Integrating your ERP/accounting software with your webstore, EDI trading partners or CRM system may seem like the perfect rectification method to save your company time and money! Along with eliminating data entry, integration can greatly minimize chargebacks and allow you to power a faster order-payment delivery cycle. But before you get too caught up in the benefits of integrating your software, here are some helpful tips you should know before you start your integration project research:
- Have a list of your ‘pain’ points ready! are going to ask you why you are looking into integration and which aspects of an integration project would help your company. If you have reasons already noted than discussing your needs and requirements for an integration project will be much easier for both ends. You’ll be able to discuss a more detailed plan for your specific integration project in terms of which aspects of integration will really help your companies’ business processes.
- What platforms are you planning to integrate in your project? It’s important to know which ERP or accounting software you are using as well as what version it is. If you’re looking to integrate with trading partners, eCommerce webstores or CRM packages, have that information ready as well. The more prepared you are the quicker your integration project can be deployed.
- Note to reader: A lot of times people are pro-active when deciding if integration is right for them or not and haven’t chosen an ERP platform, accounting software, eCommerce webstore or CRM package yet. It’s totally fine to call without this information if you’re doing some preliminary research but even if you have platforms in mind, the Account Manager can inform you if the integration is possible or not.
- If you have any customizations to your ERP/accounting software, make sure to have that knowledge available. Most adapters are built to a softwares ‘vanilla’ version, so if you have any customizations done to your ERP/accounting software, you will likely need to carry over those customizations to your integration project.
- Have an ideal ‘Go Live’ date ready. That will give Account Managers an idea of how quickly the integration project needs to be completed so they can build out your project accordingly.
- It is important to let your Account Manager know if you have had an integration project done in the past, what was integrated during that project and if that project has gone live or not. This allows the Account Manager to understand why you have come looking for a new integration project and helps explain where the last integration provider may have lacked in feature set or functionality.
- Have a budget in mind for your integration project. Different types of projects are available with a wide range of costs so having a budget in mind will help one not get ‘sticker shocked’ once you start discussing your integration needs. Think of it like going car shopping, everyone would buy a souped-up luxury vehicle if we had the budget but the truth of the matter is we often are not awarded with an unlimited budget. You should set a preliminary budget based on your needs and how much you’re willing to pay for an integration project so projects don’t end up being more of an expense than you had hoped for.
If integrating your ERP/accounting software is something that you’re interested in pursuing than you should contact the Integration Specialists at eBridge Connections. We make ERP integration easy with over 20 years of experience in the integration industry and our partner certified adapters. We integrate over 40+ ERP/accounting softwares including Microsoft Dynamics, Sage, SAP, Netsuite, Epicor and many more. We contact to more than 20 popular eCommerce webstores, thousands of EDI trading partners and leading CRM platforms, making eBridge Connections the integration platform of choice for mid-sized businesses. Check if eBridge Connections supports your system on our Integration Blueprint Builder. If you are interested in integration please comment below or contact me via email firstname.lastname@example.org.