---
title: 'Agility ERP + OptimoRoute'
url: 'https://www.staging38.commercient.com/product/agility-erp-optimoroute/'
date: '2026-06-19T09:56:53-04:00'
modified: '2026-06-19T09:56:53-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Agility ERP to OptimoRoute, giving your team access to Agility ERP data directly within OptimoRoute. 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 OptimoRoute, giving field service teams access to ERP customer, equipment and order data from inside OptimoRoute. When a job closes in OptimoRoute, the integration can trigger invoice creation in Agility ERP to accelerate billing cycles.

## What syncs

- Sync Agility ERP Vendors to OptimoRoute Parts and Supplier Data
- Connect OptimoRoute Invoices to Agility ERP Invoices
- Sync Agility ERP Customer Payment Status to OptimoRoute
- Export Agility ERP Purchase Orders Linked to OptimoRoute Jobs
- Sync Agility ERP Customers to OptimoRoute Customer Records
- View Agility ERP Invoices and Sales Orders in OptimoRoute

## Why Commercient

### Payment and balance status

Surface Agility ERP Payments and outstanding invoice balances inside OptimoRoute so technicians and managers know a customer's payment status before completing a job or taking payment.

### Purchase order management

Connect OptimoRoute Jobs parts requirements to Agility ERP Purchase Orders so field service job parts needs create purchase orders in the ERP for procurement.

### Job cost and margin tracking

Sync OptimoRoute job labour, parts and time data to Agility ERP so actual job costs can be reconciled against estimates and margin tracked across the service operation.

### Technician scheduling and ERP visibility

Connect OptimoRoute technician assignments and job schedules to Agility ERP so resource costs and job data are available in both platforms for operations and finance.

## 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 OptimoRoute

OptimoRoute is a route planning and optimisation platform for field service and delivery businesses, managing delivery routes, driver schedules, real-time tracking and order dispatching.

## Frequently asked questions

### Can Agility ERP Purchase Orders be created from OptimoRoute Jobs parts requirements?

Commercient can support connecting OptimoRoute parts requirements from Jobs to Agility ERP Purchase Orders when included in scope. This allows field service jobs to trigger ERP procurement workflows automatically.

### Can OptimoRoute Jobs job costs flow back to Agility ERP for financial reporting?

Commercient can support syncing OptimoRoute Jobs labour, parts and cost data back to Agility ERP when included in scope. This helps finance teams report on service margins and job profitability from ERP records.

### How is customer data matched between Agility ERP and OptimoRoute?

Commercient handles customer matching between Agility ERP and OptimoRoute using configurable criteria such as customer code, email or account name. Matching logic is agreed during the scoping and setup process to prevent duplicate records.

### Can OptimoRoute estimates sync to Agility ERP as Quotes?

Commercient can support syncing OptimoRoute estimates or quotes to Agility ERP as Quotes when included in the integration scope. This keeps quoting activity consistent between the field service platform and the ERP.

### What data can Commercient connect between Agility ERP and OptimoRoute?

Commercient can connect Agility ERP and OptimoRoute to sync data such as Customers, Items, Inventory, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.