Account provisioning
Decide where account requests originate, which account and group fields are required, and how the resulting platform account is linked back to the CRM.
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Your integration workspace.
Requirements before implementation.
Map the role of each system, specify the workflows, and prepare an email brief. A clear scope begins with agreed inputs, outputs, and responsibilities.
01 / Map the system boundaries.
Operations & reporting
Specify which balances, account states, and trading reports should be available. Agree refresh frequency, access permissions, and who reviews discrepancies.
Exceptions & support
Define how failed requests, duplicate actions, interrupted connections, and reconciliation are handled. Assign an owner for investigating each failure.
CRM integration and API access are optional and available at additional cost. Capabilities depend on the chosen setup, provider permissions, and the agreed implementation scope.
02 / Build your requirements brief.
Choose the workflows you need, then open an email draft to discuss the scope. Do not include passwords, API secrets, or client records.
03 / Specify acceptance checks.
- Use agreed test accounts and environments before enabling production access.
- Confirm permissions, the expected response to each request, and duplicate-request behavior.
- Check reporting consistency and document how mismatches will be investigated.
- Record support contacts and an agreed procedure for pausing or reversing a failed rollout.
Turn requirements into an agreed scope.
Discuss platform access, vendor dependencies, optional costs, and acceptance criteria.
Discuss your requirements ↗ Call the team