Api integration to external ERP

I have a few questions about smartest solution regarding integration with our ERP system, which we use for invoicing and financials.

There is no native integration for our ERP system in Wrike, so we will have to use API.

We have though of a layered project numbering structure:

[Project (eg. «1495»] (folder)

[Order (eg. «8990»] (folder)

{Serial nr. (eg. «10650»} (project)

Task1
Task2

Tasks are same for all projects/serial nrs.

One project nr. can have several order folders, one order folder can have several serial numbers. Orders/Projects are also linked to clients.

All forms of numbers are created in the ERP system, and assigned accordingly.

To make the best out of the functionality in Wrike, what is the best solution?

Use request forms for either «New project», «New order» or «new serial number», and create forder structure using blueprints, and assign placeholder folder names, while calling the ERP API to create all projects/orders/serial numbers with invoicing lines there, and return the numbers to Wrike, and automatically rename the folder structure.
Create the projects/orders/serial numbers in our ERP, then use the Wrike API to create folder structure from Blueprint, and rename folders/projects accordingly.

Open to other ideas as well, on how to best structure our project management.

I appreciate all feedback and thoughts on how to automate this.

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Comments

ChoongSeng Chen

Option #2 is more appropriate, as these are financial data, which should be transactional, and your ERP would be able to better enforce those financial compliance requirement better than having those in Wrike, which essentially is targeted for Workflow and Collaboration at best.

Just my 2 cents, hope it helps.

Alex Chan

Agreed with ChoongSeng for Option 2, Wrike API to create folder / projects accordingly with accss control as well, then using API for creating project from blueprint (serial number with the tasks 1,2,3...) and rename the project. Wrike request form is not good at generating folder structure or having business rules applied, eg. there is no checking on if the folder / project with existing name already exists, it will just blindly create the folders and may cause more problem on the operational side.