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06 / 07Platform integration

System integration that lets data move without double entry

We connect CRM, ERP, ecommerce and internal tools through APIs, webhooks and controlled synchronisation so every data point has one source and a clear path.

Sync · CRM ↔ Billing Two-way
CRM HubSpot
  • Client Vallejo Studio LLC
  • Contact lucia@vallejo.com
  • Amount USD 4,800
Billing Stripe
  • Client Vallejo Studio LLC
  • Contact lucia@vallejo.com
  • Amount New USD 4,800

Created on deal close · nobody typed it on this side

Source of truth: CRM If the same field changes on both sides, the CRM wins: conflicts are resolved by priority, not by whoever saved last.

No double entry: the record is typed once and stays the same in both systems.

Connected to
  • Zapier
  • Make
  • PostgreSQL
  • HubSpot
  • Stripe
See how it works
With the tools you already use

It connects to your stack, it does not replace it

We build on what your team already knows. If the platform has an API or webhooks, it integrates; if it does not, we look for the most stable path before proposing a change of tool.

  • Zapier
  • Make
  • n8n
  • PostgreSQL
  • Supabase
  • HubSpot
  • Stripe
  • Mercado Pago

And any other platform with a public API.

Implementation case

Three channels selling from the same stock without stepping on each other

The shops billed through a point of sale system, the online store ran on its own and the back office kept the ERP. The same product was loaded three times and stock never matched. We connected the three so each piece of data is entered in one place and travels to the rest on its own.

Clothing retail chain · Argentina

  1. The map of what was there

    Point of sale in the shops with the sales of the day, online store with the catalogue and the photos, ERP with prices, costs and invoicing. A product was created three times, a price was updated twice and stock was adjusted by hand every morning off a spreadsheet someone put together before opening.

  2. One owner per piece of data

    We defined which system rules over what: the ERP is the master for product, price and cost; the online store owns the commercial content, meaning photos, copy and categories; and stock has no single owner, it syncs as movements and not as a number. Nobody writes “12 left”: each channel reports “2 went out” and the ERP adds it up. That way two simultaneous sales in two channels are not competing to overwrite the same value. For data that really is a single value, the system that is not the master can propose a change but not impose it: if someone edits a price in the store, the sync puts it back to the ERP value and logs the attempt, so the conflict is visible instead of being settled in silence.

  3. How they were connected

    The online store fires a webhook as soon as an order is confirmed, so the sale reaches the ERP right away. Stock movements and price changes travel in a queue processed every few minutes, and every night a full comparison runs across the three systems. The point of sale in the shops had no usable API: we built a service that reads its database and publishes every receipt into the same queue, and to write back we use its own file importer instead of touching its tables from behind.

  4. What is left running and visible

    Every message carries its own identifier, source plus receipt number, so a retry does not enter twice. A dashboard shows the last sync for each channel, what is pending and what failed with the reason. Whatever does not go through after the retries lands in a separate queue, gets corrected and is reprocessed from there. The nightly comparison does not fix anything on its own: it flags the differences for someone to decide, because an automatic correction over a badly mapped field multiplies the problem. Stock is entered once and the three channels see it.

The same mechanics fit any operation with several systems touching the same data: a distributor with warehouses and online sales, a travel company between its booking engine and its invoicing, or an ERP that has to live alongside a CRM. The systems and the fields change, the way of deciding who rules does not.

The problem

An isolated tool creates work around itself

A good CRM and a good ERP can still create a bad operation when people copy information between them and nobody knows which one holds the correct version.

Duplicate, diverging data

Customers, products and states are entered more than once and begin to differ as soon as something changes.

Broken workflows

The sale ends in one system and delivery begins in another through an email or intermediate spreadsheet.

Errors without an owner

When synchronisation fails, there is no queue, alert or owner. The customer discovers the break.

What we integrate

A data path with a source, rules and control

Integration does not mean copying everything everywhere. We define which system owns each entity, which events propagate and how a difference is resolved.

Capability 01

APIs and webhooks

Real-time or scheduled connections chosen according to platform capacity, volume and criticality.

Capability 02

Two-way synchronisation

Updates in both directions with loop, conflict and duplicate prevention.

Capability 03

Identity and master data

Stable keys that recognise the same customer, product or transaction across different systems.

Capability 04

Observability and reconciliation

Logs, queues, retries, alerts and reports for finding and recovering incomplete cases.

How we implement it

First, decide who owns each piece of data

The connection technology is the short part. The important work is agreeing source, direction, frequency and behaviour when systems disagree.

  1. Stage 01

    Inventory systems and data

    Entities, fields, identifiers, volume, limits and business owners.

  2. Stage 02

    Design the contract

    Which event moves, in which direction, with which validation and what happens when the destination fails.

  3. Stage 03

    Test and reconcile

    Normal cases, duplicates, retries and differences inside a controlled environment.

  4. Stage 04

    Activate with monitoring

    Gradual launch, queue metrics, actionable alerts and operations documentation.

Scope

What a system integration includes

The deliverable covers the happy path and interruptions. Without reconciliation, integration can move data quickly and still leave information behind.

Included in the project

  • System, entity and ownership map
  • Architecture and data-contract design
  • API, webhook or connector development
  • Identity, validation and deduplication rules
  • Queues, retries, logs and alerts
  • Testing, documentation and launch support
Frequently asked questions

What to know before you start

Can you integrate a platform with no API?

Sometimes exports, structured email or interface automation are available, but they have more limitations. We assess stability and risk before proposing an alternative.

What does two-way synchronisation mean?

Authorised changes can move in both directions. It requires priority rules, loop prevention and clear conflict identification.

How do you protect integration data?

We apply least privilege, separate credentials, encryption in transit, input validation and logs designed not to expose sensitive content.

How long does an integration take?

It depends on API quality, entity count, volume and error cases. A bounded connection can often be delivered in weeks after discovery.

Are integration and migration the same?

No. Migration moves data once; integration keeps systems connected over time. A project may need one, the other or both.

The next step

Tell us which data your team copies between systems today

We review source, destination, volume and exceptions, then design an integration that can also recover when something fails.