Integrations

• Sales and order source. Agree how accounts, products, booking references, dates and amounts reach the operating records. Keep one source identity for each booking.
• Finance source. Agree where plan actual amounts originate and how corrections are reviewed before plan approval.
• Payment service or bank. Use its actual transfer reference and acknowledgement when updating payout progress and reconciliation.
• Document storage. Keep file references and upload attribution with approval memos, contracts and remittance advice.

Name the owner of each source, the reference used for matching, and the person who resolves exceptions. Bring a representative period through the full path before broad import. A status change in one record should be checked against the source event it represents. Review the data model before mapping external identifiers.