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Data integration and data engineering services

Data integration services that connect CRM, ERP, finance and marketing systems, so every team decides from one source of truth.

See how we work
CRM, ERP, accounting and ad data flow into one warehouse and a dashboard that supports approving next quarter budgetFour sources feed an isometric warehouse, then a revenue dashboard, then the decision to approve next quarter budget.Four systems feed one budget decisionData flow from source systems to a leadership decisionDemo dataCRMERPAccountingAd platformsWarehouseOne copy of each tableRevenue vs plan, year to date$12.6M+5% vs planPlan $12.0MDecisionApprove next quarter budgetCRM, ERP, accounting and ad data flow into one warehouse and a dashboard that supports approving next quarter budgetFour sources feed an isometric warehouse, then a revenue dashboard, then the decision to approve next quarter budget.Demo dataFour systems feed onebudget decisionData flow from source systems to aleadership decisionCRMERPAccountingAd platformsWarehouseOne copy of each tableRevenue vs plan, year to date$12.6M+5% vs planPlan $12.0MDecisionApprove next quarter budget

Our data integration services connect the systems you already run into one governed warehouse. Finance stops reconciling exports. Leadership sees one revenue number.

We pair data engineering consulting with a business view: every data pipeline serves a decision someone has to make. We document it and monitor it after go-live. Work starts with advisory, adds training where your team needs it, and moves to a project or managed service once you are ready.

What it is

Data integration puts every system's numbers in one place you can trust

Definition

Data integration means pulling data from each system, cleaning it into a common format and loading it where it can be analyzed together. Our work covers source review, pipeline design, ETL and ELT builds, warehouse modeling, quality checks, data governance and monitoring.

  1. The result is one source of truth that every team and tool reads from.

  2. It replaces exports and copy-paste.

Data integration turns three differently spelled records of one customer from CRM, ERP and billing into one clean warehouse row that every team readsNumbered flow: extract three records (CRM ACME Corp., ERP Acme Corporation Inc., billing acme corp), clean with five rules, load one customer row C-1042 with booked $48K, invoiced $45K and paid $45K.Three spellings of one customer become one clean recordOne customer as three systems send it, then cleaned and loaded onceDemo data1 Extract2 Clean3 LoadCRMACME Corp.Deal value $48KERPAcme Corporation Inc.Invoiced $45KBillingacme corp (US)Paid EUR 41.6KMatch records on tax IDStandardize company namesConvert amounts to USDOne date and time formatFlag records that fail a checkWarehouse: customers tableAcme CorporationCustomer IDC-1042Booked$48KInvoiced$45KPaid$45KSources joined3Every team and tool reads this one row, instead of an export pasted into a spreadsheet.Data integration turns three differently spelled records of one customer from CRM, ERP and billing into one clean warehouse row that every team readsNumbered flow: extract three records (CRM ACME Corp., ERP Acme Corporation Inc., billing acme corp), clean with five rules, load one customer row C-1042 with booked $48K, invoiced $45K and paid $45K.Demo dataThree spellings of onecustomer become one cleanrecordOne customer as three systems send it, thencleaned and loaded once1 ExtractCRMACME Corp.Deal value $48KERPAcme Corporation Inc.Invoiced $45KBillingacme corp (US)Paid EUR 41.6K2 CleanMatch records on tax IDStandardize company namesConvert amounts to USDOne date and time formatFlag records that fail a check3 LoadWarehouse: customers tableAcme CorporationCustomer IDC-1042Booked$48KInvoiced$45KPaid$45KSources joined3Every team and tool reads this one row,instead of an export pasted into aspreadsheet.
What we offer

ETL consulting and data pipelines keep the warehouse current without manual work

Data engineering consulting decides whether integration stays reliable. We cover six connected areas.

Six integration layers, from sources to BI, each passing a quality check before the nextReference architecture as six isometric layers: sources, connectors, staging, transformation, warehouse and BI, with quality checks between them.Every layer passes a quality check before the nextSourcesCRM, ERP, adsConnectorsScheduled pullsStagingRaw copiesTransformTested modelsWarehouseFacts, dimensionsBI layerShared metricsBetween layers: completeness, freshness and duplicate checks on every loadSix integration layers, from sources to BI, each passing a quality check before the nextReference architecture as six isometric layers: sources, connectors, staging, transformation, warehouse and BI, with quality checks between them.Every layer passes a qualitycheck before the nextSourcesCRM, ERP, adsConnectorsScheduled pullsStagingRaw copiesTransformTested modelsWarehouseFacts, dimensionsBI layerShared metricsBetween layers: completeness,freshness and duplicate checkson every load

Loads that finish on time: ETL consulting

We pick ETL or ELT (transform before or after loading), connectors or code, by volume, speed and cost.

Failures you can see and fix: data pipelines

Every data pipeline has scheduling, logging and alerts, and can be rerun without duplicating records.

Issues caught at the source: quality testing

Automated tests check completeness, freshness and duplicates on every load.

Costs you can predict: cost of ownership review

We estimate running costs for each tool and pipeline before build, so the stack stays affordable as volumes grow.

These parts depend on each other. A warehouse is only as good as the pipelines that feed it, and pipelines are only as good as the data collected at the source. We design all six together, so a change in one does not break the others. Each piece is documented, so your team can run it after handover. Where your team already owns part of the stack, we fit around it rather than replacing it.

Every component is version-controlled, tested and monitored, so changes are safe and failures are visible quickly.

Together they form one integration layer you can extend.

data warehousedata collection
How we work

Our data integration consulting delivers usable data early, then expands

Our data integration consulting services work in five steps, scoped in writing. The highest-value sources go first, so leadership can use real data while later phases continue.

Our data integration consulting process in five steps

Select a stage, use Next or the arrow keys

Know your sources. We list every system, owner, volume and known issue, ranked by importance to leadership decisions.

Step 1 of 5

Every step has a named owner on both sides. We share progress in short reviews, flag risks early and agree changes in writing. You always know which sources are live, which are in progress and what comes next.

Much of the risk in integration sits in steps one and two. Getting the inventory and design right prevents expensive rework during the build. Step two is also the fit and readiness check: if the data or team is not ready, we continue with advisory or training before any build.

Platforms we use

We connect the tools you already run

HubSpot, Salesforce, NetSuite, Odoo, Zoho, QuickBooks, Airtable, GA4 and ad platforms, through native connectors, Zapier, Make, n8n or custom APIs. Legacy systems connect through database queries or scheduled exports. Output lands in Power BI.

CRM, ERP, accounting and marketing systems all land in one warehouseSource systems grouped by type, with arrows into one warehouse.Every source type lands in one warehouseCRMHubSpotSalesforceERPNetSuiteOdooZohoAccountingQuickBooksLegacy exportsMarketingGA4Ad platformsOne warehouseOwner and refreshdocumented per sourceConnected through native connectors, Zapier, Make, n8n or custom APIsCRM, ERP, accounting and marketing systems all land in one warehouseSource systems grouped by type, with arrows into one warehouse.Every source type landsin one warehouseCRMHubSpotSalesforceERPNetSuiteOdooZohoAccountingQuickBooksLegacy exportsMarketingGA4Ad platformsOne warehouseOwner and refresh documented per sourceConnected through native connectors, Zapier,Make, n8n or custom APIs
ERPNetSuite, Odoo and Zoho implementation and reporting

Custom databases connect directly.

If a source is not listed here, ask. Most systems with an API or a database can be connected.

For groups in Dubai and the UAE, the same approach connects ERP, CRM and VAT reporting data across mainland and free zone entities.

ERP platformsintegration for UAE groups
Use cases

Integrated data answers each executive's hardest question

Integration is technical work with business results. Each leader gets a decision they could not make before.

Close the month without exports

CRM bookings tied to ERP invoices, so revenue, margin and cash reports refresh themselves.

  • Sources: CRM, ERP, accounting
  • Decision: what to plan against
  • Replaces month-end spreadsheets

Integration often starts as an IT request. Its value shows up in leadership decisions. That is why we write the use case for each executive before we design a single pipeline.

Pick the role closest to your most urgent problem; that use case usually decides which sources to connect first.

business intelligencemanufacturingSaaSfinancial services
Sample views

CRM and ERP data unlock two of the three sample views

The matrix below maps three sample views, built on demo data, to the sources each one needs. None of it is client data.

CRM and ERP data each serve two of the three sample views, finance and operations or marketing, so they are the integrations to build firstMatrix: finance needs CRM and ERP, operations needs ERP, marketing needs CRM, ad platforms and GA4. CRM and ERP each serve two views.CRM and ERP data unlock two of the three sample viewsSources each sample view needs, and the headline it showsDemo dataSample viewHeadlineCRMERPAd platformsGA4FinanceMargin by product lineLine D margin 27%OperationsLate orders by siteSite 3 on time 82%MarketingSpend to revenueEvents: $460K wonViews each source serves2211Connect these firstneedednot neededPick the view closest to your most urgent decision, then build the integrations its sources need.CRM and ERP data each serve two of the three sample views, finance and operations or marketing, so they are the integrations to build firstMatrix: finance needs CRM and ERP, operations needs ERP, marketing needs CRM, ad platforms and GA4. CRM and ERP each serve two views.Demo dataCRM and ERP data unlock two ofthe three sample viewsSources each sample view needs, and theheadline it showsFinanceLine D margin 27%Margin by product lineCRMERPOperationsSite 3 on time 82%Late orders by siteERPMarketingEvents: $460K wonSpend to revenueCRMAd platformsGA4Views each source servesCRM2ERP2Ad platforms1GA41Gold box: connect CRM and ERP first.Pick the view closest to your most urgentdecision, then build the integrations itssources need.
1

Finance: see margin by product line

Revenue against plan, gross margin, receivables aging and cash, from ERP and CRM. Refreshed daily.

2

Operations: spot late orders early

Cycle time, on-time delivery, inventory turns and backlog by site, from ERP. Compared across sites.

3

Marketing: trace spend to revenue

Spend, leads, opportunities and closed revenue by channel, from ads, GA4 and CRM. Joined at record level.

Use it to decide which integrations to build first. Pick the view closest to your most urgent decision, then trace back to the sources it needs. In this demo, CRM and ERP each serve two views, so they come first.

Every view can be adapted to your own KPIs once your sources are connected and your definitions are agreed.

Services

Data integration services you can start small and grow

Start with one or two services and add more as your stack matures. Every service uses documented designs, version-controlled code, monitoring and a full handover. We choose tools on total cost of ownership, not vendor ties.

Start here

Know where to start: integration assessment

A review of sources, pipelines and reports, with a target architecture and phased roadmap. Delivered as a fixed scope. Output is yours to keep.

  • One customer across systems: CRM and ERP integration

    Clear rules for record ownership, field mapping and conflicts between CRM, ERP and finance. Every rule is documented. Conflicts resolved by rule.

  • Switch CRMs safely: CRM data migration services

    Deduplication, preserved history and reconciliation reports that confirm every record arrived. The legacy system stays available read-only for reference.

  • Act in minutes, not days: API and real-time integration

    Event-driven links for lead routing, stock levels or order status, with retries so nothing is lost. Failures alert a named owner.

  • Light automation that holds up: iPaaS workflows

    Zapier, Make and n8n flows with logging and error handling, reviewed as volume grows. Each flow has a named owner, and run volumes are tracked against plan limits.

    Learn more about Light automation that holds up: iPaaS workflows

  • Pipelines that keep pace: managed integration

    A fractional or embedded team monitors and extends pipelines; you own everything built. Scope and response times are written down. Reviewed quarterly.

Not sure where to begin? The assessment answers that. It shows which sources matter most, which pipelines are fragile and which fixes pay back fastest. We propose implementation only when it fits and your team is ready, and we say so when it is premature.

From there, most needs fall into one of the services below. CRM and ERP integration and migration fix the core customer and revenue records. API and real-time work handles cases where a daily load is too slow. iPaaS workflows cover lighter needs. Managed integration keeps everything running as your business changes.

Each card leads with the outcome, then the work. Whatever you choose, you own every pipeline, model and document we build, and your team gets the training to run it. Pricing is scoped per engagement in writing, never quoted from a rate card.

Each service has a written scope, named deliverables and acceptance criteria. You can combine services into one phased program, with one plan and one point of contact, or run a single service when the need is narrow. We review progress with you in short sessions and adjust priorities as your stack changes.

data governanceall services
Next-step finder

Not sure where to begin? Find your starting point

2 questions. We suggest one next step. Nothing is sent anywhere.

Illustrative
1. What hurts most today?
2. How do you want to work?
0 of 2 answered
Challenges we solve

Disconnected systems slow every decision and nobody owns the cost

The cost of poor integration rarely shows in one budget line. It shows as slow decisions, repeated work and numbers nobody fully trusts. Data integration services fix the root: connect the systems once, define shared metrics once and monitor the pipelines all the time.

  1. 1End the three-number meeting

    Data silos give each team its own figure; integration gives one figure everyone accepts.

    Meetings start with decisions.

  2. 2Stop rebuilding the same spreadsheet

    Manual exports cost analyst hours every week and depend on a few people.

    Knowledge stops sitting with one person.

  3. 3Calculate lifetime value reliably

    When CRM and ERP define customer and revenue differently, cross-system metrics fail.

    Retention and margin become measurable.

  4. 4Catch broken links before decisions do

    Ad hoc point-to-point connections fail silently when a field or API changes.

    Alerts replace surprises.

  5. 5Unblock analytics and AI projects

    Dashboards and AI automation stall at data preparation without integrated, governed data.

    Projects move past preparation.

  6. 6Audit-ready numbers

    Documented lineage shows where each reported figure comes from, which can shorten reviews with auditors and the board.

Five disconnected systems report five revenue numbers; one connected model gives a single agreed valueBefore: CRM, ERP, billing, spreadsheets and a BI export show Q3 revenue between $4.4M and $5.1M. After: one connected model shows $4.6M.Five systems, five revenue numbers, then oneQ3 revenue as each system reports itDemo dataCRM$4.8MERP$4.5MBilling$4.6MSheets$5.1MBI export$4.4MDisconnected: no agreed valueConnectedmodelRevenue, Q3$4.6MOne value, agreed by financeCRMERPBillingSheetsBIConnected: one agreed valueFive disconnected systems report five revenue numbers; one connected model gives a single agreed valueBefore: CRM, ERP, billing, spreadsheets and a BI export show Q3 revenue between $4.4M and $5.1M. After: one connected model shows $4.6M.Demo dataFive systems, five revenuenumbers, then oneQ3 revenue as each system reports itDisconnected: no agreed valueCRM$4.8MERP$4.5MBilling$4.6MSheets$5.1MBI export$4.4MConnected modelRevenue, Q3$4.6MOne value, agreed by financeCRMERPBillingSheetsBIConnected: one agreed value

These costs grow as the company grows. Each new tool adds another silo. Each new report adds another manual export. Each new analyst adds another version of the same metric.

The insight is simple: the problem is not a missing dashboard. It is missing connections between systems. Fix the connections once and every later report, forecast and automation gets cheaper and more reliable.

The cards below name the outcome each fix delivers. Each one maps to a service further down this page, so you can see exactly how the cost is removed.

Ask any finance or operations lead how many hours go into preparing the monthly pack. The answer usually shows the cost more clearly than any budget line. Integration is designed to give those hours back.

data governance resources

Map your data sources and get a practical integration path

Tell us which systems you run and which decisions they must support. We start with advice and reply with next steps, proposing a build only when it fits.

No preparation is needed.

We aim to reply within one business day.

Book a consultation.

AI readiness assessment
See how we work
Your systems feed one model that supports one decisionBanner flow: stacked source systems, an isometric data model, and a decision card.Your systemsOne modelDecideOne decisionYour systems feed one model that supports one decisionBanner flow: stacked source systems, an isometric data model, and a decision card.Your systemsOne modelDecideOne decision
Frequently asked questions

Data integration services: questions buyers ask before connecting their systems

The basics3

Data integration services combine data from separate systems, such as CRM, ERP, accounting and marketing platforms, into one consistent dataset. The work covers source review, pipeline builds, transformation, warehouse modeling, quality testing and monitoring, so reports draw from one trusted source of truth. Good data integration services also leave your team able to run and extend the stack. The goal is fewer manual exports and faster, better-informed decisions. Every engagement is scoped in writing first.

ETL transforms data before loading it into the warehouse. ELT loads raw data first and transforms it inside the warehouse. ELT suits modern cloud warehouses and large volumes; ETL suits tighter control over what enters, for example when sensitive fields must be masked before loading. We often combine both, depending on each source and how much control you need over raw data. Both approaches can be monitored and documented in the same way.

No. An API integration usually moves single records between two applications in near real time, such as creating an ERP customer when a deal closes. ETL moves data in batches into a warehouse for analysis. Many stacks need both, and we design them so they do not conflict or create duplicate records in either system. API links act on single events; ETL feeds reporting and analysis.

Scope, cost and working with us3

We are tool-agnostic. Depending on volume, speed and budget, we use managed connectors, Zapier, Make, n8n, native connectors or documented API connections, and we deliver to Power BI. We document every tool choice and its running cost, so you can compare options and keep the stack affordable as data volumes grow over time. Tool choices are reviewed as your needs change. We also check licensing and support terms before recommending a tool.

It depends on the number of sources, data quality and how much transformation is needed. We work in phases and deliver the highest-value sources first, so leadership sees usable data early. Each phase has an agreed scope and timeline before it starts, and is reviewed with your stakeholders before the next one begins. Early phases can help justify the later ones by removing manual reporting work.

Yes. Systems without modern APIs can usually connect through database links, scheduled file exports or middleware. We assess each option during the source review, pick the most reliable method and document any limits before the build begins, so there are no surprises later. A staging layer often protects the legacy system. Legacy limits are recorded so later projects can plan around them. Where possible, we connect read-only first to protect live operations.

data modernization projectsanalytics as a servicestrategic planning advisory