integrations
SugarCRM & ERP Integrations
Ensure both front-office and back-office teams access accurate, up-to-date customer and financial information by integrating your SugarCRM system with your ERP.
ERPs we integrate with SugarCRM
We integrate your SugarCRM system with ERP systems such as SAP, Epicor, Access Dimensions, and custom-built solutions using MS SQL or MySQL.
Please note: All ERP integrations are dependent on the availability and scope of their respective APIs.
Key Features
Learn how the integration between Sugar and your chosen ERP platform works.
Customer & Contact Synchronisation
Accounts (Organisations/Customers): Bi-directional synchronisation between SugarCRM Accounts and ERP customer records.
Contacts: Bi-directional synchronisation between SugarCRM Contacts and ERP contact records.
Product & Catalog Management
Synchronise the ERP Product Catalogue into SugarCRM’s Product Catalogue, ensuring consistent pricing and product details for quoting and ordering.
Quoting & Invoicing
Closed-Won Quotes: Automatically generate draft or proforma invoices within the ERP directly from SugarCRM closed-won opportunities.
Invoice & Credit Notes: ERP invoices and credit notes synchronised into SugarCRM via new modules for complete financial visibility.
Financial Insights
Payment Balances: Push payment balance details from ERP into SugarCRM to support informed sales conversations.
Credit Stop Status: Display ERP-driven credit stop status within SugarCRM Account Profiles to safeguard financial risk.
Orders & Case Management
Order Synchronisation: Import orders from ERP into SugarCRM’s Orders module for consolidated sales visibility.
Case Synchronisation: Bi-directional syncing between ERP issue/case management and SugarCRM Cases for aligned customer service.
Technical Requirements Include: SugarCRM, ERP system with accessible API endpoints (SOAP/REST/ODBC depending on ERP vendor), Network connectivity between SugarCRM and ERP environment, Secure authentication (OAuth2, Basic, or ERP-specific mechanisms)
Key Benefits
Efficiency Gains
Automate manual processes such as invoice creation and order import, reducing administration time.
Flexibility
Supports leading ERP vendors and custom-built database solutions, adapting to diverse organisational requirements.
Cashflow
Provide sales teams with ERP-derived payment balances, credit status, and invoice history.
Book a consultation
If you're looking to integrate your ERP software with your SugarCRM system, book a free consultation with enable.services—our in-house team will help you connect your systems seamlessly.