Can I automate data entry between my systems?

Question

VX-N · Accepted Answer

Almost always, and it is usually the fastest payback available. Re-typing the same customer into a second system is pure cost with a defect rate attached, and it is exactly the kind of task that automates cleanly because the trigger, rule, and output are all obvious. Before wiring it, settle which system owns each field. Two systems both believing they own the phone number will overwrite each other forever. Clean the existing data first or you will automate the duplicates. Deduplication is unglamorous and it determines whether anyone trusts the result.