Integrations and automation
Connect systems and move routine work forward with clear rules for data, approvals and exceptions.
Discuss an integrationStart with the source of truth
We identify which system owns each record, what should move and when. The integration is designed around the interfaces and permissions available, including any third-party limits.
Automation is useful when the rules are clear. Exceptions, missing data and failed requests need a defined route back to a person.
Typical scope
- API connections and structured data exchanges.
- Data mapping, validation and import reconciliation.
- Form submissions routed into business workflows.
- Approval steps, reminders and scheduled tasks.
- Error records, retry rules and operational handover.
A controlled connection
Map the data
Document fields, ownership, access, direction of travel and how existing records are matched.
Test the edge cases
Check missing values, duplicates, permission failures and repeated requests before release.
Make failures visible
Agree who monitors the connection, how exceptions are resolved and how changes are maintained.
Related project
ROSAF data mapping and reconciliation
The documented ROSAF adapter maps programme, training and finance records into the NGO product. Staging checks classify source records and test repeat runs for duplicate creation.
Read the ROSAF projectWhich systems need to connect?
Tell us the applications involved, the records that should move and how often. API documentation or a sample data structure helps define the work; do not send passwords or private records in the enquiry.