Inventory the tools
Record the exact product, version and licence. Confirm whether an API, webhook or file export is available.
Map the data
Agree how customer IDs, product codes and transaction references match across systems. Resolve conflicting definitions early.
Limit the access
Grant the minimum read and write permissions required for the agreed workflow. Keep test and production access separate.
Plan for interruptions
Define retry limits, duplicate handling and the person who owns a failed job. Include an ordinary success, missing field and service outage in acceptance testing.