Enterprise Integration

ERP INTEGRATION

Transfer products from Sales Orders and Quotes directly into Integrio, assign them to specific spaces, and streamline installation workflows. Import purchase orders, sync customer data, and update your ERP system automatically when products are checked in — all from one unified platform.

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Streamline Product Installation with ERP Integration

The purpose of ERP integration is to transfer products from Sales Orders and Quotes directly into Integrio, where you can then add them to specific spaces. This helps engineers during installation by clearly showing where each product needs to be installed, eliminating confusion and reducing errors.

Import purchase orders when orders have been purchased to create delivery schedules, automatically update your ERP system when products are checked in, and import existing customers from your ERP — no need to set up new customers manually.

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Key Tools for ERP Integration

Every feature of Integrio's ERP integration is built for reliability, flexibility, and seamless connectivity.

Import from Sales Orders & Quotes

Import products from Sales Order or Quote IDs directly into Integrio. Assign these products to specific spaces within your projects, giving engineers clear visibility of where each product needs to be installed.

Purchase Order Import

Import Purchase Orders when orders have been purchased to automatically create delivery schedules. Plan installations and coordinate deliveries with your installation teams.

Automatic ERP Updates

When products are checked in within Integrio, automatically update your ERP system with the latest status. This bidirectional sync ensures your ERP always reflects the current state.

Import Existing Customers

Import existing customers from your ERP system directly into Integrio. No need to manually set up new customers — maintain consistency across both systems.

Space Assignment

Assign imported products to specific spaces within your projects. Engineers can see exactly where each product needs to be installed, eliminating confusion and reducing errors.

Delivery Schedule Management

Create and manage delivery schedules from imported Purchase Orders. Track order status and coordinate deliveries with installations for seamless project execution.

Import from Sales Orders & Quotes

Transfer products directly from your ERP system

Import products from Sales Order or Quote IDs directly into Integrio. Once imported, assign these products to specific spaces within your projects, giving engineers clear visibility of where each product needs to be installed during the installation process.

  • Import products from Sales Order IDs
  • Import products from Quote IDs
  • Assign products to specific spaces
  • Clear installation location visibility
  • Streamlined product transfer workflow
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Purchase Order Import & Delivery Schedules

Create delivery schedules from purchase orders

Import Purchase Orders when orders have been purchased to automatically create delivery schedules. This ensures your team knows exactly when products will arrive and can plan installations accordingly.

  • Import Purchase Orders automatically
  • Generate delivery schedules
  • Track order status
  • Plan installations in advance
  • Coordinate deliveries with installations

Automatic ERP Updates

Keep your ERP system updated when products are checked in

When products are checked in within Integrio, automatically update your ERP system with the latest status. This bidirectional sync ensures your ERP always reflects the current state of products and installations.

  • Automatic status updates to ERP
  • Real-time product check-in sync
  • Bidirectional data flow
  • Eliminate manual data entry
  • Ensure ERP accuracy
Automatic ERP Updates

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Import Existing Customers

No need to set up new customers manually

Import existing customers from your ERP system directly into Integrio. This eliminates the need to manually set up new customers and ensures consistency across both systems, saving time and reducing errors.

  • Import customers from ERP
  • No manual customer setup required
  • Maintain customer data consistency
  • Save time on data entry
  • Reduce duplicate customer records

Supported ERP Systems

Pre-built connectors for popular ERP systems, plus APIs for custom integrations

SAP

Oracle ERP

Microsoft Dynamics

NetSuite

Sage

Infor

Epicor

Acumatica

Common Questions About ERP Integration

Q.How do I import products from Sales Orders or Quotes?

Simply provide the Sales Order or Quote ID from your ERP system, and Integrio will automatically import all associated products. You can then assign these products to specific spaces within your projects to guide engineers during installation.

Q.Can I create delivery schedules from Purchase Orders?

Yes — when you import Purchase Orders from your ERP system, Integrio automatically creates delivery schedules. This helps you plan installations and coordinate deliveries with your installation teams.

Q.How does the ERP system get updated when products are checked in?

When products are checked in within Integrio, the system automatically updates your ERP with the latest status. This bidirectional sync ensures your ERP always reflects the current state without manual data entry.

Q.Do I need to manually set up customers in Integrio?

No — you can import existing customers directly from your ERP system. This eliminates the need to manually set up new customers and ensures consistency across both systems.

Q.Which ERP systems does Integrio integrate with?

Integrio offers pre-built connectors for popular ERP systems including SAP, Oracle, Microsoft Dynamics, NetSuite, Sage, and more. We also provide comprehensive APIs for custom integrations with any ERP system.

Q.How does assigning products to spaces help engineers?

By assigning imported products to specific spaces, engineers can see exactly where each product needs to be installed. This eliminates confusion, reduces installation errors, and streamlines the entire installation process.

Discover More About ERP Integration

Browse our detailed resources and connected subjects

Guide

ERP Integration Best Practices

Learn how to implement effective ERP integrations that eliminate data silos and streamline business operations.

Read guide

API Integration Features

Discover how Integrio's comprehensive APIs enable custom integrations with any ERP system or business application.

Read article

Data Synchronization Strategies

Understand how real-time data synchronization improves business efficiency and ensures data consistency across systems.

Read article

See How Integrio Streamlines Product Installation with ERP Integration

Integrio helps technology integrators, construction contractors, and manufacturing installers transfer products from Sales Orders to specific spaces, create delivery schedules from Purchase Orders, and keep their ERP systems automatically updated. Every product transfer, space assignment, and status update is handled seamlessly, ensuring engineers know exactly where each product needs to be installed.

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Watch ERP Integration in Action

View how Integrio's ERP integration capabilities enhance business operations with seamless data synchronization, API connectivity, and system integration.