PLANNING GUIDE
Check access first
Confirm that each system provides a supported integration method. Understand the permissions, provider terms and limits before estimating implementation.
Map the information
Identify the records and fields to move. Decide which system is authoritative and how conflicting updates should be handled.
Plan for exceptions
An external service may be unavailable, a record may be incomplete or a request may be repeated. Decide which cases need retrying and which need human review.
Keep the first scope focused
Begin with a defined data flow and a limited set of events. Review the result before extending the integration to more workflows.
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