Customer Data Integration – What to Know About CDI


If you have a business with a lot of foot traffic, it looks like you have hit the jackpot. Who does not want a company that meets needs or solves problems? It brings a lot of profit and is relevant in that area.

However, foot traffic can only do so much. In other words, it is limiting because there is a whole world out there that your services need to harness. How do you tell the world how much business you have offline without proof?

How do you narrow your sphere of influence without the appropriate data to support you? You need to have an online cache of the offline information you already have. That is where customer data integration becomes necessary.

This is a process of gathering and organizing customer data from various sources and databases. It may come in a chaotic form, but it can be cleaned, analyzed, transformed, and distributed. In simple terms, customer data integration (CDI) makes reaching target audiences easier with what is available. It is a core ingredient in excellent data management strategy in a business.

Methods of Customer Data Integration

How do you integrate information for proper management in your business? There are three main ways to do this, and the chosen method depends on what your business needs.

1. Automated Integration Method

Tools allow you to integrate data automatically, making it easy and seamless. It is the preferred method because of its simplicity and stressless nature. All you need is to install the tool and use a few clicks to get everything set up. However, the tools to integrate may be limited, which ultimately depends on the originating company.

2. Manual Integration Method

As the name suggests, this method is built by hand, usually by the IT team onsite. It may seem like the easiest to use, but that is deceptive. It takes time and costs a lot of money. Moreover, it leaves plenty of room for errors.

The method requires manual upgrading and change, especially if there is a change in your strategy for collecting information. It used to be the way to go, but it has become uncommon as more businesses switch to other methods for better accuracy and reduced error margins.

3. Customer Data Platform Integration

This method is better than the automated method because it connects two or more otherwise dissimilar tools for a smoother process. It is usually seamless because it presents a clean collation, allowing you to check and control sources. You are in charge, so it is easy to sift through collated ones. Unlike the other two methods, this method has no disadvantage.

It is not enough to know the various types; you must also know what works for your specific business. First, decide why you need this process for your business. If the reason is worth the trouble, you can implement it. Determine how simple it is and how it will improve your security.

Then, decide how easily the chosen integration method can adapt to future changes in collection. If the process takes too long, you may want to skip integration; it should be simple and straightforward. You can click here for information on the types of integration.

What Are the Benefits of Customer Data Integration?

It has several benefits, the chief of which is easy access to customer information. Suppose you want to tailor your online presence to be more inclusive and available to various demographics.

Without data integration, you will have difficulty providing answers to specific questions. Besides, compiling such information takes too much time, which requires going through various processes. What are the other perks besides saving you from long hours of collecting crucial information? Let’s find out.

1. Provides One Data Access Point

If you want increased security, having one access point to all the data is crucial. That means you have the control and can quickly determine who accesses everything. This is excellent for a business that requires lots of personal and financial information because not everyone sees customers’ information.

2. Keeps Data Accurate

Another essential advantage is that it ensures the info is accurate. If you have to download and vet information manually, you may miss many things and create inaccurate files. But with proper integration, rest assured that the information is without errors.

3. Eliminates Redundancy

With the proper tool, the information you collect and organize will be excellent, without repetitions. Simply put, you do not collect the same information twice or more, making it difficult to have a seamless data management strategy.

It also helps when only one person can access the access point; they can easily see errors and ensure various departments do not send required information more than once. Check out this resource to learn more about the benefits of this process.


When you understand customer data integration’s importance and possible challenges, you can develop a more strategic management method. All the vital information is in one place and easily accessible. You can better provide security for your customers while improving future strategies.


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