Use a public API

The most flexible option is usually an API provided by one or both systems. A small middleware service can transform data and enforce your business rules.

Use webhooks for real-time events

Webhooks allow a system to notify another application when something changes, such as a payment completing or a customer record being updated.

Use scheduled imports and exports

CSV, XML or JSON files can be a reliable option when real-time transfer is unnecessary. Automation can collect, validate and import the files on a schedule.

Use browser automation carefully

When no API or export exists, browser automation may be possible, but it is generally more fragile and should be treated as a last resort.

Plan for failures

Every integration needs logging, retries, duplicate prevention and a clear way to recover when one system is unavailable.

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