We recommend developing a middleware system between your case management system and SCRAM Nexus to synchronize profiles between the two systems through Nexus Sync. That same system could also subscribe to Nexus Transmit messages or it may make sense in your environment to have that be a separate Middleware system. If you only need to maintain consistent client profiles between the systems, then using Nexus Sync is the only API you’ll need.
When developing the middleware, consider how you want to map and filter data elements. Often, only the most recent data on a client needs to be synchronized or only a sub-set of clients. For example, only the most recent addresses for a client, or not adding clients to Nexus of clients that are Low Risk. The middleware will need to have these business rules to decide what information is shared and what remains just in the Case Management System.
If there are ways of notifying the middleware whenever something changes in CMS – a new client added for example – then that would be preferred to batch processing as the time that the two systems have different information in greatly reduced. That is not possible with all systems and a batch approach would then be appropriate.