ERP and CRM Integration
This page was created by Wikiadmin on 2026-07-29. Last edited by Wikiadmin on 2026-07-29.
You can connect an ERP or CRM system to an MDriven application by using APIs, data import and export, or authentication integration; this page helps developers choose the relevant documentation path.
Choose an integration approach
MDriven integration documentation is organized by the technical connection you need. For example, if your CRM provides a REST endpoint for customer data, start with REST API guidance.
| Your integration need | Start here | Example |
|---|---|---|
| Connect to an ERP or CRM API | Integration and REST API | Read customer data from a CRM RESTful API or exchange order data with an ERP API. |
| Connect a user identity provider | Integration | Use OpenID Connect, OAuth2, Azure AD, single sign-on, ASP.NET Identity, or header-based authentication for users who access the integrated application. |
| Add integration behavior to an application model | MDriven Designer | Model the business data and use a ViewModel as part of the application interaction. |
Start with the system interface
- Identify how the ERP or CRM exchanges data: REST API, SOAP, or another external service.
- Open Integration and select the documentation section that matches that interface.
- For a RESTful API, continue with REST API.
- If users must sign in through an external identity provider, select the relevant authentication topic in Integration.
Integration examples
- CRM customer synchronization: If the CRM provides customer information through a RESTful API, use the REST API path. Model the customer data in MDriven Designer and define how the application uses that data.
- ERP or CRM access with single sign-on: If users authenticate through Azure AD or another identity provider, use the Authentication & Security Integration section in Integration.
