Problem · Systems without connection
Every system knows something. Neither knows what the other knows.
The order is in the shop, the invoice in accounting, the customer in the CRM. In between, someone carries data by hand. Before you connect anything, it's worth looking at which data really needs to flow.
Integration and data flow planner
From where, to where, and how about today?
Enter which data has to move between your systems and how that happens today. Whatever runs by hand and happens often, you connect first.
Your plan
5 of 5 rows complete.
Die Beispielzeilen sind nur ein Anfang. Überschreibe sie mit deinen eigenen Einträgen.
Assumptions and limits
- The plan doesn't say whether a tool has an interface. You check that with the vendor or in the integration list.
- Two directions are two data flows. Enter them separately.
- Every connection needs a person who notices when it fails.
Your entries stay in this browser. Nothing is saved or sent.
How you'll notice
The systems are running. The data stands still.
- New requests from the form land in the inbox and get retyped into the CRM.
- Won orders only arrive in the project tool when someone says so.
- A connection has been down for weeks, and nobody noticed.
Understand the causes
Why systems working at cross purposes.
- 01
Tools were introduced one by one
- How you'll notice
- Each system serves its purpose, but none was planned for exchange.
- Why it happens
- At purchase, the function counted, not the question of what data has to move on afterward.
- What helps
- For every tool, write down which data has to go in and which has to come out.
- Limit
- For tools only one person uses, an occasional export is often enough.
- 02
No interface or no access
- How you'll notice
- The tool offers no connection, or only on the more expensive plan.
- Why it happens
- Providers open their data to different degrees.
- What helps
- Check whether a fixed export is enough for this flow before you switch tools.
- Limit
- Switching tools just for an interface rarely pays off when the flow is small.
- 03
Connections without owners
- How you'll notice
- Outages are only noticed when data is missing.
- Why it happens
- A connection was set up once and never looked at again.
- What helps
- For each connection, name a person who regularly checks that data arrives.
- Limit
- Without an overview of all connections, it stays spot-checking.
- 04
Connecting means copying
- How you'll notice
- After connecting, the same customer exists in both tools, with different statuses.
- Why it happens
- Many connections copy records instead of mapping them to the same object.
- What helps
- For each object, decide which system leads, and write data only in that direction.
- Limit
- Syncing in both directions needs clear rules for conflicts.
Ways to solve it
Not every flow needs an interface.
| Way | Enough if | Limit |
|---|---|---|
| Export and import on a fixed schedule | The data flow is enough weekly or monthly, and one person takes care of it. | In between, everything goes stale; errors creep in when transferring. |
| Built-in connection between two tools | Two tools should exchange a clear flow, and the vendor offers it. | Applies only to this pair; each tool keeps its own copy. |
| Integration platform with its own flows | There are many flows, and someone on the team builds and maintains them. | Becomes a system itself that has to be maintained and monitored. |
| Peak One Integrations | Connected data should be mapped to the same people, products, and tasks. | Reads what you approve. The integrations list shows whether a particular tool is included. |
Peak One in action
From the gap to a running data flow.
- TriggerDoes our data arrive where it's needed?
- 01 · IntegrationSignalIntegration Health shows whether all integrations are running.
- 02 · CaptureUnderstandingTracking Health answers whether everything is tracked correctly.
- 03 · CustomerDecisionCustomer Identity Resolution shows whether the same customer is recognized across all systems or copies appear.
- 04 · TaskActionThe gap becomes a task in Work, with an owner and a date.
The apps for it
Available in Peak One.
Three steps
Understand the flow first. Then connect.
- 01 / 03
Write down the flows
With the planner above, note every data flow between two systems, including manual ones.
- 02 / 03
Sort by effort
Flows that happen often and run by hand today come first.
- 03 / 03
Connect and observe one flow
Set up one connection, name one person, and check for two weeks whether everything arrives.
Frequently asked questions
Briefly answered.
Do I need an integration platform?
Not for every case. For a few clear flows, built-in connections or a regular export are enough. A platform pays off when many flows run and someone maintains them.
Which tools does Peak One connect?
The integration list names the available tools, such as for shop, payments, CRM, inbox, and calendar. For each connection you see what is requested and explicitly approve it.
What is the difference between connecting and syncing?
Syncing copies records between tools and keeps the copies aligned. In Peak One, connected data is mapped to central objects; the source stays as a reference.
Keep exploring
What's included.
- FunctionIntegrationsConnect 3,270 tools without a second copy of your data.View
- Use caseTrack key figuresKeep cash, profit, and margin in view, with the source of every number.View
- Software categoryWorkflow automationRecurring workflows that run even when nobody remembers them.View
- ProblemDuplicate dataThe same customer in four spellings, each with a different status.View
- ProblemRecurring manual workThe same routine tasks every week, and nobody has time to eliminate them.View
- ProblemToo many toolsWhen every question takes a round trip through seven programs.View
✦ A Peak principle
A network is not an address book. It thrives on the next contact.
Relationships before contacts
More problems
Typical bottlenecks in growing companies, each with a tool you can try right away, the causes, and the path Peak One provides for it.
Solve it once. The rest follows.
The shop, accounting, and CRM all work, but none of it reaches the others. Sign in with Google and see your business in one place.
Free plan · Sign in with Google · set up in about two minutes