ERP, CRM, and e-commerce integrations

Comarch, Optima, Asseco, Pipedrive: five systems, one source of truth. No manual data entry required.

A lead from a form in the CRM. An e-commerce order in the ERP. An invoice in accounting. Stock levels in the online store. We build custom connectors for Polish ERP systems (Comarch, Optima, Asseco) and standard ones for SaaS (Pipedrive, HubSpot, Salesforce, Allegro, IdoSell).

Comarch / Optima / Asseco Polish ERPs: we build connectors to order
8 weeks MVP: the first 2–3 synchronized systems
live/batch decision after data map: not everything has to be up to date

Four Signs You Need Systems Integration

If you recognize at least two of these, it makes sense to talk about integration.

01

Leads from the form are not automatically imported into the CRM

The form on the website sends an email with the customer's information. An assistant enters this data into the CRM two days later. The lead waits, and the sales department calls five days later. In the meantime, the customer has called a competitor. Without automatic routing, this pattern repeats itself every week.

02

Inventory levels between the ERP system and the store are not synchronized

A customer buys a product from an online store that’s out of stock. Returns, complaints, frustration. Or the opposite: the product is in stock, but the store shows “out of stock” because the inventory was last updated yesterday. Every time you move inventory, you have to click through two systems.

03

Invoices manually transferred from the sales system to accounting

The sales department issues an invoice in System X. The accountant opens Symfonia / Optima / KPiR and enters the line items manually. Mistakes in the tax ID number, date discrepancies, and monthly corrections. KSeF requires integration, but only for invoicing, not for internal company workflows.

04

A customer asks about the status of their order, and you check three systems

Status in CRM (when submitted), in ERP (whether in production), in the courier system (whether shipped). The sales rep clicks through three tabs; the customer calls again on Friday. No single view = no response within 30 seconds.

Five implementation phases. 30/30/30/10 timeline.

A clickable prototype in a test environment before we write a single line of production code. Payment in four installments.

1

Week 1

Exploration

Audit of systems (what are you using today, where are the APIs, where is CSV export only). Data map: which field in CRM corresponds to which in ERP, where the name conflicts, who is the source of truth. Deposit: 30%.

2

Weeks 2–3

UX/UI Design

Decision: point-to-point integration (system A ↔ system B directly) or intermediate layer (n8n / Make / own ESB). Live or batch (e.g. once a day at night). Conflicts: which system wins at the crossover.

3

End of Week 3

Project approval

You approve the prototype. We won't start building the MVP without your approval. Upon approval: another 30%.

4

Weeks 4–7

Building an MVP

Connectors (dedicated for Polish ERPs, off-the-shelf for REST/SOAP standards). Testing in a test environment with your real (anonymized) data. A demo of working synchronization every week. After the MVP release: another 30%.

5

Week 8

Production migration + team training

Switching from the test environment to production, synchronization monitoring (alerts when ERP does not respond, when there is a data conflict). IT team training: how to diagnose errors, how to modify mappings, where to look for logs. After implementation: last 10%.

What exactly changes after implementation

The One Source of Truth

Customer in CRM = customer in ERP = customer in accounting. Name, NIP, address, history: one record, several views. Change in one place is propagated wherever necessary. No more "you are registered with us at a different address" situation.

Real-time where it makes sense

Stock status between ERP and store: every 30 seconds. Lead from form to CRM: 5 seconds. Monthly report to BI: once a day, at night. The live or batch decision is made with each integration separately, based on what is actually needed.

Resolving data conflicts

Reality: two systems, two different names of the same company. Conflict rules established in advance: who wins (ERP or CRM), how data is merged, when an alert is sent to a human. Without it, integration falls apart after 6 months.

Auditability (who, when, and what was changed)

Each synchronization with timestamp and change history. „Why did the price drop in the store yesterday?" Reply in 30 seconds. Logs compliant with GDPR, API access for the auditor without rigid export.

When is it point-to-point and when is it an intermediate layer?

Two architectural approaches; the decision is based on the system map.

Point-to-point (P2P)

  • Less than 4 systems to integrate, each with each other, without an intermediary layer
  • Cheap to start (one connector = one integration), fast to MVP
  • There is a 5th system: you have to write 4 new connectors, the cost increases quadratically
  • It works when systems are stable and you don't replace them every two years

Middle layer (n8n / ESB / iPaaS)

  • 5+ systems: the intermediary layer is a peer-to-peer "translator".
  • Replacing one system (e.g. the CRM) = rewriting the connector in one place, not everywhere
  • One monitoring point, one logging point, one audit point
  • Higher upfront costs, but a scalable architecture for the next 5–10 years

P2P is enough when the system is small and stable. The intermediate layer is done when there are 5+ systems or you plan to replace one of them within 2-3 years.

Before you schedule an interview

What happens after implementation, and who we are.

After implementation

Maintenance packages

  • Launch Care 1,190 PLN/month WP/system maintenance, copies, monitoring, 1 hour of development work/month
  • Growth Circle 2,390 PLN/month Launch Care + 2×2 hours of consultations/month + Slack + workshops every week
  • Partner Lab from 4,190 PLN/month Growth Circle + reserved development work block + higher SLA

Optional packages. We will discuss the details during a meeting after implementation.

30 seconds on JSON Crew

Who We Are

2024year of establishment
3founders
4Live case studies

A software company specializing in digital transformation for B2B sales. Product configurators, dashboards, and sales process automation. Three key case studies (Akpil, Knieja, and the internal JSON Hub platform) and portfolio implementations (KG Elektronik, Blachodach, a heat recovery center, and modular homes).

Meet the team · 15-minute diagnosis

Frequently Asked Questions

How much does system integration cost?

Individual quote after a systems audit. Fixed price once the scope is defined, payment schedule 30 / 30 / 30 / 10. Each additional system is a separate connector quote. The cost depends on the API documentation and the level of standards (REST/SOAP vs a custom ERP without an API).

Which ERP and CRM systems do you support?

Polish ERP systems: Comarch ERP XL, Optima, Asseco, Symfonia, Subiekt GT/Nexo, enova365. International: SAP, MS Dynamics, NetSuite. CRM: Pipedrive, HubSpot, Salesforce, Monday, ClickUp. E-commerce: Shopify, Shoper, WooCommerce, IdoSell, Allegro, BaseLinker. All come with standard API documentation; we provide pricing for non-standard ERPs following an audit.

What if my ERP doesn't have an API?

Three options: (1) integration via the database (we read directly from the ERP database, if the supplier allows), (2) integration via a file (CSV / XML dumped into a folder, e.g. at night), (3) reading from the screen (last resort, slow and fragile). We start by talking to your ERP provider. Often the API is there, you just don't know.

Live or batch (e.g. once a day)?

Decision for each integration separately. ERP stock ↔ store: live (every 30 seconds). Lead from the form ↔ CRM: live (5 seconds). Accounting synchronization: batch once a day, overnight. Live synchronization costs more to maintain, so only where the business requires it.

What about GDPR and customer data security?

Middle layer on your own server, on your infrastructure = data never leaves your server. Data entrustment agreement with SaaS providers (if we use Make/Zapier for some processes). Logs with time stamps, possibility of exercising the right to delete in accordance with GDPR. For regulated industries (medicine, finance), we recommend a fully dedicated Python on your own server.

What if we switch our ERP or CRM system in two years?

An architecture with an intermediate layer (recommended for 5+ systems) is resilient to that kind of swap: you change one system's connector and the rest of the integration stays the same. A point-to-point architecture requires rewriting every connection to that system. This is an architectural decision made in the first discovery phase: we ask about your 2-3 year plans before choosing an approach.

Quick inquiry · no obligation

Want to chat? Leave a short description

Please list the systems you currently use (ERP / CRM / e-commerce / accounting) and describe the data you want to exchange between them. We will respond within one business day.

Guide

ERP and CRM Integration — Why, When, and How to Do It Right

System Integration It involves integrating ERP, CRM, a configurator, an online store, or an app so that data flows automatically, without the need for manual copying and pasting. Instead of entering the same information in three different places, you have a single source of truth and processes that pass the baton to one another automatically.

The most common pain point we solve: a company has good tools, but they don’t communicate with each other. A sales rep enters an order into the CRM, someone else transfers it to the ERP, the warehouse tracks inventory separately, and the customer receives status updates late. Integration eliminates these manual workarounds—and the errors that arise from them.

What Are the Practical Benefits of ERP–CRM Integration?

  • The One Source of Truth — Customer data, pricing, and inventory levels are consistent across all systems.
  • No More Double Entry — An order from the CRM is automatically transferred to the ERP.
  • Faster service — order status, invoices, and availability without the need for phone calls between departments.
  • Fewer errors — No manual rewriting, no typos in the price or quantity.
  • Scalability — An increasing number of orders does not mean an increasing number of people to transcribe the data.

Integration of the configurator and quoting system with CRM/ERP

Integration is most valuable at the intersection of sales and fulfillment. When a customer places an order in product configurator, its configuration and parameters are entered into the CRM as a lead, the price is synchronized with the price list in the ERP, and The quote is generated automatically. This closes the loop: from customer interest to production order, with no manual steps along the way.

How We Integrate Systems

We connect through APIs, webhooks and connectors: REST, exchange files, message queues, depending on what your systems expose. We don't replace a working ERP or CRM. We build the layer that gets them talking to each other. If you're looking for one place that connects the configurator, quoting and CRM right away, there is JSON Hub.

Where to Start

Starting with the data flow map: what, from where, to where, and how often. We start with the most challenging integration (usually CRM→ERP for orders), implement it in a few weeks, and add subsequent integrations iteratively. We don’t go for a „big bang" approach—we connect things piece by piece so that each integration immediately takes some of the load off the team.

Example

Agricultural machinery manufacturer — shows how integrating configuration, quoting, and customer data relieves salespeople of repetitive tasks and shortens the path from inquiry to quote.

Do you have systems that don't communicate with each other? Schedule a free consultation—we'll map out the data flow and tell you which integration to implement first to take the pressure off your team as quickly as possible.