How to integrate CRM with ERP: reference architecture and field mapping

A robust CRM ↔ ERP integration keeps clients, products, orders and invoices in sync in near real-time. This guide covers the master-data strategy, entity mapping, error handling and monitoring pattern Azuvio uses in production.

What to sync

ERP is master for legal entities (CUI, VAT) and product/pricing; CRM enriches with segmentation and industry data. Won opportunities in CRM trigger order creation in ERP with structured line items and delivery date.

Sync, errors & monitoring

Master data every 15 minutes; transactional data event-driven (webhooks) for sub-second latency. Dead-letter queue, retry with backoff, Slack/email alerts, per-entity sync dashboard.