What usually decides a CRM integration
Sales want to see in the CRM whether a customer pays. Accounting does not want duplicate companies piling up in the ERP. Those two pull against each other and get settled on day one.
- How companies are matched. A registration number beats a name; for foreign customers the domain or customer number is often the only usable key.
- Who owns a field. If both sides may edit the same one, they overwrite each other — direction is decided per field, not per module.
- What from accounting actually belongs in the CRM. Usually payment status and turnover, not the whole ledger.
What is Symmy and how does it work?
You know the drill — some data lives in your ERP or accounting system, other data in different apps and tools. Consolidating it ends in spreadsheets and manual re-typing. Symmy automates these routine processes, so you get rid of tedious work and keep an overview of all your data everywhere it’s needed.
Used by ERP systems across all industries
Why use Symmy?
A unified API for all ERPs, advanced transfer monitoring and long-term platform support.
No-obligation consultationPrioritise what matters
Your people should do more important work than routinely moving data.
Eliminate human error
Manual data handling easily introduces a typo or mistake.
Lower internal costs
Automation and integrations save you staffing costs.
Fast deployment
Once requirements are set, the integration can take just a few days.
Data processing monitoring
A clear dashboard where you track whether transfers succeed.
Alerts and notifications
If a problem occurs during processing, the system alerts you.
REST API
Teach your apps one API that integrates dozens of ERP and accounting systems.
Long-term support and development
We continuously expand and improve Symmy.
Security
Data synchronisation runs over an encrypted connection.
I want to find out how Symmy can help us
We’ll walk you through a concrete example of how Symmy connects your systems.
No-obligation consultationUseful tips and insights from the world of ERP and integrations, for free
From time to time we share the experience, advice and know-how we gain from working with our partners.