Systems Integration
Bi-directional integration and automated pipelines connecting ERP, CRM, POS, and RoadMap forecasting software into one source of truth.
Life Sciences
In life sciences, commercial activity lives in Veeva or Salesforce, financial actuals and inventory live in SAP or Oracle ERP, and channel movements arrive via 3PL and specialty pharmacy feeds. We connect these systems and wire them directly into your forecasting platform.
What we factor in
- SAP, Oracle, and NetSuite ERP
- Veeva CRM and Salesforce
- 3PL and specialty distributor systems
- Gross-to-net and finance systems
- RoadMap GPS, GPS 360, and Geneva API
- Post-M&A system consolidation
ERP to RoadMap GPS & GPS 360 integration
SAP, Oracle, and NetSuite connectors
We build automated, bi-directional integrations between your ERP (SAP S/4HANA or ECC, Oracle E-Business Suite or Cloud ERP, NetSuite) and RoadMap GPS or GPS 360, pulling ex-factory shipments, lot inventory, and open orders on schedule.
What it gives you: Keep your planning workspace synced with ERP actuals without manual file exports.
CRM & commercial activity integration
Veeva and Salesforce alignment
Field call activity, target account lists, formulary status updates, and medical-account milestones from Veeva CRM or Salesforce are piped into your planning database and mapped to territory and brand hierarchies.
What it gives you: Measure promotional response and align commercial forecasts with live field execution.
Supply plan & MRP write-back
Approved demand to production planning
Once leadership signs off on the monthly consensus forecast or 3-to-10 year supply plan, our integration formats and pushes time-phased net demand by NDC and packaging site back into your ERP or supply planning module.
What it gives you: Close the loop between commercial forecasting and manufacturing execution automatically.
3PL & serialization hub connectivity
Automated inventory and shipment sync
For emerging biotechs and specialty pharma teams relying on third-party logistics providers, we integrate 3PL ERP extracts directly with your internal finance and forecasting models.
What it gives you: Gain enterprise-grade visibility across outsourced distribution networks.
Gross-to-net & FP&A integration
Connecting unit plans to financial ledgers
We connect unit and patient forecasts in RoadMap GPS 360 with contract management and corporate FP&A systems so gross sales, rebate accruals, and net revenue projections update in lockstep.
What it gives you: Eliminate reconciliation gaps between commercial operations and corporate finance.
Post-acquisition system unification
Multi-ERP master data harmonization
After an acquisition or in-licensing deal, we build an integration layer that maps disparate product codes, customer accounts, and chart-of-accounts structures into one unified planning hierarchy before a full ERP migration completes.
What it gives you: Forecast and report across newly acquired brands immediately after close.
Consumer Goods & Retail
Consumer goods, electronics, and manufacturing teams lose hours every week copying numbers between ERP, CRM, POS portals, and spreadsheets. We connect your operational systems directly to RoadMap forecasting software and automate the data pipelines between them.
What we factor in
- SAP, Oracle, NetSuite, and Dynamics 365
- Salesforce and B2B order portals
- Shopify and ecommerce platforms
- WMS, 3PL, and DRP/MRP modules
- Retailer EDI and POS portals
- Geneva API & TrailBlazer automation
Closed-loop ERP forecasting
Pull history, run Geneva, push replenishment
We build end-to-end pipelines that extract SKU-by-location shipment history and on-hand stock from SAP, NetSuite, Oracle, or Dynamics, run best-fit forecasts in RoadMap GPS or the Geneva API, and write safety stock and reorder quantities back to the ERP.
What it gives you: Turn statistical forecasts into purchase orders and work orders without manual re-keying.
CRM pipeline & quota integration
Salesforce opportunities to demand plans
Key-account promotional commitments, new distribution authorizations, and B2B sales pipeline from Salesforce or HubSpot are integrated alongside statistical baselines so S&OP reviews see committed deals next to historical trends.
What it gives you: Ground sales-forecast overrides and territory quotas in live CRM data.
TrailBlazer & Geneva API embedding
REST API, Python SDK, and webhook integration
For engineering and operations teams with custom internal portals or ERPs, we embed the Geneva Forecasting™ API (averaging under 200 ms per series) directly into your application workflows and database triggers.
What it gives you: Add Oracle-proven statistical forecasting inside the software your planners already use.
Master data synchronization
Automated SKU, BOM, and customer alignment
When new SKUs, bills of materials (BOMs), price lists, or customer ship-to locations are created in the ERP, our integration pipelines propagate those master data updates and like-item mappings into your forecasting environment automatically.
What it gives you: Ensure new launches and active SKUs never drop out of the forecast due to missing master data.
Ecommerce & omnichannel integration
Direct-to-consumer and retail wholesale sync
We unify Shopify or direct-to-consumer order streams with wholesale ERP shipments and 3PL warehouse balances so omnichannel brands forecast total inventory needs across DTC and retail channels together.
What it gives you: Prevent wholesale promotions from starving direct-to-consumer inventory, and vice versa.
Hybrid cloud-to-on-premises bridges
Secure connectors across network boundaries
When your ERP runs on-premises (such as SQL Server or legacy SAP/Oracle) and your CRM or analytics run in the cloud, we deploy encrypted, 2FA-authenticated bridge pipelines that sync both sides safely.
What it gives you: Connect cloud and on-premises systems without exposing internal databases to the public internet.
Closed-loop integration between your ERP, CRM, and forecasting engine
Disconnected planning tools create a familiar bottleneck: analysts export CSVs from the ERP, blend in CRM updates and POS spreadsheets by hand, run forecasts, and then manually key approved numbers back into the ERP for purchasing and production. RoadMap eliminates that manual loop by building dedicated data pipelines and bi-directional connectors between your enterprise stack and our forecasting platforms.
| System Layer | Platforms We Integrate | What Flows In & Out |
|---|---|---|
| ERP & Supply Chain | SAP (S/4HANA, ECC), Oracle (Cloud ERP, E-Business Suite, NetSuite), Microsoft Dynamics 365, Infor, Epicor | In: Shipments, open orders, on-hand inventory, lead times, BOMs, item/customer masters Out: Approved consensus forecasts, safety stock targets, DRP/MRP replenishment plans |
| CRM & Commercial | Salesforce, Veeva CRM, HubSpot, Microsoft Dynamics CRM | In: Key-account commitments, new distribution wins, promotional calendars, field activity, sales quotas Out: Statistical territory baselines, account-level demand projections |
| POS, EDI & Channel Partners | NielsenIQ, Circana, EDI 852/867, specialty pharmacy feeds, Shopify, Amazon Vendor Central | In: Store/account sell-through, wholesaler inventory on hand, distributor dispenses, ecommerce orders |
| RoadMap Forecasting Suite | RoadMap GPS, RoadMap GPS 360, TrailBlazer, Geneva Forecasting™ API & MCP | Automated best-fit statistical baselines, multi-model benchmarks, conformal prediction intervals, and scenario rollups |
Built for both cloud APIs and on-premises databases
Whether an integration calls for modern REST APIs and webhooks, direct SQL Server / Oracle database links, or managed SFTP drop zones with two-factor authentication (2FA) for external partners, we engineer the connector and the underlying data pipeline together:
- Idempotent, fault-tolerant loads: Every sync job is designed to safely re-run without duplicating transactions or overwriting locked planner adjustments.
- Pre-integration quality validation: Master-data mismatches (such as an unrecognized SKU, unmapped customer account, or invalid unit-of-measure) are caught and routed to an exception queue before they reach the forecasting model or ERP write-back.
- Full documentation and ownership: Your IT and operations teams receive complete source-to-target field mappings, credentials management via vault/environment secrets, and operational runbooks.
Frequently asked questions
What is systems integration?
Systems integration connects ERP, CRM, point-of-sale, and demand planning software so commercial, finance, and supply chain teams operate from one source of truth. RoadMap Technologies integrates platforms such as SAP, Oracle, NetSuite, Microsoft Dynamics, Salesforce, and Veeva directly with RoadMap GPS, RoadMap GPS 360, TrailBlazer, and the Geneva Forecasting™ API across cloud and on-premises environments.
Can you integrate RoadMap GPS, TrailBlazer, and the Geneva API directly with our ERP?
Yes. We build automated connectors and pipelines for SAP (S/4HANA and ECC), Oracle (Cloud ERP, E-Business Suite, NetSuite), Microsoft Dynamics 365, and other ERPs to pull historical actuals, open orders, and inventory and write approved forecasts and reorder plans back.
How does CRM data from Salesforce or Veeva fit into the demand forecast?
We integrate key-account promotional commitments, new distribution wins, contract pricing, and field call activity from Salesforce or Veeva into the planning warehouse so planners and econometric models can combine commercial pipeline with shipment baselines.
Can you connect on-premises ERP databases with cloud analytics or CRM platforms?
Yes. We engineer encrypted hybrid bridge pipelines with 2FA authentication and IP allowlisting that synchronize on-premises SQL Server, Oracle, or SAP databases with cloud warehouses and SaaS tools without exposing internal ports.
How do you integrate data across multiple ERPs after an acquisition?
We build a canonical integration and master-data cross-walk layer that harmonizes product codes, customer hierarchies, units of measure, and currencies across the acquired and parent ERPs so leadership gets one consolidated forecast immediately.
Tell us about your data
We route you to the right data engineer, scope the work, and build with security in mind from the first conversation.