// SYSTEMS INTEGRATION

ERP and Warehouse Integration Feasibility Checklist

An integration is feasible when ownership, identifiers, supported interfaces, exception handling, and reconciliation can be made explicit before data starts moving.

Published 2026-08-04Reviewed 2026-08-046 minute checklist

Questions to answer first

  • Which system owns customers, products, stock, orders, fulfilment status, and invoices?
  • Do both systems use stable identifiers for the same business records?
  • Which APIs, database views, exports, webhooks, or scheduled files are officially supported?
  • How quickly must data move, and what happens when one system is unavailable?
  • Who investigates rejected, duplicated, delayed, or mismatched records?

A practical review sequence

01

Define the business event

Describe what should trigger each data movement and what operational decision depends on it.

02

Assign data ownership

Choose one source of truth for each field and document where updates are permitted.

03

Test the interface

Confirm authentication, limits, environments, sample payloads, vendor restrictions, and support arrangements.

04

Design failure visibly

Specify validation, retries, idempotency, alerts, manual correction, and replay before implementation.

05

Reconcile outcomes

Produce a repeatable report that proves expected records reached the destination once and with the right values.

Red flags

  • The same field is editable in both systems without a precedence rule
  • Record matching depends on names or free-text descriptions
  • Failures are logged but no one is notified
  • A spreadsheet is the undocumented integration queue
  • There is no safe way to replay a failed transaction

Useful output

An integration map with business events, field ownership, identifiers, interface constraints, exception flows, and an evidence-based delivery estimate.

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