Verify access before promising the integration.
Confirm the exact provider, product, account plan, region, permissions, approval process, API documentation, test environment, rate limits, and available webhooks or exports.
Some providers restrict access, require partner approval, charge for API plans, or expose only part of the data shown in their application.
Define ownership, direction, and timing.
Choose which system is the source of truth for customers, orders, products, inventory, bookings, or status. Decide whether data moves one way, both ways, in real time, on a schedule, or by manual import.
Bidirectional sync adds conflict decisions. The project must define what happens when both systems change the same record.
Design for failures and duplicate events.
Connections fail because of expired credentials, provider outages, invalid records, changed fields, rate limits, timeouts, and account changes. Webhooks may arrive more than once or out of order.
A robust plan includes idempotency, retries, error queues, alerts, logs, manual recovery, and a clear owner for unresolved issues.
Test and support the business impact.
Testing should cover normal records, missing data, duplicate events, permission failures, provider errors, and recovery. Production changes should have a documented response path.
Managed System Support monitors supported connections and helps adapt when providers change APIs, permissions, plans, or approval rules. It does not guarantee that third-party access will remain unchanged.