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Integrations

Connected where it matters.

PianoHelm is the system of record for your operation — and it connects outward: to Paddle CRM for customer engagement, and to your existing data through a structured import engine.

Paddle CRM

PianoHelm runs the operation; Paddle CRM runs the customer conversation. The two stay synchronized so operations and engagement never drift apart.

  • Customer and contact records synchronize between PianoHelm and Paddle CRM
  • Open the corresponding CRM record directly from a PianoHelm customer
  • Operational context — like purchases — is designed to flow to the CRM record
  • Changes in either system are reconciled, with conflicts held for review rather than silently overwritten

PianoHelm

System of record

Paddle CRM

Engagement

1. UploadYour existing spreadsheet or export, as it is
2. MapMatch your columns to PianoHelm fields — your labels stay visible
3. ValidateProblems surface before anything is written
4. ImportGood rows import; problem rows are isolated for correction
5. ReconcileOriginal source values preserved for comparison

Data import & migration

Moving off a legacy system is usually the scariest part. PianoHelm's import engine is built for real-world piano inventory data: flexible field mapping, validation before anything is written, partial imports that isolate problem rows, and preservation of your original values for reconciliation.

More integrations are coming as the platform grows.

Migration and integration questions

Do we have to clean every spreadsheet before migration?

No. The import workbench validates source rows, imports rows that are ready and holds problem rows for correction without discarding the original values.

What happens to legacy fields?

Source labels and raw values can be preserved for traceability while the mapped operational fields use a consistent PianoHelm structure.

Does Paddle CRM replace PianoHelm customer records?

No. PianoHelm remains the operational record, while Paddle CRM manages customer engagement. The integration reconciles contact data between them.

Ready to run your piano business from one system?

See how PianoHelm fits your inventory, your locations and the way your team already works.