Salesforce & ERP Integration

          Connect Salesforce and your ERP into one source of truth

          We build reliable, two-way integration between Salesforce and your ERP — Oracle and others — syncing accounts, orders, invoices and inventory so sales and finance work from the same trusted data, with no re-keying.

          Reliable two-way sync Oracle & other ERPs Monitored & error-safe Real-time or scheduled
          Two-Way SyncCRM and ERP aligned
          OrdersQuote to cash
          InventoryReal-time stock
          ReliableMonitored & safe
          25+Years in CRM & ERP
          CertifiedSalesforce Consultants
          End-to-EndSales, Service & Marketing
          GlobalRemote & On-Site Delivery
          See it in action

          One view across Salesforce and your ERP

          Orders, invoices, stock and account balances flowing between Salesforce and the ERP in real time. This is the kind of connected, single-source-of-truth experience we build — so sales and finance stop re-keying data and start trusting the same numbers.

          Integration — Dashboard
          CRM-ERP integration dashboard illustration showing synced orders, invoices and inventory
          Orders
          Order sync list illustration

          Orders flow to the ERP

          Orders raised in Salesforce push straight into the ERP — no re-keying, no lost lines, no delay to fulfilment.

          Inventory
          Real-time inventory illustration

          Live stock in the CRM

          Real-time inventory and pricing from the ERP surfaced inside Salesforce, so reps quote what you can actually deliver.

          Invoices
          Invoice and payment status illustration

          Invoices & payments back

          Invoice and payment status flows back from finance, giving sales a clear view of quote-to-cash without leaving the CRM.

          Sync log
          Integration sync activity timeline illustration

          Every sync monitored

          A live log of each record exchanged, with retries and alerts, so nothing slips silently between the two systems.

          What we do

          A dependable CRM-ERP bridge

          Reliable, monitored integration that keeps Salesforce and your ERP aligned.

          Sales and Finance, One Truth

          We connect Salesforce and your ERP so the data they share — accounts, orders, invoices, inventory — stays in sync both ways, automatically. No more re-keying, no more arguments about whose number is right.

          • Accounts
          • Orders
          • Invoices
          • Inventory
          • Two-way account & contact sync
          • Orders & invoices across quote-to-cash
          • Live inventory & pricing in the CRM
          • Conflict handling, retries & alerts
          Two-wayCRM and ERP in step
          Real-timeOr scheduled batches
          MonitoredDashboards & alerts

          Account & Customer Sync

          Keep customers and accounts aligned across both systems.

          Order & Invoice Flow

          Push orders from Salesforce and pull invoices back.

          Inventory & Pricing

          Show real-time stock and pricing from the ERP in Salesforce.

          Two-Way Sync

          Reliable bi-directional sync with conflict handling.

          Monitoring

          Dashboards and alerts so issues never hide.

          Why AppsXpert

          An integration partner you can rely on

          We’ve connected CRM and ERP systems for a quarter of a century — so you get a dependable bridge between Salesforce and your ERP, not a brittle script that breaks at month-end.

          01

          One source of truth

          Accounts, orders, invoices and inventory stay aligned both ways, so sales and finance never argue over whose number is right.

          02

          Deep CRM & ERP expertise

          Certified Salesforce and Oracle ERP consultants on both ends of the bridge — we understand quote-to-cash, not just the API.

          03

          Built to stay reliable

          Conflict rules, validation, retries and alerts designed in from the start — the sync handles real-world volume and errors safely.

          04

          Monitored, not forgotten

          Dashboards and alerts give you a live view of every record exchanged, so issues surface early instead of at close.

          Coverage

          What we sync

          The data sales and finance both depend on, kept in step.

          Accounts
          Orders
          Invoices
          Inventory
          Pricing
          Payments
          Products
          Contacts
          Oracle ERP
          Middleware
          When it’s time

          Signs you need to connect Salesforce and your ERP

          If any of these sound familiar, a reliable CRM-ERP integration will give sales and finance one source of truth — and end the double entry between them.

          Plan your integration
          What to expect
          A mapped, agreed designObjects, fields and sync direction defined before we build.
          Conflict & error handlingClear rules, retries and alerts so bad data can’t slip through.
          Monitoring built inDashboards that show every record moving between the systems.
          Orders are re-keyed into the ERP

          Deals won in Salesforce get typed again into the ERP, adding delay and errors.

          No order or inventory visibility in the CRM

          Reps can’t see stock, pricing or order status without leaving Salesforce.

          Finance is disconnected from sales

          Invoices and payments live in the ERP, invisible to the sales team.

          Quote-to-cash has gaps

          Quotes, orders and invoices don’t join up, so revenue is hard to track end to end.

          Data is stale across systems

          The CRM and ERP disagree because updates in one never reach the other.

          You rely on manual CSV syncs

          Someone exports and imports spreadsheets to keep the two systems roughly in step.

          Decision support

          Manual re-keying vs integration

          If sales and finance re-key data between systems, here is what changes with integration.

          Consideration
          Manual / BatchRe-keyed & CSV
          Real-Time IntegrationSynced both ways
          Data
          Entered twice
          Synced automatically
          Errors
          Common
          Cut sharply
          Speed
          Slow, batched
          Real-time or scheduled
          Trust
          Numbers disagree
          One source of truth
          Effort
          Constant
          Set up once, monitored

          Integration ends double entry and the disagreements that come with it.

          How we work

          Built to be dependable

          We design the integration to handle real-world data, volume and errors safely.

          1

          Map

          Agree the objects, fields and direction of each sync.

          2

          Design

          Choose the pattern and design conflict and error handling.

          3

          Build

          Develop the integration with reusable, secure components.

          4

          Test

          Validate data, volume and edge cases end to end.

          5

          Monitor

          Go live with dashboards, alerts and support.

          What you receive

          A bridge you can rely on

          A documented, monitored integration between Salesforce and your ERP.

          Integration BlueprintObjects, direction and data flow.
          Field MappingField-level mapping both ways.
          Built IntegrationWorking two-way Salesforce-ERP sync.
          Conflict HandlingRules for when data disagrees.
          Error FrameworkValidation, retries and alerts.
          Test EvidenceProof the sync works at volume.
          Monitoring DashboardsLive view of the integration.
          Support RunbookHow to operate and troubleshoot it.
          The payoff

          What changes for the business

          No double entry, fewer errors and one set of numbers everyone trusts.

          No re-keying

          End Double Entry

          Data flows automatically between CRM and ERP.

          Real-time

          Always in Sync

          Sales and finance see the same current data.

          Fewer errors

          Cleaner Data

          Automated sync cuts mistakes and disputes.

          One truth

          Sales & Finance Aligned

          One trusted source of numbers for both teams.

          Ways to engage

          Choose your integration

          From a single object sync to a full CRM-ERP bridge.

          One flow

          Single Sync

          Connect one data flow, such as accounts or orders.

          • One object
          • Quick build
          • Tested
          Recommended

          Full CRM-ERP Bridge

          A complete two-way Salesforce-ERP integration.

          • Two-way sync
          • Conflict handling
          • Monitored
          Order-to-cash

          Order-to-Cash

          Connect quoting, orders and invoicing.

          • Orders & invoices
          • Pricing
          • Payments
          Ongoing

          Integration Support

          Keep the integration healthy with monitoring.

          • Monitoring
          • Fixes
          • Enhancements
          In their words
          Orders raised in Salesforce now land in the ERP automatically, and invoices come straight back. Sales and finance finally work from the same numbers — the double entry and the month-end arguments are gone.
          Head of Revenue OperationsB2B manufacturing company
          Go further

          Related Salesforce services

          Integration is one part of the picture. The same certified team can advise, implement, customise, migrate and support your Salesforce org.

          Tired of sales and finance arguing over the numbers?

          Let us connect Salesforce and your ERP into one reliable source of truth.

          Plan My Integration
          FAQ

          Salesforce-ERP integration — common questions

          Can you integrate Salesforce with Oracle ERP?

          Yes. We build reliable two-way integration between Salesforce and Oracle, as well as other ERP systems.

          What data can you sync?

          Accounts, contacts, orders, invoices, inventory, pricing and payments — in the direction that makes sense for each.

          Is the sync real-time?

          We support real-time and scheduled sync depending on your systems and the data involved.

          How do you handle conflicts?

          We define clear rules for which system wins when data disagrees, with logging and alerts.

          How is the integration monitored?

          Every integration includes dashboards, retries and alerts so issues are caught and resolved fast.