API and systems integration
Most ERP and CRM projects fail not at the launch, but six months in, when one system stops syncing with another and nobody notices for days. We build the glue with that exact failure mode in mind: observability first, idempotency by default, dead-letter handling for the cases nobody planned for.
What's included in API & integrations.
We've moved invoices between Tally and a custom ERP, contacts between a legacy CRM and a fresh one, orders between Razorpay and SAP Business One, and WhatsApp messages between a customer chatbot and a CRM ticket queue. The pattern is the same: map every field and failure case with your team first, then make the seams readable.
Teams running 3+ systems that should be talking to each other and aren't: Tally + a custom app, SAP + a CRM, WhatsApp Business + a helpdesk, Razorpay + accounting. Also good when an existing integration is breaking regularly and you've lost confidence in what's actually syncing.
- 01
Idempotent webhook handlers
Every inbound event has a unique key. Retries don't create duplicate invoices, retries don't fire your customer's WhatsApp twice.
- 02
Retry queues + dead-letter
Failed jobs go to a queue with exponential backoff, then to a dead-letter table you can inspect. No silent data loss, no 'I thought the integration was working' meetings.
- 03
Replayability
Every inbound message is captured raw. You can replay a single event, a date range, or the whole feed against a new handler, useful for fixing data and for migrations.
- 04
Human-readable logs
Structured logs with the entity ID, the action, the source, and (when an error fires) the offending payload. Searchable in BetterStack or your provider, so the logs are something people actually read.
- 05
Health endpoint + alerts
Each integration exposes a /health endpoint with last-success-at, queue depth, and error count. Slack or email alert when a metric crosses your threshold.
- 06
Connector library
Pre-built connectors for Tally Prime, SAP B1, Razorpay, Microsoft Graph, WhatsApp Cloud API, GSTN, HubSpot, and Google Workspace. New connectors are scoped the same way, once the fields and failure cases are mapped with your team.
From manual re-keying to connected systems.
Map fields and failures
We list every system involved, every field that crosses between them, and which side is the source of truth. Then we work through the failure cases with your team, such as an unreachable accounting server or a payment event that arrives twice, and agree the map in writing.
Build idempotent connectors
We build each connector against that map with signed webhooks, unique event keys and retry queues, then push real sample records through it in a test environment. Any mismatch between the two systems is fixed there, before live data starts to flow.
Switch on and watch
We switch the integration on with a health endpoint, alert thresholds and raw event storage for replay. Your team learns how to read the sync log, and we stay on to handle field and schema changes when one of the connected systems upgrades.
Questions about API & integrations.
- Can you stop our team re-typing data between Tally, our CRM, and spreadsheets?
- Yes, that is what an integration is for. We have moved invoices between Tally and a custom ERP, contacts between a legacy CRM and a new one, and orders between Razorpay and SAP Business One. Every inbound event carries a unique key, so a retry never creates a duplicate invoice, and every sync is logged, so your team stops re-keying data and stops wondering whether two systems agree.
- Which systems do you integrate, such as Tally, SAP B1, Razorpay, GSTN, and WhatsApp?
- We have pre-built connectors for Tally Prime, SAP Business One, Razorpay, Microsoft Graph for Microsoft 365, WhatsApp Cloud API, GSTN, HubSpot, and Google Workspace. Other systems are scoped the same way: we map the fields and failure cases with your team first, then build. Inbound webhooks are signature-checked and idempotent, so a repeated event never sends a customer's WhatsApp message twice.
- How do you scope an integration project before building it?
- We map every field, every direction of sync, and every failure case with your team: what happens when the accounting system is unreachable, when a GSTN call times out, or when a payment webhook arrives twice. That map becomes the written scope, and the timeline and cost are agreed against it. If an existing integration keeps breaking, the study starts by checking what is actually syncing today.
- How will we know if an integration stops syncing after go-live?
- Each integration exposes a health endpoint with last-success time, queue depth, and error count, and sends a Slack or email alert when a number crosses your threshold. Failed jobs retry with backoff, then land in a dead-letter table you can inspect. Every inbound message is stored raw, so we can replay a single event or a date range to repair data. Ongoing monitoring and fixes can run under a maintenance retainer.
What a CRM Audit Log Must Capture to Survive Board Review
An audit log that can't answer "who changed this, from what, to what, and when" is a liability dressed as a feature. Here's the bar for board review and due diligence, and how to turn the log into a board pack.
IntegrationHow to Integrate TallyPrime With Your CRM, ERP or Custom App
TallyPrime can take invoices from your CRM or ERP and hand data back, but only if the integration is designed around how Tally actually runs. Here are the methods it supports, and the design decisions that matter more than the transport.
- Tally integrationConnect TallyPrime to your CRM, ERP or custom app, so nobody re-types invoices.↗
- CRM developmentTurn a shared sales spreadsheet into a pipeline with weighted forecasts and an audit trail.↗
- ERP developmentModule by module, starting with the manual process that's actually broken today.↗
Tell us what's slowing you down.
A 30-minute discovery call. We map the process, point out the easy wins, and outline a clear plan (no obligation).