Data Integration and System Sync
One version of the customer, not five disagreeing copies
We connect your CRM, website, accounting, support and marketing tools so records stay consistent, with clear rules about which system wins when they disagree.
Every business past a certain size has the same customer recorded in several tools, slightly differently, and no agreement on which one is right. We map where each piece of data should originate, build the syncs, and define what happens on conflict, because a sync without conflict rules quietly overwrites good data with stale data. Errors surface as alerts rather than silence.
What is included
- A map of which system owns which field
- Two way syncs between CRM, site, accounting, support and marketing
- Conflict rules so the right record wins
- Deduplication and normalisation of existing records
- Error alerting rather than silent failure
- Documentation of every connection and what it moves
What you receive
- Live syncs between your systems
- A written data ownership map
- Deduplicated existing records
- Monitoring and alerting
Who this is for
Teams maintaining the same information in several tools by hand.
What you get
Systems that agree with each other without anyone reconciling them.