Qualification Workflow
john.doe@company.com
Data Validation
Qualified Business Partner
Company Name
Business Address
Website
Contact Information
✓ Communication Data
SAP
CRM
APIs
Integrations
ERP integration and CRM connections
Use the Business Partner API for enrichment and ERP creation, connect SAP Business One or Salesforce, or arrange Dynamics 365 and custom ERP integration.
SAP Business OneSalesforceMicrosoft DynamicsAPI First
Primary Integrations
Choose an ERP or CRM connection
Start with the system that holds your customer or supplier records. Each page explains supported data, setup and practical limits.
Business Partner API
Enrich company data from an email, domain or website. Use one Business Partner API to return JSON or create records in your active ERP connections.
Company API access- Enrich or create
- Company keys and user attribution
- Connection defaults and supplied fields
SAP Business One
Connect SAP Business One through Service Layer. Prepare customer and supplier data, review changes and write approved records back to SAP.
Standard connector- Business Partner master data
- Controlled source updates
- Connection checks
Salesforce
Use Salesforce integration to review Account and Contact data before publishing changes. Start with standard fields and the connection your company controls.
Standard connector- Standard CRM objects
- Stable relationships
- Provider-aware scope
Microsoft Dynamics 365
Need a Dynamics 365 integration? Tell us which Dynamics application you use and which company data should move. We arrange the connection with you.
Setup on request- Application-specific mapping
- Permissions and approvals
- Coordinated activation
Other ERP systems
Your ERP is not listed? Request an ERP connector through our contact page. A clearly scoped connection can be implemented in two to three weeks.
Setup on request- Required data
- Access and ownership
- Delivery window
BEYOND STANDARD CONNECTORS
Another ERP? Ask about a connector.
Use the custom ERP page to describe your system and data flow. A defined connection can be implemented in two to three weeks when API, test access and feedback are available.
Other ERP systemsREST APIJSONOAuth
Integration Architecture
Capture once, check before sending
Email, signature and card details become a draft. You review it before the configured connection maps the fields into your ERP or CRM.
REST APIJSONOAuthWebhooksReal-TimeAPI First
INPUT SOURCES
E-Mail
Signature
Business Card
Business Partner Configurator
Data Enrichment
Human Validation
TARGET SYSTEMS
SAP B1
Salesforce
Dynamics
APIs
Integration Capabilities
Controls around the data exchange
A connection needs more than a successful login. Read how mapping, approval, duplicate checks and results fit into the workflow.
API First
Connect business partner data through a versioned REST API. Agree the fields and access rules before wiring it into another system.
Learn moreReal-Time Publishing
Publish a reviewed record without entering it again. Follow the result in the application rather than assuming the ERP update succeeded.
Learn moreData Validation
A filled field is not necessarily the right field. Use data quality checks to inspect company identity, address roles and proposed changes.
Learn moreDuplicate Prevention
Check for existing partners before adding another record. Names and tax identifiers matter more than a shared email domain alone.
Learn moreGovernance Workflows
Give company administrators control over their connections. Keep setup, record review and automatic-update approval as separate decisions.
Learn moreAudit Trail
When a source update fails, you need more than a red badge. Follow job results, record identifiers and error references to the relevant activity.
Learn moreWhich system should receive your data?
Tell us the ERP or CRM, the records involved and the direction of the exchange. We can then check the right connection and scope.