Certification ERP integration: connecting scheduling to the systems you run
Certification ERP integration for scheduling: what data flows each way, and how APIs, webhooks and calendar sync keep one version of the truth.
Key takeaways
- Without integration, planners re-key data and versions drift.
- Audits and auditors flow in; allocations and dates flow back.
- The ERP stays the system of record.
Certification ERP integration connects the scheduling engine to the system that holds clients, programmes and auditors, so audits flow in and allocations flow back without re-keying. It uses an API and webhooks, with calendar sync for auditors, and keeps the ERP as the system of record.
What should flow each way
| From ERP to scheduling | From scheduling to ERP |
|---|---|
| Clients, sites and audit programmes | Allocated auditors and teams |
| Auditors and competences | Confirmed dates |
| Audit windows and durations | Changes and their reasons |
| Availability | Status updates |
How the connection works
REST API
Structured data exchange on demand.
Webhooks
Instant updates when something changes.
Ready-made connectors
ScheduleAI has a pre-built Intact integration.
Calendar sync
Bookings land in auditors' Outlook calendars.
Signs integration is missing
- ✓Planners copy audit lists from the ERP into a spreadsheet.
- ✓Confirmed dates are typed back by hand.
- ✓Auditors receive bookings by email, not in their calendar.
- ✓Reports disagree depending on which system they come from.
See the three types of audit scheduling software for how ERPs and allocation engines fit together.
ScheduleAI is the audit scheduling software certification bodies use to plan ISO programmes from stage 1 to recertification.
ScheduleAI connects through a REST API and webhooks, with a pre-built Intact integration and Outlook calendar sync, so audits flow in and allocations flow back without re-keying.
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Why integrate scheduling with the certification ERP?
To avoid re-keying, keep one version of the truth and let allocations flow back automatically.
Does ScheduleAI replace the ERP?
No. The ERP stays the system of record; ScheduleAI decides allocations and writes them back.
Which integrations are available?
A REST API and webhooks, a pre-built Intact integration and Outlook calendar sync, with Google Calendar coming.
Can other ERPs be connected?
Yes, through the API.