By connecting an ERP system, you can make inspection, production or maintenance orders accessible to your employees on the shopfloor without having to create them manually. This is a key integration issue when it comes to transferring order data from a leading system and assigning work content in the form of linked documents. Captured data or reports can finally be returned as a PDF or structured data set.

Depending on the exact use case, the existing infrastructure and the existing license package on the customer side, integration can be implemented in different ways. Either various events are responded to using webhooks or the data is regularly queried directly via the Operations1 REST API:

An application or script is required between the ERP system and Operations1 to perform data mapping and make the REST API calls. This can be done in the cloud (e.g. using PowerAutomate) or in the local infrastructure. At the interface to Operations1, header data for the order (order title, order number, description, start and due date, ...) and identifiers (IDs or classifications) must be transferred to assign the relevant documents, i.e. work content on the Operations1 platform. This data is used for the complete reflection of the orders from the leading system in Operations1 as well as a later return and storage of the reports.

If you are interested in an implementation, simply contact our Service & Support Team. In most cases, the involvement of our experts and IT is necessary.