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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 Architecture

1

Document Extraction

Taxo API extracts documents from SAT based on your configured schedules and filters.
2

Transformation

Documents are transformed into ERP-compatible formats with proper mapping and validation.
3

ERP Integration

Processed documents are integrated into your ERP system through appropriate APIs or interfaces.
4

Workflow Triggers

ERP workflows are triggered for approval, posting, and compliance processes.
5

Monitoring & Alerts

Integration status is monitored with alerts for failures or exceptions.

Implementation Examples

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
  • 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:
{
  "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