Define the handoff before building the connection
An integration needs clear rules: which system owns each record, what triggers an update, how duplicates are handled and what staff see when something fails. We work through those decisions alongside the connection itself.
Projects can connect a CRM to quoting, move accepted orders into scheduling, make operational data available for reporting, or connect software to payments and devices. For accounting platforms such as QuickBooks, the starting point is the product version, available API access and exactly which records need to move.
API and database integrations
Customer, quote, order and job handoffs
Payments, POS and connected equipment
Data imports, reporting feeds and synchronization


