The customer exists in triplicate
A record in the CRM, one in the invoicing software, one in the delivery spreadsheet. Three addresses, two of them stale, and nobody knows which.
By situation
The same information is entered three times, by three people, in three tools.
Before connecting two systems, one question almost nobody asks must be settled: which of the two is authoritative when they disagree. Without that answer written down, an integration doesn't remove double entry — it replaces it with silent conflicts, which cost more because nobody sees them.
What brought you here
Someone retypes, every morning
Forty minutes a day moving data by hand from one system to another. That's a full annual salary spent relocating information that already exists.
An off-the-shelf connector was tried, then dropped
It synced the standard fields, not yours. At the first edge case — a discount, a shared file, an in-house status — it stopped matching reality.
What we actually do
We name the source of truth, field by field
The address comes from invoicing, the sales stage from the CRM, the delivery date from the shop. Written in advance, that table alone settles half of integration problems.
Failures are visible, not silent
A sync that fails alerts someone the same day. That's where most homemade integrations break: they work for six months, stop on a Tuesday, and nobody finds out until quarter end.
We keep what works
Your accounting software doesn't need replacing to talk to the rest. A well-placed integration costs a fraction of a replacement, and is often the right answer.
When this isn't for you
This isn't for you if one of the two systems has no programmable interface and no automatable export: in that case the integration would be fragile patchwork, and we'll tell you to replace the tool rather than work around it. It isn't for you either if double entry involves three records a week — automating it would cost more than continuing.
No sales page writes this section. That's precisely why it's here: it saves you a thirty-minute call, and saves us an engagement we'd decline anyway.
Questions we get on this
Wouldn't Zapier or Make be enough?
Often yes, and we'll say so when it's the case — it's cheaper and you stay autonomous. Their limit shows up with volume, many conditional rules, and above all error recovery: when a scenario fails midway, you need to know what was done and what wasn't.
What if one of the vendors changes their interface?
It happens, and it's planned for: the integration flags the discrepancy instead of continuing to write bad data. That's the difference between a two-hour fix and corruption discovered three months later.
Neighbouring situations
Fifteen minutes to find out whether we can be useful.
You leave with what we saw, in writing, even if we never work together.