Case study · Software Integrations

Connecting ERP, Ecommerce, and CRM into One Source of Truth

Order, inventory, and customer records were spread across Sage, Shopify, and HubSpot, and the three didn't agree. I connected them so leadership could work from the same numbers.

SageShopifyHubSpotData governance

The problem

Three systems, three versions of the truth, and spreadsheets to reconcile them.

What I built

A three-system integration with defined field mappings, sync logic, error handling, and validation rules.

The result

One source of truth for reporting and forecasting, and 3,000 duplicate records eliminated.

The problem

Three systems, three versions of the truth

The business ran on three systems that each held part of the picture: Sage as the ERP, Shopify for ecommerce, and HubSpot for sales and marketing efforts. Order, inventory, and customer records didn't stay consistent between them, so sales, marketing, and finance spent time reconciling spreadsheets to work out what was actually true, and duplicate records kept multiplying.

What I built

A three-system integration built to stay in sync

I architected the integration connecting Sage, Shopify, and HubSpot, including:

Field mappings that define how each piece of data moves between systems
Sync logic for how and when records are created and updated
Error-handling rules so a failed sync gets surfaced instead of quietly creating bad data
Data standards and validation rules across the integrated stack, so duplicates don't come back

Design decisions

Reliability over cleverness

Ownership before plumbing

Every field has a clear owner, so there's never a question about which system's number is right.

Fail loudly

Errors are caught and surfaced so a failed sync gets fixed instead of quietly corrupting data.

Fix the data, then protect it

Cleanup on its own doesn't last. Validation rules keep duplicates from creeping back in.

Built for the people downstream

Sales, finance, and marketing all report and forecast from the same records.