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PlanBuildAI AI in Construction

System Integration and API Development

ERP, CRM and API integrations

We connect the systems your business already depends on — ERP, CRM, accounting, project and document platforms — and build the APIs that let new tools and AI features use your data safely.

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Covers: ERP and CRM Integrations · API Development and System Integration

What our team does

Integrations fail quietly: a renamed field or an expired token and two systems stop agreeing. We design them to be observable from day one, with clear ownership of each piece of data, validation at the boundaries, and monitoring that tells you when something needs attention.

  • ERP and accounting integration

    Syncing customers, jobs, purchase orders, invoices and cost codes between your ERP or accounting package and other systems.

  • CRM integration

    Connecting your CRM to web forms, email, quoting and project systems so leads and customer records stay complete and current.

  • API development

    Designing and building secure REST APIs with authentication, rate limiting, versioning and clear documentation.

  • Third-party API connections

    Integrating payment, mapping, e-signature, messaging and industry platforms into your applications.

  • Data migration

    Moving data between platforms with mapping, cleaning, validation and a rehearsed cut-over plan.

  • Integration monitoring

    Logs, health checks and alerts that show whether each integration is working, and why not when it is not.

Problems we help solve

  • Sales, operations and finance each keep their own copy of customer and job data, and the copies disagree.
  • Invoices or purchase orders are re-keyed from one system into another by hand.
  • A vendor offers an API, but nobody on your team has time to build and maintain the integration.
  • An existing integration breaks every few months and nobody knows until someone complains.
  • You want to add AI or a new application, but your data is locked inside systems with no clean way in.

What you receive

  • An integration design: systems, data ownership, field mappings and sync rules
  • The integration or API, deployed and tested against agreed scenarios
  • API documentation (OpenAPI where applicable) and authentication set-up
  • Monitoring, logging and alerting for each connection
  • A data migration plan and validation report, where migration is in scope
  • Source code, configuration and operating documentation

The exact deliverables for your project are listed in your written proposal.

Technologies we use

We choose tools for your requirements, existing systems and the team that will maintain the result — not the other way round. Typical choices include:

  • REST and GraphQL APIs
  • OpenAPI
  • OAuth 2.0
  • Webhooks
  • PHP
  • Python
  • TypeScript
  • SQL databases
  • Vendor SDKs for common ERP, CRM and accounting platforms

How the process works

Every integration project follows the same transparent path. You always know what happens next and nothing is built before you have agreed the scope in writing.

  1. Step 1: Request

    You describe the problem, the systems involved and any constraints in a short form. Attach documents if they help.

  2. Step 2: AI-assisted qualification

    An AI assistant organises the request and flags missing details. It does not price or approve anything.

  3. Step 3: Review by our engineers

    An engineer on our team reads the request, checks feasibility and contacts you with any questions.

  4. Step 4: Written proposal

    You receive scope, deliverables, timeline, price and assumptions in writing — nothing is implied or hidden.

  5. Step 5: Agreement

    Once you accept, we put a formal agreement in place before any build work starts.

  6. Step 6: Delivery

    We build in short, reviewable increments, test against the agreed acceptance criteria and hand over.

Frequently asked questions

Any system that offers a documented API, webhooks, database access or reliable file exports. We confirm the exact method for your platforms when we review your request.

There are usually options: scheduled exports and imports, direct database access with care, or email-based parsing. We explain the reliability trade-offs of each before recommending one.

We agree which system owns each piece of data, validate records at the boundary, make syncs safe to repeat and alert someone when records conflict instead of overwriting silently.

Yes. We design the endpoints with you, implement authentication and rate limits, write the documentation and, where useful, provide example client code.

Vendors change their APIs, so integrations need occasional upkeep. We offer a maintenance agreement, or a full handover with monitoring and runbooks if your team will own it.

Related services

Looking for something else? See all our services.

Start your integration project

Tell us what you need in a few minutes. An engineer on our team reviews every request and replies with questions or a written proposal — scope, timeline and price included.

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Or start with: ERP and CRM Integrations API Development and System Integration

Free and without obligation — work starts only after you accept a written proposal.