The short answer
- Verify permissions through a representative test.
- Resolve data ownership before building synchronization.
- Include failure recovery in the scope and acceptance criteria.
Test actual account access
Confirm that the relevant account and environment expose the required objects and operations. Use sanitized sample records and a scoped test credential. Published documentation describes a product capability; it does not prove that the current plan, role or tenant can use it. Record any approval or provider support dependency that remains unresolved.
Agree ownership and matching
Name the authoritative source for every synchronized field. Decide how contacts, organizations, products or orders are matched and what happens when there are several plausible matches. An email address or display name may change and should not automatically be treated as a permanent identity. Two-way synchronization requires an explicit conflict rule rather than a generic promise of consistency.
Walk through delivery failure
Test a rejected payload, unavailable service, duplicate event and timeout after possible acceptance. Determine which cases can be retried safely and which need reconciliation. Preserve correlation identifiers and make an exception visible to an operator. A retry policy without business deduplication can amplify the original failure.
Define acceptance with the operating team
Ask the receiving team to verify the resulting business object and next action. Agree freshness, completeness and monitoring expectations. Include a manual fallback if a critical system is unavailable. The integration is accepted when the business handoff works under the agreed scenarios, not merely when a request returns a successful status code.
Use this review checklist
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