DIY Developer Guide: Building Custom Integrations for Savant
A guide to building custom integrations with Savant business management software for operational automation and data synchronization.
Overview
Savant provides business management solutions for operational efficiency. This guide covers building custom integrations for connecting Savant with ERP, CRM, and eCommerce platforms.
Prerequisites
- Savant account with API access
- Familiarity with RESTful APIs and JSON data structures
- Tools: Postman, Savant API Documentation
Step 1: Authentication
Savant uses API Key or OAuth 2.0 authentication depending on the deployment model. Obtain credentials from the Savant admin portal.
Step 2: Endpoint Discovery and Data Mapping
Common API Resources: Contacts, Orders, Inventory, Products, Accounts.
Map Savant data entities to your target system schema.
Step 3: Building Integration Flows
- Inbound (to Savant): Create orders, update customer records, sync inventory
- Outbound (from Savant): Retrieve business reports, transaction data, account information
Step 4: Error Handling and Retry Logic
Implement structured error handling for API failures. Handle pagination for large data sets.
Step 5: Security Best Practices
- Store credentials in secure vaults
- Enforce TLS for all API traffic
- Implement role-based access
- Audit API access logs
Step 6: Testing and Validation
- Test against Savant sandbox environments
- Validate data mapping accuracy
- Verify workflow execution
Step 7: Deployment and Monitoring
- Monitor API performance metrics
- Alert on integration failures
- Track data synchronization accuracy
When to Use a Managed Platform
For businesses integrating Savant with multiple systems, a managed integration platform like APIWORX simplifies multi-system orchestration and maintenance.
