Development of an API for the CRM system of a water delivery service + integration with the accounting system
There is an active CRM system for automating the water delivery business. The CRM is used for working with clients, orders, deliveries, products, payments, managers, couriers, and internal business processes.
An API needs to be developed for the CRM system and the architecture prepared for external integrations.
Project goal:
to create a scalable integration system so that in the future the CRM can work with:
- payment systems;
- accounting systems;
- tax invoice services;
- electronic document management;
- inventory accounting;
- banking services;
- SMS;
- Telegram;
- telephony;
- other external services.
Important:
it is necessary not just to "embed" one integration, but to create the correct API architecture and integration layer for further scaling of the system.
Required architecture
Desired logic:
CRM → API CRM → integration layer → external services.
Integrations should not be tightly embedded in the CRM.
The architecture needs to be designed so that in the future it will be possible to separately connect:
- new payment systems;
- new accounting systems;
- inventory accounting;
- SMS;
- Telegram;
- other services without reworking the core of the CRM.
Main tasks
1. Technical audit of the CRM
Before starting development, it is necessary to:
- study the current CRM;
- determine the technology stack;
- evaluate the architecture;
- assess the database structure;
- identify current entities;
- check if there is already an API;
- identify weak points;
- assess risks;
- propose an optimal API and integration layer architecture.
2. Formation of the list of necessary information
After analyzing the CRM, the performer should:
- determine what information is missing;
- prepare a structured list of what is needed from the client;
- describe what accesses and data are necessary for implementing the API and integrations.
3. Designing the CRM API
An API needs to be created for working with:
Clients
- individuals;
- legal entities;
- full name / company name;
- EDRPOU / TIN;
- contacts;
- delivery addresses;
- VAT payer status.
Orders
- order number;
- date;
- products;
- quantity;
- price;
- VAT;
- amounts;
- statuses;
- delivery;
- responsible managers.
Products
- name;
- article;
- price;
- units of measure;
- VAT rates;
- categories.
Payments
- amount;
- status;
- date;
- payment method;
- transaction ID;
- payment errors.
Documents
- invoices;
- acts;
- waybills;
- tax invoices;
- document statuses;
- errors;
- links to documents.
Warehouse data
- balances;
- write-offs;
- movement of goods;
- return of containers;
- warehouse statuses.
4. Implementation of the API
It is necessary to implement or prepare the structure of the REST API.
Preferred:
- API versioning;
- JSON;
- standardized responses;
- error handling;
- logging;
- scalable structure.
5. Webhooks and callbacks
The CRM should:
## Send events:
- client.created
- client.updated
- order.created
- order.updated
- order.paid
- order.cancelled
- order.delivered
- payment.created
- payment.success
- payment.failed
- document.created
- document.status_changed
- stock.updated
Receive callback / webhook:
- successful payment;
- payment error;
- document creation;
- document registration;
- document error;
- updating warehouse balances;
- other statuses.
6. Integration with payment systems
The API must be prepared for integrations with:
- LiqPay;
- PrivatBank;
- WayForPay;
- Fondy;
- Stripe;
- other payment services.
Logic:
the client pays → the payment system returns a callback → the CRM updates the order and payment status.
7. Integration with the accounting system
As a result of the work, at least one working integration with the accounting system must be implemented.
Preferred option:
- Vchysno;
- or M.E.Doc;
- or BAS.
The final choice is determined after analyzing the CRM and business processes.
8. What should work in the first integration
It is necessary to implement at least:
- client transfer;
- order transfer;
- product transfer;
- payment transfer;
- payment status transfer;
- document creation;
- document status retrieval;
- return status to the CRM;
- logging of errors and successful operations.
Preferred:
- VAT support;
- legal entities;
- invoices;
- waybills;
- tax invoices.
9. Integration with inventory accounting
The API must be prepared for future integration with inventory systems.
It is necessary to foresee:
- balances;
- movement of goods;
- write-offs;
- return of containers;
- updating balances;
- warehouse synchronization.
10. Authorization and security
It is necessary to implement:
- API keys or OAuth;
- separate keys for integrations;
- roles and access rights;
- HTTPS;
- logging of API requests;
- test and production environments;
- personal data protection;
- the ability to revoke API keys.
11. Documentation
It is necessary to prepare:
- Swagger / OpenAPI documentation or Postman Collection;
- examples of requests;
- examples of responses;
- error descriptions;
- webhook descriptions;
- instructions for connecting new integrations.
Important conditions
All work must be carried out on a test copy of the CRM or staging environment.
The production system must not be harmed during development.
Without agreement, it is not allowed to:
- conduct real payments;
- create real tax invoices;
- send real SMS or emails;
- change the live database.
What is required from the performer
When responding to the project, please indicate:
- what experience you have in creating APIs;
- experience with integrations with CRM / ERP / SaaS;
- experience with integrations with payment systems;
- experience with integrations with BAS / M.E.Doc / Vchysno;
- what architecture you propose;
- which accounting system you recommend for the first integration and why;
- what data is needed to start;
- approximate time estimate;
- approximate cost;
- possible risks;
- examples of similar projects.
What will be provided by the client
After analyzing the CRM, the performer must form a list of necessary information.
- examples of clients;
- examples of orders;
- examples of payments;
- examples of products;
- examples of documents;
- description of business processes;
Expected result
After the work is completed, there should be:
- a working CRM API;
- API documentation;
- webhooks;
- callback handling;
- integration logging;
- test API keys;
- prepared architecture for scaling;
- at least one working integration with the accounting system;
- the ability to further connect payment, inventory, and other services without reworking the CRM.
-
Good day.
I have experience in designing APIs for CRM/ERP systems, webhook architectures, integrations with payment systems, and building modular integration layers where external services are not tightly coupled to the core system.
In your case, the key value is a well-laid architecture: separating the CRM core, API layer, and integration layer so that any new integrations (payments, BAS/M.E.Doc/Vchasy, SMS, Telegram, etc.) can be connected without changes to the CRM business logic.
I would start with a technical audit of the current system: database structure, existing entities, availability of API, weak points, and expansion points. After that, the target architecture and a list of necessary data/access from your side will be formed.
Next, a REST API will be designed with versioning, standardized responses, a webhook event system, and complete logging of integrations. Security will be separately addressed: API keys/OAuth, access roles, staging/prod environments, and control of critical operations (payments, documents, inventory).
…
To correctly assess the project, it is necessary to understand:
what stack the current CRM has,
whether there is an existing API,
and what accounting/document flow is currently being used.
After this, I will be able to propose a specific architecture, implementation stages, timelines, and budget.
-
I will develop a scalable API architecture based on Integration Middleware (Proxy Pattern), which will isolate the core of your CRM from external services and ensure the uninterrupted operation of the system even in the event of third-party API failures.
What method do you plan to implement the event queue (Message Queue) for Webhooks: will we use Redis/RabbitMQ to guarantee the delivery of statuses from payment systems and "On Time" without blocking the main order flow, and how is the accounting of returnable packaging implemented in the current database, which is critical for the correct formation of outgoing invoices in the accounting system?
Detailed assessment and audit plan — in personal correspondence. 🤝
-
Hello!
We are dZENcode – a full-cycle digital solutions development company: from design and programming to integrations and post-release support. We take on projects from scratch and can also assist in refining existing solutions.
We can get involved in the development of the API and integration layer for your CRM.
What CRM and current stack are already being used?
Which accounting system do you want to connect first?
… You can find detailed information about our services and rates on our website:Freelancehunt
Take a look – after that we can discuss the details and agree on the next steps.
⚠️ After clarifying all the details, we will determine the scope, suitable format of cooperation: task-based, outsourcing, or outstaffing, and the final cost.
Why projects with us are guaranteed to reach release:
💎 10+ years providing IT services;
🔥 90+ in-house specialists;
🚀 250+ public reviews since 2015;
⚙️ We support the product under SLA after launch;
✅ We work under NDA and contract with the company!
-
1880 29 0 Good day.
I will develop a high-quality and user-friendly system from scratch.
Here are my developments and examples of sections of the CRM/ERP system.
Water delivery can be conveniently visualized as Projects/Tasks
https://freelancehunt.com/showcase/work/crm-erp-sistema-upravlinnya-proektami-ta-zadachami/2032567.html
Deadlines, reminders, convenient visualization
… https://freelancehunt.com/showcase/work/crm-razdel-zavdannya-vizualizatsiya/2035422.html
Warehouse, goods and services, complete accounting
https://freelancehunt.com/showcase/work/crm-erp-modul-sklad/2037650.html
Lead processing, creating Deals and connections with tasks and Clients
https://freelancehunt.com/showcase/work/razrabotka-gibkih-moduley-crm-dlya-priyoma/2026075.html
I suggest showing what I have and discussing the technical specifications.
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265 Good day, I am writing on behalf of the company Devoxen. We specialize in complex backend architectures, CRM/ERP systems, integration layers, and API-first solutions. We have extensive experience in building scalable systems with event-driven architecture, webhook systems, integrations of payment services, accounting systems, and external APIs.
On the technical side, we can implement a separate integration layer (API gateway / integration layer) over the CRM with a proper modular architecture, API versioning, standardized responses, logging, event queues, and a webhook system. We will also design the structure so that any new integrations (payments, accounting, inventory, SMS, Telegram, etc.) can be connected without changing the core of the CRM.
We recommend an architecture based on REST API + event-driven approach (queues like RabbitMQ/Kafka), a separate integration service layer, and a centralized logging/monitoring system. For the first accounting integration, it is advisable to choose "Vchysno" or M.E.Doc — depending on whether document flow or deep accounting synchronization is more important to you (this will be clarified after auditing the CRM and processes).
We can do this without unnecessary questions and wasting time. We also provide a guarantee and support if desired. We will be able to start working on your project immediately after the technical audit.
I suggest moving to private messages for a more detailed technical discussion.
-
2512 4 0 Pavlo, greetings!
We are the Coderfy team, experienced in developing APIs, CRM/ERP systems, and integrations with payment services, accounting, SMS, telephony, and other external systems.
Your project looks very professional, and it is critically important to first properly design the architecture of the integration layer, rather than just "add to the API." This is exactly the kind of task we regularly work on.
As the first step, we propose to conduct a technical audit of the CRM:
— architecture analysis;
— evaluation of the database and current entities;
— checking existing APIs;
… — risk assessment;
— forming the structure of the integration layer and recommendations.
After the audit, we will prepare a clear roadmap, a list of necessary accesses, and will provide an accurate estimate of timelines and costs.
Please let us know what stack the CRM is currently developed on? We did not see this in the description — it is important for assessing the scope of work and architectural solutions.
I suggest we discuss the details 👍
-
748 6 0 Good day.
ViACore is ready to take on the development of an API for the CRM system of a water delivery service and integration with the accounting system.
We do not just offer to "add one integration," but to lay down the correct architecture:
CRM → API CRM → integration layer → external services
This will allow for future connections to payment systems, accounting, inventory management, SMS, Telegram, telephony, and other services without reworking the core CRM.
…
What we can implement:
— technical audit of the current CRM;
— design of REST API;
— API for clients, orders, products, payments, documents, and inventory;
— webhooks/callbacks for payments, documents, orders, and inventory events;
— authorization via API keys or OAuth;
— logging of requests and errors;
— Swagger/OpenAPI or Postman documentation;
— staging/test environment for safe development;
— the first working integration with the accounting system.
After the audit of the CRM, we will be able to recommend the optimal option for accounting: Vchysly, M.E.Doc, or BAS. For the first integration, I would focus on the system where the client already has established accounting and a clear API/document exchange.
We have experience in developing CRM/ERP, APIs, integrations, business automation, and production-ready architecture. As an example of the CRM direction for water delivery:
https://aquaflow.crms.demosites.viacore.group/
ViACore:
https://viacore.group/
Approximately:
— audit and architecture design: from 300 USD;
— development of API and integration layer: from 2000–3000 USD;
— first integration with the accounting system: from 700–1500 USD;
— further support and development: from 200 USD/month.
I will provide an exact estimate after reviewing the CRM, technical specifications, database structure, current business processes, and choosing the accounting system.
We are ready to familiarize ourselves with the details and propose a step-by-step implementation plan.
-
601 5 0 Hello! This is already a serious integration/API project of enterprise CRM architecture level. I can join as a backend/API developer and help build the right integration layer without tying business logic to specific services.
I have experience with:
— REST API architecture
— CRM/ERP integrations
— webhook/callback systems
— payment integrations (LiqPay, Stripe, Fondy, etc.)
— SaaS/backend systems
— PostgreSQL/MySQL
… — scalable integration layers
— queue/event-based architectures
— API security and role systems
Here’s how I see the architecture:
CRM Core → Internal API → Integration Layer → External Providers
What I recommend:
— versioned REST API (/api/v1/)
— service layer for integrations
— event-driven webhooks
— queue system (RabbitMQ/Redis/Celery/BullMQ)
— separate integration module for accounting/payments/SMS
— centralized logging + retry mechanisms
— staging/prod isolation
What I can cover:
— audit of the current CRM
— design of API architecture
— implementation of REST API
— webhooks/callback processing
— auth/API keys/OAuth
— OpenAPI/Swagger documentation
— integration layer
— logging and monitoring
— preparing the system for scaling
Regarding accounting integration:
for the first production integration, I often recommend Vchasy or BAS — it depends on the current business processes and document flow of the CRM. After the audit, we can determine the optimal option without overloading the system.
What is needed to start:
— access to staging CRM
— technology stack
— database structure
— current architecture
— examples of entities and business flow
— existing integrations (if any)
Regarding cost:
it depends on the state of the CRM and the volume of legacy, but this is already a middle/large backend system level, so it's better to provide an estimate after a technical audit.
I can also help build a roadmap for integrations and API governance for further scaling of the CRM without technical debt.
-
12912 67 0 Hello Pavlo! We have already collaborated. I will complete your task quickly and efficiently. I will build a CRM system with API.
My portfolio: https://freelancehunt.com/ua/freelancer/romas6ka.html#portfolio
Feel free to write, I will start working today. I look forward to collaborating with you!
-
1149 11 1 hello
Stage Number of hours
Technical audit of CRM + formation of technical specifications 4
Designing API architecture + Integration Layer 8
Development of main REST API 24
Webhooks + Callback handling 8
Integration layer + first accounting integration 16
Authorization, security, logging, versioning 4
Documentation (Swagger + README) 4
… Testing, refactoring, delivery 4
Total 72 hours
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4975 41 4 1 Good day!
I have significant experience in developing scalable APIs and integrations for CRM/ERP. I expertly create architecture for payment systems, BAS/M.E.Doc/Vchysno, and other services, with a focus on scalability.
Write to me, and we will discuss the details and the optimal approach to project implementation.
-
172 1 1 Good day. I am ready to complete this project as I have extensive experience in app development.
-
522 2 1 Hello! I have experience in commercial development for both backend and frontend parts. I have developed APIs and integrations with third-party services. I propose to develop this system using Go + VueJS + PostgreSQL + Apache Kafka. The development can be divided into parts and conducted through a safe agreement on the service. Why this stack? Because, firstly, it is a compiled language that requires fewer resources and can handle more load with less resource usage. It can also work with concurrency and is easier to write compared to JAVA. You can write less code. I have worked in two companies that developed CRMs; the first company was Chinese for project fund accounting. The second company was Swedish for auditing activities. The cost of such a project will be 4k USD.
-
399 1 0 Hello.
What is needed here is not just "integration," but a proper integration layer around the CRM - with API, webhooks, logging, and the ability to scale the system smoothly without rewriting the core. This is exactly how it should be built.
I can conduct an audit of the CRM, design a REST API, and implement the architecture for future integrations (payments, accounting, inventory, SMS, Telegram, etc.). For the first accounting integration, I would look towards Vchysno or BAS - depending on the current business processes and the structure of the CRM.
-
726 9 1 Hello! I have carefully studied your project and am ready to start its implementation. Let's discuss the details for the best execution.
-
6590 56 1 2 Good day, I would be happy to complete your project. Please message me privately, and we will discuss the details further.
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3631 17 0 Hello!
I have reviewed your technical specifications regarding the development of an API and integration architecture for a water delivery CRM.
I have relevant experience:
- developing REST APIs;
- CRM/ERP integrations;
- SaaS/backend architecture;
- payment integrations (Stripe, LiqPay, WayForPay);
… - webhook/callback systems;
- integration layers;
- complex Django/FastAPI backend systems;
- working with accounting and document flow services.
The architecture I recommend:
CRM Core → Internal API → Integration Layer → External Services
Key idea:
integration is not embedded directly into the CRM but works through a separate layer:
- webhook manager;
- event bus;
- adapters/connectors;
- queue system;
- retry/error handling;
- logging.
This will allow:
- connecting new services without reworking the CRM;
- scaling integrations;
- avoiding chaos in business logic;
- centrally managing errors and callbacks.
Recommended stack:
Backend:
- Python + FastAPI
- PostgreSQL
- Redis + Celery
- SQLAlchemy / Django ORM (depending on the current CRM)
API:
- REST API
- OpenAPI / Swagger
- versioning
- JWT/API keys/OAuth2
Integrations:
- webhook engine
- payment adapters
- accounting adapters
- stock adapters
Infrastructure:
- Docker
- staging/production separation
- centralized logging
- monitoring
Which accounting system do I recommend for the first integration:
For the MVP, it is best to start with:
- Vchasno — simpler integration, more modern API, fewer legacy issues.
- BAS — if you already have deep business integration with BAS.
- M.E.Doc — usually more complex due to legacy/architectural limitations.
After auditing the CRM, we can determine the optimal option.
What is needed to start:
- access to staging or a copy of the CRM;
- technology stack;
- database structure;
- examples of entities;
- current integrations;
- business processes;
- API/documentation (if available);
- access to testing environments.
I am ready to conduct a technical audit of the CRM and formulate the right approach for implementing the necessary functionality.
I will be waiting for your message!
Best regards,
Andriy
-
96304 1273 1 10 Hello. I have extensive experience with Node.js/Python. I am ready to collaborate.
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976 4 0 Good day
I have reviewed the technical specifications.
I have experience in developing APIs, CRM/ERP systems, webhook integrations, and payment services. I understand the task as building a scalable integration layer, rather than just "one integration."
I can assist with:
— CRM audit
— API design
— webhook/callback logic
— REST API
— Swagger/OpenAPI documentation
… — integrations with payment systems and BAS/Vchasy
— logging and security
For the first integration, I would most likely recommend BAS or Vchasy — after analyzing the CRM, I can provide a precise recommendation.
I am ready to discuss the details and propose an optimal architecture. 👍
-
1460 5 0 1 Hello! I have thoroughly reviewed your technical assignment. The task is complex, architectural, but absolutely understandable. I have strong experience in Backend development with Python and creating APIs for CRM/SaaS systems (specifically, I have worked with custom implementations and automations).
I will respond to your points:
1. Architecture: I propose to build the API based on Python + FastAPI. This is a modern, fast, and secure framework. Its main advantage for your project is that it automatically generates standard documentation in Swagger / OpenAPI, which will always be up-to-date when the code changes.
2. Security: I will implement it through Middleware with the generation of unique API keys (tied to roles/permissions) and the ability to revoke them instantly. All work will be conducted exclusively on a staging server with a test database.
3. Recommendation for the first integration: I strongly recommend starting with the "Vchasy" service (Vchasy.EDO / Vchasy.Cash). Unlike BAS or M.E.Doc, "Vchasy" has a modern, well-documented REST API that allows for quick automation of creating acts, invoices, or waybills without involving external narrow-profile 1C programmers on your side. This is an ideal option for a stable MVP.
4. What is needed to start: - Access to a copy of your database (or a dump);
Test server (we can deploy my VPS or yours);
Description of the logic: which specific events should initiate the sending of Webhooks;
Access to the test cabinet of "Vchasy" (or another system that you ultimately choose).
… 5. Estimated assessment:
Development of the core API, authorization system, webhooks, and documentation: ~3 weeks.
Writing the first integration (e.g., Vchasy) and full testing: ~1.5 - 2 weeks.
Estimated project budget: +-22500 UAH (depends on the initial state of your CRM architecture and the number of entities for the API).
6. Risks: The main risk is the insufficiently normalized structure of the old CRM database, which may require writing additional "workarounds" (adapters) to produce a clean JSON. The second risk: if we choose BAS, development may be delayed due to the need for parallel configuration of HTTP services on the BAS side.
Are you ready to provide a brief description of the current infrastructure of your CRM (what it is written in and what database is used), so I can create an accurate project roadmap?
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1762 19 0 1 Hello, Pavlo!
Our IT company creates and improves websites that operate reliably, quickly, and solve specific business tasks for clients. We specialize in developing websites "from scratch" as well as enhancing existing solutions, increasing their performance and user experience for your users.
We have experience in:
- developing responsive and fast websites on various platforms (WordPress, OpenCart, Shopify, WIX);
- integrations with payment systems, CRM systems, external services, and internal systems;
- optimizing website performance and security;
- setting up analytics and basic SEO tools;
… - software development and automation of business processes: managing customer databases, resource accounting, automating repetitive tasks, integrations with third-party systems;
After completing the project, we provide 14 days of technical support, during which we help adapt the system to your final business processes and consult on any questions regarding the completed work. Thanks to the free support of the completed project, this allows you to be confident that the developed solution operates reliably from the moment of launch and does not require any additional adjustments.
We work in a structured and responsible manner - focused on results that align with your business goals.
-
9944 117 0 Hello.
I am a NodeJS developer. I am ready to take on the task. Write to me, and we will discuss.
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6589 28 0 The task is clear: not just API endpoints, but an integration layer with adapters for each external service, so that the core CRM is not affected when connecting a new one.
I will conduct a technical audit of the current CRM, design a REST API + a separate integration layer with interface contracts (PHP), and prepare documentation for the endpoints and structure for the first integration with accounting.
Which accounting system is a priority for the first stage — 1C, M.E.Doc, or something else?
-
На чому написана CRM система ?
-
Вітаю. На чому діюча система?
Потрібна доробка саме поточної, чи розглядаєте створення/налаштування іншої з нуля?
-
Шо ви взагалы намагаєтесь створити? Що за каша на початковому етапі постановки задачі?
До самаката, двигун від ферарі 🙂
Є діюча CRM-система для автоматизації бізнесу з доставки води. CRM використовується для роботи з клієнтами, замовленнями, доставками, товарами, оплатами, менеджерами, кур'єрами та внутрішніми бізнес-процесами.
Потрібно розробити API для CRM-системи та підготувати архітектуру для зовнішніх інтеграцій.
Мета проєкту:
створити масштабовану систему інтеграцій, щоб у майбутньому CRM могла працювати з:
- платіжними системами;
- бухгалтерськими системами;
- сервісами податкових накладних;
- електронним документообігом;
- складським обліком;
- банківськими сервісами;
- SMS;
- Telegram;
- телефонією;
- іншими зовнішніми сервісами.
-
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