Bidirectional CPQ ↔ Ordway billing sync

The challenge

Data sync between CPQ and Ordway without data loss. Managing data in same structure when coming from Ordway. Handling requirements with managed package constraints.

System complexity

This ~$50M performance management company was replacing Zuora with Ordway as their billing system. The core challenge was building bidirectional data synchronization between Salesforce CPQ and Ordway without any data loss — maintaining the same data structures, handling edge cases in the managed package, and ensuring that the quote-to-cash lifecycle remained intact across both systems.

The solution required a custom Apex + Flows integration framework that handled every edge case in the bidirectional sync, including partial updates, failed transactions, and data conflicts between the two systems.

What we built

• Standardized business process across CPQ and Ordway for bidirectional sync
• Built custom Apex + Flows integration framework for all edge cases

The outcome

• Reduced manual ops load
• Faster quote-to-cash cycle
• Complete lifecycle visibility from quote to contract to order

Technologies: Salesforce CPQ, Ordway Billing, Apex, Flows