Data Integration Across Salesforce, Sage HR, PowerBI, and Runn

TECH STACK:
Azure SQL Database|Bitbucket Pipelines|Docker|Node.js|Runn API|Sage API|Salesforce API
SERVICES:
Advanced ETL Application Development|Data Integration|DevOps|Project Management

Dedicated team behind the project

PARTNERSHIP

The Client

Client Achievements:

PROJECT SCOPE

THE CHALLENGE

Data Flow Diagram
Database Diagram
STRATEGIES AND EXECUTION

What Was Done

To address APC’s challenges, Ralabs developed an advanced ETL solution designed to synchronize data across platforms seamlessly.

The work included:


  • Development of a Node.js Migration Application: Built to extract data from Salesforce and Sage APIs, transform it according to business rules, and load it into Runn.
  • Dockerized Integration Service: The application was containerized using Docker for scalability and ease of deployment.
  • Automated Scheduling with Cron Jobs: Ensured data migration occurred at specified intervals without manual intervention.
  • Real-Time Data Synchronization: Enabled live data updates, ensuring that changes in Salesforce or Sage HR were automatically reflected in Runn.
  • Business Insights Integration: Prepared and merged data from Sage and Salesforce with Runn, enabling detailed analytics in PowerBI.
  • Idempotent Execution: Designed a migration process that could restart without duplicating data or introducing errors.

Implemented Features:

feature:/ 01
Powerful ETL Engine


Extracted and transformed data from Salesforce, Sage, and Runn APIs, enabling precise business insights.

feature:/ 02
Real-Time Data Synchronization

Enabled live data updates between systems with configurable sync intervals and automatic error handling with retry mechanisms for accuracy.

feature:/ 03
Cloud Logging

Provided real-time insights through a cloud-based logging mechanism.

feature:/ 04
Manual Migration Trigger

Enabled on-demand data migration checks with comprehensive reporting.

feature:/ 05
Third-Party Integrations

Connected Salesforce CRM API, Sage API, Runn, and Azure SQL Database to ensure seamless data flow, automated synchronization, and reliable Power BI reporting.

feature:/ 06
Advanced Data Cleaning

Prevented poor-quality data (e.g., duplicates, typos) from affecting system performance.

feature:/ 07
Optimized Hashing

Ran scripts only when new or updated data appeared, improving efficiency.

feature:/ 08
Comprehensive Documentation

Provided technical and non-technical documentation, including data preparation for Power BI, structured datasets, and guidance on charts, dashboards, and visualizations for key metrics.

feature:/ 09
Extensive Test Coverage

Addressed 100+ business cases to ensure system reliability.

feature:/ 10
User Notifications

Developed an interface to notify users about migration results, detailing migrated and newly added data.

feature:/ 11
Client Training

Provided training sessions on script usage and migration processes.

Data Sync Diagram
Data Synchronization Workflow
ACHIEVEMENTS

Results

100+ Business Cases Covered

Delivered robust solutions for over 100 critical scenarios and edge cases, ensuring flawless handling of complex dependencies like client removals

16-Second Script Execution

Achieved lightning-fast runtime, reducing data migration checks to just 16 seconds when no source changes occurred

Thousands of Records Seamlessly Synced

Configured Runn and Power BI databases to seamlessly store and manage thousands of records from Sage and Runn, with a caching mechanism ensuring high performance when no source data changes

Pro Bono Data Quality Improvements

Increased data integrity during UAT, addressing issues like duplicates and typos at no extra cost

Power BI Integration

Implemented an ETL (Extract, Transform, Load) process, consolidating data from Salesforce, Sage, and Runn to generate structured datasets for charts, dashboards, and visualizations in Power BI

TECHNOLOGIES IN USE

Tech Stack

Testimonials

Our partners say

Daniel

Head of Engineering at Ralabs

Transforming Data into Actionable Insights

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