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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Define the source of truth
01Before synchronizing anything, decide which system owns customers, orders, statuses, products or documents.
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Map the data
02Each field needs name, format, requirement, transformation and owner.
- Unique identifiers.
- Required fields.
- Status equivalences.
- Synchronization frequency.
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Expected errors
03A robust integration does not assume everything will work. Define duplicates, incomplete data, API downtime, permissions and retries.
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Testing and maintenance
04Test 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.
Validate the case
Want to validate your case?
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.