Planning integrations · ASRR Tech
Why do connected systems need stable identifiers?
An identifier connects records despite name or address changes. Check how existing and new records retain the same reference.
A practical example
A company name changes while the customer relationship remains the same.
This is an illustrative situation for assessing your own process.
Checklist for your team
- Define the identifier.
- Test name changes.
- Check new records.
What does success look like?
An update does not accidentally create a second customer.
Test this with a recognisable record and have a colleague review the outcome. Note missing information or decisions. Use that finding to improve a working agreement before applying the process more broadly.
Planning integrations: the wider process
An integration needs agreement about data meaning and ownership. Decide the source system for each field, when information is exchanged and who resolves discrepancies. Availability of a product integration does not imply every data flow is supported. Verify the direction, fields and requirements using an example from your own process. Test missing data and a temporary failure. Ask an employee to check that synchronised information is usable for the next step.