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What should be decided before connecting two business systems?

A connection can move data in minutes. It cannot decide which of two conflicting records is right.

Published 25 September 2026

Define authority before transferSource record · Transfer rule · Correction route

A sales tool marks a customer active while the billing system says the contract has ended.

Decide which event controls service access, how late updates are handled and who resolves a disagreement before synchronising the status.

Specify what is allowed to move

For each field, state its source, destination, timing and allowed direction of change. Decide whether a missing value should erase an existing one. These rules are business decisions, not integration plumbing.

Include permission and privacy requirements. A connection should not give the receiving system more information than the work requires.

Design for disagreement and failure

How will the team notice a failed transfer, a duplicate record or a conflict? Who will correct it, and which system will preserve the audit trail? Test these cases before declaring the connection complete.

A useful integration reduces manual reconciliation while leaving the business able to explain where an important fact came from.