How to Connect Your Business Tools
If your team types the same customer or job into three different tools, an integration can do it for them. But integrations only save time when they are designed to handle mistakes. Here is how to do it properly.
Start with the work, not the technology
Write down what actually happens: a lead comes in, becomes a quote, becomes a job, becomes an invoice. Mark every place someone copies information by hand. That is where integration saves time. Pick the handoff that happens most often or causes the most mistakes and start there.
Decide which tool is the boss of each record
For each type of information, decide which tool is the source of truth. Maybe customers live in your CRM, jobs in Jobber and invoices in QuickBooks. If two tools can both change the same field, you will get conflicts. Clear ownership prevents duplicates and arguments.
Live or scheduled?
Some information needs to move instantly, like a new urgent job. Some can move every hour or once a day, like reports. Instant connections are more complex. Match the speed to what the business really needs.
Plan for things going wrong
Connections fail. A password expires, a tool changes, a field is empty. A good integration logs every transfer, never creates duplicates when it retries, and puts failures in a list that a named person checks. Silent failures are the real danger, because nobody notices until a customer complains.
Protect sensitive information
Only move the data you need. Use secure connections and the minimum access each tool requires. Be extra careful with personal data, payment details and anything covered by privacy rules like GDPR.
Test with real examples
Test with real looking records, including the awkward ones: a customer with two addresses, a cancelled job, a partial payment. Run the integration alongside the manual process for a short time and compare the results before relying on it.
Keep it maintained
Software you connect to will change over time. Someone needs to watch the integration and update it when needed. With Myriah, integrations usually start from $5,000 for one connection, and our $200 per month care plan covers monitoring and fixes.
Quick answers.
Which integration should we build first?
The handoff your team does by hand most often or the one that causes the most mistakes.
What happens if an integration fails?
A good integration logs everything, avoids duplicates when it retries and alerts a named person.
How much does an integration cost?
With Myriah, one integration starts from $5,000.
Every business is a bit different.
Your tools, your data and how your team works can change the right answer. Prices and timelines here are starting points. You get a fixed quote after a free call.