Systems that share data without re-typing
We map where each piece of data should live, connect CRM, ERP, e-commerce and operational systems through APIs or middleware, and add the monitoring that catches failures before they become wrong invoices.
What an integration engagement covers
Integration projects succeed or fail on data ownership and error handling, so both are designed before any connector is built.
A good fit when
- Sales orders, customer records or stock levels are copied by hand between systems.
- Different systems show different figures for the same customer or product.
- You are implementing a new CRM or ERP and need it connected to what already exists.
- An existing integration fails silently and problems surface at month-end.
What the work covers
- System and data inventory: records, owners, identifiers and update frequency.
- System-of-record decisions for customers, products, prices and orders.
- Integration design using vendor APIs, middleware or scheduled file exchanges.
- Data cleanup and duplicate resolution before systems are connected.
- Error handling, retries, logging and reconciliation reports.
- Workflow automation for approvals and notifications around the integrated process.
What you receive
- D1Integration map and data ownership matrix
- D2Field-level mapping specification
- D3Integration build with automated tests
- D4Monitoring dashboard and alert rules
- D5Reconciliation procedure and support runbook
What it depends on
- API access, credentials and documentation from each system vendor.
- Business owners who can decide which system is authoritative for each record.
- Test environments or sandboxes for the systems being connected.
- Time to clean priority data before go-live.
How an integration project runs
STEP 01
Map
Trace how data moves today, who owns it and where it goes wrong.
D1Integration map
STEP 02
Decide ownership
Agree the system of record and the identifiers for each type of data.
D2Data ownership matrix
STEP 03
Specify
Field mappings, transformation rules, error cases and volumes.
D3Mapping specification
STEP 04
Build and test
Develop connectors against sandboxes, with automated tests for normal and failure cases.
D4Tested integration
STEP 05
Run and reconcile
Monitor the flows, alert on failures and reconcile totals on a schedule.
D5Monitoring and reconciliation runbook
Integration principles
- One owner per record
- Each customer, product or price has one authoritative system; the others read from it or send changes through a defined path.
- Stable identifiers
- Shared IDs across systems prevent duplicates and make reconciliation possible.
- Failures are expected
- Timeouts and rejected records will happen. Retries, holding queues and alerts keep them visible and recoverable.
- Reconcile, do not assume
- Scheduled comparisons of counts and totals catch drift that individual transactions do not reveal.
- Least privilege
- Integration accounts get only the permissions the flow needs, and every write is logged.
Common questions
Do we need middleware, or can systems connect directly?
Two systems with good APIs can connect directly. Middleware or an integration platform helps when there are several systems, complex transformations or a need for central monitoring.
Our ERP is old. Can it still be integrated?
Often, through database views, export files or an available API module. The method affects reliability and effort, so we assess it early.
What happens when an integration fails?
The failed record is logged and retried; if it still fails, an alert goes to a named person with the details needed to fix it. Reconciliation reports catch anything missed.
Can you clean our data during the project?
Yes. We identify duplicates and inconsistencies, agree rules with the data owners and clean priority records before systems are connected.
Related guides and scenarios
Guides
Tired of copying data between systems?
List the systems and the records that move between them. We will map the integration options.