Custom Development & Integrations
Your systems finally talking to each other.
Most businesses don't need more software — they need the software they have to share data. We build the integrations, pipelines, and reporting that turn disconnected tools into one system with one version of the truth.
- API integrationsactive
- Workflow automationactive
- ETL and data pipelinesactive
- Data migrationactive
- Reporting and dashboardsactive
monitored · maintained · improving
Sound familiar?
The problems this solves
Re-keying as a job description
01Orders typed from the store into accounting. Leads copied from email into the CRM. Every manual bridge costs hours and inserts errors at the worst places.
Numbers that don't match
02Sales says one thing, accounting another, the website a third. When systems don't share data, every meeting starts with arguing about whose number is right.
Reporting by archaeology
03Building a monthly report means exporting from four systems and gluing spreadsheets. By the time it's assembled, it's history instead of information.
Data trapped in a legacy system
04Years of valuable records locked in an old platform nobody wants to touch — too risky to migrate by hand, too valuable to abandon.
What you get
Everything handled. Nothing handed off.
API integrations
Point-to-point and hub integrations between your CRM, store, accounting, marketing, and operations platforms — QuickBooks, Zoho, payment rails, and whatever else you run — synced automatically, monitored continuously.
Workflow automation
The glue code that removes recurring manual work — Python and AI-assisted automations (including the Claude API) that watch for events, move data, and handle the steps a human used to babysit.
ETL and data pipelines
Extract, transform, load — we clean, standardize, and move data between systems and into warehouses, on schedules or in real time.
Data migration
Legacy platform exits, CRM switches, and store migrations with field mapping, de-duplication, and verification against source. Nothing left behind, nothing invented.
Reporting and dashboards
The numbers that run the business — leads, sales, orders, margins — assembled automatically and presented where decision-makers actually look.
Cloud data foundations
When volume justifies it, we set up warehouse infrastructure (BigQuery, AWS) so analysis stops being limited by spreadsheet ceilings.
Integration work is invisible when it’s done well — orders just appear in accounting, reports just arrive, numbers just match. That invisibility is the point. The measure of this work isn’t a dashboard demo; it’s the manual work that quietly stops existing and the decisions that get made on numbers everyone finally trusts.
Part of a system
How this connects to the rest of your business
No solution we build stands alone — each one is designed to hand off cleanly to the others.
Process
From first call to launch — and every day after
- 1
Inventory the systems
What holds data, what needs it, which system is the source of truth for each record type.
- 2
Design the flows
Direction, frequency, transformation rules, and what happens when data conflicts.
- 3
Build and test
Integrations built against staging data, with edge cases — duplicates, partial records, failures — handled deliberately.
- 4
Verify and cut over
Reconciliation against source systems before anything goes live.
- 5
Monitor
Pipelines are monitored for failures and drift — because an integration that silently stops is worse than none.
Questions
Straight answers
Our systems are a mix of old and new. Can they still be connected?
Almost always. Modern platforms have APIs; older ones usually have exports, databases, or file drops we can work with. We've extracted usable data from systems their own vendors had given up on.
What does "one source of truth" actually mean?
For each kind of record — customer, order, product — one system is designated the authority, and the others sync from it. Most data chaos comes from two systems both believing they own the same record. Fixing that decision fixes most of the mess.
How disruptive is a data migration?
Done properly, the disruptive part happens in rehearsal. We migrate to staging first, verify counts and spot-check records against source, and only then schedule cutover — typically over a quiet weekend, with the old system kept read-only as a safety net.
Is this overkill for a smaller business?
The tooling scales down. A small business connecting its website, CRM, and accounting might need two integrations and one report — a week of work that saves hours every week after. You don't need "big data" to be losing real money to disconnected data.
Let's list your systems and find the expensive gaps.
Tell us what is working, what is not, and where you want the business to go. We'll help you determine the smartest next step — no pressure, no jargon.
Prefer to talk now? Call +1 (248) 270-5372, text us, or email hello@smartsiteservices.com.