Use case
Order to Cash Integration Between Your CRM and ERP
Once a customer has ordered, the order has to reach the ERP, get fulfilled, invoiced and paid, and the sales team needs to see each step. Rapidi moves the order and sends the status back, with no code.
What order to cash covers
Order to cash starts when the order exists. From there, the ERP does the work and the CRM shows the result.
Order into the ERP
A won deal becomes a sales order in the ERP. With HubSpot and Business Central, its line items, discounts and customer data go with it. Nobody keys the same order into both systems.
Fulfilment and order status
The order syncs back to the CRM and keeps syncing through order changes, part delivery, part invoicing and product substitutions.
Invoices
Posted sales invoices and credit memos come back to the CRM, so the account shows what was ordered and what was billed.
Payments
Payments come back as ledger entries or customer transactions, so the account shows balance, payment patterns and overdue amounts.
Who it suits
- Orders are entered in the CRM or a portal, then typed into the ERP again.
- Sales cannot see whether an order has been delivered or invoiced without asking someone.
- Customers ask about an invoice, and the account manager has to call finance.
- Your sales team runs on HubSpot, Salesforce or Dynamics 365 Sales, and finance runs on a Dynamics ERP.
- You want order, invoice and payment status in one place, not in printed reports.
How an order travels
The order goes one way. The status comes back.
- Order to sales order. When a HubSpot deal is marked Closed Won, or an opportunity is won in Salesforce or Dynamics 365 Sales, it goes to the ERP as a sales order.
- Order number back. In Salesforce and Dynamics 365 Finance, the Finance order number is written back to the opportunity.
- Sales order to order. ERP sales orders update the CRM order, so the order number, amount and status show on the company or account.
- Posted invoices. Posted sales invoices, and credit memos where you add them, move from the ERP to the CRM, so sales sees invoice history without asking finance.
- Payments. Ledger entries or customer transactions complete the order to cash loop and surface payment patterns and overdue amounts on the account.
How it works
Each transfer has its own direction and its own schedule.
- Direction per transfer. Orders can sync both ways, and invoices and payments go from the ERP to the CRM. The direction is chosen transfer by transfer.
- Schedules you set. Daily, hourly, every 10 minutes, every minute, or triggered, depending on your subscription level.
- Only new and changed data. Timestamps where tables carry them, and Mirror where they do not, so only new and changed data moves.
- Errors you hear about. Rapidi records every schedule and transfer, with no customer data, and sends an email when a transfer hits an error.
- Fewer double licences. Orders and posted invoices come back to the CRM, so many users do not need a licence for both systems.
Three steps, no developer
- Connect. Choose the CRM and the ERP you want to integrate.
- Configure. Start from the template for your pair and adapt the transfers on screen, field by field.
- Sync. Orders, invoices and payments move automatically, on the schedule you set.
Which CRM and ERP pairs it covers
Rapidi publishes the order to cash flow for these pairs, each with its own template.
HubSpot and Business Central
Won deals become sales orders with line items and discounts. Orders and posted sales invoices come back to HubSpot, with no HubSpot Data Hub subscription needed.
HubSpot and Dynamics 365 Finance
A deal won in HubSpot becomes a sales order in Dynamics 365 Finance, and orders and posted sales invoices come back to the company record.
Dynamics 365 Sales and Business Central
A deal closed in Dynamics 365 Sales becomes a sales order in Business Central. Sales orders, posted invoices and credit memos come back.
Salesforce and Dynamics 365 Finance
A won opportunity becomes a sales order, and posted invoices, credit memos and customer transactions come back to the account.
Order to cash in practice
Dealer orders, delivery dates and invoices
At Kimberley Kampers, an order a dealer enters in the Salesforce portal becomes a sales order in Dynamics NAV. Delivery date and status flow back, then the invoice, and dealers see anything unpaid.
Sales order, invoice, payment
At AdvancED, a sales order from Salesforce reaches Dynamics NAV as an unposted invoice. Finance posts it, and the posted invoice and every payment synchronise back to Salesforce.
100+ orders a day, every 30 minutes
Dutco Tennant sends sales orders from Salesforce to Dynamics 365 Finance and Operations. Invoices, credit notes and ledger entries come back, on a 30 minute schedule.
In their own words
“The partners absolutely love it. In addition to saving a lot of valuable time in the processing of orders, we expect the biggest benefit yet to come, where we get a full insight in our partner channel.”
Managing Director, Kimberley Group
“Having this integration has increased our productivity, both for operations and finance. It has allowed us to keep the accounts cleaner.”
Chief Financial Officer, AdvancED
Order to cash or quote to cash?
Order to cash starts once the order exists. Quote to cash starts earlier, at the quote in the CRM, so it also covers products, prices and the step from quote to order. If your sales team builds quotes in the CRM, look at quote to cash.
Frequently asked questions
What is order to cash integration?
It moves an order from your CRM into your ERP, then brings order status, invoices and payments back to the CRM. The ERP handles fulfilment, invoicing and payment, and sales sees each step.
What happens when a deal is won?
It goes to the ERP as a sales order. In HubSpot and Business Central, that includes the line items, discounts and customer data, so nobody re-keys the order.
Can sales see order status in the CRM?
Yes. ERP sales orders sync back to the CRM, so the order number, amount and status show on the company or account, and changes follow the order.
Do invoices and payments come back to the CRM?
Yes. Posted sales invoices and credit memos come back as invoice history, and payments come back as ledger entries or customer transactions, so the account shows what is overdue.
Which CRM and ERP pairs are covered?
Rapidi publishes the order to cash flow for HubSpot with Business Central and Dynamics 365 Finance, Dynamics 365 Sales with Business Central, and Salesforce with Dynamics 365 Finance, Business Central and NAV.
How is order to cash different from quote to cash?
Order to cash starts once the order exists and follows it through fulfilment, invoicing and payment. Quote to cash starts earlier, at the quote in the CRM, and also covers products and prices.
Last reviewed: 17 September 2026.
Where do your orders get stuck?
Tell us which system takes the order and which one sends the invoice, and we will tell you plainly what the setup involves.