OPEN OFFICE HOURS:
Rapidi Transfer Design 101
22 Jan 2026

Transfer Design 101: Build Integrations That Just Work

Register for a 30-minute session on how to structure transfers, choose actions, and set patterns like “add/update” so you don’t create duplicates. Source vs destination, objects/entities, transfer steps, read vs write, design vs runtime.

Master the fundamentals of transfer design. We'll cover how to structure transfers, choose the right actions, and configure patterns that prevent duplicates and keep your data clean. This is essential knowledge for anyone managing or extending a Rapidi integration.

• Source vs. Destination: Understand the direction of data flow
• Objects and Entities: Map the right data to the right place
• Transfer Steps: Structure multi-step data synchronization
• Add/Update patterns: Prevent duplicates and maintain data integrity
• Design vs. Runtime: Know when changes take effect
• Read vs. Write operations: Understand what happens at each stage

Best for administrators who want to modify existing transfers or create new ones, and anyone who wants to understand the logic behind their integration.

Rapidi offers complete data integration solutions for any combination of major CRM systems, including Salesforce, HubSpot, Dynamics 365 Sales, and Microsoft Dynamics ERP versions, such as Dynamics 365 Business Central, Finance, Finance & Operations, including the earlier and legacy Dynamics versions. Our pre-configured templates are designed to be implemented effortlessly, whether you use them as-is or customize them to meet your specific requirements.