ERP for Looker

AI Powered integration with expert operators

Strategic pressure mounts when leadership can no longer trust the numbers in Looker because they do not match the ERP ledger. At lower volumes, these discrepancies are often ignored, but at scale, they become reconciliation gaps that delay the month-end close. This integration is for high-volume merchants where data latency between the ERP and BI layer slows down decision-making. We move beyond simple data fetching to ensure Looker reflects the true financial state of your ERP.

Castore
Lounge
Oliver Bonas
Green People
Tatty Devine
Cult
Intelligent Consulting

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Detailed Solution Design

For this ERP and Looker integration, we establish the ERP as the definitive source for financial postings and order history. The design typically prioritises structured batch extractions for heavy financial data to protect ERP performance, while using incremental updates for high-visibility operational metrics. A key trade-off involves data latency: while high-frequency sync is possible, we often recommend defined schedules to ensure complex financial logic is fully processed in the ERP before surfacing in Looker. This prevents decision-makers from acting on unverified or incomplete figures. The design secures a model where finance conducts month-end closes from the ERP while the management team uses Looker for strategic planning, both confident they are viewing the same verified dataset.

Integration

The integration maps ERP financial structures into Looker, ensuring dimensions like cost centres and SKU-level margins remain consistent. Data integrity is maintained by validating record counts between the ERP transactional tables and your data warehouse at defined triggers. Instead of simple surface-level reporting, we focus on operational nuances like handling partial fulfilments and returns logic that can otherwise distort margins. Monitoring is embedded to detect issues early, alerting the team if the ERP ledger begins to drift from the modelled data viewed by stakeholders.

Smooth Integration

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Visibility

Standard dashboards often show clean visualisations while underlying sync failures or mapping errors go unnoticed. We provide a layer of operational intelligence that surfaces these hidden issues, such as gaps between ERP inventory levels and BI snapshots. When a sync fails or mapping logic breaks due to a change in the ERP chart of accounts, our platform provides an alert. This ensures leadership is not making strategic decisions based on a view that has quietly fallen behind the actual financial position of the company.

Training

Finance, operations, and analytics teams must align on data ownership boundaries to maintain trust. We hand over an operating model that defines the ERP as the source of truth and explains how Looker models that data. Your team will learn what to check to prevent reconciliation debt and how to respond if the sync between the ERP and your data warehouse drifts. Documentation is written for the operators running the business, not as a technical reference. It ensures your team knows who owns each exception type, from unmapped codes to orphaned records.

Support

Ongoing support focuses on preventing operational drift between your ERP financials and Looker visualisations. We monitor for failed syncs and record mismatches, escalating issues before they impact the month-end close. When a change in ERP configuration or a new operational workflow impacts the data flow, we provide the expertise to adjust the architecture. This proactive ownership means your internal teams can focus on analysing data rather than debugging the pipelines carrying it.

Integration operating model

In this operating model, the ERP remains the authoritative source for all financial transactions, SKUs, and inventory levels. Looker acts as the consumption layer, accessing transactional data to transform it into business intelligence. Data flows move from the ERP to Looker on a defined schedule to protect ERP performance. This ensures that when an order is fulfilled or an inventory adjustment is made in the ERP, the impact is visible in Looker within an agreed window, maintaining a clear ownership boundary.

Common failures

When the integration is not properly tuned, the first casualty is financial trust. One common failure is the join fanned-out revenue total. This occurs in Looker when ERP order headers are joined to line items without using primary key symmetric aggregates, effectively multiplying reported sales figures and creating misleading margins. Another breakdown is settlement drift, where Looker reporting periods diverge from the ERP general ledger. If Looker persistent derived tables (PDTs) fail to rebuild due to permission gaps in the ERP database, executive dashboards display stale inventory and financial metrics. This creates a financial trust boundary where the finance team abandons the BI tool to manually re-verify data in the ERP, re-introducing the manual reconciliation debt the integration was meant to solve.

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