API
Integration
Guide
Plan safer integrations by defining ownership, authentication, data mapping, failures and monitoring.
What Matters First
Start with the business event that should move information between systems.
Define which application owns each field and how conflicts or duplicates will be handled.
Software Integrations
May 9, 2026
Planning the Implementation
Use secure authentication and limit permissions to the actions the integration requires.
Plan for rate limits, downtime, incomplete records and changes in external APIs.
Operating It Successfully
Log important transfers and alert a responsible person when failures need action.
Test with realistic data and maintain documentation for future support.
