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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

  1. Identify how the ERP or CRM exchanges data: REST API, SOAP, or another external service.
  2. Open Integration and select the documentation section that matches that interface.
  3. For a RESTful API, continue with REST API.
  4. 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.

See also