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Connect™

Unify Salesforce CRM & Syspro ERP: Drive Efficiency & Growth

Achieve a 360° Customer View and Automate End-to-End Business Processes with Seamless Integration

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The Challenge

The Disconnect Between Sales & Operations: Why Salesforce & Syspro Need to Integrate

Operating Salesforce and Syspro in silos creates significant operational inefficiencies, data discrepancies, and a fragmented view of your business. Sales teams lack real-time inventory, finance struggles with manual order entry, and customer service can't access full order history. This disconnect hinders agility, impacts customer satisfaction, and slows down growth.

  • Manual data entry between CRM and ERP systems.
  • Delayed order processing and fulfillment due to data handoffs.
  • Inaccurate inventory information leading to overselling or stock-outs.
  • Lack of a unified customer view across sales, service, and finance.
  • Challenges in reconciling sales forecasts with actual financial performance.
  • Fragmented reporting and difficulty in gaining end-to-end business insights.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Seamless Salesforce Syspro Integration with iPaaS

Our modern Integration Platform as a Service (iPaaS) provides a powerful, low-code solution to seamlessly connect Salesforce CRM with Syspro ERP. This integration orchestrates complex workflows, harmonizes critical data, and leverages AI to ensure accuracy and efficiency across your entire enterprise, transforming your sales, operations, and finance.

  • Bi-directional Customer & Contact Synchronization
  • Automated Sales Order Creation from Salesforce Opportunities
  • Real-time Inventory & Product Catalog Updates
  • Financial Transaction Posting & Reconciliation
  • Order Status & Shipment Tracking Updates
Implementation Timeline

Go live with Salesforce + Syspro in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Salesforce and Syspro, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Salesforce + Syspro deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Bi-directional Customer & Contact Synchronization
  • Automated Sales Order Creation from Salesforce Opportunities
  • Real-time Inventory & Product Catalog Updates
  • Financial Transaction Posting & Reconciliation
  • Order Status & Shipment Tracking Updates
  • Custom Field Mapping & Business Logic Support

Salesforce Syspro Integration: Technical Deep Dive & Implementation

Our integration leverages the native API capabilities of both Salesforce and Syspro, orchestrated by a robust iPaaS. This ensures secure, scalable, and real-time data exchange, empowering your business processes with high integrity and performance.

Data Flow Steps

Discovery & Requirements: Define key entities, workflows, data mapping rules, and synchronization frequencies.

iPaaS Setup & Connectivity: Configure iPaaS with Salesforce Connected App (OAuth 2.0) and Syspro Harmony API credentials (OAuth 2.0/API Key).

Data Model Harmonization: Establish canonical data models and define transformation logic for cross-system consistency, utilizing AI for mapping suggestions.

Workflow Design (Low-Code): Visually design integration flows using drag-and-drop tools, incorporating event triggers, conditional logic, and error handling.

Sandbox Testing & Validation: Thoroughly test all integration flows in dedicated development and QA environments, leveraging AI for automated validation.

Deployment & Monitoring: Deploy to production, activate real-time monitoring, and set up alerts for proactive issue resolution.

Optimization & Maintenance: Continuously monitor performance, optimize flows, and adapt to evolving business needs or system updates.

Data Touchpoints

Salesforce Account <-> Syspro Customer
Salesforce Contact <-> Syspro Customer (Contact Person)
Salesforce Opportunity -> Syspro Sales Order
Salesforce Order <-> Syspro Sales Order (status updates)
Syspro Inventory Item -> Salesforce Product2 & PricebookEntry
Salesforce Payment (or custom object) -> Syspro Accounts Receivable
Salesforce Case (status update) <-> External Ticketing System (via iPaaS)
Syspro Shipment -> Salesforce Order (tracking updates)

"The integration architecture typically involves a central iPaaS platform acting as the orchestrator. Salesforce (CRM) connects to the iPaaS via Platform Events, Change Data Capture (CDC), and REST API calls (OAuth 2.0). Syspro (ERP) connects via its Harmony API (RESTful, OAuth 2.0/API Keys). Data flows bi-directionally for master data (Customer, Product) and uni-directionally for transactional data (Salesforce Opportunity to Syspro Sales Order, Syspro Shipment to Salesforce Order Update). The iPaaS handles all data transformation, validation, error handling, and security."

Pricing

Simple, transparent pricing for Salesforce + Syspro.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Salesforce

Integrating Salesforce fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Key Entities & Data Mapping: Salesforce to Syspro

Harmonizing core business entities is foundational to a successful integration. Our iPaaS provides visual tools and AI assistance to accurately map critical fields between Salesforce and Syspro, ensuring data integrity and consistency.

Account / Customer

Salesforce Account represents a company or organization. Syspro Customer is the master record for entities purchasing from the business. This is a critical bi-directional sync.

Salesforce Fields

Name BillingAddress ShippingAddress Phone Website Industry ExternalIDc (SysproCustomerCodec)

Syspro Fields

CustomerCode CustomerName Address (BillTo, ShipTo) ContactPerson CreditLimit TermsCode ExternalID (SalesforceAccountIDc)

Mapping Notes

Salesforce Account.Name maps to Syspro CustomerName. Salesforce Account.Id is stored in Syspro's custom ExternalID for bi-directional updates. Syspro CustomerCode is stored in Salesforce ExternalIDc. Address fields require careful sub-field mapping and potential transformation for format consistency.

Next Steps

See Salesforce + Syspro integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Automated Sales Order Creation & Status Updates

When a Salesforce Opportunity is marked 'Closed Won', a new Sales Order is automatically created in Syspro. Subsequent updates in Syspro (e.g., shipment, invoice) trigger status updates back to the Salesforce Order object.

Integration Steps:

  1. 0 Salesforce: Opportunity Stage changes to 'Closed Won'.
  2. 1 iPaaS: Captures event via Salesforce Platform Events/CDC.
  3. 2 iPaaS: Transforms OpportunityLineItem data to Syspro Sales Order Lines.
  4. 3 Syspro: Creates new Sales Order via Harmony API.
  5. 4 iPaaS: Updates Salesforce Order with Syspro Sales Order Number.
  6. 5 Syspro: Shipment confirmed / Invoice generated.
  7. 6 iPaaS: Captures Syspro event (webhook/polling).
  8. 7 Salesforce: Order Status updated to 'Shipped' / 'Invoiced'.

Business Outcome

Reduced order fulfillment cycle by 60%, improved data accuracy between sales and operations, real-time visibility for sales and customers.

Frequency

Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Unified Customer View (Customer 360)
Gain a complete, real-time understanding of every customer by synchronizing Account and Contact data between Salesforce CRM and Syspro ERP, empowering sales, service, and finance.
Accelerated Order-to-Cash Cycle
Automate the entire sales order process, from Salesforce opportunity 'Closed Won' to Syspro sales order creation, reducing manual effort and speeding up revenue recognition.
Real-time Inventory & Product Accuracy
Keep Salesforce updated with Syspro's accurate inventory levels and product information, preventing overselling, improving quoting accuracy, and enhancing customer trust.
Enhanced Financial Visibility & Reconciliation
Automate the flow of payment and invoice data to Syspro, streamlining financial reconciliation, improving cash flow management, and ensuring accurate reporting.
Reduced Manual Errors & Operational Costs
Eliminate manual data entry and human errors, leading to significant cost savings, improved data quality, and freeing up staff for higher-value activities.
Scalable & Future-Proof Integration
Built on a flexible iPaaS, your integration can easily adapt to evolving business needs, new systems, and increasing data volumes without extensive re-coding.
✨

Unified Customer View (Customer 360)

30% Increase in customer satisfaction

📋 What You Get

Gain a complete, real-time understanding of every customer by synchronizing Account and Contact data between Salesforce CRM and Syspro ERP, empowering sales, service, and finance.

💼 Business Impact

This benefit directly contributes to 30% improvement in Increase in customer satisfaction, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Salesforce + Syspro in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Salesforce and Syspro, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Salesforce + Syspro deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST/GET/PATCH/DELETE /services/data/vXX.0/sobjects/Account CRUD operations on Account records for customer data synchronization.
POST/GET/PATCH/DELETE /services/data/vXX.0/sobjects/Contact CRUD operations on Contact records, linked to Account synchronization.
GET/PATCH /services/data/vXX.0/sobjects/Opportunity Retrieve Opportunity details and update status. POST for new (less common for integration).
POST/GET/PATCH/DELETE /services/data/vXX.0/sobjects/Order CRUD operations for Salesforce Order records, essential for order fulfillment updates.
POST/GET/PATCH/DELETE /services/data/vXX.0/sobjects/Product2 CRUD operations for product master data synchronization from Syspro.
GET /services/data/vXX.0/query Execute SOQL queries to retrieve complex data sets, e.g., filter for 'Closed Won' opportunities.
POST /services/data/vXX.0/composite/batch Perform multiple API calls in a single request, improving performance for bulk updates.
POST/GET /services/data/vXX.0/sobjects/Paymentc CRUD operations for custom Payment records, used in financial reconciliation.
POST /services/data/vXX.0/event/MyPlatformEvente Publish custom Platform Events to trigger Syspro workflows. iPaaS can subscribe to standard/custom Platform Events.

⚡ Transformation Logic

  • Data Type Conversion: Ensure fields like dates, numbers, and booleans conform to target system requirements.
  • Field Concatenation/Splitting: Combine or separate fields (e.g., Salesforce FirstName + LastName to Syspro ContactPersonName).
  • Lookup & Enrichment: Use cross-reference tables or lookups to enrich data (e.g., map Salesforce Product Family to Syspro Product Group).
  • Conditional Logic: Apply rules based on data values (e.g., if Salesforce Account 'Type' is 'Partner', assign specific Syspro Customer 'TermsCode').
  • Default Values: Assign default values for non-mandatory fields in the target system if source data is absent.
  • Error Handling & Cleansing: Identify and quarantine malformed data, applying cleansing rules where possible (e.g., phone number formatting).

🛡️ Error Handling

  • Transient API Errors: Network issues, temporary service unavailability (handled by retries).
  • Data Validation Errors: Missing mandatory fields, incorrect data types (routed to DLQ, alerts).
  • Business Logic Errors: Product not found in Syspro, invalid customer code (routed to DLQ, alerts).
  • Authentication Failures: Expired tokens, incorrect credentials (alerts, auto-reauth if possible).
  • System Outages: Salesforce or Syspro temporarily offline (alerts, queuing, graceful degradation).
Pricing

Simple, transparent pricing for Salesforce + Syspro.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

▸ What is the best way to integrate Salesforce with Syspro?
The most effective and modern approach is to use a robust iPaaS (Integration Platform as a Service). This enables API-first, event-driven integrations leveraging Salesforce's Platform Events/CDC and Syspro's Harmony API, offering low-code development, centralized monitoring, and scalable automation.

Data Synchronization FAQs

▸ How does this integration handle customer master data synchronization?
The integration supports bi-directional synchronization of customer master data. New Salesforce Accounts/Contacts can create Syspro Customer records, and updates from Syspro (e.g., credit terms, billing addresses) reflect back in Salesforce. AI-assisted deduplication ensures data quality.
▸ How are inventory levels synchronized from Syspro to Salesforce?
Inventory levels from Syspro's Inventory Item (Stock Code) entity are synchronized to Salesforce Product2 records. This can be near real-time (event-driven for critical changes) or scheduled batch, providing sales teams with accurate stock availability for quoting and order promising.

Workflow Automation FAQs

▸ Can I automate the order-to-cash process between Salesforce and Syspro?
Yes, absolutely. When a Salesforce Opportunity reaches 'Closed Won', the iPaaS automatically triggers the creation of a Sales Order in Syspro. Subsequent updates from Syspro (e.g., shipment tracking, invoicing) can be pushed back to Salesforce for end-to-end visibility.

Security & Compliance FAQs

▸ What are the security considerations for Salesforce Syspro integration?
Security is paramount. We implement OAuth 2.0 for authentication, enforce HTTPS/TLS 1.2+ for all data in transit, encrypt data at rest, and use dedicated integration users with the principle of least privilege. API credentials are stored in an encrypted iPaaS vault, and comprehensive audit trails are maintained.

Customization FAQs

▸ Does the integration support custom fields in Salesforce and Syspro?
Yes, the iPaaS allows for seamless mapping and synchronization of custom fields (e.g., Salesforce custom fields, Syspro User Defined Fields - UDFs). The low-code mapping interface makes it easy to extend standard integrations with your unique business data.

AI Capabilities FAQs

▸ How does AI enhance this integration?
AI significantly enhances the integration by providing intelligent mapping suggestions, automated data validation, anomaly detection in data flows, and even suggesting or automatically resolving common integration errors. This improves data quality and reduces manual effort.

Error Handling FAQs

▸ What happens if an integration fails?
Our iPaaS provides robust error handling. Failed transactions are logged with detailed error messages and payloads. Automated retry mechanisms handle transient errors. Persistent errors are routed to a dead-letter queue for manual review and reprocessing, with configurable alerts sent to relevant teams.
Implementation Timeline

Go live with Salesforce + Syspro in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both Salesforce and Syspro, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Salesforce + Syspro deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Salesforce + Syspro.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See Salesforce + Syspro integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo