Integration & automation

Your systems talk to each other.

We connect SugarAI, Microsoft Dynamics 365, OpenText, Jira and your ERP. Data automatically arrives where it is needed: no duplicate maintenance and no retyping.

Discuss integration

Your starting point

Three ways to connected systems.

Tailor-made interfaces

We connect CRM, ERP, marketing automation, project portfolio and Jira, precisely tailored to your processes.

View examples ↓

Sugarblaster

Our ready-made middleware for SugarAI. It connects Sugar to your systems, including in Sugar Cloud. Available as a product.

To Sugarblaster →

Automation & AI

Automate recurring processes with Power Automate and SugarAI, and use AI where it really helps.

Learn more →

Practical examples

What this looks like in practice.

Typical connections from our projects. Your system isn't listed? Get in touch, we will find a way.

CRM ↔ ERP

From quote to invoice

Customers, items, prices and orders flow automatically between SugarAI and your ERP. We have implemented this with SAP, Microsoft Dynamics, Navision and Majesty, for example.

CRM ↔ Marketing Automation

Campaigns with real customer data

Contacts, segments and responses to mailings flow between SugarAI and tools such as Sugar Market, Brevo, CleverReach, Mailchimp or Klaviyo.

CRM ↔ Project Portfolio

The order becomes a project

Won opportunities automatically create projects in OpenText PPM or PlainPPM, with all the data from sales.

Jira ↔ OpenText SDM

Development and testing connected

Requirements, tests and defects remain fully traceable between Jira and OpenText SDM.

Approach

Connected in five steps.

We start with your processes, not with the technology. This results in interfaces that run reliably day to day.

01

Analysis

We record systems, data flows and requirements for the exchange.

02

Concept

We define which data flows when and in which direction.

03

Development

We develop and configure the interfaces precisely for your systems.

04

Testing & go-live

We test with realistic scenarios and put the integration into operation.

05

Monitoring & maintenance

We monitor the interfaces and adapt them when things change.

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White paper

Systems
properly
connected

Free white paper

Knowledge to
take away.

✓ API, middleware or direct connection?
✓ Typical pitfalls in ERP integrations
✓ Checklist for your integration project

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FAQ

Frequently asked questions about integration

Which systems can you connect?

In principle, anything with an interface (API): ERP, marketing automation, shop, BI or specialist applications. Our focus is on SugarAI, Microsoft Dynamics 365, OpenText and Jira.

Interface or Sugarblaster: what is the difference?

We build a custom interface for exactly one connection. Sugarblaster is our ready-made middleware for SugarAI, through which several systems can be connected faster and in a consistent way.

Does this also work in Sugar Cloud?

Yes. Sugarblaster uses the official Sugar API and also runs with Sugar Cloud.

Do we need new software for this?

Usually not. We connect the systems you already use. We only recommend new tools if they bring real benefits.

What happens when a system changes?

We monitor the interfaces and adapt them when a system is updated. That way, data exchange keeps running smoothly.

How do we get started?

With a short conversation about your systems and the biggest friction points. We then propose the connection that pays off first.

Part of the route

01 Lead

02 Opportunity

03 Order

04 Project

05 Resources

06 Delivery

07 Result

08 Customer loyalty

Integration & automation: the level beneath all eight stations

The level everything runs on

Integration runs beneath the entire route. We connect CRM, PPM, SAP, Jira and other systems so that data flows without media breaks, from the first opportunity through to the result. We automate recurring processes, and where it makes sense, AI supports planning and decisions.

Next stop:
Your project.

Tell us which applications you use. We will show you how they can work together.

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Book a consultation appointment online

Choose an available slot directly in our calendar, free of charge and without obligation. We will discuss your requirements and show you possible solutions.

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Phone: +49 234 2987979-22

Email: kontakt@provalida.de