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Services

API Integration Services

Your CRM, ERP, accounting system, and customer portal should exchange data without someone exporting a spreadsheet between them. Code and Trust connects the software you already use, with clear rules for what moves, which system owns it, and what happens when a connection fails.

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What are API integration services?

API integration services connect existing applications through their interfaces so records and events can move between them. The work includes access setup, field mapping, synchronization logic, failure handling, testing, and documentation. Unlike building a new API, integration starts with the contracts and limits of the systems you already have.

Sometimes a supported connector is enough. Custom software integration is useful when a connector misses required fields, cannot express your business rules, or does not give your team enough control over failures. We review the available APIs, permissions, and vendor constraints before recommending a connector, a small custom service, or a broader integration layer.

Software integration services for the handoffs between teams

These are examples of flows we can scope, rather than promises that every vendor exposes every operation. Existing platforms can stay in place while we build the connection around them.

CRM to operations

Send an approved deal to an ERP or internal tool, map the customer identifier, and return an order status. Decide which system owns address changes and how duplicate customers are resolved. See our CRM development capabilities.

ERP to accounting

Pass approved invoice or payment records to the finance system, reconcile identifiers, and report rejected entries for review. An integration must distinguish a delayed response from a failed write before retrying. Our ERP services include accounting connections.

Payments and application records

Receive a payment event, verify its source, and update the matching application record. Plan for duplicate webhooks, events arriving out of order, and reconciliation when delivery is delayed.

Customer portal to internal systems

Show order or account information from an internal system in a portal, and route permitted updates back. Map the signed-in user to the right account and limit which records each user can read or change. Explore customer portal development for the interface itself.

Connect existing software, build an API, or move the data?

  • Integrate when both systems stay and need an ongoing exchange. This page covers that connection, including synchronization and recovery.
  • Build an API when your application needs a new interface for customers, mobile clients, or other systems. Our API development services cover REST, GraphQL, API contracts, and documentation.
  • Migrate when records move to a replacement system and the old one will be retired. Data migration services cover mapping, validation, and cutover; a migration may need a temporary integration during transition.
  • Automate a workflow when the job includes approvals, document processing, routing, or several business decisions. Workflow automation coordinates those steps around the connection.

From access review to a tested connection

  1. Confirm access and scope. Identify the source and destination, API availability, account permissions, sandbox access, volume, and acceptable delay. Choose webhooks or scheduled polling based on what the vendor supports.
  2. Write the mapping. Define identifiers, required fields, formats, allowed values, and the system of record. Agree on what happens to missing fields, deleted records, and conflicting edits before coding.
  3. Implement authentication and recovery. Use the supported API-key or OAuth flow, protect credentials, and handle expiry. Design around rate limits, timeouts, and duplicate deliveries. Retry only where safe; route unresolved records to a visible exception path.
  4. Test success and failure. Exercise representative records, invalid inputs, revoked access, duplicate events, and partial failures. Reconcile counts or identifiers where applicable so a successful request is not mistaken for a complete business transaction.
  5. Release and hand over. Agree on acceptance checks and rollout steps. Provide field mappings, configuration guidance, error references, and an operating runbook covering monitoring, reprocessing, and escalation responsibilities.

What affects integration scope and cost?

The number of systems is only a starting point. Two-way synchronization, inconsistent customer identifiers, custom fields, high record volume, restricted API access, and strict timing requirements can add more work than another straightforward endpoint. Vendor licenses and API access fees also need checking.

We agree on the flow, deliverables, and price in writing after reviewing those constraints. Most large builds are fixed-price, with a monthly retainer after launch. Prototype, staging, and deployment milestones are agreed in the written scope. Post-launch support and maintenance are scoped per engagement.

Choosing an API integration company

Ask a prospective partner to explain record ownership, safe retries, monitoring, and how your team will recover a failed transaction. A list of platform logos cannot answer those questions. Bring API documentation, sample records with sensitive data removed, and the manual steps you want to replace so we can assess the actual connection.

Which systems need to talk to each other?

Tell us what should move, where it starts, and what happens today when it fails. We will review the integration path and propose a scope your team can evaluate.

Discuss an Integration →