Integration approach
Integrations should reduce manual work without making the workflow fragile.
The goal
Integrations should reduce manual work without making the workflow fragile.
Practical steps
- Start by defining the data you need to share.
- Decide which system owns the record of truth.
- Sync only what is required for the workflow.
Typical integration points
- Customers and contacts from CRM or ERP.
- Orders from OMS or e-commerce.
- Completed work and time back to billing.
How Fleksi.io fits
Fleksi.io is built to capture clean operational data. It can connect to existing systems through APIs or exports without forcing a full replacement.