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Delphi editorial schedule: subscription status synced with shop and CRM

Connecting a long-lived Delphi title and mailing plan to a new web shop and CRM: mailing lists, subscription terms and address changes are decoupled via secured jobs—without discarding editorial screens.

Delphi editorial schedule: subscription status synced with shop and CRM

Delphi development

The Challenge

Three worlds: planning desk, shop and CRM

The publisher plans editions and ship dates in Delphi. Marketing sells bundles in the shop. Sales maintains contacts and campaigns in the CRM.

Without automation, name changes, stops and trial subscriptions drifted—with wrong mail risk.

Our Solution

Read/write APIs with explicit rules

We defined canonical IDs for subscribers and contract variants. A nightly reconciliation pulls shop and CRM deltas; critical updates can follow via webhook.

Writes are idempotent and logged; Delphi remains authoritative for the mailing calendar.

Conflict policy for addresses and status

CRM wins on communication data, Delphi on dispatch windows—documented in a short matrix signed off by support and editorial.

Results

Fewer returns and support loops

Teams share the same statuses; campaign prices align with fulfilment. Engineering delivered from Germany with release notes per milestone.

Editorial and sales keep familiar screens; interface changes are documented for reuse in follow-on work.

Features

Feature overview

  • OAuth2-protected REST endpoints to shop and CRM
  • Nightly and event-driven sync jobs
  • Traceable conflict rules for master data

Common questions about Delphi editorial schedule, shop and CRM sync

Which system is authoritative—Delphi, shop or CRM?

Delphi stays authoritative for mailing calendar and print runs; CRM wins on communication data, the shop on sold bundles—documented in a conflict matrix. Canonical subscriber IDs prevent duplicates. We plan interfaces via API integration and system integration.

How are sync errors detected and resolved?

Idempotent, logged writes; monitoring for failed jobs and webhook backlogs. Nightly reconciliation plus event-driven updates for critical address and status changes. Operations from East Frisia—comparable to Delphi development with clear runbooks.

How is data quality secured across editorial, shop and sales?

Validation before writes, explicit conflict rules and trial subscriptions in staging. Delivery stops and name changes are not silently overwritten. See CRM systems comparison and B2B CRM solutions.

How is CRM connectivity implemented technically?

OAuth2-secured REST endpoints; read and write jobs decoupled from the editorial desktop. Webhooks for time-critical updates, batches for volume. Where useful we add Odoo ERP & CRM or existing CRM APIs—without discarding Delphi screens.

Is parallel operation possible during rollout?

Yes—editorial and circulation keep familiar screens; interfaces go live in stages. Release notes document each step. The pattern follows legacy modernisation rather than big-bang migration.

Project Details

Context

Publishing and circulation team with a classic planning suite

Completed

Nightly batches and triggered releases over several months

Technologies

Delphi 10.4RESTOAuth2PostgreSQLWindows Server

More References

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