Instant, two-way connectivity between your ERP and credit operations systems eliminates data silos and delays across the entire credit-to-cash cycle. With accurate, up-to-date account data flowing between platforms, teams can make faster credit decisions, reduce manual tasks, and maintain better visibility.

ERP integrations operate through a flexible, open API-based framework that supports both real-time and scheduled batch data transfers. Data flows securely between systems via RESTful APIs, secure file transfer (SFTP), or flat file integrations, using industry-standard formats like XML, JSON, or CSV. Common data points — including credit limits, payment history, invoice status, and account balances — along with custom fields, are mapped to align with your internal structures and business rules.

Connections are authenticated using proven and reliable methods such as API keys, token-based access (OAuth), and direct authorization — supported by the latest authentication technologies and managed within a SOC-2 compliant framework. During implementation, integration specialists collaborate with internal IT teams to configure endpoints, establish encryption protocols, and validate syncing logic across systems — enabling robust automation without disrupting pre-existing core operations.