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ERP integrations

Operations in attendo. Accounting in your ERP.

Customers, items, quotes, delivery notes and hours flow between attendo and your ERP without retyping. The invoice is issued by your connected ERP, with its official numbering: attendo is not an ERP or accounting software.

Request a demo See how it works
  • You choose what syncs
  • Tested in your test environment
  • Queue with retries if the ERP goes down

Data and integrations

ERP integrations: what it does

The invoice, in your ERP

attendo prepares what is billable and your ERP issues the invoice with its official numbering, which comes back to attendo on its own. No one types the invoice twice.

Odoo, both ways

Customers, contacts and suppliers go back and forth. Products and price lists come from Odoo. Quotes, delivery notes and hours go to Odoo. And the sales rep’s tasks travel as activities, with their status.

Business Central, SAP and Holded

With Microsoft Dynamics 365 Business Central, customers, contacts, items, sales documents and hours sync. With SAP Business One, business partners, items and sales documents. With Holded, contacts, products, quotes and delivery notes.

You choose what syncs

Turn areas on one by one: customers, catalog, stock, documents and payments. In Odoo and SAP Business One you mark which records sync. If you uncheck one and check it again, it picks up where it left off, without duplicates.

From the document’s record

Send the document to the ERP and lock it, recalculate its amounts or print your ERP’s PDF without leaving the record. And when it is accepted, invoiced or voided, the ERP is notified.

If your ERP is not listed

API v4, a REST API with key-based permissions, and outgoing webhooks with history and resend. An ERP that is not on the list can receive delivery notes by webhook. If that is not enough, the connector is built as a project.

How it works

Step by step

This is how it is used day to day, on the same document as the rest of the modules.

  1. Step 1

    Mapping session

    Together with your team, we agree on series, taxes, payment methods, products and which areas sync.

  2. Step 2

    Test in your test environment

    The connector is validated against your ERP’s test environment. Nothing touches the live ERP until it works.

  3. Step 3

    Match what already exists

    The existing records in both systems are matched, so no customer or item ends up duplicated.

  4. Step 4

    Live, with a safety net

    Changes are queued with retries, and the monitor shows what has synced. If the ERP goes down, they wait and are applied when it comes back.

Where it is used

It fits every area

Industry solutions

attendo CRM attendo CMMS attendo Field Service attendo After-Sales attendo Projects attendo Flows

Industries that use it

Use cases by department

Finance and administration Purchasing

Honesty

Where it fits (and where it does not)

  • It does not do your accounting: it does not sync journal entries, fixed assets or payroll.

  • It does not connect with one click. Mapping series, taxes and products takes a session with your team, and with SAP Business One, with your SAP consultant.

  • With Holded, it does not cover the projects, POS or HR add-ons. With SAP Business One, it does not cover production, MRP or cost accounting.

  • In Odoo, if a customer changes in both systems at the same time, attendo’s data wins and the change is logged.

Works with

Modules that go hand in hand

Business documents

Quotes, orders and delivery notes in sequence; invoices in your ERP

See Business documents

Quote management and web quotes

Quotes with options that the customer opens, picks and accepts

See Web quotes

attendo Pay

Collect deposits and payments online through your own gateway

See attendo Pay

attendo Flows, Business Process Flow (BPF) and AI-Flows

Flows, phased processes with approvals, and AI inside the flow

See Flows and AI-Flows

Glossary

Glossary terms

Sales and customers

Customer profitability

Account profitability

Customer profitability is the difference between what you bill an account and what it costs you to serve it.

Maintenance

Critical spare part

Critical spare

A critical spare part is one whose absence holds up the repair and drags out the equipment’s downtime. It is not the most expensive part or the most used one: it is the one you cannot get quickly.

Maintenance

CMMS

Computerized maintenance management system

A CMMS (computerized maintenance management system) is the software where an organization records its assets, plans maintenance, manages work orders and keeps track of spare parts and costs.

Sales and customers

Deposit

Upfront payment · down payment · advance payment

A deposit is the part of the price a customer pays up front, when accepting the quote or before the work starts, and it is then deducted from the total.

See all 53 glossary terms

Frequently asked questions

Frequently asked questions

Do I have to stop invoicing with my ERP?

No. The invoice is still issued by your connected ERP, with its official numbering: attendo is not an ERP or accounting software. attendo passes it what is billable, and your ERP handles tax filings (in Spain, SII and the other obligations with the AEAT).

I use Odoo. Who sends the quote?

attendo, with its web quote, signature, deposit and your branding, and the order is marked as sent in Odoo. If you prefer Odoo to send it, that is chosen per document type, but that email does not include the web quote link.

What if the ERP goes down?

Changes wait in the queue and are applied when it comes back. The connector monitor shows what was left pending and lets you retry it.

Do product codes get overwritten?

No. The ERP code, the SKU and several barcodes coexist with your internal code without overwriting it.

My ERP is not on the list.

It connects through API v4, with key-based permissions, or through webhooks. If that is not enough, the connector is built as a project and tested just like the others.

Request a demo

Try it with your processes

We will show it to you with your own document types and the way you work. If it is not a fit, we will tell you.

  • With your operation, not a generic demo
  • A real person from our team replies
  • No cold calls afterwards

Would you rather talk first?

Which area do you want to see in the demo?

With your work email we prepare the demo around your case.

In one or two sentences.

If you chose Maintenance (CMMS)

If you chose Field work (Field Service)

If you chose Facility Management

If you chose any other area

Only if you would rather we call you.

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