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Connecting Your Cabinet Website to ERP and Inventory Systems

Connecting your cabinet website or dealer portal to your ERP, inventory, CRM and accounting systems means prices, stock levels, orders and customer details stay in sync automatically instead of being re-typed. Most integrations use the system’s API or scheduled data exports. The key planning decision is which system is the source of truth for each type of data, so information always flows in one clear direction.

Without integration, every price change, new SKU and order has to be updated in two places. That takes time and creates errors: dealers quote old prices, order numbers do not match, and customer service spends its day reconciling spreadsheets.

What can be integrated?

Data Typical source of truth Direction
Products and specifications ERP or product data system To the website
Dealer prices and discounts ERP or pricing system To the website
Inventory and availability ERP or warehouse system To the website
Orders Website (created) then ERP (processed) Website to ERP, status back
Customers and dealer accounts CRM or ERP Both directions, with rules
Invoices and payments Accounting system To the website for viewing
Leads Website To the CRM

The table is a starting point. Your setup may differ, but every type of data needs exactly one source of truth.

How do integrations actually work?

There are three common methods:

  1. API integration. The website and the ERP talk to each other directly through the ERP’s API. This allows near real-time updates and is the most flexible.
  2. Scheduled file exchange. The ERP exports files, such as price lists or stock levels, on a schedule, and the website imports them. Common with older systems.
  3. Middleware. An integration platform sits between systems and maps data from one to the other, useful when several systems are involved.

The right method depends on what your systems support, how often data changes and your budget.

How often should data sync?

Match the frequency to how fast each type of data changes and how much it matters:

Data Suggested frequency
Product specifications Daily or when changed
Prices Daily or when changed
Stock levels Every few minutes to hourly
New orders Immediately
Order status and tracking Every few minutes to hourly

What should you plan before starting?

  • Data quality. Integration copies data exactly, including errors. Clean product names, SKUs and prices first.
  • Unique identifiers. Every product, dealer and order needs an ID that matches in both systems.
  • Pricing rules. Document how dealer prices are calculated, so the website shows exactly what the ERP would charge.
  • Error handling. Decide who is alerted when a sync fails and what happens to orders in the meantime.
  • Security. Use secure connections, limited-permission API keys and never store payment card data on the website.

Which integration should come first?

Start where manual work and dealer frustration are highest. For many cabinet distributors that is:

  1. Prices and availability shown in the dealer portal.
  2. Orders sent automatically to the ERP, removing re-typing.
  3. Order status returned to the portal, cutting status calls.
  4. Leads from the website into the CRM, so sales follow up quickly.

Each step delivers value on its own, which keeps the project manageable.

Common integration pitfalls

  • Two sources of truth. If prices can be edited in both systems, they will drift apart.
  • No monitoring. A sync that silently stops can go unnoticed for days.
  • Integrating everything at once. Large projects are harder to test and slower to deliver value.
  • Underestimating data cleanup. It is often the largest part of the work.

How do you test an integration before launch?

Test with real data, not just a few sample products. A good test plan covers:

  1. A full price list import, compared line by line against the ERP for a sample of dealers and price levels.
  2. Test orders for common kitchens, accessories and special options, checked in the ERP for correct SKUs, quantities and prices.
  3. Failure scenarios, such as the ERP being offline, a missing SKU or a duplicate order, to confirm alerts and retries work.
  4. Volume, for example a busy morning of orders, to make sure syncs keep up.

Run the integration alongside your existing manual process for a short period. Comparing both outputs is the fastest way to find mismatches before dealers rely on the new system.

Integration checklist

Item Done
Source of truth defined for each data type
Matching IDs for products, dealers and orders
Product and price data cleaned
Sync frequency agreed per data type
Error logging and alerts in place
Manual fallback process documented
Security reviewed (connections, keys, permissions)

Getting help

Integrations are part of our B2B website development for cabinet businesses. They work best alongside a dealer portal and B2B online ordering, and can include a lead API like the one in our own client portal.

Frequently asked questions

Can any ERP connect to a website?

Most modern ERP systems offer an API or data export that can be used for integration. Older systems may only support file exports, which can still be synchronized on a schedule.

What data should a cabinet company sync first?

Usually prices and product availability, followed by order creation and order status. These remove the most manual work and the most dealer questions.

Is real-time integration necessary?

Not always. Many cabinet businesses do well with syncs every few minutes or every hour. Real-time is most useful for stock levels on fast-moving items and for order confirmation.

What happens if the integration fails?

A well-built integration logs errors, alerts your team and retries automatically, with a manual process available so dealers can still place orders.

Sources

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