How to plan ERP and CRM integration.

Reliable integration starts with ownership, clear contracts and an explicit plan for failuresu2014not simply moving fields between systems.

1. Identify the source of truth

Decide which system owns each important record and how updates are resolved when records disagree.

Select real-time events, scheduled synchronisation or a hybrid approach based on business needs and system limits.

Document contracts, authentication, field mapping, rate limits, retries and versioning.

Make failed updates visible, use safe retry rules and provide a way to reconcile records.

Give teams clear status, ownership and a practical way to identify and resolve exceptions.

Tell us what you want to improve, connect or build. We will start with the workflow and the outcome you need.