Guide to Integrating Two Systems


Step-by-Step Integration Guide

In this workbook, you will learn how to:

• Effectively document your process workflow between two systems

• Identify integration points and action triggers

• Map information fields between two systems for each integration action


System integrations are an effective way to boost your business’s productivity by reducing redundant processes and duplicate data entry. This is especially true when you integrate two business critical tools like your Salesforce CRM and NetSuite ERP software.

But integrations can be tricky. Fields must be comprehensively mapped and outlined between systems for each integration point. Download our workbook for a step-by-step guide of how to outline your entire system integration and critical data fields.

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