Integrations
Keep the systems you trust. Connect the work in between.
SmartShopFloor links your CRM, your accounting or ERP system, your shop floor and your customers, so a won sale moves into production and back to invoicing without re-keying.
Choose your system
One connected workflow. A tailored scope for each system.
Each system is different. Accounting packages, full ERPs, specialist fabrication tools and CRMs each support different parts of the workflow, so every page explains what that connection covers.
Accounting & ERP
Smart Shop Floor also works with manufacturers using other business systems, including Epicor, MYOB Greentree, Pronto, SYSPRO and Ease. What can be connected depends on the system and your setup, so we confirm the approach with you during scoping.
Product names and logos belong to their respective owners and identify the software discussed. No partnership or certification is implied.
Don't see your system? Get in touch
Sales to production
From first quote to final dispatch
The typical loop for an ERP connection. What applies to your system is confirmed on each integration page and during scoping.
- 01
Quote
Draft quotes start in your ERP and can be sent from either system.
- 02
Win
Mark the sale won in your ERP or in SmartShopFloor.
- 03
Hand over
The won sale becomes a production job with materials and labour.
- 04
Schedule & make
Work is scheduled and operators execute it on tablets.
- 05
Report back
Timesheets, consumed material, picking and stage progress update the ERP.
- 06
Dispatch
Full dispatch prepares a draft invoice for your team to approve.
Customer Portal
Customers see their quotes, job progress, invoices and production paperwork in one place. Internal drafts stay internal. Learn more
CRM included
With HubSpot, customers and deals connect too, so sales sees the same job story as production. HubSpot integration
Implementation & support
Nothing goes live until you approve it.
Connecting your systems is a managed project, not a switch. We agree the scope, including any additional ERP customisation needed for your sales-to-production handover, then prove it with your own jobs before switching over.
Managed service. Ongoing support covers SmartShopFloor and its agreed integration. Your ERP or CRM vendor continues to support their own product unless agreed otherwise. Service terms are set out in your agreement.
- 01
Scope
Agree the workflow, the records in scope and any ERP customisation.
- 02
Configure
Set up SmartShopFloor and the connection within that agreed scope.
- 03
UAT prepared
Build test scenarios from your own real jobs.
- 04
Tested
Run the full quote-to-dispatch loop end to end.
- 05
Verified
Check results together and resolve anything outstanding.
- 06
Customer approved
Your authorised people sign off readiness.
- 07
Go-live
Switch over only after approval.
- 08
Managed support
Ongoing support for SmartShopFloor and the agreed integration.
We also connect to
Excel spreadsheets
Running orders from Excel? We can connect it without a full ERP.
CAD packages
Get drawings and specifications to the people building the job.
Nesting & cutting software
Feed job information into your cutting workflow.
Other systems
Using something not listed here? Talk to us about what is possible.
FAQs
Integration questions
Which systems does SmartShopFloor connect to?
This section covers Xero, Oracle NetSuite, MYOB Exo, MYOB Acumatica, SAP Business One, STRUMIS and HubSpot. What each connection includes depends on the system, so every page explains its own scope.
Does every system support the same workflow?
No. For example, Xero is accounting software and does not hold production orders, while ERPs such as SAP Business One do. We agree the right scope for your system.
Are invoices sent to customers automatically?
No. Full dispatch prepares a draft invoice in your accounting or ERP system. Your team reviews, approves and sends it.
How does go-live work?
User acceptance testing is prepared, tested and verified with your team. Go-live only happens after you approve it.
Who supports the integration once it is live?
Our managed service covers SmartShopFloor and the agreed integration. Your ERP vendor or partner continues to support the ERP itself unless agreed otherwise.
Workflow
How data moves between systems
- 1Jobs and routings from your ERP or templates
- 2Live shop floor data flows back
- 3Stock adjusted through rolling stocktakes
- 4CAD and nesting data feed the bill of materials
See It in Use
Customer and product evidence
- NetSuite: live dataat 0:26 (opens YouTube in a new tab)
- NetSuite: routing templatesat 1:05 (opens YouTube in a new tab)
- NetSuite: rolling stocktakeat 2:08 (opens YouTube in a new tab)
- Schlam: MYOB Exo, PrimeCut and SolidWorksat 2:13 (opens YouTube in a new tab)
Start with the system you already run.
Tell us what you use today. We will show you how SmartShopFloor connects to it and what a scoped rollout looks like.