Tradeics is designed for ERP and business-system connectivity without long custom projects. Most integrators start with a narrow vertical slice, then expand.
Suggested first slice
- Authenticate and read master data (categories / reference lists).
- Sync one master object you already own in ERP (for example suppliers or items).
- Mirror one transactional object (RFX or PO) in a single direction.
- Add payment status only after masters and orders are stable.
Patterns that work well
Middleware / iPaaS
Use an integration layer to transform schemas, retry safely, and quarantine bad payloads without blocking business users. Keep Tradeics REST as the system of record for partner-facing contracts — see REST API V2.
Identifier map table
Always persist tradeics_id ↔ erp_id (and timestamps). Every later Finance and AI feature depends on clean joins.
Environment separation
Keep staging credentials and data completely separate from production. Do not copy production tokens into local .env files checked into git.
ERP touchpoints
| Domain | Typical ERP objects |
|---|---|
| Masters | Vendors, customers, items, categories, cost centers |
| Procurement | Requisitions, POs, goods receipts, AP invoices |
| Sales | Quotes, sales orders, delivery notes |
| Finance | Payment runs, bank statements, wallet-equivalent GL codes |