Your software should talk to each other.

Discovery establishes which system owns each record and whether updates move in one direction or both. We review vendor access before committing to delivery.

• ✓Field mapping, identifiers, and duplicate handling.
• ✓Permissions, authentication, and vendor rate limits.
• ✓Failure alerts, retry rules, and reconciliation.
• ✓Test cases and documentation for the agreed connections.

A one-way connection can publish approved information from the system that owns it into a portal or report. A two-way connection also needs rules for conflicting edits, deletions, and fields that each system may change. Two-way is not automatically better: sending only the information a process needs can be simpler to validate and maintain.

Matching by a shared identifier is usually more dependable than matching by a name that staff can spell differently. Discovery needs to distinguish new-record sync from historical imports, agree how duplicates are reviewed, and identify any cleanup required before records move. Changes to tax settings, customer ownership, or accounting categories should not be inferred from incomplete data.

Describe the action that should start the connection and show an anonymized example of the information that should arrive at the other end. A list of application names alone does not establish whether an integration is feasible.

• ✓Application names, subscription plans, and available vendor documentation.
• ✓The records and fields that need to move, including their source of truth.
• ✓Expected update timing and what staff should see when a sync fails.
• ✓The person authorized to approve access and resolve mapping questions.

Native APIs and documented exports are our starting point. Screen scraping depends on interfaces that can change without notice. If a vendor limits access, we explain the constraint and evaluate a supported alternative. Additional systems and historical data cleanup require separate scope.