Import/Synchronize contacts & products with ERP-DB

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  • suchja
    Junior Member
    • Oct 2020
    • 5

    Import/Synchronize contacts & products with ERP-DB

    Hi,
    we are considering to use EspoCRM and need to integrate it with our ERP system (using Microsoft SQL Server). A one way import from ERP to EspoCRM is sufficient, but we need to keep the data in EspoCRM synchronised from our ERP. Everything runs locally in our network. Thus any cloud solutions like syncpenguin will not work.

    Is there any mechanism to import data into EspoCRM besides CSV files and the API?

    Thanks and best regards
    Jan
  • peterberlin
    Active Community Member
    • Mar 2015
    • 1004

    #2
    Hello,
    with an external tool you could certainly transport data from one database to the other database. Using the API interface is certainly the best solution. Since every ERP software has different database structures, such an interface is costly for the individual case.
    We are currently developing an interface to the ERP software "Sage 100". This software also has a MS-SQL database.
    peter

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    • esforim
      Active Community Member
      • Jan 2020
      • 2204

      #3
      There is probably quite many Database conversion or synchronization software out there but it not a topic I have ever delve into. One that I quickly look up is call Database Convert: https://dbconvert.com/

      Which should achieve what you want to use; as for how difficult it is to use that I'm not sure, starting out might be difficult as you need to find the corresponding Table Name and Column Name if you want 100% sync.

      If you can code, I think API would be more be more ideal as API is quite popular and 'straight' forward once you get it going.

      Comment

      • suchja
        Junior Member
        • Oct 2020
        • 5

        #4
        Hello,
        thanks for your answers. Probably we will go with developing our own solution based on the API in case we use EspoCRM. Looking forward to this, because it looks like this community is really active.
        Jan

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        • HommelIT
          Junior Member
          • Nov 2023
          • 7

          #5
          Hello,
          we want a synchronisation between our Microsoft Business Central 365 and EspoCRM.
          We host our Systems BC and Espo local on our Data Center.

          Did you find a Solution?

          We think we ca you Web Services.

          Regards Torsten

          Comment

          • sgoldie
            Junior Member
            • Jun 2024
            • 1

            #6
            Hi Jan,

            Integrating EspoCRM with your ERP software using Microsoft SQL Server locally sounds like a practical solution for your needs. Besides CSV files and the API, you can consider using the following methods:
            1. Database Triggers and Scripts: You can set up database triggers on your SQL Server to monitor changes in your ERP data and execute scripts to update EspoCRM accordingly. This method ensures real-time synchronization without relying on manual exports and imports.
            2. ETL Tools: Tools like Talend or Pentaho can be used for Extract, Transform, Load (ETL) processes. These tools can automate data extraction from your ERP, transform it as needed, and load it into EspoCRM, ensuring your data remains synchronized.
            3. Custom Middleware: Developing a custom middleware application can be another effective solution. This application would sit between your ERP and EspoCRM, continuously syncing data between the two systems based on predefined rules and schedules.

            For seamless integration and maintenance, you might need some custom development, but these methods can help you achieve the desired synchronization without relying on cloud-based solutions.

            Best regards,
            ​Sunny

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