TOPTECH INTER / ERP INTEGRATION
ERP & business system integration
Connect ERP with CRM, accounting, online stores and internal systems. Assess data mapping, permissions and transaction checks with TOPTECH through Crystal Bridge.
ERP integration starts with the records that need to move between systems. Crystal Bridge connects your enquiry with TOPTECH to review workflows, data ownership and available interfaces before defining the scope.
When to discuss this service
- Teams that re-enter sales, purchasing or stock data in several systems
- Organisations that need clear ownership of data exchanged between systems
- Businesses planning to connect an existing ERP with other applications
What the project can cover
- Source and target system inventory and API documentation
- Data mapping and ownership of shared records
- Data exchange and handling failed transactions
- Data and workflow testing before acceptance
Planning and assessment
Inventory the systems and data owners
Identify the source and target systems, available APIs and the team responsible for each data set.
Agree mapping and exchange rules
Define shared identifiers, field mapping, access permissions and how often data needs to be exchanged.
Test transactions and failure handling
Check representative records, duplicate prevention, failed transactions and retry rules against the agreed acceptance cases.
Plan handover and operation
Agree monitoring, error reporting, operational documentation and support responsibilities in the proposal.
Agree these deliverables in the proposal
- A source and target system inventory with data owners
- Data mapping, API specifications and exchange rules
- Integration test results covering duplicate, error and retry checks
- Operational documentation, monitoring and support responsibilities
What affects the estimate
- The number of systems and records exchanged
- Data quality and the interfaces available in existing systems
- Data update frequency and handling failed transactions
- Third-party access, testing and agreed support arrangements
Questions before starting
Can we improve one workflow first?
Start by identifying the sales, stock or purchasing workflow to improve. The proposal should define its boundaries and the data exchanged with systems that remain in use.
What if our existing ERP is SAP?
Prepare the product version, modules in use and available interface documentation. Compatibility, access rights and any vendor-specific work need to be reviewed before the team can confirm a scope.
Are licence fees and support included?
Ask for licences, infrastructure and support to be listed separately in the proposal so responsibilities and ongoing costs are clear.