Christchurch · Dunedin · Nationwide
Business Software Integration Services
Exodesk plans, builds and supports business software integration for New Zealand businesses. Our Christchurch and Dunedin development team helps connect existing applications so agreed information can move between them with less manual re-entry.
We confirm what the systems allow, which records should move and who maintains the connection before choosing a ready-made connector or custom development.
Supporting New Zealand businesses since 1989
The short answer
What is business software integration?
Business software integration connects applications so selected records can be transferred or updated under agreed rules. It can use a ready-made connector, a supported API or a file exchange, and the design defines the fields, direction, timing and what happens when a transfer is rejected.
It sits alongside the rest of our business software work. New functions that your applications do not provide are covered by custom software development, wider process steps and approvals by workflow automation, and analysis by business reporting software.
Exodesk has supported New Zealand businesses since 1989. Today, our Christchurch and Dunedin teams support businesses nationwide, with any site work agreed for each project.
Common connections
CRM, accounting and job-system connections
An integration may move an approved sale from a CRM into a job or invoicing system, transfer completed job details into accounts, or send approved hours from rostering software to payroll. We check the application versions, access and supported interfaces, then agree which records are in scope.
Sales
CRM to jobs or invoices
An approved sale creating a job or invoice, with customer matching, tax fields and approval rules agreed first.
Finance
Accounting and finance
Completed work, orders or transactions passing to the ledger, including Zinform Accounts and finPOWER Connect deployments we support. Bank data and payments through open banking connections are scoped the same way.
Operations
Stock and industry systems
Stock, freight and line-of-business applications, such as Zinform Logistics connecting to an existing ledger.
These examples describe possible business software integration flows rather than guaranteed support for every platform. A product category alone does not establish that every field or transaction can be connected.
Data rules
Agree ownership and transfer rules
We identify which application owns each record and what another system may update. The plan covers matching records, validation, approvals, timing and exceptions.
Customer addresses, stock, tax treatment, credit notes and invoice totals can follow different rules or timing in each system. Some data should move one way only, some both ways, and some should not be overwritten at all.
Automatic transfer can reduce copying, but it can also pass an incorrect record on quickly. Business software integration does not make incorrect source data accurate or remove every manual check, so reconciliation still confirms that transfers produced the intended result.
Approach
Choose the simplest suitable approach
A ready-made connector may already cover the required job. Where the fields or rules do not fit, our developers can build a custom integration against a supported API, or use a scheduled file exchange where the applications provide suitable import and export facilities.
Sometimes fixing the process or retiring a redundant system is the better decision, and reducing the number of tools through SaaS management can come first. Structured data transfer does not automatically require AI.
Feasibility comes before any promise. A supported interface still needs the required fields, operations, permissions and vendor approval, and older software is not automatically connectable. Providers also set their own constraints: Xero, for example, documents API rate limits and what happens when they are exceeded, which the design has to respect.
Custom integrations run on Exodesk hosting or in your own environment, as agreed in the proposal.
How it works
How the integration is delivered
Each business software integration starts with one useful flow and a feasibility check before the design and build are quoted.
Map one flow
Record the applications, the task staff repeat, the records involved, volumes and what goes wrong today.
Confirm feasibility and quote
Check interfaces, permissions and supplier requirements, then agree the design, rules, hosting and costs.
Build and test
Test in an agreed environment with suitable data, then run a controlled rollout that checks results with staff, with recovery and manual fallback planned.
Hand over
Record the configuration, access, supplier roles and support contacts so knowledge does not sit with one person.
Some suppliers lack a representative test environment, and test data or permissions can differ from production, so live results are verified against agreed acceptance criteria.
After go-live
Failures and ongoing support
The design includes agreed handling for rejected, delayed or partial transfers, duplicate records and alerts. We agree who responds, how records are reconciled and how supplier changes are handled.
- Failed transfers. Alerts, investigation, safe retries and reconciliation, with supplier escalation and manual fallback. Pausing a connection does not reverse changes already written.
- Supplier changes. Updates to connected applications are reviewed under the support arrangement, since monitoring cannot catch every change in advance.
- Access and credentials. The permissions each connection needs, how credentials are managed, who can change the integration and what is logged.
- Ownership. Ownership of code, configuration, administrator access and documentation is recorded in the proposal.
- Maintenance. Monitoring, support hours and work outside the original scope are set out in a separate support arrangement, apart from general IT support.
Cost
What affects business software integration cost?
Cost depends on applications, interfaces, record volume, data rules, testing and custom work. We compare the expected benefit with the complete cost before proceeding.
- Project work. Mapping, feasibility, design, build, testing and rollout.
- Recurring charges. Connector or platform licences, API costs and hosting, where they apply.
- Maintenance. Monitoring, changes and supplier updates under the support arrangement.
- Benefit. The task, volume, exceptions and time released, recognising that freed time is not automatically a cash saving.
Questions
Business software integration questions
What is business software integration?
It connects existing applications so selected records can move or be updated under agreed rules. The design defines the data, direction, timing and exceptions. A connector, supported API or file exchange may be suitable, depending on the applications.
Which systems can Exodesk integrate?
We check the specific applications, versions, interfaces, licences and permissions before confirming feasibility. Potential work includes CRM, accounting, jobs, stock and industry applications. A product category alone does not establish that every field or transaction can be connected.
Can you connect our CRM to accounting or job software?
We can scope the required flow, such as an approved sale becoming a job or invoice. The systems must expose suitable functions and access. Customer matching, tax fields, approval rules and the application responsible for each record are agreed before building.
Do we need custom development?
A ready-made connector may cover the required flow, and custom development can be considered when it does not support the fields or rules. We compare the options, including improving the process or removing a redundant application.
Will data update in real time?
That depends on the platforms, interface limits and design. Some transfers can be event-driven; others run on a schedule or through approved file exchanges. Agree the useful timing, expected delays and how overdue or failed transfers are identified.
Will integration eliminate errors and reconciliation?
It can reduce duplicated entry, but incorrect source data, mapping errors and failed transfers still need handling. Each record needs an agreed owner, validation and an exception process. Reconciliation confirms that the transfer produced the intended result.
How long does an integration project take?
Timing depends on supplier access, interfaces, data quality, rules and testing. A narrow first connection can be scoped separately from later work. We confirm the milestones and dependencies after feasibility is checked.
What happens if a transfer fails?
The design and support arrangement define alerts, investigation, safe retries and reconciliation. They also identify supplier escalation and manual fallback. Pausing the integration does not automatically reverse changes already written into another system.
Who maintains the integration after go live?
The agreement names the owner of the connector or code, hosting, credentials, monitoring and changes. It states support hours and how supplier updates are handled. Custom integration maintenance is confirmed separately from general IT support.
How much does business software integration cost?
The scope depends on systems, interfaces, volume, rules, testing and custom development. Compare project work with recurring connector, platform, API, hosting and maintenance charges where applicable. Expected time savings should be weighed against the full cost.
Next step
Discuss your systems
Tell us which applications you use, what staff copy between them and what goes wrong. We can discuss whether business software integration is practical for your applications and which connection is worth scoping first. Please keep sensitive records out of the form; we agree how any sample data is shared during scoping.
Get in touch
Talk to us about your systems
Tell us the application names, versions if known, one example task and its rough volume, and we will be in touch to arrange a time that suits.
Prefer to talk?
Christchurch
Level 1, 85 Riccarton Road
Christchurch 8011
03 343 3124
Dunedin
Level 3, Bartons Building
2 Stafford Street, Dunedin 9016
03 479 2941