Coordination of customer data
Assign fields, identifiers and responsibilities so that information arrives in the correct system.
Plugin development · 03 / 06
Your data.
In the right place.
Customer data here. Orders there. I connect your systems with a clear sequence and a suitable interface.
Services and project questions in detailA sequence across system boundariesConcept
Possible extensionsCRM & ERP
Less transference. More connection.
Transfer orders
Bringing offers, orders and their status into the next step with clear handover rules.
Controlling data flows
Make transmissions comprehensible and provide for a meaningful handling of duplicates or error cases.
A possible example
From accepted quote to order.
An offer is confirmed in the CRM. An individual connection prepares the agreed data and transfers it to the ERP. Your team continues to work on the appropriate process.
01
EstablishingWhich system carries which information?
02
TransfersAssign fields and check records.
03
ComprehensionMake the handover and feedback visible.
First, the data. Then the connection.
We clarify the source and target system, interfaces, data responsibility and access rights. A concrete example process shows what should be transmitted and where feedback is necessary.
Services in detail
Interfaces with clear rules for your business data.
A CRM or ERP connection should reduce double processing and create traceable transfers. For this purpose, it must be determined which system carries information, when it is transmitted and how changes are handled. The interface is planned along a specific business process.
Defining data responsibility
Customer number, contact and billing address can be displayed differently in different systems. We assign the fields and determine unique identifiers. In the case of conflicting information, it is specified in advance which source has priority and when a manual check is necessary.
Keep transmissions visible
A missing mandatory value or a broken connection must not leave an unclear processing status. Statuses and protocols can show whether a task has been taken over. Repetitions are planned in such a way that a new order does not arise with every attempt.
Technical implementation
Connect systems with clear data rules.
A reliable connection requires clear responsibilities for data and a traceable handling of transmission errors.
Fields and Leading System
Customer numbers, addresses and order positions are assigned between the systems. For each important field, it is determined where it will be maintained. Different spellings or data types require coordinated conversion rules.
Authentication and update
Available interfaces determine login, authorizations and retrieval possibilities. We check whether changes are reported or regularly requested. Quantity limits and expiration times of inputs affect the operation.
Repetition and reconciliation
An interrupted transmission requires a visible status and regulated repetition. Unique process identifiers help avoid duplication of orders. Regular comparisons can reveal missing or conflicting data sets.
Helpful for planning
The two system versions, API documentation, fields to be transferred and an example process with its status changes, are helpful.
Which of these questions is crucial for your project? Briefly describe your process and the existing systems.
Discuss technical requirementsGood to know.
Do both systems have to have an API?
An API is one possible way. Depending on the system, regulated import and export functions can also fit. Which connection can be reliably implemented results from the existing possibilities.
How are duplicate data sets treated?
Before implementation, we set unique identifiers and rules for updates. This also includes which system is the authoritative source of information.
Can a small process be implemented first?
Yes. A clearly limited process is suitable as an entry point. We test it with representative examples and only expand the scope on a coordinated basis.
Does the data reconciliation have to be done in real time?
Not always. For some processes, a regular comparison is sufficient, others need immediate feedback. The desired timeliness is weighed against interface possibilities, error handling and operating expense.
Can the connection work in both directions?
If the systems involved make it possible, a mutual exchange is conceivable. Then change rules must be particularly clear: Which fields can be edited where and how are simultaneous changes treated?
What information helps with the first assessment?
Name the programs and versions as well as a specific process. Information on existing APIs or export formats is helpful. Access data and confidential customer data are not required for the first description.
Which systems should work together?
Tell me your programs and the process that is causing detours today.