TR Sign Up

ERP Integration: CRM and ERP Data in One Flow

Integrion does not replace your ERP; it works alongside it. Your customer and stock cards, invoices and payment status stay consistent between CRM and ERP.

Why ERP Integration Matters

ERP projects often leave systems disconnected: sales works in the CRM, accounting works in the ERP, and the same customer lives in two places in two different ways. Integrion closes that gap by connecting to the ERP you already use.

The rule is simple: the ERP owns the financial record. Integrion reads this data, connects it to operations and shows it on screen; it does not alter your accounting records.

Key Features

ERP Integration Capabilities

Customer Card Sync

Your companies are matched with ERP customer cards by account code. You do the first matching with a step-by-step wizard; nothing bulk-syncs silently.

Stock / Product Sync

Your product list is linked to ERP stock and service cards by stock code; stock status appears on the sales screen.

e-Invoice

Invoices can be issued as official e-invoices through NES, or passed to the ERP through Logo İşbaşı. Automatic sending is off by default.

Collection Feedback

Whether an invoice has been paid is read from the ERP; payment status and customer balance appear on CRM screens.

Quote → Order → Invoice → ERP

The whole chain, from quote acceptance to the invoice sent to the ERP, moves along the same record.

No ERP, No Impact

Organizations that do not connect an ERP see no change in their screens or data flow. The integration is optional.

How Is the Connection Set Up?

  • Enter your ERP account credentials under Settings > Integrations.
  • The matching wizard compares companies and products in the CRM with cards in the ERP; you approve what gets linked.
  • After approval, changes are synced on a schedule; invoice and collection data is read from the ERP.
  • Even if a record is deleted or archived, the card in the ERP is never deleted.
FAQ

Frequently Asked Questions

Today we work with the NES invoice portal, Logo İşbaşı and Paraşüt. For other ERP systems, tell us your need and we will add it to our priorities.

No. Financial data stays in the ERP. Integrion reads invoice payment status and customer balance; your ERP remains the authority over accounting records.

The matching key is the code: account code for companies, stock code for products. Tax number is only a secondary hint in suggestions and never links automatically.

No, by default. Because an official invoice cannot be undone, automatic e-invoicing is an option you must turn on deliberately in Settings.

Yes. The CRM, project and automation modules work fully without an ERP. You can connect one later.

Other modules:

CRM Software Finance Management Project Management

More on the blog: ERP Integration Guide · Why Most ERP Projects Fail

Request a Demo Tailored to Your Business

Let's look at how the ERP Integration module would work in your business.

Request a Demo