data integration: the beginner's guide

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DATA INTEGRATION The Beginner's Guide to courtesy of

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Page 1: Data Integration: the Beginner's Guide

DATAINTEGRATION

The Beginner's Guide to

courtesy of

Page 2: Data Integration: the Beginner's Guide

Let’s start withthe WHY.

so, WHY do YOU need data integration in the firstplace?

Page 3: Data Integration: the Beginner's Guide

Have you ever struggled tofind information across your

company’s scattered datasources?

Page 4: Data Integration: the Beginner's Guide

Don't worry. We Have Too!.

Page 5: Data Integration: the Beginner's Guide

Your teams talk.

~

Shouldn’t your

software?

Page 6: Data Integration: the Beginner's Guide

Data integration allows you to:

Stop wasting time (and money) manually entering data indifferent pieces of software

Align your teams by sharing data between your softwarewith ease

Obtain a 360-degree view of your leads and customers

Unlock far greater insight from your data by keeping itupdated, and in-sync.

Page 7: Data Integration: the Beginner's Guide

DATA INTEGRATION

IS THE WAY OF THE

FUTURE.

AND IS CRITICAL TO THE SUCCESS OF ANYDATA-DRIVEN ORGANIZATION

Page 8: Data Integration: the Beginner's Guide

So what exactly IS

DATAINTEGRATION?

Page 10: Data Integration: the Beginner's Guide

consolidates your data into oneplace from many different

software platforms anddatabases.

Data Integration

Page 11: Data Integration: the Beginner's Guide

Think of a puzzle where all ofthe pieces are scattered.  Youcan’t make sense of the overallpicture until you get the pieces

in order.

Page 12: Data Integration: the Beginner's Guide

puts the puzzle pieces back together.Think of each puzzle piece as a piece of

data across your organization.

Data integration

Page 13: Data Integration: the Beginner's Guide

if you gotta' lotta' data

data integrations

is the solution, my friend.

Page 14: Data Integration: the Beginner's Guide

SO... how doesdata integrationactually WORK?

Page 15: Data Integration: the Beginner's Guide

Add headingAPIs!

Page 16: Data Integration: the Beginner's Guide

Application ProgrammingInterfaces (APIs) allow data to be

shared between multiplesoftware. APIs are the backbone

to any data integration.

Page 17: Data Integration: the Beginner's Guide

How do you make sure thatdata is properly matchedbetween your software?

Page 18: Data Integration: the Beginner's Guide

FIELD MAPPING

Field mapping definesthe relationship of

data fields betweendifferent software

Page 19: Data Integration: the Beginner's Guide

With people making changes to customer or clientinformation all the time, sometimes data fields won’t

link up properly.

Field Mappings makes sure your fields are matchedproperly and notifies you where data conflicts may arise

so that you can address them quickly.

Page 20: Data Integration: the Beginner's Guide

now, what data do you want to sync between your software?

Page 21: Data Integration: the Beginner's Guide

Do you want all of your existing data to be syncedbetween your connected software? This will create a

“mirror” of your data in the various software thatyou’re integrating.

- or -

Would you rather start syncing data on a “goforward” basis? This means that no old data will be

synced. Only new and edited data will be syncedafter you start your integration.

Ask yourself these two questions:

Page 22: Data Integration: the Beginner's Guide

BOTHin fact, you can do

Page 23: Data Integration: the Beginner's Guide

'But what if my data gets screwed up?'

Page 24: Data Integration: the Beginner's Guide

First of all, that's a totally valid concern

However, remember, most data integration platforms onthe market today will, by default, only sync your data on

an “ongoing” basis, meaning that the platform is notgoing to go back and overwrite data in your system/s.

As your data changes, it’s the data integration software’sjob to keep your data in sync, so certain data may get

overwritten in any system. The key is to make sure thatthe right fields are being overwritten in priority order.

Page 25: Data Integration: the Beginner's Guide

'What about Ongoing Maintenance and Improvements?'

Page 26: Data Integration: the Beginner's Guide

With Bedrock Data, thanks to clean field mapping, you onlyneed to make change and your data is automatically

synchronized across the board.

Because of the instant synchronization, should the systems younormally use go through maintenance or improvements, theamount of work on your end is very minimal. (to read more

about maintaining your data integration successfully, accessyour today)

one

Beginners Guide to Data Integration

Page 27: Data Integration: the Beginner's Guide

Data integration enables 360-degree insight intoyour lead, customer, and finance data.

This allows you to make better decisions,grounded in sync, and accurate data.

SOFTWARE SHOULD TOO.

       think about it

TEAMS TALK.

Page 28: Data Integration: the Beginner's Guide

Invest in dataintegration, and

you invest inyourself, your

teams, and yourcustomers .

Page 29: Data Integration: the Beginner's Guide

Thanks for reading!

Acquire the knowledge you need to make an educated decision

about data integrations at your company.

To learn more about data integration, access your free Beginners

Guide to Data Integration.

Want to learn even more about data integrations?

To speak with a data integration specialist

directly, visit bedrockdata.com/setup