Integrations and source ownership

• Recruiting system. Agree how candidate and interview activity relates to the mandate and milestone stage summary. Keep one owner for each candidate pipeline record and one stable mandate reference for handoff.
• Accounting platform. Decide how the fee invoice number, amount, due date and received payment are reconciled with the books. Confirm which system issues the customer invoice.
• Payment provider or bank. Reconcile collected money against the placement fee payment and its linked milestone using a stable external reference.

The customer and implementation team agree the source of truth, identifier mapping, timing and correction path for each connection. Reconcile accepted and rejected handoffs with the source record. A timeout requires a check for an earlier successful result before repeating an invoice or collection action. Keep credentials in the approved secret store and use the minimum access needed.

Plan the rollout around a search case with delivery, milestone billing and fee collection.