System integrations: data that reaches the right place

Store, ERP and order fulfillment

The store submits the order with items and payment. ERP or FileMaker is responsible for the agreed implementation stage. Statuses, document numbers and shipment status return to the sales channel. We determine the source of prices, product lists and availability separately.

When repeating the same message, a second order cannot be created. Transactions receive persistent identifiers, and partial fulfillments, returns and adjustments have their own rules. We assess integration with WooCommerce, IdoSell or marketplace based on the current interfaces of a given account.

DOCX, XLSX and PDF documents

Data from an accepted record can be included in an offer, protocol, statement or report. First, we determine the template, number and date formats, numbering rules and whether the document should reflect the state at the time of issue.

The document generator may be a separate service. The integration should save the result, template version and record association. We do not assume that exporting data to a file alone will ensure the expected layout and correct printing.

API and ODBC in the FileMaker ecosystem

FileMaker Data API enables controlled access to data via HTTP. It requires host configuration, appropriate permissions and session support. It is not a ready-made connection to every external system - you still need to design the mapping and process rules.

With ODBC, we distinguish between using an external database and providing FileMaker as a data source. Server and Cloud have different scopes of these capabilities. We also check plug-ins and older publishing mechanisms before choosing hosting.

Events, schedules and responsibilities

The change can trigger the exchange immediately or go into periodic synchronization. A webhook reports an event, but the receiving system must be able to recognize the repetition and determine the state after the delay.

Claris Connect can accept webhooks and execute flows. OData capabilities and calling external services from the FileMaker script should be treated separately. Each of these mechanisms has a separate configuration and scope of application.

Error handling and integration retry

Before implementation, we determine which errors can be repeated and which require human decisions. An unavailable service is different from an incorrect product ID or conflicting price. The registry allows you to find the operation without saving passwords and unnecessary data.

• data validation before sending
• operation IDs and duplicate protection
• queue, limited retries and restart point
• history of the result and the possibility of explaining discrepancies
• data reconciliation after a long failure

Information needed for integration analysis

We need system names and versions, a sample run, documentation of the available API or export, and the person responsible for each page. The test environment allows you to test the solution without changing the actual orders.

For the quote, we determine the replacement directions, frequency, typical and peak number of operations, required response time and manual correction method.

For older solutions, we also include SOAP services and WSDL description. We check available operations, authentication, and version dependencies rather than assuming compatibility based on interface name alone.

Mapping data and identifiers between systems

"Customer" may mean a company, a contact person or a buyer's account. “Availability” may be physical condition or quantity less reservations. Before combining, we agree on the meaning of the data, identifiers and owner of each piece of information.

We also check for empty values, units of measurement, time zones, and dictionary changes. Revision of exchange rules and samples of correct and incorrect messages help maintain integration after updating one of the applications.

FileMaker and PostgreSQL in one process.

FileMaker can handle your team's daily work, and PostgreSQL can store your web application or analytics layer data. We connect these environments through a prepared service, with a fixed data source, record identifiers and change control.

FileMaker Data API provides FileMaker data; the integration service communicates with PostgreSQL using its own interface. We evaluate the ODBC and ESS variants separately: it requires checking the adapter, driver, host system and compatibility of the versions used.

AI integration with business processes

The assistant can find information in documents, propose a classification of the report or prepare a summary. We connect the model with selected sources via API, select the context and check the results based on user questions. For semantic searches, you can use PostgreSQL with the pgvector extension or the RAG mechanisms of the Claris platform.

Operations that change data receive their own permissions, execution register and required approvals. We determine what information goes to the model provider, how long it is stored and what costs its use generates. The on-premises model also requires access and maintenance control.

Mail, calendar, maps and document integrations

The system should work with tools in which the team already plans the day and serves customers. We select the scope of connections to the available interfaces, permissions and licenses of a given service.