Quick Wins
6th July 2024
8 min read
Stu Mason
Data Integration Quick Wins: Connecting Your Critical Systems
How to connect your most important systems for fast, reliable data flow—without a six-month IT project.
Stu Mason
Automation expert • Sony, Paddle, Pfizer • 15 years experience • AWS certified
Disconnected systems are the #1 source of manual work. Here's how to connect them for quick wins.
Where to Start
- Identify the 2-3 systems you use most (CRM, accounting, project management)
- Map the data flows between them
Integration Approaches
- Off-the-shelf connectors (Zapier, n8n, Make)
- Custom APIs for unique needs
- Middleware for complex flows
Case Example: Agency Data Sync
One agency connected their CRM and accounting in a weekend, saving 8 hours/week and eliminating double entry.
Insider Insight
Start with the integration that saves the most time, not the one that's most technically interesting.
Pitfalls
- Trying to connect everything at once
- Not documenting data flows
Visuals
- System Integration Map
- Before/After Manual Steps Chart
- Sample n8n Integration Screenshot
Conclusion
Data integration doesn't have to be a massive project. Start small, prove value, and scale up.
Want help connecting your systems?
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