Businesses accumulate systems that each do one job well and do not talk to each other. Connecting them is usually possible; the question is how robustly.
Options, in rough order of preference
- API to API. Both offer interfaces. A small service reads from one, converts, and writes to the other.
- Webhooks plus API. One announces events and the other is updated.
- File exchange. Exports and imports on a schedule, using CSV or similar, when no interface exists.
- Database-level access. Reading the other system’s data directly. Fragile and sometimes forbidden by the vendor; use with care.
- Manual with support. Sometimes a tool that makes copying quick and safe is enough.
Decisions that matter more than the technology
- Source of truth. For each type of data, which system is authoritative? Without this, changes overwrite each other.
- Direction. One-way or two-way. Two-way sync is much harder.
- Identity. How do you know a customer in one system is the same as in the other?
- Errors. What happens when a record is rejected? Who is told?
- Frequency. Instant, hourly or nightly.
Start with one-way and one data type. Prove it, then extend. And keep logs: the day something looks wrong, they are how you find out why.