Services
Help your systems share the right information
When details move between accounts, bookings, orders and job systems, repeated entry creates extra work and opportunities for mistakes.
We examine how those systems can exchange information and what needs to happen when a transfer cannot be completed.
Define the connection before building it
We check the products, access permissions and supported interfaces. We agree which system holds the authoritative information, when updates should happen and which changes need approval.
A connection might carry accepted job details into accounts, move an enquiry into a work queue or prepare order information for another system.
Products we would check
Examples of what we look at, not a list of finished connectors:
Make exceptions visible
The workflow should show what succeeded, what needs checking and what failed. Duplicate prevention and a clear record of changes matter as much as a successful transfer.
Work with the tools you have
Tell us which systems are involved and what information you copy between them. Compatibility depends on the specific products, versions and access available.
An example of the kind of flow we might look at is a demonstration of invoice details prepared for checking. It does not connect to a live account.
Questions
Systems integration FAQs
Can you work with Xero or MYOB?
We would check what is possible with your account and plan first. Typical things to look at are creating draft invoices from jobs, matching payments and pulling figures into reports.
What if one of my systems has no connection option?
Sometimes there are workarounds, like reading exports or emails. If a link isn't practical, we'll say so.
Will it break when Xero or another tool changes?
It can, because software gets updated. We plan for alerts so problems show up quickly.
Is my financial data safe?
No system is risk-free. We give each connection access only to what it needs, and explain what goes where before it's built.
Can you connect machines?
It depends on the machine and its controller, so we look at your equipment first and tell you what's realistic.