Source: [Original HTML page](https://stolenorbit.com/en/services/erp-integration-automation/)

Language: English

ASSESSMENT AND IMPLEMENTATION

# Connect your ERP with a clear account of every record.

Data prepared in a spreadsheet is not yet a correct ERP transaction. Stolen Orbit scopes integrations with explicit preparation, validation, writing and reconciliation: checking that the destination actually contains what the source intended to send.

[By Stolen Orbit](https://stolenorbit.com/en/about/) Updated 24 September 2026

[Let’s discuss your process](https://stolenorbit.com/en/contact/)

## Separate a proposed value from an operational record.

[Source for this section](https://stolenorbit.com/en/services/erp-integration-automation/#boundary)

AI may interpret free text or propose a catalogue match. An ERP has its own rules for master data, states, units, price lists, warehouses and permissions. The integration must respect these constraints before writing anything. A successful API response does not establish that the business meaning of a field is correct.

Discovery starts with the actual product, version, licensed modules and access. An on-premises ERP may expose different integration options from its cloud edition. Involving its owner or vendor early avoids planning around unavailable APIs or unsupported changes to the operational system.

## Worked scenario: transfer an approved materials request.

[Source for this section](https://stolenorbit.com/en/services/erp-integration-automation/#example)

Illustrative scenario: an operations office prepares material requests for service jobs and transfers them to its ERP. The workflow validates item codes, creates a draft and checks the result before marking the request as transferred. Stock availability comes from its authoritative source, rather than being inferred from a product description.

Scroll the table to compare all columns.

Reconcile source and destination

| Check | Comparison | If they differ |
| --- | --- | --- |
| Identity | External request ID and ERP document | Pause a new insertion and check for duplicates |
| Lines | Line count, item codes, quantities and units | Show the difference to the assigned owner |
| Status | Expected draft status and actual response | Do not trigger the next workflow step |
| Confirmation | Record existence after an uncertain response | Verify before retrying a write |

## Write the integration contract field by field.

[Source for this section](https://stolenorbit.com/en/services/erp-integration-automation/#contract)

Name the authoritative system for each value. If the ERP owns price data, an email description must not overwrite it. Agree item identifiers, units and rounding; document missing fields, out-of-range dates and inactive accounts. For cross-border operations, include relevant currency and date conventions in examples.

Interface limitations are product-specific. Microsoft documents differences between Business Central APIs and pages exposed as OData services, including the lack of deep patching for nested updates. Actual operations must therefore be verified; do not assume that a complete business transaction can always be handled in one request.

[Official Business Central OData limitations](https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/webservices/odata-known-limitations)

## Release in steps that can be checked.

[Source for this section](https://stolenorbit.com/en/services/erp-integration-automation/#delivery)

1.  ### Read and map
    
    Inspect real examples, identifiers and states. Produce a field map and identify dependencies on the ERP owner or vendor before estimating a production integration.
    
2.  ### Test in isolation
    
    Use controlled records in an agreed environment, including rejected lines, duplicate requests and interrupted responses. Define the expected final state in both systems for every test.
    
3.  ### Limit initial writes
    
    Enable only approved operations for a bounded workload. Reconciliation produces a difference list and assigns responsibility for resolving each discrepancy.
    
4.  ### Document recovery
    
    Give operators instructions to pause the flow, distinguish transient failures from invalid data and resume without inserting records that already exist.
    

## Check feasibility before committing to implementation.

[Source for this section](https://stolenorbit.com/en/services/erp-integration-automation/#selection)

A controlled export may be an appropriate first step where sustainable API access is unavailable. Interface automation, if considered, needs its own assessment of fragility and maintenance. It should not be assumed to provide the same operating characteristics as a supported integration.

-   Authorised access through an integration method the ERP supports.
-   A stable identifier connecting the source request to its outcome.
-   A test environment or procedure that protects live operational records.
-   The ability to read the result and compare it with the source.
-   Named owners for master data, exceptions and ERP changes.

FROM IDEAS TO A BRIEF

## A template to work from.

[Source for this section](https://stolenorbit.com/en/services/erp-integration-automation/#downloads)

### System integration map

One connection record containing field mappings, permissions, duplicate handling and a reconciliation check.

[Download the Markdown template](https://stolenorbit.com/downloads/integration-map-en.md)

### ERP integration reconciliation

A repeatable source-to-destination check with classified differences, owners and evidence that cases have been resolved.

[Download the Markdown template](https://stolenorbit.com/downloads/erp-reconciliation-en.md)

### Automation handover worksheet

A handover record with accessible materials, accepted responsibilities, an operating exercise and assigned outstanding work.

[Download the Markdown template](https://stolenorbit.com/downloads/ownership-handover-en.md)

## Practical questions

[Source for this section](https://stolenorbit.com/en/services/erp-integration-automation/#faq)

**Do we need to replace our ERP?**

Replacement is not a starting assumption. First inspect existing APIs, imports and native features. If required access is unavailable, discovery may recommend a smaller scope or a dependency to resolve with the ERP vendor.

**What happens if the ERP stops responding?**

The request remains in a defined state. Before retrying an uncertain write, check whether the record was already created. Recovery must be exercised during the pilot, including any manual decisions an operator needs to make.

## References and method

[Source for this section](https://stolenorbit.com/en/services/erp-integration-automation/#sources)

[Microsoft Learn — Business Central OData limitations](https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/webservices/odata-known-limitations)

Concrete example of ERP interface limitations to verify during discovery; not a claim of compatibility with every ERP.

EXPLORE FURTHER

[System integration map](https://stolenorbit.com/en/templates/integration-map/)

[ERP integration reconciliation](https://stolenorbit.com/en/templates/erp-reconciliation/)

[Automation handover worksheet](https://stolenorbit.com/en/templates/automation-handover/)

[Business process automation](https://stolenorbit.com/en/services/business-process-automation/)

[Move from the first enquiry to a complete client handover.](https://stolenorbit.com/en/resources/professional-services-workflow-automation/)

[AI agent or workflow: start with the decisions the job requires.](https://stolenorbit.com/en/resources/ai-agents-or-workflows/)

[All practical guides](https://stolenorbit.com/en/resources/)

## Which process should improve first?

[Source for this section](https://stolenorbit.com/en/services/erp-integration-automation/#growth-closing-heading)

Start with a concrete process, the systems you use and the people who will operate it every day.

[Let’s discuss your process](https://stolenorbit.com/en/contact/)

## Turn the question into a next step.

-   [Use what you have, connect it, or build the missing part?](https://stolenorbit.com/en/resources/native-automation-connectors-custom-integrations/)
-   [Automation failures and duplicates](https://stolenorbit.com/en/resources/automation-failures-and-duplicates/)
-   [System integration map](https://stolenorbit.com/en/templates/integration-map/)