---
title: 'Agility ERP + Ontraport'
url: 'https://www.staging38.commercient.com/product/agility-erp-ontraport/'
date: '2026-06-19T09:56:52-04:00'
modified: '2026-06-19T09:56:52-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Agility ERP to Ontraport, giving your team access to Agility ERP data directly within Ontraport. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Agility ERP and Ontraport, giving sales teams access to ERP customer, order, invoice and inventory data from inside Ontraport. The connection gives account teams a unified view of customer financial history without leaving Ontraport.

## What syncs

- Export Ontraport Deals as Agility ERP Sales Orders
- Sync Agility ERP Sales Orders and Status Updates to Ontraport
- Update Ontraport Contacts from Agility ERP Customer Contacts
- View Agility ERP Inventory in Ontraport
- Sync Agility ERP Payments to Ontraport Account Records
- Access Agility ERP Price Lists from Ontraport

## Why Commercient

### Deal-to-order workflow

Connect Ontraport Deals back to Agility ERP as Sales Orders so approved deals can move into ERP fulfilment workflows when included in the integration scope.

### Invoice and payment visibility

Surface Agility ERP Invoices and Payments inside Ontraport so account managers can review outstanding balances and recent payments alongside their pipeline and customer activity.

### Quote-to-order workflow

Connect Ontraport Quotes to Agility ERP Sales Orders so sales quotes approved in the CRM can create ERP orders and trigger fulfilment without re-entry.

### Account health monitoring

Sync Agility ERP payment status, open Sales Orders and credit data to Ontraport so account managers can flag at-risk accounts and prioritise renewals based on financial history.

## About Agility ERP

Agility ERP is a distribution-focused ERP system for building material dealers and home improvement distributors, managing orders, inventory, pricing and customer accounts.

## About Ontraport

Ontraport is a CRM and marketing automation platform for small businesses and entrepreneurs, managing contacts, email campaigns, pipelines, landing pages and e-commerce.

## Frequently asked questions

### How often does the Agility ERP and Ontraport sync run?

Commercient typically runs on a scheduled sync, with frequency configurable based on business requirements. Near-real-time and scheduled batch options are available depending on system capabilities and project scope.

### Can sales reps see Agility ERP Invoices and Payments inside Ontraport?

Yes, Commercient can surface Agility ERP Invoices and Payments data inside Ontraport so sales reps can review account financial status without leaving the CRM. Exact field display depends on project configuration.

### Can Agility ERP Items and Inventory be accessed from Ontraport?

Yes, Commercient can sync Agility ERP Items and Inventory to Ontraport so sales teams can check product availability and pricing from inside the CRM. Supported objects and sync direction depend on project scope.

### Does Commercient support two-way sync between Agility ERP and Ontraport?

Commercient can support bidirectional sync between Agility ERP and Ontraport, such as ERP-to-CRM customer data and CRM-to-ERP deal-to-order workflows. Two-way sync capability and object coverage depend on the systems involved and the integration scope.

### Can Agility ERP Price Lists sync to Ontraport for sales quoting?

Yes, Commercient can sync Agility ERP Price Lists to Ontraport so sales reps have access to current pricing, discount tiers and customer-specific rates from inside the CRM. Exact mapping depends on project configuration.