Confirm the actual account, permissions, environment, and supported operations before committing to an integration scope. A product having an API does not prove your account can perform the required action.
Prepared with AI assistance. These are practical scoping recommendations; examples are illustrative, not client results.
List required operations
Describe the records to read, create, or update and the business reason for each. Separate a one-time import from ongoing synchronization. This lets the team check a specific capability instead of giving an unsupported yes to a broad request to connect two products.
Identify account ownership
Name the person who can authorize access and manage the provider relationship. Ask how access is granted and revoked using the provider's supported process. Keep credentials out of project documents and shared chat messages. The team should agree a secure handoff method appropriate to the selected services.
Verify a representative action
Use an approved test environment or controlled test record to prove the operation. Confirm the returned fields, required permissions, and any account-level limitations. Record what was actually tested and what remains assumed. A successful login is not evidence that the integration can perform the complete workflow.
Plan continued access
Decide who receives provider notices and who responds when access expires or a staff member leaves. Include external dependencies in the operating inventory. The project should not rely on an individual's unmanaged account remaining unchanged indefinitely, especially when that account is required for the business's daily work.