Integration guide
How to plan an ERP/CRM integration before writing code
An integration does not fail only because of technology. It fails when nobody defines which data source wins, what errors are expected and what the system should do when something does not fit.
Decisiones clave
Lo que hay que mirar rápido
- 01
Define the source of truth
Before synchronizing anything, decide which system owns customers, orders, statuses, products or documents.
- 02
Map the data
Each field needs name, format, requirement, transformation and owner.
- Unique identifiers.
- Required fields.
- Status equivalences.
- Synchronization frequency.
- 03
Expected errors
A robust integration does not assume everything will work. Define duplicates, incomplete data, API downtime, permissions and retries.
- 04
Testing and maintenance
Test with real data, log errors and document how to react so the integration is maintainable.
Mapa de decisión
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