CRM integration
Two-way sync of accounts, products, prices, stock, orders, and payments between the ERP and HubSpot, Salesforce, Pipedrive, Zoho, or a custom CRM.
Join.To.IT connects your ERP to the CRM, banks, e-commerce platforms, and document services around it, and customizes the processes inside the ERP where the standard setup falls short. We work with 1C and BAS, SAP Business One, NetSuite, and Odoo for manufacturers, distributors, and trading companies. We start with an audit and run the first integration pilot in 3–6 weeks.
In most companies the ERP is the main source of truth for products, prices, stock, and money. Around it run a CRM, an online store, marketplaces, banks, e-signature tools, and dozens of spreadsheets. Data moves between them by hand or through exports that someone runs every morning and checks by eye.
We set up automatic data exchange between the ERP and those systems, extend the ERP where standard functionality does not cover your process, and remove manual steps inside it: document creation, reconciliation, approvals. For companies on 1C or BAS, which is common in Eastern European subsidiaries and groups, we also plan migrations so accounting never stops.
ERP integration does not have to be a year-long program. You can start with one integration or one process, such as importing bank transactions or exchanging orders with the CRM, and add the next stages once the first one runs.
These are the tasks we take on most often. Each one can be a separate stage.
Two-way sync of accounts, products, prices, stock, orders, and payments between the ERP and HubSpot, Salesforce, Pipedrive, Zoho, or a custom CRM.
Automatic price and stock updates, order import into the ERP, and shipping status from carriers, for Shopify, WooCommerce, Amazon, and other channels.
Bank feeds through bank APIs, Plaid, or Stripe, automatic matching of payments to invoices, and accounts receivable control.
Invoices, delivery notes, and contracts sent and signed through DocuSign or other e-signature and e-invoicing services, without exporting files by hand.
New documents, reports, workflows, and business rules inside 1C/BAS, SAP Business One, NetSuite, or Odoo for your manufacturing, warehouse, and sales processes.
A migration plan, transfer of data and customizations, testing of every integration, and parallel running during the switch, including moves from legacy 1C to BAS or to another ERP.
Your books keep running: we test changes on a copy of the database or a sandbox and move them to production only after sign-off.
We review the configuration, existing customizations, and integrations, and talk to accounting, warehouse, and sales about manual work. Usually 1–2 weeks.
Outcome A data flow map and a task list ranked by effect and risk
We build one integration or automate one process, test it in a sandbox, and run it in parallel with the manual way. Usually 3–6 weeks.
Outcome A working integration and measured time savings
We add the next integrations and customizations according to the agreed plan and document every configuration change. Usually 1–3 months per area, 3–9 months for a full program.
Outcome Connected systems and a documented configuration
We update customizations after ERP releases, monitor integrations, and respond to failures. Monthly, scoped by the number of integrations.
Outcome Integrations that keep working after updates
The price depends on the ERP and its configuration, the number of customizations, and how many systems need to exchange data.
| Option | Pilot | One process | End-to-end program |
|---|---|---|---|
| What it covers | Audit plus one integration between the ERP and another system | A process with several integrations and customizations inside the ERP | A full ERP integration program or migration, with integrations and support |
| Typical timeline | 3–6 weeks | 1–3 months | 3–9 months, in phases |
| Good fit when | One manual task takes the most time | A process runs through several systems and departments | The ERP needs major changes or a migration |
| Typical budget | $8,000–$18,000 | $18,000–$50,000 | From $50,000 |
These are indicative ranges and exclude ERP licence fees; you get a fixed estimate after the audit. ERP integration can be done partially and in phases: accounting keeps running while we change one process at a time.
We use the ERP’s own APIs and web services, the APIs of external systems, middleware, and staging databases. The exact method is chosen after the audit.
This is an illustration, not a specific client case. Take a building materials distributor running SAP Business One. Every morning an accountant downloads statements from two banks and matches payments to invoices by hand, and until lunch the sales team does not know which customers have paid and whose orders can ship.
The pilot pulls bank transactions every hour through the bank APIs, matches payments to invoices by amount, customer, and reference, and posts them in the ERP. The accountant reviews only the payments the system could not match. Sales sees payment status in the CRM without calling accounting.
A pilot integration between the ERP and one system usually costs $8,000–$18,000. Automating a process with several integrations and customizations is typically $18,000–$50,000. A full integration program or ERP migration starts around $50,000. ERP licences are paid separately. We give a fixed estimate after the audit and agree the budget stage by stage.
First we define which data moves in which direction: customers, products, prices, stock, documents, payments. Then we choose the method: the ERP’s web services or REST API, the external system’s API, middleware, a staging database, or scheduled files. We test the integration in a sandbox or on a database copy and move it to production only after your accounting team checks it.
A new ERP implementation replaces or launches the system from scratch: data migration, training every department, and changing familiar processes. Integrating and extending the current ERP changes only what gets in the way and keeps daily work as it is. If your ERP mostly fits, the second path is faster and cheaper. The audit shows which one you need.
Yes. We plan the migration so the company keeps working in the old database while the new one is prepared and tested. We move master data, balances, and customizations, check every integration, and pick a cutover date, usually at the start of a period. Both systems can run in parallel for a while to reconcile results.
We can take over support: updating customizations after ERP releases, monitoring integrations, and fixing failures. If you have an in-house ERP developer, we hand over the documentation and code so they can support it. Every configuration change is documented, so you do not depend on one person or one vendor.