Data Integration
Automate your critical workflows, from Excel to your ERP.
Velixo's writeback capabilities let you push data from Excel directly into your ERP. Journals, budgets, forecasts, master data, any object of your ERP, in bulk, in a single action. No more complex and inflexible import templates , no more manual data entry that consumes hours at month-end, solved with a click.
+250%
data entry efficiency
Bulk
writeback in one action
50–100 hrs
saved/month at Daybreak Eggs
Writeback
to any ERP object
Velixo writes data from Excel back to your ERP in bulk. Journal entries, budget figures, forecasts, customer price lists, inventory items, any structured data your ERP accepts. If you currently re-enter in the ERP what you’ve already calculated in Excel, this eliminates that step. Velixo manages this through the use of writeback functions, enabling you to insert them in existing spreadsheets, alongside reports. What this means is that data can be dynamically manufactured, calculated based on existing data or user inputs. Think of monthly accrual journals, complex tax calculations, creating elimination journals across tenants, maintaining master data, automating the creation of invoices, …
THE RE-ENTRY PROBLEM
The analysis happens in Excel. The data entry happens in the ERP. That gap is where hours disappear.
Finance and operations teams do their best work in Excel. They build models, reconciliation reports, calculate adjustments, and then they have to jump in their ERP to create journal entries, update forecasts, and finalize budgets there. This work is highly manual and inefficient
It’s a workflow gap: the tool where the analysis happens and the system of record where the data needs to live aren’t connected. Everything in between, the data entry, the verification, the error correction, is pure overhead.
Velixo closes that gap. As businesses grow in complexity and size, they usually outgrow their ERP and can’t afford any manual process. This level of automation that Velixo offers is not only a time saver; it becomes business-critical and keeps your Finance team happy and sane!.
How Velixo manages data integrations
Journal entry writeback
Journal entries prepared in Excel, either manually entered or manufactured with formulas and functions (e.g. accruals, prepayments, cost allocations, adjustments),and written back to the ERP in bulk from Velixo. A batch of entries that currently requires manual input line by line becomes a single push from the workbook where they were calculated. Velixo customers automate the creation of hundreds of journal entries for several use cases every month using this workflow.
How Velixo manages data integrations
Budget and forecast writeback
Approved budget figures and forecast updates write back from the Excel to the ERP directly, keeping the system of record synchronized with the planning model. The figures that currently get re-entered manually after Excel sign-off go into the system in one action.
How Velixo manages data integrations
Master data maintenance
Easily create new records, or maintain existing master data records (e.g. customers, vendors, items, projects, and other master data records can be managed in Excel and pushed to the ERP in bulk. Daybreak Eggs pushes rapidly changing customer price lists from Excel to their ERP instantly, thousands of lines in a single action. The alternative is manual entry or a separate import process that requires IT and is inflexible and may not work well with custom objects or fields.
How Velixo manages data integrations
External data integration
It’s not just for master data, and it doesn’t have to be manually entered either. Data may originate outside the ERP, from a third-party system, an external file or a live connection to the system. This data can be validated and loaded into the ERP from Velixo in Excel without a formal integration or an IT project. Use cases range from AP bills, timesheet hours, payroll journal imports to sales data, from external systems to project cost uploads from field teams.
How Velixo manages data integrations
Data quality and migration
Records that need to be corrected, updated, or migrated can be managed in Excel, where review and correction is straightforward, and pushed back to the system in bulk. ERP consultants use this routinely during and after implementations. Operational managers find this critical to find mistakes in master data and update fields that would otherwise not be maintained or fixed.
Don't take our word for it
50 to 100 hours saved every month. I can upload thousands of lines to Acumatica, instantaneously, with a click of a button.
Integrating our Excel-based custom forms to Velixo Writeback completely automated manual entry for us. It’s probably days of work saved at the end of the month.
The ability to write my forecasts back in bulk saves me lots of back and forth and manual entries, I estimate it reduces our budgeting process from days to hours.
What is covered with our data integration capabilities
Writeback capabilities: Journal entry creation in bulk · Budget writeback · Forecast writeback · Customer master data · Vendor master data · Item and inventory records · Project and grant records · Customer price lists · Any ERP object that accepts input · External data loading · Data migration and cleanup
Who benefits from Velixo's project forecasting
Finance Manager
Bulk journal entry writeback removes the re-entry step, enables manufacturing transactions for recurring processes, from reconciliation reports, tax or intercompany scenarios. Adjustments are made from Excel reports where issues were found.
See how finance managers use VelixoOperations Manager
Price list updates, inventory adjustments, and bulk data changes that currently require manual ERP entry become a single push from Excel.
See how operations managers use VelixoERP Consultant / Analyst
Writeback for data migration, master data management, and client onboarding workflows makes implementation engagements significantly more efficient.
See how ERP consultants use VelixoRelated use cases Velixo supports
The data entry that eats your month. Let’s make it a button.
Book a demo to see journal writeback, budget writeback, and master data imports in action, the three workflows where teams reclaim the most time. Thirty minutes, no setup required.
Works with any ERP object that accepts input. Writeback available from day one.