Qwoty integrates with your ERP (Enterprise Resource Planning) system to automate the flow of data between sales and operations. When a quote reaches the Accepted status and generates an Order, the integration can push that order directly to your ERP for fulfillment, invoicing, and accounting. ERP integrations eliminate duplicate data entry, reduce errors, and ensure your finance and operations teams work from the same quote data your sales team negotiated.Documentation Index
Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
Use this file to discover all available pages before exploring further.
How ERP integrations work
Qwoty supports bi-directional sync between your CPQ instance and your ERP system:- Orders flow out: When a quote is accepted, Qwoty generates an Order and pushes it to your ERP with line items, pricing, customer details, and payment terms
- Products sync in: Your ERP product catalog syncs to Qwoty, keeping SKUs, descriptions, and base prices up to date
- Customers sync both ways: Customer records created in Qwoty can push to your ERP, and existing ERP customers can be imported to avoid duplicates
- Invoices reference back: Invoices created in your ERP can link back to the original Qwoty quote and order for traceability
Supported ERP systems
Qwoty offers native integrations and API-based connectors for common ERP platforms:| ERP system | Integration type | Sync frequency | Order push | Product sync | Customer sync |
|---|---|---|---|---|---|
| NetSuite | Native | Real-time | ✓ | ✓ | ✓ |
| SAP S/4HANA | API connector | Scheduled | ✓ | ✓ | ✓ |
| Microsoft Dynamics 365 | Native | Real-time | ✓ | ✓ | ✓ |
| Sage Intacct | API connector | Scheduled | ✓ | ✓ | ✓ |
| Odoo | API connector | Scheduled | ✓ | ✓ | ✓ |
| Custom ERP | REST API | Custom | ✓ | ✓ | ✓ |
If your ERP is not listed, you can build a custom integration using Qwoty’s REST API and webhooks. Contact your implementation team for guidance.
Setting up an ERP integration
Enable the integration
Navigate to [MENU PATH] > Integrations > ERP. Select your ERP system from the dropdown and click [BUTTON LABEL].
Authenticate the connection
Provide your ERP credentials or API key. For OAuth-based ERPs like NetSuite, you’ll be redirected to authorize Qwoty to access your account.
Configure sync settings
Choose which data to sync:
- Order sync: Enable automatic order creation when quotes are accepted
- Product sync: Import products from your ERP catalog into Qwoty
- Customer sync: Sync customer records bi-directionally or one-way
- Sync frequency: Set real-time or scheduled (hourly, daily)
Map fields
Match Qwoty fields to your ERP fields. Common mappings include:
- Quote line items → ERP order line items
- Quote total → ERP order amount
- Payment terms → ERP payment conditions
- Customer name → ERP account name
Field mapping and custom attributes
Qwoty allows you to map custom quote fields to custom ERP fields using [FIELD NAME]. This is useful when your ERP tracks attributes like project codes, cost centers, or delivery dates that don’t exist in Qwoty’s standard schema. To create a custom mapping:- Navigate to [MENU PATH] > Field Mappings
- Click [BUTTON LABEL]
- Select the Qwoty field or custom attribute
- Enter the corresponding ERP field API name
- Choose the data type (text, number, date, picklist)
- Set the sync direction: Qwoty → ERP, ERP → Qwoty, or bi-directional
Custom field mappings require Admin role permissions.
Sync logs and error handling
Qwoty logs every sync event and provides visibility into failures. Access sync logs from [MENU PATH] > Sync History. Each log entry shows:- Timestamp: When the sync occurred
- Direction: Qwoty → ERP or ERP → Qwoty
- Object type: Order, Product, or Customer
- Status: Success, Warning, or Error
- Details: Full API request and response for debugging
Common sync errors
| Error | Cause | Resolution |
|---|---|---|
Invalid customer ID | Customer record doesn’t exist in ERP | Create the customer in your ERP or enable automatic customer creation |
Missing required field | ERP requires a field not mapped in Qwoty | Add the required field to your quote template and map it |
Duplicate order number | Order ID already exists in ERP | Check if the order was already synced, or adjust order numbering settings |
Authentication failed | API credentials expired or revoked | Re-authenticate the integration from the settings page |
Common questions
Can I sync quotes before they're accepted?
Can I sync quotes before they're accepted?
No. Qwoty only syncs Orders to your ERP, and orders are created when quotes reach the Accepted status. Syncing draft or pending quotes would clutter your ERP with incomplete data.If you need visibility into pipeline quotes, use Qwoty’s reporting or a CRM integration instead.
What happens if a quote is canceled after the order syncs?
What happens if a quote is canceled after the order syncs?
Qwoty sends an update to the ERP to mark the order as canceled or void, depending on your ERP’s capabilities. You can configure this behavior in [MENU PATH] > Sync Settings > [FIELD NAME].Some ERPs don’t support order cancellation after creation. In those cases, you’ll need to manually void or delete the order in your ERP.
Can I manually trigger a sync for a specific order?
Can I manually trigger a sync for a specific order?
Yes. Open the order detail page and click [BUTTON LABEL] in the top-right corner. This re-sends the order to your ERP, useful when a sync fails or you’ve corrected a mapping error.
Does the integration sync historical data?
Does the integration sync historical data?
By default, the integration only syncs new records created after activation. To import historical orders, products, or customers, use the bulk import tool or contact support for a data migration.
Can I disable the integration temporarily without losing my configuration?
Can I disable the integration temporarily without losing my configuration?
Yes. Use the [BUTTON LABEL] toggle on the integration settings page. This pauses all syncing but preserves your field mappings and authentication. Re-enable anytime by toggling it back on.
Related
Orders
Learn how orders are automatically generated from accepted quotes
Contracts
Understand how contracts group quotes and orders for the same deal
API reference
Build custom ERP integrations using Qwoty’s REST API
Webhooks
Configure webhooks to notify your ERP when orders are created or updated