---
title: "ERP System Integration with CobbleStone Software"
slug: "erp-system-integration"
updated: 2023-11-02T13:27:43Z
published: 2023-02-02T21:48:32Z
canonical: "wiki.cobblestonesoftware.com/erp-system-integration"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# ERP System Integration with CobbleStone Software

## ERP Integrations

ERP systems are systems that have the most diverse array of functions. Some examples of popular ERP systems are Oracle ERP, Microsoft Dynamics 365, Sage100cloud, and JobBOSS.

#### Common Use Case Scenarios

Typically, these ERP systems are integrated with the CobbleStone® platform to provide a myriad of functions. Some of the typical use case scenarios are: **(****diagrams below****)**

- Syncing Customer/Vendor Metadata between systems
- Syncing Contract/Contract Requests between systems
- Syncing Employee Metadata between systems
- Syncing Purchase Order/Invoicing between systems
- Automating workflow between systems
  - Ex: Signed Contract in CobbleStone® triggers a Purchase Order in NetSuite
  - Ex: A terminated employee in Microsoft SQL server triggers a deactivation in CobbleStone®

#### Setup

Once connections are established linking the CobbleStone® platform with the client’s ERP system, the integration setup can commence.

Each system has its records identified by an Internal key. CobbleStone® will automatically auto-increment new records and assign them their own unique identifier (i.e. : new employee “Bob Smith” will have EmployeeID 1 when created. No new employee records will have that EmployeeID). The same process applies to the records created within ERP systems (i.e. : NetSuite creates an Internal Key for new records within the system).

For the integration to properly function, a record sync must be performed. The unique identifier for a record must be appended to the correct record between systems. If a system cannot correctly identify existing records, the results are normally erroneous (i.e. : duplicate records, incorrect amendments, etc.).

To ensure that these keys match up, there are actions that can be taken:

- New fields must be created to store external record identifiers (Ex: NetSuite Employee ID created in CobbleStone® system/CobbleStone® Employee ID created in NetSuite)
- CSV Files containing the unique identifiers for records from one system matched to records in the integrated system and imported to be stored on those records

#### Integration Maintenance

To ensure ongoing automation and accuracy with these integrations, record syncing must remain constant. Depending on the frequency of record changes in a system, the frequency of the sync of the records between the systems must match.

Ex: Employee records are subject to change at any moment in a client’s NetSuite system. To ensure that employee metadata stays current in CobbleStone®, an employee sync should be done using real-time triggers that detect that a record was changed in NetSuite.

Ex: Vendor records in a client’s Dynamics system rarely change. The sync of record metadata between that system and CobbleStone® system doesn’t need to happen as frequently. A daily or weekly sync may be all that is necessary.

#### ERP Common Functionality Diagrams

#### ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ERPCustomersFlow.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/CSSEmployeesERP.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ERPPOFlow.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/CSStoERPPO.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ERPVendors.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/CSSVendors.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ERPContractsFlow.png)

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/CSSContractERP.png)