Integrations & Data
Enter information once, in the system that owns it.
When staff re-key the same details into several systems, errors creep in and reports stop agreeing. We connect the systems you already use through their official interfaces, agree which one holds each piece of information, and add checks so a failed sync gets noticed.
Send an enquiryIllustrative example
One customer. Two systems. Agreed ownership.
Decide which system owns each field before writing a sync. Missing or conflicting values need a visible exception.
| Information | Source of truth | Sync rule |
|---|---|---|
| Customer reference | Customer register | Match on a stable ID |
| Contact details | Customer register | Update when changed |
| Invoice balance | Accounting system | Read back for display |
When this helps
Staff re-key the same details into several systems.
A customer's address is typed into the CRM, the accounting system and a spreadsheet.
Reports disagree depending on who ran them.
Meetings start with an argument about whose numbers are right.
Nobody is sure which spreadsheet is current.
Copies of the same file are emailed around, each with different edits.
What we can build
Integrations between the systems you use
Accounting, CRM, practice management, Microsoft 365 and industry systems, connected through their official interfaces.
One agreed source for each record
A home for each piece of information, with the other systems reading from it instead of keeping their own copies.
Data migration
Records moved off a system you're leaving, mapped field by field and reconciled against the source before the old system is retired.
Reporting and structured exports
Reports that draw on the agreed source, and exports in the format a government or industry reporting system asks for.
Database design
Databases shaped around how your information is used, with the rules that keep it consistent held in the database itself.
How we approach it
- 1.
Map where information starts and where it goes
We follow each piece of information from the moment it's entered to every place it ends up.
- 2.
Agree the source of truth
For each piece of information, one system is the owner and the others read from it.
- 3.
Connect through official interfaces
We use each system's published API or integration settings, never screen-scraping or shared logins.
- 4.
Add checks and logging
Each sync is designed to record what it moved, and to tell a named person when it fails.
What you receive
- Working integrations
- Running between your systems, with the rules for each one written down.
- A data-flow map
- Where each piece of information starts, where it goes and which system owns it.
- Error alerts
- Designed to tell a named person when a sync fails, with enough detail to act on it.
- Documentation your team can follow
- How each integration works, how to pause it, and what to check first when something looks wrong.
What we need from you
- Access to each system through its own invite or permission settings.
- Someone who knows how the data is used.
- A decision-maker who can settle which system owns which information.
- Sample exports or reports, with anything sensitive removed if you prefer.
Before committing
Scope depends on the systems, data and access available. These are the constraints we discuss with you.
Risks we check
- Personal information moving to places it shouldn't.
- Information stored in another country without anyone deciding it should be. Your agreement names every service that stores or processes your information and the country it's in.
- Fragile connections that fail silently.
- Records your industry requires you to keep that a migration could leave behind.
What we won't recommend
- Two-way syncing of the same information between two systems when one of them could simply own it.
- Connections that depend on shared passwords or screen-scraping.
Where we're not the right fit
- Some systems have no official interface. Where that's the case, we'll set out the options, including leaving things as they are.
- If a system you use already offers the integration, switching it on may be all you need, and we'll tell you so.
- Software can't fix wrong source data on its own. Part of the work is agreeing who corrects it.
Questions about integrations & data
Who owns the integration code?
That's set out in the written proposal before work starts. Ask any provider to put it in writing.
What happens when one of the systems updates?
Updates can break integrations, so the checks we add are designed to tell a named person when one does. Keeping integrations current after launch can be covered by a support agreement.
How will we know if a sync fails?
Each integration is designed to log what it moves and to alert a named person when something fails. Who that person is gets agreed before launch.
Can you move our data off an old system?
Usually. We map it field by field, agree what has to come across, and reconcile the records before the old system is retired. What the old system can export sets the limits, and we'll tell you about them early.
Where will our information be stored?
Your agreement names every service that stores or processes your information and the country it's in, including any overseas.
Related capabilities
Have a project in mind?
Send a short description of the problem and the systems involved. We will review fit and availability.