Salesforce ERP Integration

Your commercial front end and operational back end, on the same facts.

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Integration

Your commercial front end and operational back end, working from the same information

When your ERP and CRM are disconnected, your business can end up working from different versions of reality: sales sees one picture, operations another, and finance has to reconcile the two.

Orders lag, stock positions surprise people, and month-end becomes archaeology. C24 has deep roots in ERP, CRM and total system design, which lets us create a connected architecture that becomes a business asset rather than another system nobody dares touch.

What can be integratedScope your integration

Approach

How We Integrate Salesforce with ERP

Our integration services offer flexible approaches, including:

  • Prebuilt connectors for rapid deployment
  • Mulesoft for scalable, API-led architecture
  • Custom API integrations and middleware
  • Event-driven and real-time data synchronisation
  • Batch data integration for high-volume processing

Supported ERP Platforms

We support integration with a wide variety of ERP systems, including:

NetSuite Salesforce Integration

No first-party connector, so this is middleware or built. Customer master usually two-way, a closed opportunity creating the sales order, and invoice, payment and fulfilment status returning to Salesforce.

NetSuite Salesforce Integration

SAP Salesforce Integration

MuleSoft’s S/4HANA OData and SOAP connectors are both SAP-certified, with IDoc and BAPI over RFC for older estates. Customer, product, pricing, inventory and order data, in bulk or real time, with a named master per object.

SAP Salesforce Integration

Dynamics 365 Salesforce Integration

Common where finance and operations run D365 and sales runs Salesforce, and equally where two CRMs coexist after an acquisition. Middleware or direct API, with sync direction set per field rather than per system.

Dynamics 365 Salesforce Integration

Oracle Salesforce Integration

REST and SOAP through middleware, with Oracle retained as financial master. Salesforce proposes and Oracle disposes, so sales keeps its speed and Oracle keeps its governance.

Oracle Salesforce Integration

Sage Salesforce Integration

Four products, four different answers. Sage Intacct is built on the Salesforce platform with a native two-way connector; Sage X3 has Sage’s own connector; Sage 200 and Sage 50 go through mature middleware. Tell us which you run.

Sage Salesforce Integration

Salesforce Xero Integration

Breadwinner is a native, SOC 2 certified Salesforce app. Contacts, invoices, payments and credit notes land in real Salesforce objects, so a rep can raise and track an invoice without leaving the record.

Salesforce Xero Integration

Salesforce QuickBooks Integration

Customers, invoices and payments kept in step for smaller finance functions. QuickBooks Online has mature connector options; Desktop is workable through middleware. Raising the invoice from the closed opportunity removes the handover that usually delays it.

Salesforce QuickBooks Integration

Legacy and custom ERP systems can be integrated too. Anything with an API can be integrated so get in touch if you would like to discuss how we can help you get the most out of your systems.

Scope

What can be integrated?

ERP and Salesforce integrations are tailored to your business needs. Typical data and process integration points include:

  • Account and contact data synchronisation
  • Product catalogues, pricing rules, and configurations
  • Sales order creation and tracking
  • Inventory availability and warehouse data
  • Fulfilment, shipping, and delivery status updates
  • Invoicing, payments, and credit history
  • Purchase orders, suppliers, and procurement data
The case for it

Why ERP Integration matters

At C24, we help businesses break down silos by integrating Salesforce with ERP systems for a single source of truth across your organisation. Sales, finance, operations, and support teams can all access the data they need, when they need it, boosting productivity, improving accuracy, and accelerating decision-making.

ERP integration allows your Salesforce environment to reflect up-to-date operational data. Benefits include:

  • Real-time access to inventory, pricing, and order data
  • Increased quote accuracy with integrated product catalogues
  • Streamlined quote-to-cash processes
  • Improved customer experience with better visibility into orders and invoices
  • Reduced manual data entry and human error
Ownership

Who owns what

The list above is what can move. This is the harder question, and the one we settle in scoping: which system is the master for each object, and which direction the data travels.

Your ERPSalesforce
Account and customer master data⇆Ownership agreed field by field during scoping
Orders and fulfilment status⇆Raised on one side, progressed and reported on both
Invoices and credit position→So sales knows the commercial picture before the call
Product and stock data→What can actually be promised, kept current

Prospects usually belong to Salesforce and billing entities to the ERP, but that is a starting assumption rather than a rule. We map it field by field so neither system quietly overwrites the other.

Delivery

How we deliver it

01
Scope the process, not just the fieldsA working session mapping who needs what data, where, and when.
02
Choose the route on meritNative connector, middleware or custom API, and we will tell you why.
03
Build and test in sandboxAgainst your real data shapes, before anything touches production.
04
Go live with monitoringAlerting from day one, ongoing care through Flex24 or a managed service plan.

What to expect

  • A scoping call first, before any numbers are discussed.
  • A fixed-scope quote, never day-rate drift.
  • A typical build of weeks for a focused two-system flow, phased for multi-system landscapes.
  • Your integration monitored after go-live, not abandoned.
Next step

Connect your ERP to Salesforce

Whether you are managing complex manufacturing workflows or high-volume e-commerce, we can help you tailor Salesforce ERP integrations to fit your business. Speak to the team at C24 today and see how we can connect your ERP to deliver smarter operations and a better customer experience.

Scope your integration

Salesforce ERP integration: frequently asked questions

Which ERP systems can you integrate with Salesforce?

SAP, Oracle, NetSuite, Microsoft Dynamics, Sage and most modern ERPs. Anything with an API can be integrated. The design question is which system owns which data. That is where we start.

What does an ERP integration cost?

It scopes like a project rather than a plug-in. A focused two-system flow is typically weeks of work; multi-system landscapes are phased. Every quote is fixed scope with monitoring included.

Should the ERP or Salesforce own the customer record?

It depends on where the record is born and where it is maintained. Prospects usually belong to Salesforce, billing entities to the ERP. We map ownership field by field so neither system quietly overwrites the other.

Can you integrate an older on-premise ERP?

Usually yes, though the route differs. Legacy systems often need middleware or a bespoke API layer rather than a connector, and that changes the shape of the project rather than ruling it out.

Do we need an internal admin to run an ERP integration?

No. The integration is monitored and maintained by us under a managed service plan where there is no internal owner, and handed over with documentation where there is.

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