How ClaimDS connects to your ERP
ClaimDS connects to your ERP through Excel — you export your data, upload it, and reconcile back. There's no live API sync, so it works with any ERP.
A natural first question when you adopt ClaimDS is "how does it talk to my ERP?" The honest, simple answer: through Excel. You export data from your ERP, upload it to ClaimDS, and reconcile the results back. There's no live, real-time connection — and that's a deliberate choice.
The model — export, upload, reconcile
ClaimDS doesn't plug directly into Tally, SAP, BUSY, Oracle or any specific ERP. Instead:
- You export the data you need — invoices, customers, materials — from your ERP.
- You fit it into the ClaimDS Excel template and upload it.
- ClaimDS validates it, you confirm, and it's in.
- Settlement results — credit notes, statements — you take back to your ERP.
Why Excel, not a live connector
Because there's no proprietary integration, ClaimDS works with any ERP — or none at all. A distributor on SAP and one on a spreadsheet use the same upload. You stay in control of exactly what data crosses over and when, there's nothing to break when your ERP upgrades, and every load is reviewed before it commits. ClaimDS doesn't read your ERP's native format; you convert it to the common template once, and from then on it's routine.
What this means in practice
Most teams settle into a rhythm — export and upload invoices daily or weekly, keep master data in step as it changes, and reconcile at period close. See upload data from Excel for the mechanics and integration setup best practices for how to set it up well.
Related
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.