Integration allows the ERP System to communicate with external systems, applications, and devices.
It enables:
Automatic data exchange
Reduced manual entry
Real-time synchronization
Improved accuracy
Business process automation
Modern businesses use multiple systems:
Accounting software
Banking platforms
Payment gateways
CRM tools
HR systems
Biometric attendance devices
E-commerce platforms
Integration ensures seamless data flow between these systems and the ERP System.
The ERP System supports multiple integration methods.
API (Application Programming Interface) allows external systems to:
Create records
Update records
Fetch data
Trigger actions
Common use cases:
Creating Sales Orders from e-commerce website
Syncing customer data from CRM
Pulling stock levels to website
Pushing invoice data to external accounting system
Data exchange through:
CSV files
Excel files
XML files
Used for:
Bulk data upload
Data migration
Periodic synchronization
Data updated instantly.
Example:
Online order instantly creates Sales Order.
Data updated periodically.
Example:
Daily bank statement upload.
Purpose:
Automate payment reconciliation.
Capabilities:
Bank statement import
Auto matching with payments
Reconciliation reports
Benefits:
Reduced manual effort
Faster month-end closing
Used for:
Online payment collection
E-commerce transactions
Customer portal payments
Process:
Customer pays online →
Payment confirmation received →
System updates invoice status automatically
Integration with online store enables:
Automatic order creation
Real-time stock visibility
Price synchronization
Customer creation
Flow:
Website Order → Sales Order → Delivery → Invoice → Payment Update
Used for HR module.
Capabilities:
Import attendance logs
Auto-generate attendance records
Integrate with payroll
Benefits:
Reduced manual attendance entry
Improved payroll accuracy
For organizations using external accounting software.
Data exchange includes:
Sales invoices
Purchase invoices
Journal entries
Ledger data
Ensures financial synchronization.
Used for statutory compliance.
Capabilities:
Automatic invoice upload
IRN generation
QR code generation
Tax return data preparation
Benefits:
Compliance accuracy
Reduced manual filing
Integration with shipping providers allows:
Automatic tracking number generation
Shipment status update
Delivery confirmation
Improves dispatch visibility.
System supports bulk upload for:
Items
Customers
Suppliers
Opening balances
Price lists
Used during:
Initial implementation
Migration from legacy system
Data can be exported for:
Audit
Management reporting
External analysis
Formats supported:
Excel
CSV
Integration can synchronize:
Customer master
Supplier master
Item master
Price lists
Tax data
Ensures consistency across systems.
Integration allows automation such as:
Auto-creation of Sales Order from website
Auto-payment confirmation
Auto-generation of delivery
Auto-update of stock levels
Auto-generation of accounting entries
Reduces manual intervention.
Integration uses:
API keys
Authentication tokens
Role-based access
Secure data transmission
IT administrators control:
Who can access API
What data can be accessed
Frequency of integration
The system provides:
Integration logs
Error messages
Failed transaction reports
Important for:
Troubleshooting
Audit trail
Monitoring data accuracy
Define integration scope clearly
Avoid duplicate master data
Test in staging environment first
Monitor integration logs regularly
Maintain data validation rules
Restrict API access securely
Duplicate records
Incorrect field mapping
Data format mismatch
Delayed synchronization
Security misconfiguration
Proper planning prevents these issues.
Recommended approach:
Step 1: Requirement Definition
Step 2: Data Mapping
Step 3: Test Environment Setup
Step 4: Integration Testing
Step 5: User Acceptance Testing
Step 6: Go-Live Monitoring
The ERP System supports:
Cloud deployment
Multi-company setup
Multi-location integration
Third-party app connectivity
API extensions
This ensures the system grows with business expansion.
Example 1: E-Commerce Company
Website Order → ERP Sales Order
Stock auto-updated → Delivery created
Payment auto-confirmed
Example 2: Manufacturing Company
Production system → ERP Inventory
Supplier portal → PO auto-confirmation
Bank statement → Auto reconciliation
Example 3: Service Company
CRM → Opportunity sync
Invoice → Payment gateway
Biometric → Payroll processing