Ownership and access

Name the workflow owner, the business owner and the person who receives alerts. Use dedicated service accounts with only the permissions required. Document credential renewal and rotation.

Failure and recovery

Define retry limits, rate-limit behaviour and manual recovery steps. Test duplicate events and partial writes. Agree how to replay failed records safely and how to reconcile source and destination.

Observability and data

Track useful outcomes and error counts without logging secrets or unnecessary personal information. Decide retention rules for logs, queues and processed payloads.

Release and handover

Run realistic end-to-end tests in a non-production environment. Record configuration differences, a rollback plan and the support runbook. Download the checklist to adapt it to your project.

A starting point for your own integration work. Adapt and validate it against your platform version and project requirements.

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