Merlin ERP Integration

Section: Integrations & AI
URL: /admin/merlin_erp/merlinerp/sync
Page title: Merlin ERP

Overview

Merlin ERP integration synchronises financial and inventory data between CRMConnect and the Merlin ERP system. Supports bidirectional sync of invoices, payments, and stock levels.

Business value

Keeps CRM and ERP data in sync without double-entry — invoices issued in CRM appear in Merlin ERP and vice versa.

• Who uses it: Finance, accounting, IT administrators
• Key benefit: Single source of truth across CRM and ERP without manual exports

Accessing this module

/admin/merlin_erp/merlinerp/sync

Common actions

1. Configure connection — enter Merlin ERP API endpoint and credentials.
2. Run sync — push/pull invoices, payments, or inventory.
3. View sync log — check status and errors for each synced record.
4. Schedule automatic sync — configure sync interval via cron settings.

Source: crm-connect-main/app/modules/merlin_erp