Building an Integration to Another App: How to Get Started
Blog post from Prismatic
Integrating an app with Acme CRM involves a comprehensive process that requires gathering detailed requirements, understanding data flow, and anticipating potential issues before coding begins. The integration should be approached by clarifying the triggers, data formats, and the nature of the integration, whether one-way or two-way, and by considering how to handle data errors, collisions, and API downtimes. It's crucial to understand user authentication and the configurability of the integration for different customers, ensuring secure storage of credentials and accommodating various API endpoints and data mapping needs. Deployment and support concerns should also be addressed, including activation procedures, UX design for configuration, and expectations for logging and monitoring. Familiarity with Acme CRM's functionalities and having access to a sandbox environment can help verify API interactions and data handling. Before coding, exploring the API using tools like Postman ensures the accuracy of API documentation and prepares for any discrepancies. The process emphasizes thorough preparation to streamline the build phase and minimize future rework.