We're looking to integrate third-party CRMs with our desktop .NET in-house practice management software. The CRMs are:
The data to be integrated includes:
- Contact information (name, address, phone number)
- Billing information
At the moment, the data needs to be manually entered in both systems which is time consuming and error prone. We're looking at two options at the moment:
- Develop our own system using the APIs to integrate the data
- Purchase an integrator to assist us in what can often be a messy job
We haven't made a decision around syncing, push, pull, source of truth etc so we're not limited in options at this stage.
So the question is:
Which option would you choose for a manual one way sync, which option for a robust two-way sync and why?
What integration software would you recommend and why?