Capability 01
Import from Sales Orders and Quotes
Import products from Sales Order or Quote IDs directly into Integrio, ready to assign to the spaces within your projects.
ERP integration
From sales order
to the right space.
Transfer products from Sales Orders and Quotes directly into Integrio, assign them to specific spaces and streamline installation. Import purchase orders, sync customer data and update your ERP automatically when products are checked in.
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01 · Import the orderBring products in from a Sales Order or Quote ID.
02 · Assign to spacesShow engineers exactly where each product goes.
03 · Update the ERPChecked-in products update your ERP automatically.
Integrio · ERP import
What does Integrio's ERP integration do?
It transfers products from Sales Orders and Quotes into Integrio so you can assign them to the spaces where they will be installed. It also imports Purchase Orders to create delivery schedules, imports existing customers, and updates your ERP automatically when products are checked in.
Last updated .
Integrio ERP integration, at a glance
- What it is
- A link between your ERP and Integrio projects, from the sales order through to installation.
- Who uses it
- Technology integrators, construction contractors and manufacturing installers.
- What comes in
- Products from Sales Orders and Quotes, Purchase Orders and existing customers.
- What goes back
- Product check-in status, updated in your ERP automatically.
- Why it helps
- Engineers see exactly where each product needs to be installed, with no manual re-keying.
Key tools for ERP integration
How does ERP integration streamline product installation?
Products move from Sales Orders and Quotes straight into Integrio, where you add them to specific spaces. Engineers see where each product needs to be installed, purchase orders become delivery schedules, and your ERP stays current without manual data entry.
Capability 02
Space assignment
Assign imported products to specific spaces so engineers can see exactly where each one needs to be installed, reducing errors.
Capability 03
Purchase order import
Import Purchase Orders when orders have been purchased to create delivery schedules, then plan installations around them.
Capability 04
Delivery schedule management
Create and manage delivery schedules from imported Purchase Orders, track order status and coordinate deliveries with installations.
Capability 05
Automatic ERP updates
When products are checked in within Integrio, your ERP is updated with the latest status, so it always reflects the current state.
Capability 06
Import existing customers
Bring existing customers across from your ERP. No manual customer set-up, and consistent records in both systems.
Live floor-plan workspace
Office and field, connected
Import once. Install in the right place.
Once products are imported from a Sales Order or Quote, assign them to the spaces in your project. Engineers open the space and see what belongs there, and every check-in flows back to your ERP.
✓Import products from Sales Order or Quote IDs
✓Assign each product to the space it will be installed in
✓Keep the ERP updated automatically as products are checked in
Doing this job?
How installers use Integrio for it.
How do I import products from Sales Orders or Quotes?+
Provide the Sales Order or Quote ID from your ERP system and Integrio imports all the associated products. You can then assign them to specific spaces within your projects to guide engineers during installation.
Can I create delivery schedules from Purchase Orders?+
Yes. When you import Purchase Orders from your ERP system, Integrio creates delivery schedules automatically. This helps you plan installations and coordinate deliveries with your installation teams.
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 keeps your ERP reflecting the current state without manual data entry.
Do I need to manually set up customers in Integrio?+
No. You can import existing customers directly from your ERP system, which removes the need to set up new customers by hand and keeps both systems consistent.
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 APIs for custom integrations with any ERP system.
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 removes confusion, reduces installation errors and streamlines the whole installation process.
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