1. Map the current handoff
List who creates the record, which system owns it, which fields must travel and who checks the result. Include the manual steps the new connection will replace.
How the work proceeds
Follow one record all the way through.
Agree on the expected result first. Then test whether the connection produces it, including when the other system is unavailable.
2. Confirm what each vendor allows
Review documentation, account permissions, API availability and test options. An advertised integration may still exclude the field or action your team needs.
3. Agree on exceptions
Decide what happens to a rejected record, a delayed update or a conflicting value. Name the person who can resolve each exception and the information they need.
4. Test with controlled records
Check a successful transfer, a rejected transfer and the same delivery received twice. Use test systems or isolated substitutes for payments, messages and other actions that affect real people.
5. Release and explain the checks
Agree on the change window and recovery plan. Verify the saved result, document the field rules and leave instructions for reviewing failures and checking future updates.
A successful request is one checkpoint.
The acceptance check should include the destination record and the business task it supports. Prepare the questions for your brief.