This documentation discusses everything specific to ERP Connector version 2.0.0 - 7.6.4. Please go to this documentation for the ERP Connector version >= 8.0.0 and read the Add-on's FAQ for more general questions about add-ons.

ERP Connector

Lime Technologies provides a standardized integration between Lime CRM and a number of ERP systems, which makes it possible to easily add new customers from Lime CRM to the ERP system and then synchronize invoices and invoice rows from the ERP system to Lime CRM.

Features

A brief summary of what the integration can do for you:

  • Migrate all customers from ERP to Lime CRM
  • Send and create a customer from Lime CRM to ERP (From the Web Client it is only possible if cloud based ERP)
  • Update customers in ERP with contact information from Lime CRM (From the Web Client it is only possible if cloud based ERP)
  • Show invoices and invoice rows from ERP in Lime CRM
  • (Desktop Client only) Compare the paid invoices month to month during the last 5 years in a nice graph for each customer in Lime CRM

Supported ERP Systems

The following ERP systems are currently supported by the ERP Connector:

  • Visma Administration
  • Visma Business
  • Microsoft Dynamics NAV
  • Fortnox
  • e-conomic
  • Visma.Net
  • Björn Lundén Administration
  • Microsoft Dynamics 365 Business Central (if run on-premise: Follow requirements and preparations for NAV instead)
  • Power Office Go
  • Visma eEkonomi
  • Exact Online
  • Uniconta
  • Tripletex

Lime CRM Client

All ERP systems are supported in the Lime CRM Desktop Client. For the Lime CRM Web Client everything in the integration is possible except sending new or updated customers to on-premise ERP systems.