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.
Key decisions
What to review first
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Responsibilities, changes and reconciliation
01Assign a data owner and an operations owner. Define identifiers and how to handle creation, changes and deletion, including conflicts. Clarify permissions, frequency and retries without duplicating operations. Reconcile source and destination records, agree alerts and test failures and recovery with authorised or anonymised data.
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Define the source of truth
02Before synchronising anything, decide which system owns customers, orders, statuses, products or documents.
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Map the data
03Each field needs name, format, requirement, transformation and owner.
- Unique identifiers.
- Required fields.
- Status equivalences.
- Synchronisation frequency.
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Expected errors
04A robust integration does not assume everything will work. Define duplicates, incomplete data, API downtime, permissions and retries.
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Testing and maintenance
05Test with real data, log errors and document how to react so the integration is maintainable.
Decision map
Before asking for a quote
Select the signals that already apply. This helps you decide whether it makes sense to ask for a first assessment.
Progress
0/6
6 signals left to review.
Discuss your project
Would you like to discuss your project?
Tell us the context, systems involved and result you need. We will tell you whether it makes sense to build, integrate or choose a simpler option.