ERP & CRM Integration
We connect ERPNext, SAP, NetSuite, Salesforce, HubSpot and Dynamics so orders, customers and invoices stay in sync across every tool, with clear ownership rules, idempotent writes, and an audit trail on every record.
Records reconciled today
18,420
Sync health
LiveERP + CRM linked
Conflict-safe sync
Systems
Capabilities
Finance, sales and operations working from the same records, without re-typing anything.
ERPNext, SAP Business One, Odoo and NetSuite: bidirectional sync for customers, items, orders, invoices and stock levels.
Salesforce, HubSpot, Pipedrive and Dynamics: leads, deals, contacts and activities mapped cleanly to your back office.
Every entity has an owning system and explicit rules for who wins, so nothing overwrites silently and disputes are decidable.
Idempotency keys on every operation: retries and replays never create duplicate customers or double-booked orders.
Your taxonomy, custom fields, currencies and tax rules respected on both sides, including the fields your consultants added years ago.
Audit logs trace every sync, dashboards show health at a glance, and failures alert your team instead of surfacing as month-end surprises.
In practice
Most integrations fail at the boring part: which system owns which field. We map every entity (contacts, deals, orders, invoices) and agree ownership and direction before writing a line of code. Conflicts always resolve to the owner; nothing is overwritten by accident.
Webhooks keep systems in sync in real time where the platform supports them, and a scheduled reconciliation job sweeps everything else, comparing both sides and repairing drift before your team ever sees a mismatched invoice.
Every sync run is logged with its payload, result and timing. Failed steps retry with backoff; persistent failures alert your team with enough context to act. When finance asks 'where did this number come from?', the audit trail answers.
Choosing an approach
Integration approaches differ in cost and control. This is how we pick with you.
Off the shelf, quick start
Best for: standard objects between two popular systems with little customization.
Visual, per-task pricing
Best for: light one-way automations at low volume, like notifications or simple record creation.
Built for your data model
Best for: two-way sync, custom fields, high volume, and data your finance team must trust.
We often combine them: native connectors where they're solid, a custom layer where your data model demands it.
How we work
Week 1–2
We audit each system, its fields and where records need to flow.
Week 2–3
Direction, ownership and conflict handling agreed before any code.
Week 3–6
Connectors with validation, retries and idempotency built in, tested against real data in a staging pass first.
Ongoing
Dashboards and alerts catch issues before they reach your team.
Ways of working
Every integration is quoted per scope after a free discovery call. These are the shapes it can take.
Typical: 4–8 weeks
Two or more systems, a defined entity list, and a go-live date: mapped, built, and handed over.
Monthly
We keep the integration healthy after go-live: monitoring, mapping changes, new fields, and new endpoints.
Fixed assessment first
An existing integration misbehaving? We audit what's actually flowing, document the gaps, then fix or rebuild.
Everything teams ask before kicking off a project with us.
Still have a question? Talk to usStart with a free consultation, or create an account to meet your digital agent team.