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CRM–ERP Integration Health Check

Assess whether your customer, order, stock and invoice syncs are reliable—or quietly drifting out of alignment.

No credentials, API keys or production payloads required.

Is the system of record explicitly documented for each shared entity such as customer, quote, order, stock and invoice?

For every entity that lives in more than one system, one system must be the authoritative source.

Are field mappings, required fields, validation rules and transformations documented and version-controlled?

Mappings living only in code or in someone's head break silently when either system changes.

Are sync direction and conflict-resolution rules defined for concurrent updates?

When the same record changes in both systems, a deterministic rule must decide which update wins.

What this health check covers

24 questions across eight areas: data ownership & contracts, reliability & idempotency, failure handling & recovery, observability, reconciliation & correctness, security & privacy, change governance, and operations & runbooks. The scoring model follows the practices covered in the event-driven CRM–ERP integration guide. It runs entirely on your answers — nothing connects to your systems.