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Integration Architecture | ServiceCPQ
Integration Architecture

Connect ServiceCPQ to Your
ERP, CRM & Cloud Infrastructure

RESTful API-first architecture with pre-built connectors for SAP, Oracle, Salesforce and more. One-time master data load, daily delta sync, and real-time transactional APIs — all secured and cloud-agnostic.

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RESTful APIs SAP · Oracle · Dynamics Salesforce · HubSpot AWS · Azure · GCP
System Overview

Three-Layer Integration Architecture

ServiceCPQ sits at the centre of your commercial technology stack — connecting ERP systems for operational data and CRM platforms for opportunity management through a single, unified API layer.

ERP Systems
SAP S/4HANA
ERP · Asset Mgmt
Equipment BOM, material master, pricing conditions, purchase orders
Oracle ERP Cloud
Finance · Supply Chain
Customer master, list prices, supplier data, inventory
Microsoft Dynamics
ERP · Finance
Consumables, cost structures, service order management
─ ─ ─▶ Batch & Delta
◀─ ─ ─ Real-time
ServiceCPQ
Commercial Engine · CPQ · LCC
REST API · AWS Cloud
Core Modules
Opportunity Engine
CPQ Configurator
LCC Modelling
Parts & Kits
◀─ ─ ─▶ Opportunity Sync
CRM Systems
Salesforce CRM
Sales Cloud · Service Cloud
Opportunity stages, quote status, won/lost updates, account data
HubSpot CRM
Sales Hub · Deals
Deal pipeline, contact data, quote linkage, revenue reporting
Custom / Open API
Any REST-compatible CRM
Webhook + REST adapter for any CRM with API access
Data Flows

Four Integration Patterns, One Unified API

Different data has different freshness requirements. ServiceCPQ separates master data, delta sync, real-time transactions, and CRM updates into distinct, optimised integration patterns.

Initial Load

One-Time Master Data Collection from ERP

At go-live, ServiceCPQ performs a full extraction of master data from your ERP — populating the commercial engine with everything it needs to match equipment, price services, and recommend configurations accurately from day one.

  • Equipment BOMMulti-level bill of materials per model and serial number
  • Spare Parts MasterPart numbers, descriptions, supersessions, compatibility data
  • Customer MasterAccount hierarchies, ship-to / bill-to, contract entitlements
  • List Price DataPrice lists, discount schedules, customer-specific pricing
  • Supplier & Consumables DataVendor master, consumable catalogues, procurement costs
📥 Initial Load — ERP → ServiceCPQOne-Time
Equipment BOM
All models · multi-level · serial-linked
← ERP
Spare Parts Master
Part numbers, supersessions, compatibility
← ERP
Customer Master
Accounts, entitlements, hierarchies
← ERP
List Price Data
Price lists, customer pricing, discounts
← ERP
Supplier & Consumables
Vendor master, cost data, catalogues
← ERP
Approach: Bulk API extraction or SFTP file drop. Validated, deduplicated and loaded into ServiceCPQ master data store. Typical completion: 1–3 days depending on volume.
Scheduled Batch

Daily Delta Sync — Keep Master Data Fresh

After the initial load, a scheduled nightly batch captures all changes in your ERP — new parts, updated prices, new customers, revised BOMs — and pushes delta records into ServiceCPQ. No full re-extraction needed.

  • BOM ChangesNew models, revised configurations, superseded parts
  • Price UpdatesList price changes, new promotions, tier revisions
  • New Customers & ContractsNew accounts, revised entitlements, contract updates
  • Parts & Inventory ChangesNew part numbers, obsolescence flags, cost updates
🔄 Delta Batch — Nightly ScheduledDaily
ERP Change Log Extract
Triggered at 02:00 · captures delta since last run
← ERP
Validate & Deduplicate
Schema checks, conflict resolution, audit trail
↔ Internal
Upsert to ServiceCPQ Store
New + changed records merged into master data
← Applied
Re-score Propensity Models
Updated data feeds AI opportunity scoring overnight
← Refresh
Frequency: Nightly batch (configurable). Method: ERP timestamp-based change detection or CDC (Change Data Capture). Alert on failure with automatic retry.
Real-Time

Real-Time CPQ Transactions with ERP

During active quoting and on customer confirmation, ServiceCPQ exchanges data with ERP in real time — checking compatibility, validating pricing, and pushing confirmed orders without manual re-entry.

  • CPQ Configuration PushSend configured service/parts packages to ERP for validation
  • Variant Compatibility CheckLive API call to ERP — confirm part fitment and availability
  • Customer Pricing CheckReal-time lookup of customer-specific pricing from ERP
  • Order Creation on AcceptanceOn quote sign-off, push full BOM order to ERP automatically
  • Material Master & BOM LookupsLive ERP queries for accurate current BOM during configuration
⚡ Real-Time API — CPQ ↔ ERPLive
Variant Compatibility Check
GET /api/compatibility · <200ms response
↔ ERP
Customer Price Lookup
GET /api/pricing/customer · live conditions
← ERP
Material Master / BOM Check
GET /api/bom/{serial} · current structure
← ERP
Order Push on Acceptance
POST /api/orders · full BOM + customer data
→ ERP
Protocol: REST / JSON over HTTPS. Auth: OAuth 2.0 or API Key. Retry on timeout. Async fallback for order creation with webhook confirmation.
CRM Integration

Opportunity-to-Quote Sync with Salesforce & CRM

ServiceCPQ pulls opportunity stage data from CRM, links each opportunity to a detailed, BOM-backed quote, and pushes back status updates — including marking opportunities as Won when the customer accepts the quote.

  • Quote Stage Pull from CRMServiceCPQ reads opportunity stage — qualification, proposal, negotiation
  • Opportunity–Quote LinkageEvery CRM opportunity linked to a detailed ServiceCPQ quote with full BOM
  • Won / Lost UpdateOn quote acceptance, ServiceCPQ marks opportunity as Closed Won in CRM
  • Quote Value Sync to CRMQuote total, product lines, and margin data reflected back in CRM opportunity
🔗 CRM Sync — Salesforce ↔ ServiceCPQBidirectional
Opportunity Stage Pull
GET /opportunities · stage & account data
← CRM
Link to ServiceCPQ Quote
Opportunity ID mapped to detailed BOM quote
↔ Internal
Quote Value Push to CRM
Total value, line items, margin pushed back
→ CRM
Mark Opportunity as Won
PATCH /opportunity/{id} · Closed Won on acceptance
→ CRM
Salesforce: Native REST API + Connected App. HubSpot: v3 API. Others: Webhook adapter. Syncs triggered on stage change or quote status update.
Supported Systems

Pre-Built Connectors & Open API

ServiceCPQ ships with pre-built connectors for the most common enterprise platforms — and an open REST adapter for anything else.

ERP Connectors

Pre-built adapters for SAP S/4HANA, SAP ECC, Oracle ERP Cloud, Microsoft Dynamics 365, and Infor. Bidirectional REST with OAuth 2.0.

SAP S/4HANASAP ECCOracleDynamics 365Infor

CRM Connectors

Native integrations with Salesforce Sales Cloud, HubSpot Sales Hub, and Microsoft Dynamics CRM via REST APIs and webhook events.

SalesforceHubSpotDynamics CRMPipedrive

Cloud & Asset Systems

Deploy on AWS, Azure, or GCP. Integrates with IBM Maximo, IFS, ServiceMax, and Salesforce Field Service for asset maintenance enrichment.

AWSAzureGCPIBM MaximoIFS
Technical Specs

Built for Enterprise Integration Standards

<200ms

Real-Time API Response

Compatibility checks and price lookups return within 200ms. Async order creation with webhook confirmation for heavier payloads.

REST

RESTful JSON API

All integrations use REST over HTTPS with JSON payloads. OpenAPI 3.0 spec provided. OAuth 2.0 and API Key auth supported.

99.9%

Uptime SLA

Integration layer deployed on AWS with multi-AZ failover. Automatic retry with exponential backoff on transient failures.

AES-256

Data Security

All data encrypted in transit (TLS 1.3) and at rest (AES-256). Role-based access control. SOC2 Type II compliant.

Ready to Connect

See ServiceCPQ Integration
in Your Environment

Our integration architects will walk you through a tailored connectivity plan for your ERP, CRM, and cloud infrastructure.

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Contact

Auxentios Technology Solutions Private Limited, HSR Layout, Bangalore

ashok@auxentios.com  contact@servicecpq.com   +91 824 936 0885

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