Disconnected systems
How do I stop exporting and importing CSV files between systems?
Replace the manual file exchange with a direct connection when the systems support it. If a direct connection is not possible, automate the file creation, validation, transfer, and import on a controlled schedule. Keep an error report so failed records are visible instead of silently disappearing.
What to check
- Can the systems connect through an API or built-in integration?
- If files are still required, can the transfer be automated?
- How will failed rows be reported?