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Comarch ERP Optima integration with your store and KSeF

Optima talks to KSeF itself. Our job is getting orders, customers and documents into it without manual work, and sending stock and statuses back to where you sell.

Invoicing and ERP
The task queue of a Comarch ERP Optima connector in an admin panel: tasks sent, retried and one waiting for a decision over a missing item

Where Optima ends and the integration begins

Optima handles KSeF, accounting, payroll and the bank. The integration feeds it the sales data it cannot see.

Your sales

A custom store, a platform or a channel that Comarch e-Sklep and e-Sale do not cover.

  • Order accepted
  • Order paid
  • Business customer
  • Product in the cart
  • Payment via a gateway
  • Shipping and tracking number
  • orders, business customers, payments
  • stock and statuses

The integration

Orders, customers and documents reach Optima with no manual work.

  • Connects by the route your version and licence allow, sometimes through BaseLinker
  • Keeps a queue and an event log
  • Creates documents by the types and series agreed with your accountant

On-premise or in the cloudThe version decides where the integration can connect from. We settle it in the first call.

  • documents, contractors, settlements
  • stock, prices and the KSeF number

Comarch ERP Optima

A program for small and medium firms and accounting offices.

  • Sends and receives KSeF invoices
  • Runs accounting and payroll
  • Connects to the bank
  • Runs on your own server or in the Comarch Cloud on a subscription
What to set up in Optima for KSeF
  • A KSeF token or certificate from the KSeF 2.0 Taxpayer Application
  • KSeF permissions for the person or office receiving invoices
  • An operator with the right to send e-invoices and receive UPO
  • Separate handling of the offline, offline24, KSeF failure and total failure modes

KSeF 2.0 in OptimaComarch help describes the production KSeF 2.0 integration with certificate sign-in from 1 February 2026.

What we connect Optima to

Optima and what we connect to it: sales channels and services, each with the direction and kind of data.

Comarch ERP Optima

trade, warehouse, accounting, KSeF

Looking at a program other than Optima? See the comparison of ERP and invoicing programs.

Custom-built store

Both ways
  • Orders into Optima, stock and prices to the store

BaseLinker

Into Optima
  • Marketplace orders to invoice

Allegro

Into Optima
  • Sales, payments and returns from the platform

Client panel

Out of Optima
  • Invoices, payments and statuses for your customers

KSeF

Both ways
  • Sending and receiving invoices from Optima

Payment gateways

Into Optima
  • Payments into settlements

A store order as a document in Optima

A sample mapping. Document types and series are agreed with your accountant.

The document rules of a Comarch ERP Optima connector: six store events turned into records in the program, and a preview of what one order created in Optima
  • Invoice or receiptA paid order becomes a sales invoice or a receipt, depending on whether the customer wants an invoice. That also decides the document's route to KSeF.
  • Contractor by tax numberA business customer reaches Optima as a contractor with a tax number. We look it up by that number, so no duplicates appear.
  • KSeF stays in OptimaOptima sends the invoice to KSeF, and the KSeF number can flow back to the store and client panel if you want to show it there.

A Comarch solution or a custom integration

Comarch has its own online sales tools. We do not rebuild what already works out of the box.

A Comarch solution is enough

  • The store can run on Comarch e-Sklep.
  • You can handle marketplaces through Comarch e-Sale.
  • A certified application already does what you need.
Conclusion: Configure the ready tools, usually with a Comarch partner. No custom code needed. Comarch lists applications certified "Works with Comarch ERP Optima". We first check whether one already solves your problem.

You need a custom integration

  • The store or platform is custom-built.
  • Data has to flow by your rules, e.g. kitting, B2B discounts, several warehouses.
  • Optima should feed a client panel or reports outside the program.
Conclusion: A connector between your system and Optima, via the route available for your version, with a queue and an event log.

How we will do it

A sample integration rollout. Details depend on your Optima version and who implemented it.

The chosen integration route

Implementation review

Version, licences, modules, on-premise or cloud, and which Comarch tools already run.

Written rules
The chosen integration route

Data map

Document types, series, warehouses, price lists and settlements agreed with accounting.

Signed-off test documents
Written rules
The chosen integration route

Connector on a company copy

Building and testing on a data copy, comparing documents with hand-issued ones.

Orders with no retyping
Signed-off test documents
Written rules
The chosen integration route

Launch and care

Switching on in production, watching the first days and reacting to program updates.

Common questions about Optima integration

Answers about KSeF in Optima, the Comarch Cloud, partners and the integration code.

How do orders reach Optima today?

Tell us your Optima version and where orders come from. We will reply within an hour with questions and a suggested integration route.