ERP Integration Guide

Connect your enterprise systems to automatically extract carbon-relevant data from procurement, travel, facilities, and operational processes.

What You'll Learn

  • ERP system identification and access
  • API and database connection setup
  • Data extraction and mapping strategies
  • Carbon data categorization and analysis
  • Automated workflow configuration
  • Data governance and compliance

Prerequisites

Before you start, ensure you have:

System Access Requirements

  • Administrative access to your ERP system
  • API access permissions or database connectivity
  • IT department approval and support

Information Needed

  • ERP system version and deployment type
  • Database schema and table structures
  • Data governance and security policies
1

Identify Your ERP System

We support 15+ major ERP systems with specialized connectors for carbon-relevant data extraction.

SAP

SAP S/4HANA

  • • Materials Management (MM)
  • • Travel & Expense (TRIP)
  • • Plant Maintenance (PM)
  • • Financial Accounting (FI)
OData API
ORA

Oracle Cloud ERP

  • • Procurement Cloud
  • • Expense Management
  • • Supply Chain Management
  • • Project Portfolio Management
REST API
MS

Microsoft Dynamics 365

  • • Finance & Operations
  • • Supply Chain Management
  • • Project Operations
  • • Business Central
Web API
NS

NetSuite

  • • Procurement Management
  • • Expense Management
  • • Manufacturing
  • • CRM & Sales
SuiteTalk API

Additional ERP Systems

Workday

HCM, Financials, Planning

Salesforce

CRM, Sales Cloud, Service

Infor CloudSuite

Manufacturing, Distribution

Epicor ERP

Manufacturing, Supply Chain

Custom or legacy ERP? We can create custom connectors for proprietary systems. Contact us to discuss your specific requirements.

2

Set Up Authentication & Access

SAP

SAP S/4HANA Setup

Create Technical User & Assign Roles

  1. Access SAP GUI or SAP Fiori Launchpad as administrator
  2. Navigate to User Management (SU01)
  3. Create technical user: CARBON_API
  4. Assign the following roles:
- SAP_BC_WEBSERVICE_CONSUMER
- SAP_GATEWAY_BC_SEC_API_READ
- Z_CARBON_DATA_READ (custom role)
- SAP_BC_DWB_ODATA_CONSUMPTION

Enable OData Services

  1. Go to Transaction SICF (Service Activation)
  2. Activate the following services:
/sap/opu/odata/sap/API_BUSINESS_PARTNER/
/sap/opu/odata/sap/API_MATERIAL_DOCUMENT_SRV/
/sap/opu/odata/sap/API_PURCHASING_DOCUMENT_SRV/
/sap/opu/odata/sap/API_EXPENSE_REPORT_SRV/
ORA

Oracle Cloud ERP Setup

Create Integration User

  1. Log into Oracle Identity Cloud Service (IDCS)
  2. Create application user: carbon-integration
  3. Generate client credentials (ID and secret)
  4. Assign job roles and data access privileges:
- Procurement Operations Analyst
- Expense Report User
- Supply Chain Data Steward
- Project Portfolio Analyst

Configure REST API Access

  • • Enable REST services in Setup and Maintenance
  • • Configure OAuth 2.0 scopes for carbon data
  • • Set up rate limiting and monitoring
  • • Test API endpoints with Postman or curl
MS

Microsoft Dynamics 365 Setup

Register Application in Azure AD

  1. Go to Azure Active Directory → App registrations
  2. Create new application: Carbon Recycling Connector
  3. Configure API permissions for Dynamics 365:
- Dynamics CRM.user_impersonation
- Microsoft Graph.User.Read
- PowerBI.Dataset.Read.All (if needed)

Create System User in D365

  1. Navigate to Settings → Security → Users
  2. Create application user linked to Azure AD app
  3. Assign security roles: System Administrator or custom role
  4. Enable API access in user settings
3

Configure Data Mapping & Extraction

Map ERP data fields to carbon accounting categories for comprehensive emissions tracking.

ERP Module Data Points Extracted Carbon Category Emission Scope
Procurement Purchase orders, vendor data, material types, quantities, delivery methods Purchased goods & services Scope 3 - Category 1
Travel & Expense Trip reports, mileage claims, hotel bookings, flight details, car rentals Business travel Scope 3 - Category 6
Facilities Management Utility invoices, lease agreements, maintenance contracts, space allocation Energy consumption Scope 1 & 2
Manufacturing Production orders, material consumption, energy usage, waste generation Direct operations Scope 1 & 3
Fleet Management Vehicle registrations, fuel purchases, maintenance records, mileage logs Company vehicles Scope 1 & 3
Project Management Project costs, resource allocation, contractor expenses, site locations Project emissions Scope 3 - Various

Data Quality & Validation Framework

Completeness Checks
  • • Missing mandatory fields
  • • Data coverage percentage
  • • Historical data gaps
Accuracy Validation
  • • Cross-reference validation
  • • Range and format checks
  • • Business rule compliance
Consistency Monitoring
  • • Duplicate record detection
  • • Unit standardization
  • • Currency conversion
4

Test & Validate Integration

Integration Testing Checklist

Technical Validation

  • API authentication successful
  • Data extraction working correctly
  • Field mapping accuracy verified
  • Error handling functional
  • Performance benchmarks met

Business Validation

  • Sample data matches ERP reports
  • Carbon calculations reasonable
  • Business stakeholder approval
  • Compliance requirements met
  • Data governance policies followed

Sample Integration Test Results

ERP Integration Test Results: SAP S/4HANA Production
✅ Authentication: SUCCESS (Technical user CARBON_API active)
✅ API Connectivity: SUCCESS (OData services responding)
✅ Data Extraction: SUCCESS (247,891 records in last 12 months)
✅ Field Mapping: SUCCESS (96% field coverage achieved)
⚠️  Data Quality: WARNING (3.2% records missing cost center info)

Module Coverage:
- Procurement (MM): 98,432 purchase orders
- Travel & Expense: 1,247 trip reports  
- Facilities (RE): 156 utility invoices
- Manufacturing (PP): 12,087 production orders
- Fleet Management: 234 vehicles tracked

Carbon Footprint Summary:
- Scope 1 Emissions: 1,847.3 tCO2e
- Scope 2 Emissions: 2,156.8 tCO2e
- Scope 3 Emissions: 8,923.1 tCO2e
- Data Quality Score: 94.3/100
5

Set Up Automation & Governance

Automated Data Processing

  • Configure daily incremental data sync
  • Set up automatic data quality checks
  • Enable intelligent exception handling
  • Implement automated carbon calculations
  • Schedule monthly reconciliation reports

Governance & Compliance

  • Establish data lineage tracking
  • Configure access controls and audit logs
  • Set up data retention policies
  • Implement GDPR/privacy compliance
  • Enable business continuity planning

Your ERP Carbon Dashboard Will Show:

Total Emissions
12,927
tCO2e annually
Data Coverage
94.3%
completeness score
Top Category
Scope 3
procurement (68%)
Cost Impact
£1.2M
carbon cost/year

Common Issues & Solutions

ERP API authentication keeps failing

Possible causes:

  • Technical user account locked or expired
  • Insufficient API permissions or role assignments
  • Network firewall blocking API endpoints
  • OAuth token expiration not handled properly

Solutions:

  • Verify technical user status and reset if needed
  • Check and reassign required security roles
  • Whitelist our IP addresses in firewall rules
  • Implement automatic token refresh mechanism
Data extraction returns incomplete records

Possible causes:

  • Database view restrictions or row-level security
  • Missing joins in data extraction queries
  • Field-level access permissions not granted
  • Data archival policies affecting historical records

Solutions:

  • Review and adjust database access permissions
  • Optimize SQL queries with proper table joins
  • Grant field-level read access for carbon data
  • Configure access to archived data tables
Performance issues with large data volumes

Possible causes:

  • Extracting too much data in single API calls
  • Missing database indexes on query fields
  • ERP system under heavy load during business hours
  • Network latency between systems

Solutions:

  • Implement pagination and incremental data loads
  • Create database indexes on frequently queried fields
  • Schedule data extraction during off-peak hours
  • Use compression and optimize network connections
Carbon calculations don't match expectations

Possible causes:

  • Incorrect emission factor assignments
  • Missing or wrong unit conversions
  • Data duplication across multiple modules
  • Currency conversion errors in cost-based calculations

Solutions:

  • Review and validate emission factor database
  • Standardize units and implement conversion functions
  • Create data deduplication rules and processes
  • Implement accurate currency conversion with historical rates

Need Help?

Our ERP integration specialists have deep experience with enterprise systems and carbon accounting requirements.

Contact Support View Documentation