Define one source of truth
Before connecting two systems, decide which one owns each field. Your CRM might own contact details while your accounting platform owns invoice status. Without that agreement, updates can overwrite correct information or create duplicate customers.
We document the trigger, the data required, the destination and the expected result. This turns a vague request to sync everything into a workflow that can be tested.
- Website enquiry to CRM
- Order status to customer notifications
- Approved quote to invoice request
- Product information to an online catalogue
Design for delays and failed requests
An API may be unavailable, rate limited or change its response. Integrations need timeouts, retry rules, duplicate protection and a visible way to investigate failed events. An order must not be created twice because a response arrived late.
Credentials should be stored on the server with only the permissions the connection needs. Avoid putting service keys in browser code or handing the same account to every integration.
Test the complete business journey
We test valid records, missing fields, expired access and repeated events. Your team should know how to retry a failed job and how to identify the system responsible for a record.
The handover should include a field map, monitoring expectations and responsibility for future API changes. These details make the difference between a demo that works once and a connection your business can depend on.
Common questions
Can every system be connected?
No. Feasibility depends on the provider's API, licensing, authentication, permissions and data export options. We assess these before agreeing the implementation.
Will synchronisation be instant?
Some systems support events or webhooks; others require scheduled checks. The required speed and the provider's limits determine the approach.