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How can I combine data from accounting, CRM and e-commerce systems?
Extract data from each system using built-in connectors or APIs, load it into a central warehouse, then model it with shared keys such as customer ID, product code and date so the sources can be joined. Reporting tools then read from the combined model.
Challenges to expect:
- Different identifiers for the same customer or product
- Different time zones, currencies and tax treatments
- APIs with rate limits or changing formats
- Duplicate or incomplete records
Plan a mapping between systems early, and decide which system is authoritative for each piece of information. Start with the two or three sources that answer your most valuable question.
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