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How to connect spreadsheets to your ERP so nobody retypes
- Check for an ERP import or API first.
- No API? Automate the screens with logging.
- Aim for one source of truth.
Options from simplest to most custom
- Built-in import. Most ERPs import CSV for items, prices and sometimes orders. Cheap, but someone has to run it.
- Scheduled integration. A small program moves rows from the sheet (or its source) into the ERP every hour.
- Automation on top of the ERP. When there is no API, software fills the screens like a person, with logging.
- Retire the sheet. If the sheet only exists to stage data, capture the data straight from its source (the email or PDF).
Questions to answer first
- Which sheet, which ERP screen, how many rows a day?
- Who owns the sheet, and what decisions are made from it?
- What happens today when the sheet and the ERP disagree?
Real example: Atlantic Food Bars. A Dallas-area manufacturer of hot and cold food equipment for national grocery chains, with 8 people in the office and 2 plants, handling dozens of orders a day. The office was about to hire another person (a $60,000+ a year seat) to keep up. Instead, software now reads each order email and fills out the work, and the team checks it in about a tenth of the time. It was built around how their team already worked, and what their veterans knew now lives in the system, so new people get up to speed fast. Read the case study →
FAQ
Does my ERP need an API?
It helps, but it is not required. Automation can fill ERP screens the way a person does, with every step logged.
Is a CSV import enough?
For occasional bulk updates, yes. For daily work, an automatic integration removes the manual step.
Who can build this in Dallas?
Peekgentic in Dallas builds custom integrations and desk automation on top of the systems companies already use.
Get more out of every person in your office.
Peekgentic is a Dallas firm that builds custom software around the way your team already works: orders, purchasing, invoices, spreadsheets, email. Not a one-size-fits-all platform you have to bend your process to fit. Your know-how goes into a system that's simple to use, so a new hire gets up to speed fast. We'll come watch how your office runs for 20 minutes and tell you straight where it's worth automating.