1. U4 ERPx
  2. Business cases
  3. Customer payment profile sync from ERPx to CRM

Customer payment profile sync from ERPx to CRM

Provide account managers in CRM with a complete 360° financial view of customers by synchronising ERPx customer balances and payment profiles. This supports customer journey management, improves decision-making, and ensures that billing, Accounts Receivables status, and outstanding balances are visible in CRM as read-only information.

Key APIs used

  • GET /v1/informationbrowser/reports/{reportId}/filters - Retrieve filter definitions for the customer balance and payment profile reports.

  • GET /v1/informationbrowser/reports/{reportId}/columns - Retrieve column definitions for customer balance and payment profile data.

  • GET /v1/informationbrowser/reports/{reportId}/count - Retrieve the number of rows in the customer balance and payment profile results.

  • GET /v1/informationbrowser/reports/{reportId}/results?offset={offset}&limit={limit} - Retrieve paged results of the customer balance and payment profile reports from ERPx.

Integration workflow

sequenceDiagram
    participant ERP as ERPx API
    participant EIT as Integration/Extension Toolkit
    participant DYN as CRM

    Note over ERP,DYN: Trigger: Weekly scheduled synchronisation

    EIT->>ERP: 1. GET /informationbrowser/reports/{CustomerBalanceReport}/filters
    ERP-->>EIT: Filter metadata

    EIT->>ERP: 2. GET /informationbrowser/reports/{CustomerBalanceReport}/columns
    ERP-->>EIT: Column metadata

    EIT->>ERP: 3. GET /informationbrowser/reports/{CustomerBalanceReport}/count
    ERP-->>EIT: Total rows

    EIT->>ERP: 4. GET /informationbrowser/reports/{CustomerBalanceReport}/results (paged)
    ERP-->>EIT: Customer balance records

    EIT->>ERP: 5. GET /informationbrowser/reports/{CustomerPaymentProfileReport}/filters
    ERP-->>EIT: Filter metadata

    EIT->>ERP: 6. GET /informationbrowser/reports/{CustomerPaymentProfileReport}/columns
    ERP-->>EIT: Column metadata

    EIT->>ERP: 7. GET /informationbrowser/reports/{CustomerPaymentProfileReport}/count
    ERP-->>EIT: Total rows

    EIT->>ERP: 8. GET /informationbrowser/reports/{CustomerPaymentProfileReport}/results (paged)
    ERP-->>EIT: Payment profile records

    EIT->>DYN: 9. Push consolidated customer balance & payment profile snapshot
    DYN-->>EIT: Data stored (read-only view)

    Note over ERP,DYN: Account managers now see the latest AR balances and payment behavior directly in CRM

For detailed API specifications, request/response formats, and authentication details, refer to: