A voice AI agent for inbound and outbound calls: available 24/7, follows business workflows, performs actions in connec…
A practical guide to CRM–ERP integration: data to synchronise, sources of truth, APIs and webhooks, duplicate protectio…
The manager works in the CRM, the accountant in the books, the warehouse in its own system. Until they are connected, somebody moves the same data by hand every day. We remove that step.
Discuss the integrationAn enquiry from the siteA form or a call creates a deal with its source, not an email someone must retype
The customer is matchedThe system checks for an existing contact and avoids duplicates by phone and email
Price and availabilityCurrent prices and stock come into the deal from the books, not from the manager's memory
Invoice and documentsThe document is created in the accounting system from the deal, with no re-entry of line items
Payment and shipmentA payment moves the deal's status, and a shipment writes stock off in the warehouse
The sales reportRevenue, margin and deal source meet in one place instead of being assembled at month end
Who works in which program, where data originates and what counts as the source of truth.
The direction of each flow, when it fires and what happens when values conflict.
Products, units, tax rates, statuses and counterparties are reduced to one shape.
Which attribute makes a customer the same person, and what to do with ambiguous cases.
Connectors over APIs, webhooks or files — depending on what the systems expose.
A queue, retries and a notification to the owner when a system does not answer.
Verification against a data copy, so live databases are untouched during setup.
How to read the exchange log, what to do on an error and who to call when a system changes.
| Manual export | Off-the-shelf connector | A VMTech project | |
|---|---|---|---|
| Data freshness | As of the export | On a schedule | On the event |
| Your own process logic | In an employee's head | Only what was anticipated | Designed around you |
| An exchange error | Found during reconciliation | A line in a shared log | An alert and a retry |
| Non-standard fields | Copied by hand | Often unsupported | Part of the design |
| Cost of ownership | Staff time every single day | A subscription per connection | Development and support |
Licences for the CRM and the accounting system stay with you. We work within their interfaces and warn in advance when a system cannot do what is needed — that is established before development starts, not halfway through.
Pick a direction to see what data moves and what happens when it fails.
An enquiry becomes a deal immediately, with its source and content. If the CRM is unreachable the enquiry is stored on the site and resent — a customer is not lost to someone else's outage.
The accounting system stays the source of truth for stock and prices, and sales return into it. The exchange runs in acknowledged batches, so a break duplicates nothing.
The PBX sends the call event, the CRM answers with the customer record. A missed call does not vanish: it becomes a task with an owner and a deadline.
The report is built from one set of data, so sales and accounting agree. A mismatch shows up in the log at once: which document failed and why.
Not “everything works”, but concrete numbers: documents processed, queue depth and what failed to deliver.
The figures illustrate the monitoring interface; they are not a specific client's results.
The question is not the name but what the system can send and receive. If it has an API, or even scheduled file exchange, integration is possible. We start by checking what your particular combination exposes and discuss the limits before the start, not after signing.
Before the exchange goes live we run an initial reconciliation: duplicate contacts, mismatched reference data and items missing from one system. That list is agreed with you — some of it is solved by rules, some needs manual cleaning, and it is better done before the exchange is switched on.
The exchange design and the matching rules do not depend on a particular system — they describe your process. Changing the CRM replaces the connector at one end, not the whole structure. So mapping the processes now makes sense: by migration time you will know exactly what the new system must support.
Through the log and monitoring: document counts, processing time, queue depth and errors. If the flow stops or the error rate climbs, the owner is notified rather than finding out at month-end close. For the first weeks after launch we watch those numbers together with you.
By the number of flows and by how generous your systems' interfaces are. A single “site enquiries into the CRM” flow is small work. A two-way exchange of goods, prices, documents and statuses across three systems is a project. We split it into stages so the first useful result arrives before the whole integration is finished.
