Your First Software Integration: A Simple Roadmap
Integrations sound technical, but the plan behind a good one is simple. Here are the steps we follow so a connection saves time instead of creating new problems.
Pick one expensive handoff
Look for the place where someone copies information from one tool to another every day. New jobs into the accounting system. Website leads into the CRM. Completed work into invoices. Pick the one that wastes the most time or causes the most errors. One good connection beats five half working ones.
Decide which tool owns what
For every piece of information, agree which tool is the source of truth. If the CRM owns customer details and QuickBooks owns invoices, the integration knows which way data should flow. Without this, you get duplicates and conflicting records.
Check access before promising anything
Not every tool allows outside connections, and some only allow them on higher price plans. Before we quote an integration, we check the tool's API, your account plan and what permissions are needed. That avoids discovering halfway through that a key feature is not available.
Plan for failures and a human fix
Things will go wrong eventually. The integration should log what it does, avoid creating duplicates when it retries, and put problems in a short list for a named person to fix. You should never find out about a failed sync from an angry customer.
Launch in stages you can see
Start with a small batch of records or one team. Compare results with the manual process. Fix issues, then widen it. Each stage should be visible and easy to undo.
Common first integrations
Popular first connections for small businesses are website forms into a CRM, CRM or job software into QuickBooks, completed jobs into invoices, online orders into stock levels, and weekly data into a dashboard. Each removes a daily copy and paste job.
What it costs
With Myriah, one integration between two tools usually starts from $5,000 and takes 3 to 6 weeks, including testing and documentation. Connecting several systems together is part of a business system, from $10,000.
Look after it after launch
Tools update, passwords expire and business rules change. Someone needs to keep an eye on the integration. Our $200 per month care plan covers monitoring and fixes, or you can run it yourself with the handover documentation we provide.
Quick answers.
How long does a software integration take?
A single integration between two tools usually takes 3 to 6 weeks including testing.
What if one of our tools does not allow integrations?
We check this before quoting. Sometimes a different plan, an export or a different approach works. Sometimes we will tell you it is not worth it.
How much does an integration cost?
With Myriah, one integration starts from $5,000. Connecting several systems starts from $10,000.
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.