What should be documented for every integration?
Data objects, sync direction, timing, authentication, permissions, error handling, ownership and recovery steps.
Integration checklist
An integration is useful only when everyone knows which system owns the truth.
Integrations can remove duplicate work, but poorly defined synchronization can create conflicting records, missing updates and support problems that are harder to diagnose than manual entry.
Quick answer: Integrations can remove duplicate work, but poorly defined synchronization can create conflicting records, missing updates and support problems that are harder to diagnose than manual entry.
Define the source of truth
For customers, payments, documents, communications and financial records, decide which system owns creation and which systems receive synchronized copies.
Document sync direction and timing
Know whether data moves one way or both ways, in real time or on a schedule, and what happens when the receiving system rejects an update.
Protect permission boundaries
An integration should not allow a user or service account to access broader data than the workflow requires. Review scopes, service credentials and audit history.
Plan for failure and recovery
Define retries, alerts, duplicate protection and reconciliation procedures so a temporary provider outage does not silently corrupt the workflow.
Frequently asked questions
Are two-way integrations always better?
No. One-way synchronization can be safer when one system is clearly the source of truth and the other only needs a copy.
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