> ## 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.
# ERP Integration
> Connect SAT documents directly to your Enterprise Resource Planning system
## 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
Centralize all tax documents in your ERP system for unified reporting and analysis.
Trigger business processes automatically when new documents are available.
Keep your ERP data current with automatic document synchronization.
Integrate tax compliance workflows directly into your ERP processes.
## Supported ERP Systems
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
Taxo API extracts documents from SAT based on your configured schedules and filters.
Documents are transformed into ERP-compatible formats with proper mapping and validation.
Processed documents are integrated into your ERP system through appropriate APIs or interfaces.
ERP workflows are triggered for approval, posting, and compliance processes.
Integration status is monitored with alerts for failures or exceptions.
## Implementation Examples
```javascript SAP Integration theme={null}
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;
}
}
```
```python Oracle Integration theme={null}
import cx_Oracle
import requests
from datetime import datetime
class OracleIntegration:
def __init__(self, taxo_api_key, oracle_config):
self.taxo_api_key = taxo_api_key
self.oracle_config = oracle_config
self.connection = cx_Oracle.connect(
oracle_config['username'],
oracle_config['password'],
oracle_config['dsn']
)
def process_sat_documents(self, rfc, period):
"""Process SAT documents and integrate with Oracle EBS"""
cursor = self.connection.cursor()
try:
# Extract documents from SAT
extraction = self.extract_from_sat(rfc, period)
# Process each document
processed_count = 0
for document in extraction['documents']:
try:
self.process_document_to_oracle(document, cursor)
processed_count += 1
except Exception as e:
print(f"Error processing document {document['id']}: {e}")
# Log error but continue processing other documents
self.connection.commit()
return {'success': True, 'processed': processed_count}
except Exception as e:
self.connection.rollback()
raise e
finally:
cursor.close()
def process_document_to_oracle(self, document, cursor):
"""Process individual document to Oracle EBS"""
# Download document from Taxo
document_data = self.download_document(document)
# Transform to Oracle format
oracle_invoice = self.transform_to_oracle_format(document_data)
# Insert into Oracle interface tables
self.insert_into_ap_interface(oracle_invoice, cursor)
# Run Oracle import program
self.run_payables_import(cursor)
def transform_to_oracle_format(self, taxo_document):
"""Transform Taxo document to Oracle AP interface format"""
return {
'invoice_num': taxo_document['invoice_number'],
'invoice_date': datetime.strptime(taxo_document['date'], '%Y-%m-%d'),
'vendor_num': taxo_document['supplier_rfc'],
'invoice_amount': float(taxo_document['total']),
'invoice_currency_code': 'MXN',
'payment_currency_code': 'MXN',
'description': f"SAT Document {taxo_document['uuid']}",
'org_id': self.oracle_config['org_id'],
'source': 'TAXO_SAT_INTEGRATION'
}
def insert_into_ap_interface(self, oracle_invoice, cursor):
"""Insert invoice into Oracle AP interface table"""
insert_sql = """
INSERT INTO ap_invoices_interface (
invoice_num,
invoice_date,
vendor_num,
invoice_amount,
invoice_currency_code,
payment_currency_code,
description,
org_id,
source,
created_by,
creation_date
) VALUES (
:invoice_num,
:invoice_date,
:vendor_num,
:invoice_amount,
:invoice_currency_code,
:payment_currency_code,
:description,
:org_id,
:source,
:created_by,
SYSDATE
)
"""
cursor.execute(insert_sql, {
**oracle_invoice,
'created_by': self.oracle_config['user_id']
})
def run_payables_import(self, cursor):
"""Run Oracle Payables Import concurrent program"""
# Submit concurrent program
submit_sql = """
BEGIN
fnd_request.submit_request(
application => 'SQLAP',
program => 'APXIIMPT',
description => 'Payables Import - SAT Integration',
start_time => SYSDATE,
sub_request => FALSE,
argument1 => :org_id,
argument2 => 'TAXO_SAT_INTEGRATION',
argument3 => NULL,
argument4 => NULL,
argument5 => 'N'
);
END;
"""
cursor.execute(submit_sql, {'org_id': self.oracle_config['org_id']})
```
```csharp Dynamics 365 theme={null}
using System;
using System.Net.Http;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Tooling.Connector;
public class DynamicsIntegration
{
private readonly string _taxoApiKey;
private readonly IOrganizationService _dynamicsService;
private readonly HttpClient _httpClient;
public DynamicsIntegration(string taxoApiKey, string dynamicsConnectionString)
{
_taxoApiKey = taxoApiKey;
_dynamicsService = new CrmServiceClient(dynamicsConnectionString).OrganizationWebProxyClient;
_httpClient = new HttpClient();
_httpClient.DefaultRequestHeaders.Add("Authorization", $"Bearer {_taxoApiKey}");
}
public async Task ProcessSATDocuments(string rfc, Period period)
{
try
{
// Extract documents from SAT
var extraction = await ExtractFromSAT(rfc, period);
int processedCount = 0;
foreach (var document in extraction.Documents)
{
await ProcessDocumentToDynamics(document);
processedCount++;
}
return new ProcessResult { Success = true, ProcessedCount = processedCount };
}
catch (Exception ex)
{
throw new Exception($"Dynamics integration error: {ex.Message}", ex);
}
}
private async Task ProcessDocumentToDynamics(Document document)
{
// Download document from Taxo
var documentData = await DownloadDocument(document);
// Create vendor invoice in Dynamics
var invoice = new Entity("invoice");
invoice["name"] = documentData.InvoiceNumber;
invoice["invoicedate"] = DateTime.Parse(documentData.Date);
invoice["totalamount"] = new Money(decimal.Parse(documentData.Total));
invoice["transactioncurrencyid"] = GetCurrencyReference("MXN");
invoice["description"] = $"SAT Document {documentData.UUID}";
// Set vendor
invoice["customerid"] = GetVendorReference(documentData.SupplierRFC);
// Create invoice
var invoiceId = _dynamicsService.Create(invoice);
// Create invoice line items
await CreateInvoiceLineItems(invoiceId, documentData.LineItems);
// Update document status
await UpdateDocumentStatus(document.Id, "POSTED_TO_DYNAMICS");
}
private async Task CreateInvoiceLineItems(Guid invoiceId, List lineItems)
{
foreach (var lineItem in lineItems)
{
var invoiceLine = new Entity("invoicedetail");
invoiceLine["invoiceid"] = new EntityReference("invoice", invoiceId);
invoiceLine["productdescription"] = lineItem.Description;
invoiceLine["quantity"] = decimal.Parse(lineItem.Quantity);
invoiceLine["priceperunit"] = new Money(decimal.Parse(lineItem.UnitPrice));
invoiceLine["baseamount"] = new Money(decimal.Parse(lineItem.Amount));
_dynamicsService.Create(invoiceLine);
}
}
}
```
## Data Mapping Configuration
Configure how SAT document fields map to your ERP system:
```json theme={null}
{
"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
* Process documents in batches during off-peak hours
* Use parallel processing for large volumes
* Implement caching for frequently accessed data
* Monitor performance metrics and optimize bottlenecks
* 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:
```json theme={null}
{
"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
Learn production-ready integration patterns and security practices.
Configure real-time notifications for ERP integration workflows.
Resolve common ERP integration issues and errors.
Ensure tax compliance within your ERP workflows.