System integration: CRM connected to accounting, online store and ERP
Your systems start talking to each other.
Your CRM, ERP, accounting system, online store and spreadsheets start passing data to each other on their own, with no manual retyping and no reconciling numbers in the evening. Every integration has retries, duplicate checks and monitoring, so you know when something doesn’t go through. It takes 6–10 weeks and costs from CZK 150,000.
- 6–10 weeks
- up to 5 systems
- from CZK 150,000 excl. VAT
Systems we integrate most often
Typical data flows
- An order from your online store is recorded in accounting and inventory automatically
- A new customer in the CRM is also created in the accounting system
- A price or stock change in the ERP carries over to the online store
- A paid invoice appears in the CRM on the customer and order records
Who it’s for
- Your inventory, accounting and online store each live separate lives.
- At the end of the month, two days go into reconciling the numbers.
- When a price or stock level changes, it has to be updated in several places.
When an off-the-shelf connector is enough
For common pairs of systems, such as an online store and accounting software, there are off-the-shelf connectors. If they transfer what you need and someone notices when they fail, you don’t need to build anything. We’ll tell you on the free estimate call.
A custom integration pays off when the connector doesn’t transfer all the fields you need, when data has to flow both ways, or when you connect more than two systems and want to keep track of what didn’t go through. Have a connector that fails now and then? Start with a takeover and health check.
How we handle duplicates and outages
Before we write anything, we check whether the same record already exists in the target system, for example by company ID (IČO), email or order number. That way, you don’t get duplicate customers or orders entered twice.
When the target system is unavailable, the data waits in a queue and is sent again. Whatever doesn’t go through even after several retries isn’t lost: it stays in the queue and you get an alert, so you know what’s missing.
What’s included
- Up to 5 connected systems
- Retries during outages
- Duplicate checks before anything is written
- Monitoring and alerts
- Documentation and training for the person responsible
What’s not included
- Changes inside other vendors’ systems (such as your accounting software)
- Historical data migration (we handle it as part of CRM development)
- Platform licenses and third-party API fees
How it works
- 1Analysis of systems and data flows1–2 weeks
- 2Design1 week
- 3Building and testing3–6 weeks
- 4Parallel run and switchover1 week
- 5Support and maintenancemonthly
Price
from CZK 150,000
Excl. VAT. Pricing for CRM development, support and automation
Industry solutions
Orders from email straight into your ERP
For wholesalers, distributors and manufacturers.
Frequently asked questions
What if our system has an old API, or none at all?
We look into it during the analysis. Sometimes it works through export and import; sometimes it can’t be done reliably, and we’ll tell you up front.
Does the integration have to run both ways?
Not always. One direction is often enough, for example orders from the online store into accounting. During the analysis, we work out when two-way sync is needed and what to do when the same record changes in two places.
What happens when a vendor updates its system?
That’s exactly why monitoring is included. We spot an API change from the errors before you notice any missing data.
How do we know when something didn’t go through?
You get an alert. A record that didn’t go through even after several retries stays in the queue, so you know what’s missing. With monitoring, we watch the alerts and handle them ourselves.
Do we have to connect everything at once?
No. We often start with one data flow, such as orders from the online store into accounting. We connect more systems once the first integration runs reliably.
Who owns the solution?
You do. The accounts, access credentials and documentation are yours.
After launch, we monitor your integrations so an outage doesn’t mean lost data.
Support and maintenance