# CRM integration architecture | CRM ERP integration architecture | Octacer

> CRM integration architecture and CRM ERP integration architecture — stable IDs, field ownership, one-way vs bi-di sync, and spreadsheet staging before production ERP writes.

- **HTML:** https://octacer.com/architecture/integration

## Problem

CRM, ERP, and spreadsheets drift apart. People re-key records and reconcile at month-end. Unattended connectors break silently; ownership of each sync direction is unclear.

## Architecture

A governed integration layer between systems of record: synced fields, explicit source of truth per direction, retries, conflict handling, and verification. Treat the integration as production software with monitoring — not unattended connector glue.

### Stable IDs and field ownership
Canonical IDs per record type; each field has one owning system.

### One-way vs bi-directional
Prefer one-way from the system of record unless both sides create updates; bi-di needs conflict rules.

### Spreadsheet staging before ERP write
Use Sheets as a staging surface with verification during discovery; graduate high-volume paths to production sync.

## Outcome

Records stay aligned without a person as the integration layer. Exceptions surface with an owner instead of vanishing into a shared inbox.

## Related

- [CRM/ERP integration](https://octacer.com/solutions/crm-erp-integration)
- [Operations automation](https://octacer.com/solutions/operations-automation)
- [Automation architecture](https://octacer.com/architecture/automation)
- [Schedule](https://octacer.com/schedule)