ERP to CRM integration

Before

• Invoices, customers, payments and products lived only in AutoCount on an office server, disconnected from the Zoho CRM the team worked in every day
• No view of AR, payments or customer history without opening the accounting system and reading it by hand
• Customer records were split and duplicated across six separate databases, so the same customer looked different depending on which entity you checked

What Inteloflow built

• A secure REST API over the on-prem AutoCount SQL Server, exposed through a Cloudflare Tunnel with key-based auth and no open ports on their network
• A direct Node.js sync service that runs on an adjustable schedule, as often as every 10 seconds, pushing debtors, products, and invoices plus AR from AutoCount into Zoho CRM
• Cross-database customer deduplication and phone-number normalization, so the six entities resolve to one clean customer view
• A one-time historical backfill of the full accounting record set into the CRM
• Production hardening: a Windows service (NSSM) that auto-restarts the sync on crash and on reboot, heartbeat monitoring that alerts if the sync goes quiet, and credentials moved out of the code

Outcome

• Over 40,000 records migrated and now kept in sync automatically
• The CRM reflects accounting reality on its own, with no manual re-entry
• Six fragmented databases resolve to one customer view
• Runs unattended and monitored, with a documented handover the client's own team can maintain

Stack

Node.js, SQL Server 2019, Zoho CRM API, Cloudflare Tunnel, NSSM Windows service, Healthchecks.io.