Define the goal and data
Write down the outcome required from the integration, which data will move, its direction and the event that starts the flow.
- Identify the source and destination systems.
- Document only required fields.
- Agree on ownership of each system and its data.
Review security and errors
Use dedicated, secure credentials and define how connection failures or missing data will be detected and retried.
- Never place API keys in public pages or conversations.
- Use the least permissions possible.
- Test success, failure and duplicate-event cases.
Test before launch
Test with non-sensitive data or an appropriate environment and review the result with process owners before enabling it.
- Document test scenarios and results.
- Identify who will monitor failures.
- Update documentation when fields or the external system change.
Ready to start?
Create your account and begin preparing the workspace, or sign in if you are already a customer.