Integration
ERP & e-invoicing integration with Ataam
Linking works through Ataam ERP, hosted by Ataam, on every plan: purchasing, sales, customers, projects and payments move automatically both ways, and you issue the e-invoice from the deal itself in one click. Your plan decides what syncs.
Available in the dashboard
- Automatic two-way sync
- Secure API key — no passwords
- Meets ZATCA (FATOORA) requirements
From quotation request to payment in one cycle
Every step of your deal on Ataam reaches your company’s Ataam ERP automatically, and changes made in your ERP come back to Ataam.
RFQ
Request prices from several suppliers, compare the quotations and award the best one.
Purchase order
The approved PO reaches the buyer’s ERP, and the sales order the supplier’s ERP if it is connected.
Delivery
Deliveries and receipts are recorded on the order and reach your ERP.
E-invoice
Issue it from Ataam in one click: it is created in the ERP and sent through its linked e-invoicing app.
Payment
Payments are recorded and reconciled with the invoice on both sides.
What syncs with your ERP?
Choose the modules to connect; each company has its own connection to its own data only.
Purchasing
Purchase orders, purchase receipts and purchase invoices, plus suppliers.
Sales
Sales orders, delivery notes and sales invoices, plus customers.
Customers (CRM)
Customer records stay identical between Ataam and your ERP.
Projects
Purchases and progress claims are linked to their project in your ERP, so you know each project’s cost.
Accounting
Payment and receipt entries matched with invoices; your ERP posts the journal entries on submission, per your chart of accounts.
Sync log
Every send and receive is logged with its status and time, and the reason for any error.
Exactly what syncs
Each event in Ataam, the document it creates in your company’s Ataam ERP (or reads from it), and the document’s status when it arrives.
Purchasing — when you are the buyer
Supplier accepts the purchase order
Purchase order, plus the supplier (created if missing)
Purchase Order · Supplier
Ataam to ERP DraftGoods received Optional
Purchase receipt with the accepted quantities
Purchase Receipt
Ataam to ERP DraftSupply completed
Purchase invoice for the accepted quantities and the delivery cost
Purchase Invoice
Ataam to ERP Draft
Sales & e-invoicing — when you are the seller
You accept the purchase order
Sales order, plus the customer (created if missing)
Sales Order · Customer
Ataam to ERP DraftDelivery dispatched Optional
Delivery note
Delivery Note
Ataam to ERP DraftSupply completed
Sales invoice
Sales Invoice
Ataam to ERP DraftYou issue the e-invoice in one click
Submitted sales invoice; the QR code, ZATCA status and PDF come back to Ataam
Sales Invoice
Sent to ZATCA through the e-invoicing app in your ERP, e.g. ZATCA (ERPGulf); the existing draft is reused, never duplicated.
Ataam to ERP SubmittedCredit note on an issued invoice
Credit note linked to the original invoice, with the quantities and reason
Credit Note (Sales Invoice return)
Ataam to ERP Submitted
Progress claims & payments
Progress claim approved Optional
Purchase invoice for the main contractor, sales invoice for the subcontractor
Purchase Invoice · Sales Invoice
Linked to its project on the main contractor’s side when the Projects module is on.
Ataam to ERP DraftPayment recorded: purchase order, labour or claim
Payment entry when you pay, or receipt entry once you confirm the incoming payment — matched with the submitted invoice
Payment Entry
Accounting module.
Ataam to ERP Draft
Customers, projects & items
A company in your customer file (CRM)
Customer — or a lead with one open opportunity if it has not bought from you yet
Customer · Lead + Opportunity
CRM module.
Ataam to ERP Master recordNotes and follow-ups in the customer file
Comments and to-dos; a to-do is closed when done in Ataam
Comment · ToDo
CRM module.
Ataam to ERP Master recordA project in Ataam
Project with the cost center you choose; the project’s documents carry it
Project
Projects module.
Ataam to ERP Master recordAn item missing in your ERP Optional
New item with the item group and unit set in the settings
Item
Ataam to ERP Master record
From your ERP to Ataam
Payment status on the purchase order Optional
Invoice status and outstanding amount
Sales Invoice · Purchase Invoice
ERP to Ataam Shown in AtaamCustomer balance in the customer file
Total outstanding on submitted sales invoices
Sales Invoice
CRM module.
ERP to Ataam Shown in AtaamPrices and stock of your items in the Ataam catalog Optional
Selling price from the price list, and the quantity in stock
Item Price · Stock
ERP to Ataam Updated in Ataam
- A draft waits for your team to review and submit it in your ERP. You can turn on “Submit documents automatically” in the settings; a document whose ERP total differs from Ataam’s is never submitted.
- Prices are Ataam’s: pricing rules and discounts in your ERP cannot change them.
- “Optional”: turned on in the integration settings. The CRM, Projects and Accounting modules are each turned on separately.
- Ataam sends documents within minutes of the event and reads from your ERP every hour.
- Issuing e-invoices and credit notes is available on every plan (Basic, Financial and Complete) for what you sell on Ataam — through an Ataam ERP subscription (the e-invoicing package), not through an external ERP.
Journal entries
Your ERP creates them automatically when invoices and payment / receipt entries are submitted, per your chart of accounts — Ataam never creates manual journal entries directly. A draft creates no entry until it is submitted.
E-invoices in one click
Nothing is issued without review: the draft comes from the deal data, your accountant approves, and you issue from Ataam.
Automatic draft
After delivery, a draft invoice is prepared from the deal at the agreed prices.
Accountant review
Your accountant reviews the draft and edits it if needed before it is issued.
One-click issue from Ataam
The invoice is created in your ERP and sent to ZATCA through its linked e-invoicing app.
QR and PDF for both parties
The QR code and PDF come back to Ataam, where buyer and seller find them in the deal file.
Control and security at every step
Secure API key
Connect with an API key and secret from your ERP — never a password. They are stored encrypted and you can revoke them at any time.
Locked prices
Invoice prices are the deal prices agreed on Ataam, so they never differ from the purchase order.
Payment reconciliation
Payments are recorded on both sides and matched with open invoices.
Turn on what you need
Enable purchasing, sales, customers, projects or accounting one by one.
One connection per company
Each company has its own Ataam ERP and its own link, and no company can reach another’s data.
Credit notes
Issue a credit note against an invoice for a return or an adjustment from the same place.
About compliance
Ataam meets the requirements of the Zakat, Tax and Customs Authority (FATOORA). The invoice is created in your company’s Ataam ERP and sent through its linked e-invoicing app; your company remains the issuer of the invoice.
Ataam ERP package
Linking through Ataam ERP — ready with no setup
ERP linking on every plan (Basic, Financial and Complete) and for every scope works with a subscription to Ataam ERP, hosted by Ataam: the link is set up for you and you get the matching platform plan at no extra charge — the e-invoicing package is enough to issue e-invoices.
On another system such as SAP or Oracle?
We offer a custom integration for systems such as SAP, Oracle and Microsoft Dynamics as a paid service under a separate contract — not part of any plan. Contact us.
Frequently asked questions
Which systems can be connected to Ataam?
Within the plans: Ataam ERP, hosted by Ataam, only — the link is ready. For other systems such as SAP, Oracle or Microsoft Dynamics we offer a custom integration as a paid service under a separate contract, outside the plans — contact us.
Do I have to share my ERP password?
No. The connection uses an API key and secret that you create in your ERP and can revoke at any time; Ataam stores them encrypted.
Is the e-invoice issued without review?
No. A draft is prepared from the deal, your accountant reviews and edits it if needed, then issues it from Ataam in one click.
Is the invoice FATOORA-compliant?
Ataam meets the requirements of the Zakat, Tax and Customs Authority (FATOORA). The invoice is sent through the e-invoicing app linked to your ERP, and the QR code and PDF come back to the buyer and the seller.
Does Ataam create journal entries?
Not directly. Ataam sends invoices and payment / receipt entries to your company’s Ataam ERP, and when they are submitted your ERP posts the journal entries automatically per your chart of accounts. A draft creates no entry until it is submitted.
Are documents submitted automatically?
Not by default: documents arrive as drafts for your team to review and submit in your ERP. The exception is the e-invoice and the credit note, which are submitted when you explicitly issue them from Ataam so they reach ZATCA. You can turn on “Submit documents automatically” in the integration settings; a document whose ERP total differs from Ataam’s is never submitted.
Can the invoice price differ from the deal price?
No. Prices are locked to what both parties agreed on Ataam, so the invoice matches the purchase order.
Can the Basic plan issue e-invoices?
Yes. Issuing e-invoices and credit notes is available on every plan (Basic, Financial and Complete) for your sales recorded on Ataam, through an Ataam ERP subscription: the e-invoicing package is enough, and it gives you the Basic plan free with the integration ready. Basic also has trial selling — three quotations a month — after which you accept the purchase order, deliver and issue the invoice.
What if my company has no ERP?
Subscribe to Ataam ERP, hosted by Ataam: the integration is ready, and you get the matching platform plan at no extra charge.
Can I issue e-invoices from Ataam through another ERP?
Not within the plans: linking — every scope, e-invoicing included — works through an Ataam ERP subscription on every plan, and other systems get a paid custom integration under a separate contract. Subscribe to e-invoicing from Ataam ERP to issue invoices in one click with the QR code and the ZATCA status.
Get started on Ataam
Register your company for free, or talk to our team about any question.