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TEAMSYSTEM INTEGRATION

TeamSystem integration: CRM, e-commerce and apps connected to your ERP

Keep TeamSystem for accounting and compliance, and let website orders and CRM quotes flow into it on their own. Sales staff see each customer’s revenue and overdue invoices without asking the accounts team.

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150
Projects in our portfolio
9 years
In business, since 2017
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IN SHORT

In short

UreTech connects TeamSystem ERPs to CRM, e-commerce, apps and automation, so customers, orders and price lists are entered only once. We use the integration services available for your version, import and export layouts or a connector, chosen after a free review of your data flows. We have already built TeamSystem integrations for client companies, which we do not name for confidentiality.

When TeamSystem works alone

The ERP does its job well. The trouble is everything around it.

Sales working blind

The CRM does not know what the customer bought or whether invoices are overdue: someone has to phone accounts.

Web orders retyped

Website orders are keyed into the ERP again, with mistakes in codes, addresses and VAT rates.

Price lists in spreadsheets

Prices change in TeamSystem but the website and quotes keep the old ones.

Nobody to build it

Your reseller looks after licences and accounting, but connecting other software is not their job.

What we connect to TeamSystem

The flows we are asked for most.

TEAMSYSTEM CRM

CRM and TeamSystem: what sales staff see

The most common request is to see in the CRM what is locked inside the ERP today. For each data type we decide which system is the master, and the others read:

DataMasterWhat the CRM shows
Customer record and VAT numberTeamSystemAlways in sync, no duplicates
Quotes and dealsCRMAn accepted quote becomes an order in the ERP
Orders, delivery notes and invoicesTeamSystemList and amounts, with the document one click away
Overdue and unpaid invoicesTeamSystemRead-only, with a warning before a new quote
Price lists and termsTeamSystemThe customer’s price already applied in the quote

The CRM can be HubSpot or Salesforce, if you already use them, or a custom CRM built around your sales process. The choice depends on how many salespeople you have and how unusual the process is, not on the ERP.

METHOD

How we connect to TeamSystem

TeamSystem has several ERP lines: TeamSystem Enterprise (formerly Alyante), industry editions such as TeamSystem Manufacturing, Fashion and Retail, and long-standing lines still widely installed, such as Gamma and Lynfa. The integration tools differ from one line and version to another. That is why we always start from what your installation offers:

  • The version’s integration services, where enabled: the cleanest route, because the ERP applies its own rules to every document it receives.
  • Scheduled import and export layouts, with consistency checks before every import and a log of rejected records.
  • Read-only database access for dashboards and CRM, only when agreed with whoever runs the installation.
  • Existing connectors, if a maintained one covers your cases: we configure it and build only what is missing.

We work alongside the reseller who manages your licence: they handle accounting setup and updates, we handle the connection. Nothing touches the live ERP until it has been tested on a copy.

E-COMMERCE

E-commerce and TeamSystem: who is master of what

When you connect an online store to TeamSystem there are only a few decisions, but they must be written down before any code. Items are created in TeamSystem with description, variants and VAT rate; the website receives them and adds photos and sales copy. Prices come from the list you choose, which can differ for B2B customers who log in with their own account. Stock is read per warehouse, so you only sell online what sits in the shipping warehouse.

In the other direction, a paid order reaches TeamSystem matched to the existing customer record, or creates one with the correct tax details. Shipping costs, discounts and gift cards become clearly labelled lines, so the accounts team does not have to guess. If an order fails, for example because an item code is missing, it goes into a queue with the reason and you get an alert: no order is lost silently.

How we work

We start from the data flows, not the technology.

1

Free review

TeamSystem version, software to connect, order and document volumes.

2

Flow map and price

Master system per data type, frequencies, edge cases and a price per flow.

3

Build on a copy

Never on the live ERP until tests pass.

4

Acceptance with your data

Real orders, customers and edge cases, checked with accounts and sales.

5

Go-live and support

A log of every step, alerts if a flow stalls, checks at every update.

Technology ecosystem

ERPs and CRMs we integrate

Our partnerships cover websites and e-commerce. Around them sits the rest of the business: ERP, servers, backups and artificial intelligence. For each technology we say exactly what we do: we integrate, design, set up and build.

150
projects in our portfolio
2017
working since
1 day
to reply (working day)

TeamSystem integration FAQ

Yes. The CRM reads customer records, documents and overdue invoices from TeamSystem, and an accepted quote creates the order in the ERP. We use your version’s integration services or scheduled layouts.
Yes, through an integration that syncs customers, orders and invoices. If you have no CRM yet we also look at Odoo CRM or a custom one, depending on how many salespeople will use it.
Yes. Items, prices and stock go from the ERP to the store; orders and customers come back to the ERP. If an existing connector covers your cases, we start from it.
The reseller you already work with, who also handles accounting setup and updates. We build and maintain the connection to your other software, in agreement with them.
It depends on the number of flows and what your version exposes. After the free review you get a written price per flow, plus any connector fee.
A simple flow, such as website orders into the ERP, usually takes a few weeks including testing. Projects with CRM and e-commerce together are done in phases.
With a support plan we check the flows before and after every update and adapt them if anything changes. The log shows straight away if a document did not arrive.

Which software do you want to connect to TeamSystem?

Tell us your TeamSystem line and the other tools. We reply within one working day with the right questions.

  1. Leave your emailEverything else is pre-filled: just tap the areas you care about.
  2. We call you back within one working dayWe book a 30-minute video call, no commitment.
  3. You get a written noteWhat to do, in which order and the likely cost range.

All we need is your email

We write the message from the areas you tap. A person on our team replies.

Check the address: the @ or the domain is missing.

What should we review? Tap one or more areas (optional).

Free and with no commitment. We use your data only to reply: privacy notice.

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We will email you within one working day to book the 30 minutes. If it is urgent, message us on WhatsApp.

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Mon–Fri 9:00–12:30 and 14:00–20:00 (CET).

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