Most integration requests start with "make it talk to our accounting software." On its own that is not a requirement. A connection built before deciding which information flows, in which direction and how often, produces records that contradict each other in two systems.
In the session before setup we settle one question: how many separate places do you type the same information into today? The answer usually gathers around customer records, quotes and invoices — and the scope of the integration stays limited to those three.
Direction comes second. Which system opens the customer record, and which one updates the price, is agreed up front. A one-way flow produces fewer errors than a two-way one, and leaves no argument about which side is the source when something goes wrong.
Frequency comes last: not every record needs to move instantly. A daily batch is enough for most businesses, and it is unaffected by outages on the telephony, accounting or e-commerce side.
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