Service
Systems Integration & Automation
Connect ERP, CRM, finance, HR, operations, and reporting systems with reliable data flows.
Overview
Disconnected systems create hidden operational cost. Teams re-enter the same data, reports do not match, approvals are delayed, and leadership cannot trust the numbers when decisions matter.
We map source systems, ownership rules, sync direction, validation needs, and failure handling before implementation. Then we build API connections, scheduled jobs, event-driven workflows, and monitoring around real operational behavior.
Reliable integration reduces manual work and improves data confidence. Teams move faster because systems stay aligned, exceptions are visible, and reporting is based on consistent information.
We build integrations for organizations that need accurate data movement between local operations, regional branches, and enterprise platforms.
Request an integration blueprint. We will identify priority systems, data entities, automation opportunities, and the safest rollout path for your organization.
Why teams choose Turn Global
- Integration architecture before implementation
- Secure API and data pipeline development
- Retry, logging, and alerting for operational reliability
- Automation focused on measurable time savings
Capabilities
What this service covers
9 areas we deliver under Systems Integration & Automation. Open any of them for the full scope and deliverables.
ERP Integration
Connect your ERP to surrounding systems so finance, inventory, and order data stay in sync.
Your ERP is only as useful as the data flowing into and out of it. We connect SAP, Odoo, and Microsoft Dynamics to e-commerce, warehouse, and accounting systems so records match across the business. The result is fewer manual exports, fewer reconciliation gaps, and a single trusted view of operations.
Finance and inventory synchronisation
We build interfaces that keep general ledger entries, invoices, stock levels, and purchase orders aligned between your ERP and the tools that depend on them. Sales from your storefront post into finance automatically, while inventory movements update in near real time. We map fields carefully, handle currency and tax rules, and add validation so bad records are caught before they reach the ledger. This removes the spreadsheet re-keying that slows month-end close and causes stock discrepancies across locations.
Working with SAP, Odoo, and Dynamics
Each ERP exposes data differently, so we use the right mechanism for each platform: SAP BAPIs, OData, and IDocs; Odoo XML-RPC and JSON-RPC APIs; and the Dynamics 365 Web API with Dataverse. We respect each system's data model rather than forcing a generic pattern, which keeps integrations stable through upgrades. Where standard endpoints fall short, we design supported extension points instead of brittle database-level hacks that break on the next patch.
Reliable, observable interfaces
ERP integrations fail quietly when nobody is watching, so we make them visible. Every interface logs what it processed, retries transient errors, and queues records during downstream outages instead of dropping them. Dead-letter handling captures anything that cannot be processed for review. We add alerting on backlogs and failures, plus dashboards that show throughput and latency, so your team knows the moment a sync needs attention rather than discovering it at audit.
Deliverables
- Integration design covering source systems, field mappings, and data flow direction
- Connectors for SAP, Odoo, or Microsoft Dynamics using supported APIs
- Finance and inventory synchronisation with validation and currency handling
- Error logging, retries, dead-letter queues, and failure alerting
- Reconciliation reports to confirm records match across systems
- Documentation and handover for your internal team
CRM Integration
Sync leads, contacts, and deals between your CRM and the tools your teams use daily.
When leads land in one tool and your CRM lives in another, opportunities slip and reps work blind. We integrate Salesforce and HubSpot with your website, marketing platforms, and support desk so contacts, deals, and activity are captured once and shared everywhere. Teams get a complete customer view without copying data between screens.
Lead capture and routing
We connect web forms, landing pages, ad platforms, and chat tools so every enquiry creates or updates a CRM record instantly. Leads are deduplicated, enriched, and routed to the right owner using your assignment rules, so nothing sits unattended in an inbox. We track the original source and campaign on each record, giving marketing accurate attribution and sales a faster, cleaner pipeline to work from on day one.
Two-way sync with marketing and support
Sales and marketing need the same picture, so we set up bidirectional sync between your CRM and tools like email marketing platforms and help desks. Contact updates, email engagement, and support tickets flow into the CRM, while segment membership and deal stage flow back out. We define a clear system of record per field to avoid sync loops and conflicting updates, keeping data consistent rather than letting two systems quietly overwrite each other.
Salesforce and HubSpot specifics
We work natively with each platform: Salesforce REST and Bulk APIs, Platform Events, and flows; HubSpot CRM APIs, workflows, and webhooks. We respect API limits with batching and throttling so large syncs do not exhaust your daily allocation. Custom objects, properties, and pipelines are mapped to match how your teams actually sell, rather than forcing your process into a default layout that reps then ignore or work around.
Deliverables
- Lead capture connectors for forms, ads, and chat with deduplication
- Routing and assignment rules aligned to your sales process
- Two-way sync with marketing and support tools, with clear field ownership
- Source and campaign attribution on every contact and deal
- API throttling and batching to stay within platform limits
- Sync monitoring with error reporting and reprocessing
Payment Gateway Integration
Integrate secure payment gateways with reliable webhooks and automated reconciliation.
Payments are where revenue and trust meet, so the integration has to be both secure and exact. We connect PayHere, Stripe, and PayPal to your checkout and back office, handle the full transaction lifecycle, and reconcile every payment against your records. The outcome is fewer failed orders, accurate books, and a checkout customers complete with confidence.
Secure checkout and local methods
We integrate PayHere for local cards, mobile wallets, and bank options popular in Sri Lanka, alongside Stripe and PayPal for international cards and currencies. Sensitive card data is handled by the gateway rather than your servers, keeping you within scope-reducing PCI practices. We support saved cards, subscriptions, and one-off payments as needed, and design the flow so a declined payment recovers gracefully instead of leaving the customer stuck on an error screen.
Reliable webhook handling
Card flows and redirects can be interrupted, so we treat gateway webhooks as the source of truth for payment status. We verify webhook signatures, process events idempotently so duplicates never double-charge or double-fulfil, and queue events for retry if a downstream service is briefly down. Payment, refund, dispute, and subscription events all update order state automatically, which means fulfilment and accounting reflect what actually happened at the gateway, not what the browser reported.
Automated reconciliation
At scale, manual reconciliation is where money goes missing. We match gateway settlements against your orders and accounting records, flag mismatches, fees, refunds, and chargebacks, and produce reports your finance team can trust. Multi-currency transactions are recorded with the rate and fees applied, so reported revenue matches what lands in the bank. This turns end-of-period reconciliation from a manual hunt into a short review of exceptions.
Deliverables
- Checkout integration with PayHere, Stripe, or PayPal as required
- Signature-verified, idempotent webhook handling with retries
- Support for one-off payments, subscriptions, and refunds
- Automated reconciliation of settlements against orders and accounts
- Failed-payment recovery and clear customer-facing error handling
- Reporting on fees, refunds, chargebacks, and currency conversions
API Integration Services
Connect internal and third-party systems through robust, secure, well-documented APIs.
Most systems already speak through APIs; the value is in connecting them correctly. We integrate your applications with internal services and external providers using REST and GraphQL, with attention to authentication, rate limits, and failure modes. The result is dependable data exchange that holds up under load instead of breaking the first time a provider behaves unexpectedly.
Connecting your systems and providers
We integrate the APIs your business relies on, from shipping, SMS, and mapping providers to internal microservices and partner platforms. We read the provider's documentation closely, model their data accurately, and handle the edge cases their examples gloss over: pagination, partial responses, and inconsistent field formats. Where a provider's API is limited, we design a clear adapter layer so your application code stays clean and the provider's quirks are contained in one well-tested place.
Authentication and security
We implement the right authentication for each integration, including OAuth 2.0, API keys, signed requests, and token refresh handled automatically so connections do not silently expire. Secrets are stored securely rather than hard-coded, and traffic is restricted to expected endpoints. For APIs you expose to partners, we add authentication, rate limiting, and input validation so external callers cannot overload or misuse the interface, keeping your own systems protected behind it.
Resilience and error handling
External APIs go down, throttle, and change, so we build for that reality. We add timeouts, retries with backoff, and circuit breakers so a struggling provider does not cascade into your application. Responses are validated before use, and failures are logged with enough context to diagnose quickly. Where appropriate we cache responses and queue outbound calls, so brief provider outages slow things down rather than bring your features to a halt.
Deliverables
- Integration with REST and GraphQL APIs for internal and external systems
- Authentication setup with OAuth, API keys, or signed requests and token refresh
- Adapter layers that isolate third-party quirks from your application code
- Retries, timeouts, circuit breakers, and response validation
- Logging and monitoring for each integration point
- Technical documentation covering endpoints, payloads, and error handling
Data Pipelines & ETL
Move and transform data reliably from source systems into a clean, query-ready warehouse.
Good analytics start with data that arrives consistently and means what it says. We build ETL and ELT pipelines that pull from your applications, databases, and third-party sources, transform records into a consistent model, and load them into a data warehouse. Reports run on a single, trusted dataset instead of conflicting exports stitched together by hand.
Batch and streaming ingestion
We choose the right cadence for each source. Batch pipelines extract on a schedule for systems where hourly or nightly data is enough, while streaming pipelines capture events as they happen for use cases that need fresh data, such as operational dashboards. We use change-data-capture where available to move only what changed, reducing load on source databases. Both approaches are designed to handle late-arriving and out-of-order records without corrupting downstream tables.
Transformations and data quality
Raw data is rarely analysis-ready, so we standardise it: cleaning formats, deduplicating, resolving keys across systems, and applying business logic to derive the metrics your teams report on. Transformations are version-controlled and tested, so logic is auditable rather than buried in one-off scripts. We add data-quality checks that catch nulls, schema drift, and unexpected volumes before bad data reaches dashboards, because a wrong number that looks plausible is worse than an obvious gap.
Warehouse loading and orchestration
We load curated data into a warehouse such as BigQuery, Snowflake, Redshift, or PostgreSQL, modelled for fast, intuitive querying. Pipelines run under an orchestrator that manages dependencies, schedules, and retries, so steps execute in the right order and failures are isolated rather than silent. Each run is logged with row counts and timing, giving you a clear record of what loaded and when, and making it straightforward to backfill or rerun a specific window.
Deliverables
- Batch and streaming ingestion from your applications, databases, and APIs
- Tested, version-controlled transformations and a documented data model
- Data-quality checks for schema drift, nulls, and volume anomalies
- Warehouse loading into BigQuery, Snowflake, Redshift, or PostgreSQL
- Orchestration with scheduling, dependency management, and retries
- Run logging with row counts, timings, and backfill support
Business Process Automation
Automate repetitive, multi-step workflows across your systems to cut manual effort and errors.
Manual, repetitive work is slow, inconsistent, and expensive to scale. We automate the multi-step processes that span your tools, such as approvals, data entry, document generation, and notifications, so they run reliably without someone shepherding each step. Staff spend their time on judgement and exceptions while routine work happens on its own.
Mapping the process before automating it
Automating a flawed process just makes mistakes faster, so we start by mapping how work actually flows, including the workarounds people rely on. We identify the steps worth automating, the decisions that still need a person, and the data that moves between systems. This produces a clear picture of the target process before any code is written, which avoids automating dead branches and ensures the result genuinely reduces effort rather than adding another layer to maintain.
Connecting systems and triggering actions
We build automations that react to events: a form submission, a new order, an approved invoice, or a file landing in a folder. From there the workflow updates records, calls the relevant APIs, generates documents, and sends notifications across the tools involved. Where a step needs human approval, we route it to the right person with the context to decide, then continue automatically once they respond. The whole chain runs as one coordinated process rather than disconnected manual handoffs.
Reliability, visibility, and control
Automated processes must be trustworthy, so we make every run observable. Each step is logged, failures are retried or escalated rather than dropped, and exceptions are surfaced to a person instead of vanishing. We add audit trails showing who or what did each action, which matters for compliance and for diagnosing issues. Business owners get a clear view of throughput and bottlenecks, so the automation can be tuned over time rather than treated as a black box.
Deliverables
- Process mapping documenting current and target workflows
- Event-triggered automations connecting the systems involved
- Approval routing with context for human decision points
- Document generation, data updates, and automated notifications
- Logging, retries, escalation, and full audit trails
- Dashboards showing throughput, bottlenecks, and exceptions
Third-Party SaaS Integration
Connect the SaaS tools your teams use into one coordinated, reliable workflow.
Most teams run on a stack of SaaS tools that do not naturally talk to each other, leaving staff copying data between tabs. We connect your cloud applications, such as accounting, project, communication, and storage tools, so information moves automatically and consistently. Each platform keeps doing what it is good at while working together as one coherent system.
Secure connections with OAuth and webhooks
We connect SaaS tools using OAuth 2.0 so access is granted and revoked properly without sharing passwords, and tokens refresh automatically to keep connections alive. For real-time updates we subscribe to each app's webhooks, verifying signatures and processing events idempotently so duplicates are handled safely. Where a tool offers no webhooks, we poll efficiently on a schedule. The result is data that stays current across apps without anyone exporting and re-importing it by hand.
Native integrations or iPaaS, chosen deliberately
Sometimes the fastest, most maintainable path is an iPaaS platform such as Zapier, Make, or n8n; other times a direct, code-based integration is the better fit for volume, control, or cost. We assess each case honestly rather than defaulting to one approach. For straightforward, low-volume flows we use the right no-code tool to move quickly, and for complex or high-volume needs we build custom integrations that are testable, version-controlled, and not constrained by a connector's limits.
Keeping integrations healthy over time
SaaS APIs change, plans get upgraded, and connectors break, so we build for maintainability. Each integration is monitored, with alerts when a connection expires or an app starts returning errors. We handle rate limits with batching and backoff, and document what each integration does and depends on, so it is not a mystery when something needs changing. When a provider deprecates an endpoint, you find out from monitoring rather than from a process that quietly stopped working.
Deliverables
- Secure connections using OAuth, with automatic token refresh
- Real-time updates via verified, idempotent webhook handling
- iPaaS or custom integrations selected to fit each workflow
- Rate-limit handling with batching and backoff
- Monitoring and alerting for expired connections and API errors
- Documentation of each integration's behaviour and dependencies
Webhook & Event-Driven Integration
Build real-time, event-driven integrations using webhooks and message queues that scale reliably.
Polling for changes is slow and wasteful; reacting to events as they happen is faster and lighter. We build event-driven integrations where systems publish events and interested services consume them through webhooks and message brokers. The result is real-time data flow that decouples your systems, absorbs spikes, and keeps processing even when a downstream service is briefly unavailable.
Webhooks and event buses
We design integrations around the right delivery mechanism. Inbound webhooks let external providers notify you the moment something changes, while internal events flow through a broker such as Kafka, RabbitMQ, or AWS SNS and SQS. We choose between them by durability, ordering, and throughput needs rather than habit. Producers publish events to topics or queues, and consumers subscribe to only what they care about, so adding a new system means subscribing to existing events instead of rewiring every connection point by hand.
Publish/subscribe and decoupling
A pub/sub model lets one event feed many consumers without the producer knowing who listens. We use this to decouple services so they can be deployed, scaled, and changed independently. When an order is placed, billing, inventory, and notifications each react to the same event on their own schedule. A queue between producer and consumer also acts as a buffer, absorbing traffic spikes so a sudden surge is processed steadily rather than overwhelming a downstream service and causing a cascade of failures.
Idempotency, retries, and dead-letter queues
At-least-once delivery means events can arrive more than once, so we make consumers idempotent: processing the same event twice has no extra effect. Transient failures are retried with backoff, and anything that still cannot be processed is routed to a dead-letter queue for inspection rather than lost or endlessly looping. We track each event's identifier end to end, so duplicates are recognised and failures are traceable to the exact message and the reason it could not be handled.
Security and delivery guarantees
Webhook endpoints are public, so we verify signatures on every inbound request to confirm it genuinely came from the sender and was not tampered with in transit. Payloads are validated before processing, and replay attempts are rejected using timestamps and nonces. For internal brokers we secure connections, restrict topic access, and monitor consumer lag so a falling-behind consumer is noticed early. Each integration is documented with its events, schemas, and delivery guarantees so behaviour under failure is understood, not assumed.
Deliverables
- Inbound and outbound webhook handling with signature verification
- Event broker setup using Kafka, RabbitMQ, or AWS SNS and SQS
- Publish/subscribe topology that decouples producers from consumers
- Idempotent consumers with retries, backoff, and dead-letter queues
- Monitoring of consumer lag, throughput, and failed-event volumes
- Documentation of event schemas and delivery guarantees
EDI & B2B Data Integration
Exchange purchase orders and invoices with trading partners using standard EDI formats and protocols.
Trading partners in retail, manufacturing, and logistics often require structured electronic documents rather than emailed PDFs. We implement EDI so your purchase orders, invoices, and shipping notices are exchanged in standard formats your partners accept. The result is faster, error-free B2B transactions that meet partner mandates and remove the manual re-keying that slows your supply chain.
EDI standards and document types
We work with the standards your partners require, including ANSI X12 used widely in North America and UN/EDIFACT used internationally. We implement the transaction sets that matter for trade: purchase orders such as the X12 850, invoices like the 810, advance ship notices, and functional acknowledgements. Each document follows the partner's exact specification for segments, qualifiers, and code lists, because EDI is strict and a partner will reject anything that deviates from the agreed structure rather than interpret it loosely.
Secure transport with AS2 and SFTP
EDI documents must reach partners securely and provably, so we set up the transport each partner expects. AS2 sends documents over HTTPS with encryption, digital signatures, and signed receipts that confirm delivery, which many large retailers mandate. Where partners prefer it, we use SFTP with key-based authentication, or connect through a VAN. We handle certificate exchange, connection testing, and the message disposition notifications that prove a document was received, so there is no dispute about whether an order or invoice actually arrived.
Mapping and translation to your systems
Raw EDI files are not how your ERP or order system stores data, so we build the translation layer between them. Inbound documents are parsed, validated against the standard, and mapped into the records your applications expect; outbound data is transformed back into compliant EDI. We handle each partner's variations in one place, validate documents before sending to avoid rejections, and generate acknowledgements automatically, so an incoming purchase order becomes an order in your system without anyone typing it in.
Trading-partner onboarding
Every partner has its own specification, identifiers, and testing process, so onboarding is a project in itself. We gather each partner's EDI guidelines, configure their document maps and transport details, and run the certification testing they require before going live. As you add partners, we reuse a common core and isolate partner-specific rules, so the second and third partners are faster than the first. We document each relationship clearly, so a connection is maintainable rather than locked in one person's head.
Deliverables
- EDI implementation for X12 and EDIFACT transaction sets
- Support for key documents including purchase orders, invoices, and ship notices
- Secure transport via AS2 with signed receipts, SFTP, or VAN connections
- Mapping and translation between EDI and your ERP or order systems
- Document validation and automated functional acknowledgements
- Trading-partner onboarding, certification testing, and documentation
FAQ
Common questions
Can you integrate with existing ERP or CRM systems?
Yes. We assess available APIs, data access methods, and business rules before designing the integration approach.
How do you handle integration failures?
We design retries, queueing, logging, and alerting so failures are visible and recoverable without silently corrupting data.
Can you integrate our ERP with an existing e-commerce store?
Yes. We connect platforms such as Shopify, WooCommerce, and custom storefronts to your ERP so orders, payments, customers, and stock levels flow automatically. We map each field to your ERP's structure and add validation to prevent malformed orders from reaching finance.
Can you keep our CRM and marketing platform in sync both ways?
Yes. We set up bidirectional sync where contacts, engagement, and segments move in both directions. We define which system owns each field so updates never conflict, and we add monitoring so any failed record can be identified and reprocessed quickly.
Which payment gateways do you support?
We commonly integrate PayHere for the Sri Lankan market and Stripe and PayPal for international payments. We can also work with other gateways that offer documented APIs and webhooks, matching the choice to your customers, currencies, and pricing.
Do you integrate both REST and GraphQL APIs?
Yes. We work with REST and GraphQL, choosing the most efficient approach for each provider. For GraphQL we craft precise queries to avoid over-fetching; for REST we handle pagination, filtering, and rate limits so data exchange stays efficient and within provider limits.
Should we use batch or streaming pipelines?
It depends on how fresh the data needs to be. Batch suits reporting where hourly or nightly updates are sufficient and is simpler to run. Streaming suits operational use cases needing near real-time data. We often combine both, matching each source to its requirement.
What kinds of processes can you automate?
Multi-step workflows that span systems are ideal: invoice approvals, order processing, employee onboarding, report generation, and notifications. Anything rules-based and repetitive is a strong candidate. We keep human decision points where judgement matters, automating the routine steps around them.
Should we use an iPaaS like Zapier or a custom integration?
Both have a place. iPaaS tools like Zapier, Make, or n8n are fast and cost-effective for simple, low-volume flows. Custom integrations suit high volumes, complex logic, or tight cost control. We recommend the right option per workflow rather than forcing one approach.
How is this different from standard API integration?
Standard API integration is request and response: your system asks and waits for an answer. Event-driven integration is reactive: systems publish events and others respond as they arrive, giving real-time updates, looser coupling, and better resilience to spikes and downstream outages.
Which EDI standards and documents do you support?
We work with ANSI X12 and UN/EDIFACT, covering common transactions such as purchase orders (850), invoices (810), advance ship notices, and functional acknowledgements. We implement each document to the exact specification your trading partner provides, since EDI requires precise compliance.
Ready to start?
Tell us about your systems integration & automation needs and we will reply with a practical implementation plan.