Planning integrations · ASRR Tech
How do you define CRM-to-Exact integration scope?
Describe required relationship or transaction data and handover timing. Verify available support for your administration and workflow.
A practical example
Transferring a customer differs from synchronising quotations and invoices.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Describe data and direction.
- Check administration.
- Test an example journey.
What does success look like?
The agreed scope names specific data flows and requirements.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Planning integrations: the wider process
An integration needs agreement about data meaning and ownership. Decide the source system for each field, when information is exchanged and who resolves discrepancies. Availability of a product integration does not imply every data flow is supported. Verify the direction, fields and requirements using an example from your own process. Test missing data and a temporary failure. Ask an employee to check that synchronised information is usable for the next step.