Create and update records
Send a request, customer or order from its source application. Agree which system owns each field and how to recognise repeated records.
Systems integration
Connect your applications and stop re-entering records.
We build connections between web applications, CRM, invoicing and other business tools. We define what information is exchanged and how to confirm it arrived.
Discuss an integrationWhat an integration can include.
Data from several tools
Bring information into a dashboard or report. Identify the source, update time and meaning of each figure.
Documents and Microsoft 365
Link documents to requests and owners. Check access, permissions and available features before connecting SharePoint or another application.
Versions and access matter.
Feasibility depends on the systems your business actually uses.
We review APIs, formats, vendor limits and permissions. We then specify fields, frequency and acceptance tests. The proposal identifies third-party dependencies.
We also agree what happens if data is missing, an event repeats or confirmation does not arrive. Ongoing support is defined in the proposal.
A connection your team can check.
Delivery includes the agreed connection, its tests and guidance for using it.
The source reference should make the destination record easy to find. Errors and pending tasks should be visible to the person who resolves them.
Read what to check before integrating systems. You can also explore an example of records and exceptions across systems.
What information do you move between applications?
Name the tools, the records exchanged and when they need to update. We will review the proposed connection with you.
Discuss your systems