- Yes. Custom software connects to the CRM, ERP, email and archives, both to read data and to write it.
- The simplest way is the API the system provides; without one, you use scheduled file exchanges or read the database directly, with more work and more checks.
- Each connection is decided in writing: which data moves, in which direction, how often, and what happens if one of the two systems is down.
- An old ERP without an API does not block the project, but it raises the cost.
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Three ways to connect two systems
The choice depends on what the existing system offers.
- Through the API: the ERP offers official access to its data. It is the most stable way and usually the fastest.
- Through scheduled files: the ERP exports, the software reads. It works with old systems too, but data arrives late.
- Reading the database: data is taken where it is stored. Agree it with whoever maintains the ERP, because an update on their side can break the connection.
What to decide first
Each piece of data needs one source. If customer records live in the CRM, the software reads them there and does not keep a copy to update by hand.
Reading from the ERP is low risk. Writing to it, for example opening an order, needs rules on who may do it and more testing. Decide too what the software does when a connection does not respond: retry, alert someone or stop.
How Yempik works
We connect new tools to the CRM, ERP and archives already in use, and we test the connections on failed requests too. A system with a standard API connects quickly; an older system or a custom integration takes more work, and we say so in the quote.
More questions
Does the ERP vendor have to agree?
Using the API usually needs only an account or licence; reading the database is best agreed with them. Some vendors charge for API access, so ask before the quote.
Can an AI agent be connected too?
Yes, in the same way. On top of that you decide what the agent may do alone and what must go through a person.
Answer edited by Raffaele Zarrelli, co-founder of Yempik, written with Claude. Prices, timelines and cases are the ones Yempik publishes; this page was last updated on 8 November 2026.
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