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A shared data model needs agreed meaning

The same field can mean different things in a CRM and an ERP. The teams need to agree its meaning before defining a shared structure.

Tobias Krüger2 min read
Data card with a blue header, a database symbol, field rows and an exclamation mark at the side.

A shared data model provides a useful basis for an integration when the participating teams understand its data in the same way. The decision therefore starts with meaning. A shared field name alone does not resolve a business contradiction.

One field, two different meanings

In a fictional company, both the CRM and the ERP have an active field. In the CRM, it means that the sales team currently manages the contact. In the ERP, it means that the customer may place orders. Both systems can maintain their values correctly and still produce different results.

Origin

Meaning in the example

Exchange decision

CRM

Contact is currently managed

Transfer a separate contact management status

ERP

Customer may place orders

Transfer a separate ordering permission

If the project squeezed both statements into one shared active field, a sales change could unintentionally affect ordering permission. The example therefore transfers two separate statements. Which system may change each one is decided separately.

A schema implements the agreed meaning

JSON Schema describes the structure and constraints of JSON data. A validator can check whether a message conforms to the agreed schema. The people responsible must decide whether contact management and ordering permission should mean the same thing. Technical validation can represent the rules subsequently agreed.

The exchange also needs rules for missing values and conflicting changes. Without that agreement, the same empty value could cause “unknown”, “delete” or “no change”, depending on the recipient. These possibilities need to be selected deliberately.

Use shared definitions where they help

For two stable connections, a clear field description may suffice. An enterprise-wide model is worth adding as a structure when several participants actually need the same meaning. Different local terms can remain, provided their translation is unambiguous.

We recommend checking a model against conflicting sample data from the participating systems. If the teams can determine the same target meaning for a concrete record, that decision can usefully be expressed in a technical schema.

Sources

Written by

  • Tobias KrügerEditor for Systems IntegrationTobias Krüger covers how different software systems work together at ASES. In his articles he explains how ERP, CRM and online shops are connected and how to deal with errors in data exchange.

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