Write out the data streams

Before you start linking anything, write down on paper exactly which types of data should go where. Be as specific as possible. You can say: I want all users on my site also in my CRM system. It would be better: I want to have the first name, last name, middle name and telephone number of each user profile on the website in my CRM system. Also determine per point where the data comes from and where it should go.

Check whether you can connect the system properly

It may sound strange, but it is essential to check in advance whether you can link the ERP or CRM system to your website. Some systems have no or no suitable API, or there is an API that has very limited capabilities. It's a shame if you discover halfway through that certain information cannot be exchanged at all. It is therefore very important to look carefully in advance at what you can connect.

Pay attention to the costs and data limits

Every API is different and every company has a different usage policy. There are APIs that only allow a certain number of requests per day or where there is a maximum to the amount of information you can retrieve per day. You may also have to pay to exchange more data. So check in advance how much data you can exchange and, if necessary, make a budget for additional costs. Together with the developer, you can take this into account and build the connection as efficiently as possible.

Provide a suitable testing environment

You often have a good test environment within reach of your website. But usually not from your CRM system. And yet that is super handy to have, especially when you have to test the integration of different channels or run imports. You don't want to risk messing up live data and completely polluting your CRM. You can prevent this by setting up a good test environment for your CRM or ERP so that you can safely try everything there. Only when the links are 100% complete do you switch to the live environment.