System integration
Keep the systems. Connect the work.
Checked records, named owners and AI workers where the process needs judgement. Your existing software, working together.
Talk to MSD
One record.
A clear path.
Choose a connection below. Every field needs an owner, every movement needs a rule, and every mismatch needs somewhere to go.
Does not match?
The named owner gets the reason.
CRM → Finance. An agreed customer record moves from the CRM into finance. The field mapping defines what travels, which system owns it and what happens if it does not match.
Email → Internal system. An attachment arrives by email. The required fields are extracted and checked before a structured record reaches the internal system.
ERP → Reporting. An agreed set of operational records moves into reporting. Source references travel with the records so the figures can be traced back.
The gap between systems
shows up in the work.
- The record exists in two places
- A customer's details sit in the CRM and in the finance system, updated separately, so the two drift out of step without anyone noticing until someone compares them.
- The Monday reconciliation
- Someone spends part of every week comparing two exports by eye, because the two systems were never told about each other.
- A platform with no API
- The system that runs the operation predates APIs, or the vendor never built one, so nothing can talk to it programmatically.
- The supplier that owns the export
- Getting data out means asking a third party for a file, on their schedule, in whatever format they choose to send it.
- The report nobody trusts
- Two departments produce two different numbers for the same thing, because each is reading from a system the other doesn't touch.
- The process that waits for a person
- Work queues up in one system until someone is free to re-key it into the next one, record by record.
Every field.
Every direction.
Every exception.
Agreed before a connection touches live records.
Map the data
We list every field that needs to move, and where it currently lives.
Name the owner of each field
Every field gets one named person accountable for what's correct, on your side or ours.
Decide the direction
One-way, two-way, or triggered by an event, agreed before any code is written.
Build with monitoring
The connection ships with logging from the first run, so a failed sync is visible immediately rather than discovered later.
Reconcile before cut-over
Both systems run in parallel until the numbers match, then the manual process stops.
Connect what already
runs the operation.
- APIs
- The interfaces your systems already expose, used to move data without a person in the middle.
- CRM systems
- Customer and contact records, kept in step with everything else that touches them.
- ERP systems
- Orders, stock and finance data, connected to what happens on either side of it.
- Finance systems
- Invoices, payments and ledger entries, moved without re-keying.
- Databases
- Structured records read and written directly, where a system has no interface of its own.
- Messages and attachments turned into structured records another system can use.
- Documents
- Files and their contents, extracted into the fields a system actually needs.
- Third-party SaaS platforms
- Hosted tools your business already runs, connected through whatever access they allow.
- Internal systems
- Software built in-house, connected to everything it was never designed to talk to.
The practical questions
Before
we begin.
What is system integration?
System integration is the work of connecting two or more systems so a record entered once appears correctly in every system that needs it, without anyone re-typing it by hand.
Can you integrate a platform that has no API?
Sometimes. We first check for a supported export, import or other permitted way to exchange the required records. Where those are unavailable, an AI worker may be able to use the interface under authorised credentials. Feasibility depends on the platform, permissions and checks the process needs. No AI worker has run for a client yet. We scope it and discuss it; we do not claim it is running for a client.
Do we need to replace any of our existing systems?
Not necessarily. Integration can keep existing systems in place when they still fit the work and can exchange the required records reliably. If a core system no longer meets your needs or lacks a supported way to connect, we assess whether improving or replacing it is the better option.
Who owns the field mapping?
You do, jointly with us. Every field in the mapping has one named owner on your side, agreed before we build anything, so a disagreement about what's correct has somewhere to go.
How do you handle a failed sync?
The integration stops the run at the point it reached, logs what happened, and escalates to the named owner of that field rather than guessing and writing something wrong.
A conversation with a director
Which systems need to agree?
You do not need to know what technology you need. Tell us about the process. We will work out whether MSD can help.
Your operation is the starting point.