ERP & Finance
Verified transactions, refunds and master data
The ERP holds the numbers finance trusts. Managed connectors for SAP S/4HANA and Microsoft Dynamics 365 bring verified sales orders, credit-memo claw-backs and your store, member and product-catalog master data onto the verified member — so points, tiers and next-best-actions run on the same figures your business closes its books on.
What lands on the member
The data this brings — and what it powers.
Sales orders → points
The order's net total earns points by your program rules; the ERP's own process status decides when an order is awardable.
Credit memos / returns → claw-back
A returns order or credit memo reverses the points, anchored to the original document it references.
Master data → catalog & members
Store, member and full product-catalog master data upsert by your own system's ID — idempotent, so re-sending never duplicates.
Incremental reconcile
Re-sync only what changed since last night with an updated-since watermark — incremental, not a full reload.
Loyalty runs on finance-grade transactions, not a marketing best-guess.
In this category
ERP & Finance systems.
Managed connectors are configured in-app and open to a detail page. Native connectors and API integrations land on the same verified member through the same governed pipe.
SAP S/4HANA →
Managed connector
Managed connector · fixture-validated — sales orders, business partners and product master via OData.
Microsoft Dynamics 365 →
Managed connector
Managed connector · fixture-validated — sales orders and customers (CE validated, F&O scaffolded).
Whichever path a system uses, it runs on one governed API — matched to the right member, harmless to retry, and locked to your data. See the developer guide →
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