AI automation · System integration
UnifyCore — two-way system integration
Two systems that cannot talk, connected in both directions — with retries, a review queue and an alert instead of silence.
The workflow
- Multiple systemsCRM, ERP, accounting, storefront
- ConnectAPIs, databases or scheduled exports
- NormaliseDates, currencies, units, names
- StructureFields mapped, records matched
- UnifyKept in step, both directions
- IntelligenceClean data ready to report and ask
01 The problem
You know this one.
The pattern, what it costs you, and what changes once it is built.
- What happens today
- A job exists only because two systems cannot talk: someone exports a spreadsheet every Monday and pastes it somewhere else.
- Why it matters
- The numbers are right until the week they are not — and nobody notices until a report quietly fails to add up.
- What changes
- The hand-off runs on its own, in both directions. When something fails, it says so.
- What improves
- One version of the truth across your systems, the Monday export gone, and failures you hear about first.
02 Watch one run
Follow one deal from CRM to accounting — and back.
Scroll and the pipeline moves with you. On a phone it plays by itself — tap it, or a stage name, to take control.
Step 1 · Map
- ✓crm.account.name
- ✓crm.deal.closed_at
- text → numbercrm.deal.value
Mismatches surface here, on a screen, rather than three months later in a report that quietly does not add up.
Step 2 · Translate
- 12/08/262026-08-12 ✓
- "NPR 64,200"64200.00 NPR ✓
- acme corp.Acme Corp ✓
- 2 doz24 ea ✓
The same fact written five ways. This is precisely where copying by hand goes wrong.
Step 3 · Reconcile
- Acme Corp
- ACME Corporation
- acme corp.
- MergedAcme Corp
The phone numbers disagreed. Your rule decided: CRM wins for contact details — and the other value is kept in history, not deleted.
Step 4 · Sync
- 09:14:02CRM → Accounting deal 8841 · invoice created
- 09:14:02Accounting → CRM payment received · deal marked paid
- 09:14:03Sheets → Inventory stock count · 142 units
- 09:14:04Support → CRM ticket closed · contact touched
Both directions, not just one. On a schedule or the moment something changes — your call.
Step 5 · Guard
- 09:14:05Inventory timeout · retry 1 of 3 in 30s
- 09:14:36Inventory succeeded on retry 2
- 09:14:361 record unresolved → review queue
- 09:14:37Ops notified · run report emailed
Integrations fail sometimes. What matters is that you find out, and that nothing disappears quietly.
-
Map
First, what connects to what, and which field means which. Most of the real work is here: the deal value your CRM stores as text and your accounting system expects as a number is exactly the kind of thing that breaks a sync silently six weeks in.
-
Translate
Dates, currencies, capitalisation, units of measure. One system says 2 doz and another needs 24. Getting this consistent is unglamorous and it is the difference between an integration that holds up and one that quietly corrupts your data.
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Reconcile
The same company is in three systems under three spellings, with two different phone numbers. They get matched into one record using a rule you set for which system is authoritative per field — and the value that lost is kept in history rather than overwritten.
-
Sync
Now it runs, in both directions. A closed deal creates the invoice; a received payment marks the deal paid. On a schedule, or triggered the moment something changes, depending on which suits the workflow.
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Guard
The stage most integrations skip. A timeout retries with a backoff. A record that genuinely cannot be resolved is held in a review queue where you can see it, not dropped. Your team gets told, and there is a run history to look back at.
03 The engagement
What you get, and what it takes.
A fixed price is agreed in a written scope before anything is built. The discovery call that comes first is free.
What you get
- Integration architecture and field mapping
- Tested connectors, running in both directions
- Retry, review-queue and alerting behaviour you can inspect
- Documentation and an ongoing support option
What we need from you
- Access to each system — API, database or export
- Which system is authoritative for which field
- Who should be alerted when something fails
Timeline
3–8 weeks
From signed scope to running in your systems, with working software shown to you at every milestone.
Connects to tools like these — and anything with an API or export
- Odoo
- Tally
- SAP
- QuickBooks
- Xero
- HubSpot
- Salesforce
- Zoho
- MySQL
- PostgreSQL
- SQL Server
- Google Sheets
- REST APIs
04 Questions
Before you connect your systems.
What if one of our systems has no API?
We can usually work from its database, a scheduled export or a watched folder. The discovery call is where we find out which applies.
What happens when a sync fails?
It retries with a backoff. Anything that still cannot be resolved goes to a review queue you can see — never dropped — and your team is notified.
Who decides which system wins when records disagree?
You do, field by field. The losing value is kept in history rather than overwritten.
05 Often combined
Most engagements use two or three.
The five automations share one engineering spine, so they combine cleanly — and feed the same data into SolmiriX if you use it.
DocTrace
Invoices, forms and delivery notes get read, checked and posted into the systems that own them — instead of retyped by hand. DocTrace
SupportRoute
Email, chat, WhatsApp and voicemail sorted the moment they land — so the urgent one reaches a person while it still matters. SupportRoute
ProspectRoute
Every enquiry captured, scored and assigned to the right rep within minutes — with a clock on it, so nothing goes cold. ProspectRoute
KnowledgeAssist
An assistant that answers from your own handbook in plain language — and cites the section it came from. KnowledgeAssist
Want to see UnifyCore on your own process?
Tell us how the work gets done today. We will tell you plainly whether this is the right fit — and what it would take.