Software integrations so the same information is never typed twice.
I connect the software your business already uses, so a customer, order or invoice entered in one place appears correctly in the others. The aim is fewer manual copies and fewer mismatches.
Scoped individually
Priced with automation projects, which typically start from £1,500.
Automating a whole process? Workflow automation
Where the copying happens
- A website enquiry that has to be re-entered into the CRM.
- An approved quote that is retyped into the invoicing tool.
- Orders exported from one system and imported into another every morning.
Each copy is a chance for a typo or a missed update, and the systems slowly stop agreeing.
Typical connections
Common pairings, described by type of software. They illustrate the work and are not completed client projects.
- Website formtoCRM
- Approved quotetoInvoice
- Online paymenttoBooking and calendar
- Shop orderstoStock and dispatch
- CRMtoEmail marketing list
- TimesheetstoProject record
Three ways to connect two systems
I recommend the simplest one that will be reliable for your volume.
A built-in connector
Many tools already link to each other. When one does the job, it is usually the cheapest and easiest to keep running, and I will say so.
Simplest
An automation platform
Hosted tools pass data between applications with little code. They suit simple flows, though cost and limits grow with volume.
Custom code against an API
When the rules are involved or reliability matters, a small purpose-written service controls how data is matched, checked and retried.
Most control
What keeps an integration dependable
Moving data is the simple part. The effort goes into agreeing which system leads for each piece of information, avoiding duplicates, and handling the awkward record.
Connected software changes over time, so who looks after the integration is agreed before the project begins. It runs in accounts you control where possible, with documentation.
A customer is saved in the CRM
This is the trigger.
Details are checked
Missing or odd values are held for a person.
Matched against existing records
So a duplicate is not created.
Written to the other system
Accounting, bookings or a spreadsheet.
If something is rejected
It is retried, then a named person is alerted with the record and the reason.
Illustrative example, not a client project.
Technical background
My background is in software development, including working with APIs and building websites and applications that exchange data with other systems. I have not published an integration case study yet.
I work independently and I am not an official partner of any software vendor. If I have not used a product before, I will say so and read its documentation before I quote.
Unsure how many systems are really involved? The £395 Business Automation Review maps them first, and the fee is credited against implementation commissioned within 60 days.
About the reviewSystems that need to talk?
Tell me what you use and where information gets re-entered, and I will say what is realistic.