The connection to plan
Give your support team visibility into orders, invoices, and customer account data directly from your ERP without switching systems.
ERPSupport desk
ERP to Support desk: Customer and order details
ERP to Support desk: Invoice and fulfilment status
- Data ownership
- The ERP owns order and invoice records. The support desk owns tickets and conversations.
- Checks before go-live
- Match the customer account and restrict which financial fields support agents can access.
Zendesk
Customer and order data from your ERP surfaced directly in Zendesk support tickets.
Freshdesk
ERP data visible to Freshdesk agents without switching systems. Orders, invoices, and account status at their fingertips.
ServiceNow
Enterprise service management connected to your ERP for unified operational visibility.
Jira Service Management
IT and customer service tickets in Jira linked to business data from your ERP.
A complete handover
The scope should cover mappings, schedules, validation evidence and the operating procedure. Agree who can change the connection, who receives an alert and how the business confirms that recovered records are correct.