ERP Integration Checklist: What to Do Before You Start Your Project
If your business is ready to connect data, streamline operations, and eliminate silos, ERP integration is your next big step. But before you jump in, there’s one thing every successful implementation needs — a solid ERP integration checklist.
Integrating ERP into your business ecosystem can be complex, but with the right plan and partner, it becomes a seamless transformation. In this guide, we’ll walk you through what to do before you start your ERP integration project, including preparation tips, common pitfalls, and best practices for success.
What Is ERP Integration?
ERP integration connects your enterprise resource planning system with other business applications — such as CRM, eCommerce, finance, or HR tools — to create a single source of truth across your organisation.
With successful integration, data flows automatically between systems, enabling better visibility, accuracy, and decision-making.
Whether you’re integrating Microsoft Dynamics 365 Business Central, SAP, or another ERP system, the process requires clear objectives, data planning, and technical readiness.
Why Planning ERP Integration Matters
Without preparation, even the most powerful ERP systems can fall short. An effective ERP project preparation phase ensures smoother rollout, reduces data loss risks, and helps your teams adapt faster.
That’s where an ERP integration checklist comes in — it’s your blueprint for a smooth transition.
Step-by-Step ERP Integration Checklist
Before you start your project, review this ERP integration guide to set yourself up for success:
1. Define Clear Business Goals
Know what you want your ERP integration to achieve. Is it better financial reporting? Unified customer data? Faster order processing? Defining measurable outcomes ensures alignment between departments.
2. Identify Integration Requirements
Every company has unique needs. Document all your ERP integration requirements — data sources, APIs, systems to be connected, and data flow rules.
3. Choose the Right Integration Approach
There are multiple ERP integration steps — from point-to-point connections to middleware or API-based solutions. The right approach depends on your system complexity, scalability needs, and budget.
4. Audit and Clean Your Data
Data quality is critical. Before integration, perform a detailed data audit to remove duplicates, fill gaps, and align formats. This prevents post-integration issues down the road.
5. Prepare Your Teams
Successful ERP adoption isn’t just technical — it’s cultural. Include key stakeholders early, conduct training, and ensure that every team understands the changes ahead.
6. Test Before Going Live
Testing validates that your system integrations work properly and your data flows accurately. Create test cases based on real-world scenarios.
7. Plan for Post-Go-Live Support
Once live, continuous optimisation is key. Monitor performance, fix issues quickly, and adapt as your business evolves.
ERP Integration Best Practices
To ensure your project runs smoothly, follow these ERP integration best practices:
- Involve cross-functional teams early in planning.
- Keep communication transparent between IT and business users.
- Select integration tools that support automation and scalability.
- Prioritise cybersecurity and compliance from day one.
- Document every step for easier troubleshooting and audits.
How to Plan ERP Integration with the Right Partner
If you’re unsure how to plan ERP integration effectively, partnering with an expert helps minimise risk and accelerate deployment.
At Dynamics Square, we specialise in Microsoft Dynamics 365 and Business Central implementations, helping UK businesses connect systems and scale confidently.
From initial planning to go-live support, our consultants guide you through every stage of your ERP implementation checklist, ensuring that your integration delivers measurable results.
Ready to Start Your ERP Integration Project?
Don’t leave your ERP success to chance. Whether you need help defining your integration requirements or ensuring your system is ready for automation — we’re here to help.
👉 Contact Dynamics Square today to discuss your ERP integration goals and get a free consultation on how we can help unify your operations.
Final Thoughts
Starting an ERP integration project is a major step toward digital transformation. With a strong ERP integration checklist, proven best practices, and the right partner by your side, your business can achieve the connected, efficient future it deserves.