Choose the source of each fact
A contact name may belong in an existing customer system, while an internal task belongs in a work queue. An integration plan identifies which system owns each field and which other systems may read or update it. The aim is a clear responsibility for the record, rather than several competing versions.
Check access and practical limits
We review the available exports, documented interfaces, access permissions, and update frequency. An existing application may support a scheduled file exchange without supporting immediate updates. That difference affects what the new software can promise. Access is requested only for an agreed purpose, using appropriate accounts and permissions.
Prepare a controlled transfer
A migration needs a sample, a field mapping, and checks for duplicates, missing values, and conflicting identifiers. The scope defines what will be transferred and what stays in the original system. A trial import and a review of its results should come before changing the working records.
Plan for a connection that fails
A useful connection records what happened when an update was rejected or a service became unavailable. It should identify what can safely be retried and what requires a person to review it. Potential outputs include a data map, a limited integration prototype, import checks, and operating notes. Universal compatibility or access to an unnamed third-party system is not implied.