Connected with key accounting platforms.
“The interface with Xero and QuickBooks is great, and the team behind the platform is very reactive to new requests and improvements.”
Integrations
Bakery software that plays nicely with the rest of your stack
Streamline ERP integrations help order-driven production and distribution businesses connect accounting, ecommerce, online ordering, EDI-ready workflows, route optimization, and delivery operations without duplicating data across disconnected systems.
Overview
Connect the tools your bakery already uses.
Streamline connects the systems that sit around your ERP: accounting software, ecommerce stores, customer-facing ordering, EDI-ready order intake, route optimization, and delivery tools. The goal is simple: keep orders, items, customers, invoices, payments, production, and distribution working from the same operational data.
In short: Streamline ERP integrations support QuickBooks Online, Xero, Shopify, Boomerang, EDI-ready workflows, Detrack, and OptimoRoute so production and distribution teams can reduce duplicate data entry and keep accounting, ecommerce, and delivery workflows aligned.
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Accounting software integration
Connect finance workflows with QuickBooks Online or Xero to support invoice export, credit export, customer and item records, and payment updates.
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Ecommerce integration
Use Shopify or Boomerang to connect online orders with Streamline items, customers, production, inventory, and fulfillment workflows.
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EDI ready
Support structured customer ordering workflows for larger customers and procurement systems that require clean data exchange.
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Route optimization
Connect delivery workflows with OptimoRoute and Detrack so routes, packing, invoices, and dispatch can stay organized around delivery order.
QuickBooks Online Integration
Connect Streamline ERP with QuickBooks Online.
The QuickBooks Online integration connects Streamline finance workflows through the QuickBooks Dashboard. Use it to pair existing records, export records created in Streamline, import records created in QuickBooks Online, export published invoices and credit notes, and import payment updates when records are mapped correctly.
- Export invoices and credit notes
- Export or import items and customers
- Pair tax rates, terms, bank accounts, vendors, vendor items, customers, and items
- Import payments manually or through enabled payment imports
- Export Boomerang daily sales reports to QuickBooks Online
- Support ACH and credit card options on exported invoices where configured
Xero Integration
Accounting integration for teams using Xero.
Streamline connects with Xero to support accounting software integration for production and distribution businesses that create operational invoices in Streamline and manage accounting in Xero. Streamline supports exports and imports for core accounting data, helping keep customer, item, invoice, credit, and payment workflows aligned.
- Export sales invoices and credits
- Export or import items and customers
- Sync new customers during invoice export workflows
- Support payment imports where configured
- Keep Streamline accounts receivable and customer statements updated after accounting reconciliation
- Reduce duplicate customer and item entry between operations and accounting
Shopify Integration
Bring paid Shopify orders into Streamline workflows.
The Shopify integration connects a Shopify custom app to Streamline so ecommerce activity can flow into the same operational system used for items, inventory, customers, orders, and fulfillment. Once configured, products can stay synced, paid Shopify orders can be imported into Streamline, inventory can remain aligned, and Shopify can be updated when fulfillment is completed in Streamline.
- Pair products that already exist in Shopify and Streamline
- Import Shopify products into Streamline
- Export Streamline products to Shopify
- Import customers without duplicating existing records
- Import paid, unfulfilled Shopify orders
- Update Shopify order status when orders are fulfilled in Streamline
Boomerang Integration
Use Streamline’s own customer-facing retail storefront.
Boomerang is Streamline’s customer-facing retail storefront. Streamline remains the admin system, while Boomerang shows customers the retail catalogue, prices, delivery options, pickup options, available days, and payment options you configure.
- Publish selected Streamline items to a retail catalogue
- Set retail prices, product images, descriptions, and availability
- Configure delivery areas, delivery rules, routes, tax options, and minimum orders
- Set pickup locations and available pickup days
- Embed the storefront on your website or link it from the Streamline login screen
- Connect online ordering with the same database used for production, delivery, and finance
EDI Ready
Support structured order workflows for larger customers.
Streamline is EDI ready for customers and procurement workflows that depend on structured order data. It also supports order intake from multiple formats, helping your team process customer order data without treating every file as a manual data-entry task.
- Support EDI-ready workflows for customers such as Whole Foods, Compeat Radar, and Coupa
- Receive order data through structured import workflows
- Support CSV, Excel, HTML, PDF, web, mobile, standing order, and cart order workflows where configured
- Connect customer orders to production, delivery, and invoicing
- Reduce manual order entry for high-volume customer relationships
- Keep imported orders inside the same operational workflow as direct orders
Route Optimization
Connect delivery planning with OptimoRoute and Detrack.
Streamline connects route and delivery workflows with OptimoRoute and Detrack. The workflow supports exporting route data, optimizing routes, and importing results so teams can pick, pack, load trucks, print packing slips, and prepare invoices in delivery order.
- Export route data for optimization
- Optimize delivery routes through supported route tools
- Import optimized route order back into Streamline
- Pick, pack, and load trucks in delivery order
- Batch print packing slips and invoices in route order
- Use route manager rules, delivery charges, address-level settings, and packing slip templates
Customer reviews
Real feedback from teams using Streamline with connected business systems.
Bakeries and food production teams use Streamline to connect operational workflows with accounting systems and reduce duplicate data entry. These Capterra reviews highlight the value of Xero and QuickBooks compatibility, connected invoicing, and integrations that help reduce manual admin work.
Xero compatibility that reduces manual admin work.
“The compatibility with our accounting software xero makes invoicing, statements, direct debits and more seamless.”
Connected operations
Build around one operational source of truth.
Connect accounting, ecommerce, EDI-ready ordering, route optimization, production, delivery, and finance with Streamline ERP.
