ERP Integrations
Connect SAP, NetSuite, Dynamics 365, or Infor CloudSuite to surface real-time orders, pricing, and inventory in the CRM.
CRM Factory integrates with enterprise ERP systems to bring order history, pricing, inventory, and customer financial data directly into the CRM — available in the UI, API, and to AI agents via MCP tools.
Supported Systems
| ERP | Protocol | Key Capabilities |
|---|---|---|
| SAP S/4HANA | OData V4 | Orders, pricing, inventory, customer KPIs |
| Oracle NetSuite | SuiteTalk REST | Orders, pricing, inventory, customer KPIs |
| Microsoft Dynamics 365 | Dataverse REST | Orders, pricing, inventory, customer KPIs |
| Infor CloudSuite (SX.e) | REST / Ion Gateway | Orders, pricing, inventory, customer KPIs, order creation |
All integrations require an Enterprise plan.
Setup
Each ERP has a guided connection wizard at Settings → Integrations → ERP → [Provider].
Connection Wizard Steps
- Connect — Enter credentials and endpoint URL. CRM Factory tests the connection before proceeding.
- Discover — The connector scans available entities and fields from your ERP.
- Map — Review the mapping between ERP entities and CRM Factory fields.
- Configure — Set sync options, frequency, and field-level rules.
- Sync — Activate the connection and run the initial data sync.
Provider-Specific Configuration
SAP S/4HANA — Provide the OData endpoint URL, client ID, and authentication credentials. The connector uses SAP's standard OData V4 APIs.
Oracle NetSuite — Uses SuiteTalk REST with Token-Based Authentication (TBA). Provide your account ID, consumer key/secret, and token credentials.
Microsoft Dynamics 365 — Enter your Dataverse environment URL. Authentication uses OAuth with your Azure AD tenant.
Infor CloudSuite (SX.e) — Provide the SX Gateway URL and optionally an API key. Supports Azure/OAuth authentication for Ion-connected environments.
ERP Data in the CRM
Once connected, ERP data surfaces throughout the CRM:
Account Panel
The ERP Account Panel on account detail pages shows:
- Customer KPIs (revenue, order frequency, credit status)
- Recent order history
- Open invoices and AR aging
- Linked ERP customer number (
erpId)
AI and Conversations
AI agents — both in the chat interface and in messaging conversations — can access ERP data through built-in tools:
- Look up orders by customer or order number
- Check pricing for products and SKUs
- Verify inventory availability
- Create orders (Infor SX.e with active gateway connection)
Automation Steps
Workflow automations include ERP-aware steps:
| Step | Description |
|---|---|
erp_validate_customer | Verify the customer exists in the ERP |
erp_validate_parts | Check part availability and pricing |
erp_pre_submit | Preview an order before submission |
erp_submit | Submit an order to the ERP system |
Order Creation API
For Infor SX.e connections, CRM Factory supports direct order creation:
POST /api/v1/erp/orders
Content-Type: application/json
{
"account_id": "acc_xyz789",
"line_items": [
{ "sku": "WIDGET-100", "quantity": 25 },
{ "sku": "BOLT-M8-50", "quantity": 100 }
]
}The order flows through submitOrderAndMirror — creating the order in the ERP gateway and storing a local mirror for CRM visibility. Requires the account to have a linked erp_customer_id.
When no active ERP connection exists, orders are stored locally as CRM-only records.
ERP Dashboard
Each connected ERP has a dashboard at Settings → Integrations → ERP → [Provider] → Dashboard showing:
- Connection health and last sync time
- Record counts and sync statistics
- Error logs and failed operations
- Quick links to re-sync or reconfigure
Linking CRM Accounts to ERP Customers
The erpId field on accounts links a CRM account to its ERP customer record. This link is required for:
- Pulling customer-specific pricing
- Creating orders through the ERP gateway
- Displaying financial KPIs on the account panel
Set erpId manually on the account record, via bulk import, or through the Salesforce migration (if the original Salesforce account had an ERP reference in a custom field).