Plan a connection between systems

Define the handoff

Start with the business event and the information that must move. An entry in the integration directory can help identify an implementation option, but provider capabilities, account access and the specific workflow still need review.

1. Name the source, destination and business event.
2. List the identifiers, fields and expected direction of updates.
3. Agree provider access, test cases and the person accepting the connection.

• A directory listing does not establish an installed or live integration.
• Provider plans, approvals and API availability can affect the implementation scope.

Include the failure path

The team should know what happens when a source record is incomplete, a provider is unavailable or a destination rejects an update. Recovery should protect against duplicate actions and make ownership clear.

• How a failed handoff is detected and assigned.
• What can be retried safely and what requires review.
• Which source evidence confirms that a record arrived correctly.

Prepare evidence for the review

Use redacted record examples and the provider’s relevant workflow documentation. Arrange credentials through the agreed administrator; do not send keys in a support request or command prompt.

• The business process and intended result.
• Redacted field examples and matching identifiers.
• Known account, environment or provider approval dependencies.