Solution
Connect Your Core Systems into One Reliable Data Flow.
Integrate customer, operational and finance systems so teams work from consistent, current information.
Who this is for
Finance and operations teams re-keying orders, customers and invoices between their CRM, ERP and accounting tools.
The problem
The same customer exists three times with different details, orders are typed twice, and month-end starts with a spreadsheet reconciliation.
Example workflow: won deal to invoice
Step 1
Ownership
We agree which system owns each field. For example, the CRM owns contacts and the ERP owns prices, stock and invoices.
Step 2
Mapping
Fields, codes and units are mapped and validated, such as tax codes, currencies and product SKUs.
Step 3
Sync
A won deal creates a sales order in the ERP. The invoice number and status flow back to the CRM.
Step 4
Retries
Failed calls retry with back-off. Persistent failures go to an error queue with the payload and reason.
Step 5
Reconcile
A daily check compares record counts and totals across systems and reports any differences.
Inputs we need
- System list with versions and API access
- Field ownership decisions
- Code lists (tax, currency, products)
- A test or sandbox environment
Systems involved
- CRM such as Salesforce, HubSpot or Dynamics
- ERP or accounting such as Xero or other systems with documented APIs
- Integration layer or middleware
- Monitoring and alerting
What you get
- Single owned record per customer and order
- Error queue with clear reasons
- Daily reconciliation report
Exception handling
- Duplicate customer detected: held for review instead of auto-created
- Unmapped product or tax code: order blocked with the code named
- Target system unavailable: queued and retried, then alerted
- Conflicting edits: the owning system wins and the change is logged
Permissions
- Integration uses a dedicated service account with least privilege
- Only named admins can replay failed records
- Credentials are stored in a secrets manager, never in code
Included
- Integration design and field mapping
- Build, retry logic and monitoring
- Initial de-duplication
- Runbook for your team
Not included
- Licences or API add-ons charged by your vendors
- Fixing data quality in source systems beyond agreed rules
- Integrating products whose APIs we have not verified for your version
What affects cost
- Number of objects and directions synced
- API quality and rate limits
- Volume of historic data to clean
- Reconciliation depth
Illustrative example
A distributor keys every won deal into its ERP by hand. A one-way order sync with invoice status written back removes the re-keying, and a daily check catches the few orders that fail on unmapped SKUs.
FAQs
CRM and ERP Integrations: common questions
Do you support our CRM and ERP?
We check the exact product, edition and API access during discovery and confirm support in writing before quoting. We won't assume an integration works.
Who owns the data when systems disagree?
The system you name as owner for that field. We document that decision and enforce it in the sync.
What happens when a sync fails?
It retries automatically. If it keeps failing, it goes to an error queue with the reason, and your admin is alerted.
How do you deal with existing duplicates?
We run a matching pass before go-live and send uncertain matches to a person for review.
Do you need our passwords?
No. We use dedicated integration accounts or API keys that you issue and can revoke at any time.
Related services
Industries
Further reading
Discuss crm and erp integrations for your team
A short call is enough to check fit, the systems involved and a sensible first release.
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