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Electrify module

ERP & Integrations

Push approved quotes into your ERP as quotes and parts, pull rep companies, users and commission rates back, and import inventory and ID mappings, through a connector layer built to add systems without rebuilding the app.

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ERP Integration

OverviewSync runsERP recordsHelp
M1EnabledCredentials set ✓Quotes synced 2 hours ago· Partners/users synced 12 minutes agoTest connectionSave changes

Sync schedule

Quote sync
Daily quote sync time18:50
Time zoneAmerica/Chicago
Partner & user sync
Partner/user sync interval (minutes)15

Nothing syncs on change. Scheduled sync only — the manual Sync buttons work regardless.

Part numbers

Characters stripped" -"
PreviewLB1-4 60-35 → LB146035
"BOM required" part fieldpmpBOMRequired ▾

Quote header defaults

Fallback quoter employeeAEL-HOUSE
Internal staff shiftHOUSE
Rep agency shiftPARTNER
ERP custom field: Electrify quote IDuqmpElectrifyID
✓Connection OK

ERP Integration

OverviewSync runsERP recordsHelp
All kinds ▾All statuses ▾
›Quote pushsucceededscheduledQuote #1042Today 18:50
›Inbound pollsucceededscheduled—Today 18:45
›Quote pushpartialsucceededmanualQuote #1038Today 16:12

[conflict] QuoteLines · line 3 · edited in M1 since last write

step · Quotes      · Q-1038   · update  · ok
step · QuoteLines  · Q-1038/1 · update  · ok
step · QuoteLines  · Q-1038/3 · update  · ⚠ RowVersion changed on the ERP side
Fix ERP sync issues
›Entity pushsucceededscheduledPartner #221Today 16:00

Fix ERP sync issues

Quote #1038 — rows changed in M1 since the last write are never overwritten. Choose how to resolve each one.

RowStatusAction
QuoteLines · line 3conflictLINKPUSHDELETE_REMOTE

PUSH overwrites the ERP row with Electrify's version. LINK adopts the ERP row as-is.

Why it matters

Your ERP stays the system of record.

Integrations fail when they sync on every keystroke and overwrite what the other side changed. Electrify syncs on a schedule, mirrors what it wrote, and flags conflicts for a person.

  1. Approved quotes land in the ERP without anyone retyping a line.

  2. Configured products create their own parts, so nothing is pre-loaded.

  3. Rep companies and commission rates match, so no one argues over numbers.

  4. Nothing is overwritten quietly: a conflict waits for a person.

  5. Changing ERP later doesn't change the plan: mappings import from CSV.

What's included

Scheduled, mirrored, never overwritten.

A connector layer with one adapter live today and the plumbing to add the next.

Connect and schedule the syncs

  • A connector layer that works with any provider (M1 today, more on request)
  • Daily quote push on your schedule and time zone
  • Partner and user sync on an interval
  • Manual push and sync buttons on any quote

Mirror data in both directions

  • Part creation from configurations with ID normalization
  • Inbound commission rates by rep or company
  • External product and partner ID mappings
  • Order-closed and won status carried on the quote

Safe, logged and never overwritten

  • Sync-run log with per-step detail
  • Conflict detection with link, push or delete resolution
  • Read-only safety mode and connection test

Pairs well with

Explore the rest of the platform

Quoting & CRMEvery quote in one pipeline: reps quote for themselves, your approval policies decide what goes straight out, and follow-ups and expiry are handled automatically.ExploreCatalog & PricingThousands of configurable products managed as options, rules and formulas instead of a spreadsheet of every combination, with bulk import and export.ExploreBI & AnalyticsWin rate, product funnel, demand by option and rep performance, captured automatically from every view, calculation and quote.Explore

Explore the power of Electrify

Learn how Electrify can help your lighting business.

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