Map the source of truth
Decide which system owns each piece of information before synchronising it. A CRM may own contact details while a support platform owns ticket status. Without these rules, a technically working integration can create duplicates or conflicting updates.
Specify what crosses the boundary
List required fields, accepted formats, identifiers and timing. Agree how missing values and deleted records are handled. Send only information needed for the task, and keep credentials outside prompts and user-visible content.
Design for failures
APIs can be unavailable and requests can be retried. Plan how to avoid duplicate actions, how to record failed work and when to alert an owner. Test interrupted runs and recovery, not only successful data transfers.
Prepare the handover
Document connected systems, permissions, field mapping and who maintains the integration. Define a process for changes to either system. Feasibility, tools and ongoing responsibilities are confirmed during scoping.
Frequently asked questions
Can every tool be connected?
No. Available APIs, permissions, vendor restrictions and data formats determine feasibility. We check these before agreeing the implementation.