Documentation Index Fetch the complete documentation index at: https://docs-mx.taxo.ws/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Integrate Taxo API with your ERP system to create a seamless flow of tax documents from SAT directly into your enterprise systems. Support for major ERP platforms including SAP, Oracle, Microsoft Dynamics, NetSuite, and custom solutions.
Integration Benefits
Single Source of Truth Centralize all tax documents in your ERP system for unified reporting and analysis.
Automated Workflows Trigger business processes automatically when new documents are available.
Real-time Sync Keep your ERP data current with automatic document synchronization.
Compliance Integration Integrate tax compliance workflows directly into your ERP processes.
Supported ERP Systems
SAP
Oracle
Microsoft Dynamics
Custom Solutions
Integration with SAP ECC, S/4HANA, and SAP Business One through BAPI calls and IDocs. Key Features:
Direct posting to FI/CO modules
Integration with SAP Workflow
Support for multi-company scenarios
Custom ABAP programs for data transformation
Integration with Oracle EBS, Oracle Cloud ERP, and Oracle NetSuite. Key Features:
REST API integration with Oracle Cloud
Direct database integration for on-premise
Support for Oracle Workflow
Integration with Oracle Financials modules
Support for Dynamics 365, Dynamics NAV, and Dynamics GP. Key Features:
Power Platform integration
Business Central extensions
Azure Logic Apps workflows
Power BI reporting integration
Flexible APIs for custom ERP systems and proprietary solutions. Key Features:
RESTful API integration
Webhook notifications
Custom data mapping
Flexible authentication methods
Integration Architecture
Document Extraction
Taxo API extracts documents from SAT based on your configured schedules and filters.
Transformation
Documents are transformed into ERP-compatible formats with proper mapping and validation.
ERP Integration
Processed documents are integrated into your ERP system through appropriate APIs or interfaces.
Workflow Triggers
ERP workflows are triggered for approval, posting, and compliance processes.
Monitoring & Alerts
Integration status is monitored with alerts for failures or exceptions.
Implementation Examples
SAP Integration
Oracle Integration
Dynamics 365
class SAPIntegration {
constructor ( taxoApiKey , sapConfig ) {
this . taxoApiKey = taxoApiKey ;
this . sapConfig = sapConfig ;
this . sapClient = new SAPClient ( sapConfig );
}
async processSATDocuments ( rfc , period ) {
try {
// Extract documents from SAT
const extraction = await this . extractFromSAT ( rfc , period );
// Process each document
for ( const document of extraction . documents ) {
await this . processDocumentToSAP ( document );
}
return { success: true , processed: extraction . documents . length };
} catch ( error ) {
console . error ( 'SAP integration error:' , error );
throw error ;
}
}
async processDocumentToSAP ( document ) {
// Download document from Taxo
const documentData = await this . downloadDocument ( document );
// Transform to SAP format
const sapDocument = this . transformToSAPFormat ( documentData );
// Post to SAP
await this . postToSAP ( sapDocument );
// Update document status
await this . updateDocumentStatus ( document . id , 'POSTED_TO_SAP' );
}
transformToSAPFormat ( taxoDocument ) {
return {
BUKRS: this . sapConfig . companyCode ,
GJAHR: new Date ( taxoDocument . date ). getFullYear (),
BLDAT: taxoDocument . date ,
BLART: this . getDocumentType ( taxoDocument . type ),
XBLNR: taxoDocument . invoiceNumber ,
WAERS: 'MXN' ,
HEADER_TXT: `SAT Document ${ taxoDocument . uuid } ` ,
ACCOUNTGL: this . mapToGLAccount ( taxoDocument ),
CURRENCY: 'MXN' ,
AMT_DOCCUR: taxoDocument . total
};
}
async postToSAP ( sapDocument ) {
const bapi = 'BAPI_ACC_DOCUMENT_POST' ;
const result = await this . sapClient . call ( bapi , {
DOCUMENTHEADER: sapDocument ,
ACCOUNTGL: sapDocument . ACCOUNTGL ,
CURRENCYAMOUNT: [{
ITEMNO_ACC: '001' ,
CURRENCY: sapDocument . WAERS ,
AMT_DOCCUR: sapDocument . AMT_DOCCUR
}]
});
if ( result . RETURN . TYPE === 'E' ) {
throw new Error ( `SAP posting failed: ${ result . RETURN . MESSAGE } ` );
}
return result . OBJ_KEY ;
}
}
Data Mapping Configuration
Configure how SAT document fields map to your ERP system:
{
"fieldMapping" : {
"invoice" : {
"uuid" : "external_document_id" ,
"invoice_number" : "document_number" ,
"date" : "document_date" ,
"supplier_rfc" : "vendor_id" ,
"supplier_name" : "vendor_name" ,
"total" : "gross_amount" ,
"tax_amount" : "tax_total" ,
"currency" : "currency_code"
},
"lineItems" : {
"description" : "line_description" ,
"quantity" : "quantity" ,
"unit_price" : "unit_cost" ,
"amount" : "line_amount" ,
"tax_rate" : "tax_rate"
}
},
"businessRules" : {
"autoApproval" : {
"enabled" : true ,
"maxAmount" : 10000 ,
"trustedVendors" : [ "RFC001" , "RFC002" ]
},
"posting" : {
"autoPost" : false ,
"requiresApproval" : true ,
"defaultGLAccount" : "2100-001"
}
}
}
Best Practices
Implement retry logic for failed integrations
Set up error queues for manual processing
Log all integration attempts for debugging
Provide rollback capabilities for failed transactions
Use secure connections (HTTPS/TLS) for all communications
Implement proper authentication and authorization
Encrypt sensitive data in transit and at rest
Audit all integration activities
Validate data before posting to ERP
Implement duplicate detection logic
Maintain data lineage and audit trails
Set up data quality monitoring and alerts
Monitoring and Alerts
Set up comprehensive monitoring for your ERP integration:
{
"monitoring" : {
"metrics" : [
"documents_processed_per_hour" ,
"integration_success_rate" ,
"average_processing_time" ,
"error_rate_by_type"
],
"alerts" : [
{
"name" : "High Error Rate" ,
"condition" : "error_rate > 5%" ,
"notification" : "email,slack"
},
{
"name" : "Processing Delay" ,
"condition" : "avg_processing_time > 30min" ,
"notification" : "email"
},
{
"name" : "Queue Backup" ,
"condition" : "pending_documents > 100" ,
"notification" : "email,sms"
}
]
}
}
Next Steps
Best Practices Learn production-ready integration patterns and security practices.
Webhook Setup Configure real-time notifications for ERP integration workflows.
Troubleshooting Resolve common ERP integration issues and errors.
Compliance Ensure tax compliance within your ERP workflows.