ERP synchronisation

Bidirectional ERP Synchronisation - one source of truth, two systems

In short

ERP synchronisation ensures that master data, stock levels and balances are read from the ERP, while commercial documents are written back. CRMconnect offers native bidirectional connectors for SAP, Microsoft Dynamics, Sage and Odoo, plus a robust REST API for other legacy systems.

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Who searches for this and why

IT managers and operations directors evaluating architecture before approving a new system, wanting to know exactly which system owns specific data sets.

What "ERP Synchronisation"

ERP synchronisation is the automated, two-way exchange of data between the system of record (ERP) and the operational layer above: master data and balances in one direction, commercial documents in the other, governed by clear field-level ownership rules.

1

The Golden Rule: one owner for each field

Most failed integrations share the same cause - two systems both believing they own the price or the stock level. In CRMconnect, the owner of each entity is explicitly declared during configuration, and the other system becomes a consumer.

  • Master data and stock: ERP is the owner.
  • Pipeline, quotes, and sales activity: CRMconnect is the owner.
  • Fiscal documents: Issued in CRMconnect, recorded in the ERP.
2

Handling errors and conflicts

Any integration will occasionally fail - whether the ERP is unavailable, an item is deleted, or a code is duplicated. What matters is the response: a retry queue, visible alerts, and documents held in a clear state rather than being lost in silence.

3

Supported ERPs

Native connectors for SAP Business One, Microsoft Dynamics 365 Business Central, Sage, Odoo, NetSuite and others, plus a REST API and webhooks for any system with an open interface.

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Questions about ERP synchronisation

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