TMS and ERP Integration: How to Connect a Transport System with Accounting?

Many transport and freight forwarding companies simultaneously use a TMS for operations and an ERP for accounting and finance. Without integration, data must be manually re-entered between systems, wasting time, introducing errors and risking inconsistencies.

TMS and ERP integration eliminates double data entry. An order closed in the TMS automatically generates an invoice in the ERP, and payments recorded in the ERP are visible in the TMS against the relevant order.

What is synchronised between a TMS and an ERP?

Sales invoices

Invoices issued in the TMS synchronise with the ERP without manual re-entry

Counterparties

Shared client and carrier database between systems, changes synchronise automatically

Payment statuses

Payment status from the ERP visible in the TMS against the order: always know what has been paid

Operational costs

Fleet and order costs from the TMS feed financial analytics in the ERP

KSeF

E-invoices validated in the TMS pass through KSeF and land in the ERP

Popular ERP systems in Polish transport companies

• Comarch ERP Optima / XL / Altum: most commonly used in Poland
• Microsoft Dynamics 365: growing popularity in transport

How does Sokar Logistics integrate with an ERP?

Sokar Logistics offers three layers of ERP integration, tailored to the size of the company and its technical architecture:

1. 1REST API: two-way real-time data synchronisation (webhook + polling). Recommended for companies with high operation volumes and complex IT infrastructure.
2. 2File import/export: CSV, XLSX, XML. Quick to launch without changes to the existing ERP system. Ideal as a starting point for integration.
3. 3Dedicated connectors: ready-made integrations, e.g. for Comarch. Pre-configured field mappings with support for the specifics of each system.

How to plan a TMS and ERP integration project?

1. 1Map the data flow: which data must be shared and in which direction does it flow?
2. 2Define synchronisation frequency: real-time (webhook) or batch (e.g. once daily)?
3. 3Agree on data formats and structures with the IT department or ERP vendor
4. 4Run tests in the test environment before launching production
5. 5Establish procedures for handling synchronisation errors and data conflicts

TMS integration with GPS and freight exchanges

Beyond ERP, Sokar Logistics integrates with GPS systems (real-time vehicle tracking, geofencing) and freight exchanges: Trans.eu and TimoCom.

• GPS / FMS: vehicle tracking, CAN-BUS diagnostics, geofencing alerts
• Trans.eu, TimoCom: automatic retrieval and publication of transport offers
• GPS systems: Teltonika, Webfleet, OmniComm and others