How do automation solutions integrate with existing ERP and CRM systems?

Through APIs, pre-built connectors, or screen automation, depending on what your systems support.

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APIs are the preferred method. Modern systems like Salesforce, Dynamics, and SAP S/4HANA expose APIs for reading and writing data programmatically. This is fast, reliable, and auditable. For SAP specifically, integration happens via RFC or REST APIs depending on your version.

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Pre-built connectors speed things up further. Power Automate includes 1,000+ connectors for common systems. UiPath's marketplace provides additional integrations. These reduce development time significantly for standard platforms.

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Screen automation is the fallback for legacy systems without API access. The bot logs in and navigates the interface as a human would. It's slower and more fragile, but works when no other option exists. We treat it as a bridge until API access becomes available.

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Roborana designs integration architecture during the strategy phase. We audit your systems, identify the best integration path for each, and set up secure service accounts with restricted permissions. Data validation prevents bad data from flowing into your system of record: every extracted value is checked before it's written. Transaction logging and daily reconciliation ensure nothing gets lost.