Building an integration
The building of an integration can be broken down into several design areas, or challenges that we need to solve. These high level challenges are the same for any integration with every type of ERP or CRM application.
The details of the solutions will depend on which CRM and ERP we are dealing with, which tools are available to us, and which use cases we are going to solve.
This diagram shows the four challenges that need to be solved to build an integration
The challenges can be broken down into four areas:
Extract the data: Extract the data from ERP
Transport the data: Transport the data between ERP and CRM
Store the data: Store the data that has been extracted from ERP in CRM
Show the data: Show the data in the CRM UI
Challenge 1 – extract the data
We first need to get information out of the ERP so that we can use it in the integration. We will discuss several methods that can be used. These are:
Direct access from the database
Access through the business API
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