of a connected smart layer.

30 min session · free

A migration plan that keeps your commercial history

We go through the data you hold today, the field mapping and the cutover plan, and tell you in writing what gets migrated, what gets archived and what stays behind.

  • The data that must be cleaned before import
  • A cutover plan with a rollback option
  • An effort estimate, in writing
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Frequently asked questions

Questions about ERP integration

Read also

CRM integrated with ERP

CRM integrated with ERP: what stays in the ERP and what moves to the CRM

CRM pentru Charisma

CRM pentru Charisma ERP: vânzarea și operațiunile, fără customizări lungi

CRM pentru SeniorERP

CRM pentru SeniorERP: vânzarea și e-Factura peste ERP-ul pe care îl ai

accounting software integration

ERP and Accounting Integration - native invoicing and automated data export

See all 73 guides in the solution library.

Topic pillar

Accounting and ERP Integration

Invoicing and reconciliation stay in CRMconnect, while statutory records remain in your accounting software or ERP. Connected, not duplicated.

accounting software integrationaccounting software integrationCRM pentru CharismaCRM pentru SeniorERPERP synchronisationautomated journal entriese-transport compliance and trackingCRM pentru TransArtCRM pentru SAP Business OneCRM pentru SoftOneCRM pentru OdooCRM pentru WizProCRM pentru Nexus ERPCRM pentru Socrate+CRM pentru PlurivaCRM pentru NextUpCRM pentru ClarvisionCRM integrated with ERP
See the whole pillar: Accounting and ERP Integration

Want to see how this looks on your process?

30 minutes, no product pitch: we map your current flow and show you in writing what can be automated on top of the systems you already run.

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