CRM to SyteLine ERP Integration Patterns
CRM-ERP integration bridges the gap between your sales team's pipeline in Salesforce, Dynamics 365, or HubSpot and SyteLine's order management and manufacturing execution. Without this integration, sales reps lack visibility into inventory availability and delivery timelines, while operations teams manually re-key orders from CRM into SyteLine. The result is order errors, delayed shipments, and a fractured view of the customer across departments.
Account and Contact Master Data Synchronization
The foundation of CRM-ERP integration is a unified customer master. CRM account records must map to SyteLine customer records in SLCustomers, with contact details syncing to SLCustContact. The integration must handle bidirectional updates, duplicate detection, and conflict resolution when the same customer is modified simultaneously in both systems. A golden record strategy determines which system owns each data field.
- Define golden record ownership: CRM owns sales-facing fields (industry, revenue), SyteLine owns financial fields (credit limit, terms)
- Map CRM Account ID to SLCustomers.cust_num using a cross-reference table for bidirectional lookup
- Sync CRM contacts to SLCustContact with role mapping (billing, shipping, purchasing) for order processing
- Implement duplicate detection using fuzzy matching on company name, address, and tax ID across both systems
- Schedule full reconciliation batch weekly to catch drift between CRM accounts and SLCustomers records
Quote-to-Order Flow Integration
The quote-to-order flow is the highest-value integration path. Sales reps create quotes in CRM with product configurations and pricing. When a quote is accepted, the integration creates a customer estimate (SLEstimates) or directly generates a customer order (SLCos) in SyteLine with all line items, pricing overrides, and delivery requirements. SyteLine's ATP check feeds back to CRM to confirm the promised delivery date.
- Map CRM quote line items to SLEstItems or SLCoitems using CRM product ID to SLItems.item cross-reference
- Pull real-time ATP dates from SyteLine during CRM quote creation to set accurate delivery expectations
- Push CRM-approved quotes to SLCos via REST API with sales rep, commission, and pricing override data
- Sync SyteLine order status changes back to CRM opportunity stage for pipeline accuracy and forecasting
- Handle quote revisions by versioning in CRM and updating the linked SLEstimates record in SyteLine
Pipeline Visibility and Operational Intelligence
Beyond transactional data sync, the CRM-ERP integration enables demand forecasting by exposing CRM pipeline data to SyteLine's planning modules. Weighted pipeline values from CRM feed into SLForecast for MRP demand planning. Conversely, SyteLine production schedules, shipment tracking, and invoice data flow back to CRM dashboards so sales teams can proactively communicate with customers about order status.
- Feed CRM weighted pipeline data into SLForecast for demand-driven MRP planning in SyteLine
- Push SyteLine shipment tracking from SLShipments to CRM case or order records for sales visibility
- Sync SLInvHdr invoice data to CRM for accounts receivable visibility and collection follow-up by sales
- Create CRM dashboards combining pipeline metrics with SyteLine backlog, on-time delivery, and revenue data
- Implement event-driven notifications: SyteLine ships order, CRM auto-creates follow-up task for sales rep
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