API Integration Planning Sheet
Map the systems, data, authentication, triggers and error cases before starting an API integration project.
Working record
| Check | What to do | Evidence to retain |
|---|---|---|
| Systems | List the source and destination systems, their owners and the access required for the planned workflow. | The systems record, its source and the person responsible for resolving missing evidence. |
| Data flow | Identify the source system, field definitions, refresh frequency and access owner. Inspect a representative record before relying on an integration. | Source sample, field dictionary, quality checks and access requirements. |
| Authentication | Define the supported connection method and least access needed. Agree credential ownership without placing secrets in the planning sheet. | The authentication record, its source and the person responsible for resolving missing evidence. |
| Triggers | Specify the event or schedule that starts each integration and how duplicates are identified. | The triggers record, its source and the person responsible for resolving missing evidence. |
| Error handling | Test missing data, rejected records and connection failures. Define retry, recovery and escalation rules. | The error handling record, its source and the person responsible for resolving missing evidence. |
Review the decision
Map the systems, data, authentication, triggers and error cases before starting an API integration project. Keep systems, data flow, authentication attached to the conclusion so the next owner can challenge the assumptions. Resolve missing evidence before treating this record as approval.
Continue the decision
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Calculation and source notes
Keep the displayed formula, input units and model scope with the result. Corrections or questions can be sent through the request section on this page.
Content updated: October 11, 2026