ERP Integration
Upon project completion, all product data is stored in the customer’s profile for easy retrieval by the service desk, enabling tailored SLAs and efficient ticket management through integration with support email, workflow tasks, calendars, and surveys.
Pre-Project
Streamline pre-project workflows with synced customer data, mobile site surveys, and automated job sheet creation for precise project planning.
ERP Integration
Streamline project planning with ERP sync by adding customers, users, sites, products, and quotes, then quickly assigning them to a space.
Job Sheets
Produce branded job sheets that compile all data from the site survey, including a detailed breakdown of spaces, images, and responses.
Customers
Sync existing customer details, sites, users and products from your Xero, Sage or any other ERP system directly into Integrator live
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Customers Accounts
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Sites / rooms
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Users
Sales Orders / Quotes
Product details from Quotes / Sales orders can flow both ways. if you use your erp for quote generation you can import in Integrator Live and assign them to spaces or you can use Integrator live to build out products and export it yo your ERP system
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Import from your ERP
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Export to your ERP
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Import product to their space
Purchase Orders
Track product movements through delivery schedules and group them efficiently using purchase orders generated from your ERP system.
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Group products via POs
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Generate delivery schedules
Professional Services
We offer custom development services for ERP system integrations, ensuring seamless connectivity even if you’re using a system we don’t currently support.
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An array of tools designed to simplify internal processes, enhance quality control, and boost stakeholder engagement. Generate more accurate customer data and project insights while enhancing internal communication and
efficiencies.
