WEBLET and Integral ERP Integration
When an organization manages customers, orders, delivery notes, inventory, and business processes in Integral ERP, but supply, service, and execution take place in the field, a continuous connection is needed between the ERP system and drivers, technicians, and service staff. WEBLET makes it possible to connect Integral ERP to field activity, so that information flows in an organized way, tasks and routes are managed in real time, and statuses, proof of delivery, documents, and execution data return to Integral ERP.
WEBLET makes it possible to connect Integral ERP to field activity, so that relevant information is transferred to execution in an organized way, work results return to the ERP system, and the organization gets an updated and more controlled picture of actual activity.
The integration connects the processes in Integral ERP to work in the field. Orders, customers, items, and tasks move to WEBLET for planning and execution; after the task is completed, execution data returns to Integral ERP — without replacing the ERP system.
The integration between WEBLET and Integral ERP connects the organizational ERP system to the employees carrying out activity in the field.
Instead of managing data in one system and execution in another, a complete workflow can be created, from opening an order, delivery note, or service call, through planning and scheduling activity, to updating execution results back in Integral ERP.
- Transferring orders, delivery notes, service calls, and operational information from Integral ERP to WEBLET.
- Displaying the relevant information to drivers, technicians, and field employees.
- Route planning, delivery lines, task scheduling, and work order management.
- Updating statuses and execution results from the field.
- Returning signatures, photos, documents, execution times, and proof of delivery to Integral ERP.
- Reducing repetitive data entry and manual work between systems.
- Reducing errors and mismatches between ERP information and field execution.
- Creating operational continuity between Integral ERP, activity managers, and field employees.
This way, Integral ERP continues to serve as the organization's ERP system, while WEBLET adds the field activity management layer, planning, scheduling, route optimization, execution, and documentation.
The WEBLET Interface Engine
The WEBLET interface engine makes it possible to connect Integral ERP to field activity, with full adaptation to the organization's work processes.
Through the engine it is possible to define which data will be transferred, which fields will be synced, the direction of information flow, sync frequency, update triggers, and automated workflows.
The WEBLET interface engine makes it possible to connect to ERP systems through a wide range of technologies and integration options. In addition to existing interfaces for ERP, CRM, WMS, and e-commerce platforms, connections can be adapted through APIs, web services, databases, files, and additional integration processes according to the organization's needs.
Every organization has its own data structure, documents, approval processes, and work rules. Therefore, as part of the implementation, the required fields, data transfer directions, sync frequency, permissions, and adjustments needed for the customer's Integral ERP environment are examined. The interface engine shortens the path to building the connection, but does not replace a professional analysis of the business process and the specific Integral ERP environment.
A unique advantage interface engine and AI optimization
WEBLET has a unique advantage arising from the combination of an advanced interface engine with AI-based optimization capabilities for managing field activity.
After information is transferred from Integral ERP to WEBLET, it is not used only to display data to field employees. Customers, orders, inventory, tasks, and additional data can be used for planning delivery lines, route optimization, scheduling drivers and technicians, and field activity control through advanced AI capabilities. This way the organization benefits from an existing ERP system alongside an advanced platform for managing field activity, without needing to replace the ERP system or change existing business processes.
The connection between Integral ERP and WEBLET is especially suitable for organizations where the ERP system manages business data, while a significant part of the activity takes place outside the office, in distribution, service, with technicians, in field sales, in installations, or in managing drivers and a mobile fleet, while business and operational information is managed in the ERP system.
The integration is especially relevant for
- Distribution and logistics companies.
- Manufacturers, importers, and wholesalers.
- Service and maintenance companies / technician operations.
- Installation companies.
- Field sales operations.
- Organizations with delivery lines, pickups and returns, or multiple warehouses and branches.
Suitability is determined by the scope of field activity, process complexity, number of users, and the information that needs to move between systems, not just by the size of the organization.
More than 10 field agents?
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Instead of managing field activity separately from Integral ERP, the integration makes it possible to transfer to WEBLET the information required for execution, manage field activity through it, and then return the work results to Integral ERP.
The process can work as follows
- An order, delivery note, or service call is created in Integral ERP.
- The data is transferred to WEBLET through the interface engine, according to the defined rules.
- WEBLET plans the activity, performs scheduling and optimization, and builds the execution order.
- Employees carry out the tasks using the WEBLET app.
- During the work, statuses, arrival times, signatures, photos, documents, quantities, notes, and additional execution data are collected.
- Execution results, statuses, and documents are returned to Integral ERP according to the defined process.
- The updated information is available for further operational, service, logistics, commercial, or financial handling in the ERP system.
Information transfer can take place in real time, following certain events, or at a predefined frequency, depending on the process, the Integral ERP environment, and the interface structure defined for the organization.
The interface content is determined by the business process, the Integral ERP environment, active modules, permissions, data structure, and the needs of the organization.
In many cases, the following data can be transferred from Integral ERP to WEBLET:
- Customers and contacts.
- Delivery, pickup, and service addresses.
- Customer orders.
- Delivery notes and supply tasks.
- Items, quantities, and packaging units.
- Warehouses, branches, and departure points.
- Time windows and delivery instructions.
- Service calls and technician tasks.
- Pickup and return tasks.
- Assignment to a driver, technician, team, or delivery line.
From WEBLET, according to the defined process, the following information can be returned to Integral ERP:
- Statuses.
- Arrival and completion times.
- Proof of delivery and digital signatures.
- Photos and documents.
- Quantities delivered or collected.
- Reasons for non-delivery or partial execution.
- Field employee notes.
- Location data, exceptions, and collection.
Not every type of information is required by every organization. The purpose of the analysis is to selectively choose the data that supports the actual process, without creating unnecessary or duplicate transfer of information between Integral ERP and WEBLET.
Common use cases
Orders, delivery notes, addresses, time windows, and shipment details are transferred from Integral ERP to WEBLET for route planning, building delivery lines, scheduling drivers, and managing delivery execution with the transportation management system. The driver receives the order of stops and the information required for each delivery. After execution, the delivery status, arrival time, quantities delivered, customer signature, photos, and the POD document can be returned to Integral ERP. This way, a connection is maintained between the order and delivery note in Integral ERP and what actually happened at the delivery point.
When the organization performs goods collection, product returns, equipment exchange, or packaging returns, the task can be transferred from Integral ERP to WEBLET and managed as part of the work route. The field employee can report which items were collected, the actual quantities, the reason for the return, and the condition of the product or equipment. The information is returned to Integral ERP for further handling in inventory, credit, exchange, or the appropriate business process.
A service call or maintenance task opened in Integral ERP can be transferred to WEBLET with the customer's details, address, equipment, fault type, and service level. WEBLET makes it possible to assign the task to a technician within technician management, manage the order of visits, track progress, and document the work in the field. Upon completion of the treatment, the call status, work times, treatment description, parts used, photos, and customer signature can be returned to Integral ERP.
Salespeople working outside the office can receive, via WEBLET, relevant information from Integral ERP, such as customers, products, price lists, commercial terms, and inventory, for field sales activity. During the visit, activity results can be documented, an order can be taken, visit status can be updated, and the data can be returned to Integral ERP for further handling. This way, the work route, the field sale, and documentation of activity at the customer site can be combined, according to the process structure defined by the organization.
More than 10 field agents?
Leave us a WhatsApp message and we'll get back to you with an initial fit check.
Extending capabilities with a B2B portal
The integration does not have to end with a connection between two systems. In many cases, the process can also be extended beyond the organization with WEBLET's B2B portal.
The portal allows customers, suppliers, distributors, agents, and business partners to act independently, including placing orders, viewing documents, tracking statuses, opening requests, and updating information, according to the organization's permissions and work processes.
The portal can serve customers, suppliers, distributors, franchisees, agents, subcontractors, business partners, and even internal users, with permissions and actions defined for each user type.
By integrating with Integral ERP and with field activity, a digital workflow can be created between the organization and the parties that work with it. Customers can place orders and track handling, suppliers can update information, distributors and agents can manage business activity, and partners can receive the data and documents they need.
This way it is possible to extend Integral ERP capabilities, improve service, reduce manual work, and create a digital workflow between the organization, field activity, and the external parties working with it.
Integral ERP manages business information and organizational processes, but it is not designed for managing complex field activity.
WEBLET complements the system and provides a dedicated work environment for planning, optimizing, executing, and controlling field activity.
The connection can provide the organization with:
- Less double data entry and manual work.
- Fewer errors and information transfer issues.
- Continuity from order to execution.
- Delivery line planning and route optimization.
- Better control over distribution and service.
- Real-time execution data from the field.
- Delivery and service documentation.
- Exception handling.
- POD and digital signatures.
- A field employee app.
- Real-time control.
- Faster updates back to Integral ERP.
This way it is possible to extend ERP capabilities and create a complete workflow from the office through to field execution. WEBLET connects Integral ERP more effectively to the people and processes operating outside the office.
Business advantage for the organization
Integral ERP manages the business's ERP processes, while WEBLET manages field activity. Combining the systems makes it possible to create a complete workflow, from an order or service call, through planning and execution, to updating results back in the system.
Instead of information getting stuck in the ERP system or returning from the field late and inconsistently, a connected process can be created in which data moves to execution and returns after completion.
The result is a more transparent, measurable, and controlled workflow, from the creation of the order, task, or service call to the actual completion of execution.
Through the WEBLET interface engine, AI-based optimization capabilities, and complementary solutions such as a B2B portal, it is possible to improve operational efficiency, connect the office to the field, and give the organization better control over all business and operational processes.
Frequently asked questions about integration with Integral ERP
Connecting Integral ERP to field activity
When Integral ERP manages the organization's ERP processes and WEBLET manages the planning, execution, and control of field activity, the integration between them creates a more connected and continuous workflow. The required information flows from Integral ERP to field employees, work results are documented during execution, and the relevant data returns to the ERP system for further handling. This way, the organization improves the control, efficiency, documentation, and up-to-dateness of field activity alongside Integral ERP. We will map out together the information flow, the types of data required, the sync direction, and the business processes, in order to create a complete workflow between Integral ERP and field activity.
WEBLET solutions that work with this integration
- Transportation Management System (TMS)
- Proof of Delivery (POD)
- Route optimization
- Technician management
- Installer management
- Pre-Sale and field orders
- B2B eCommerce
- Drivers and leasing
- Smart Appointment
- ERP, CRM, and organizational systems integration
For more information on connecting WEBLET to organizational systems, see also the main article on the site.