CRM API INTEGRATION CHECKLIST

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--- PLANNING & REQUIREMENTS ---
[ ] Define Integration Objectives
[ ] Estimated Data Volume (Records)
[ ] Data Direction (One-Way or Two-Way) (One-Way (CRM to External), Two-Way (Bidirectional))
[ ] Target Go-Live Date
[ ] Affected CRM Modules (Accounts, Contacts, Opportunities, Leads, Activities)
[ ] External System Name

--- API KEY MANAGEMENT & SECURITY ---
[ ] API Key Description
[ ] API Key Length (Characters)
[ ] Encryption Method (AES, RSA, None (Not Recommended))
[ ] Key Rotation Schedule
[ ] Access Control List (ACL) Description
[ ] Multi-Factor Authentication (MFA) Enabled? (Yes, No)

--- DATA MAPPING & TRANSFORMATION ---
[ ] Source CRM Field Type (Text, Number, Date, Lookup, Picklist)
[ ] Destination CRM Field Type (Text, Number, Date, Lookup, Picklist)
[ ] Data Transformation Logic (e.g., formula, concatenation)
[ ] Decimal Precision (if applicable)
[ ] Date Format Conversion (if applicable)
[ ] Data Validation Rules (e.g., required, unique) (Required, Unique, Regex Validation)
[ ] Default Value (if no source data)

--- ERROR HANDLING & LOGGING ---
[ ] Describe the error logging strategy (e.g., centralized, per-application)
[ ] Maximum log file size (in MB)
[ ] Error Severity Levels (e.g., DEBUG, INFO, WARNING, ERROR, CRITICAL) (DEBUG, INFO, WARNING, ERROR, CRITICAL)
[ ] Specify how error notifications will be handled (e.g., email, Slack)
[ ] Which CRM API endpoints require enhanced error logging? (/accounts, /contacts, /opportunities, /leads)
[ ] Last reviewed and updated error handling procedures

--- RATE LIMITING & THROTTLING ---
[ ] API Request Limit Per Minute
[ ] API Request Limit Per Hour
[ ] Retry Delay (seconds)
[ ] Throttling Strategy (Token Bucket, Leaky Bucket, Fixed Window)
[ ] Bucket Size (if applicable)
[ ] Specific API Endpoint Rate Limits (if different)

--- TESTING & VALIDATION ---
[ ] Number of Successful API Calls
[ ] Number of Failed API Calls
[ ] Data Synchronization Accuracy (High/Medium/Low) (High, Medium, Low)
[ ] End-to-End Data Flow Validation (Pass/Fail) (Pass, Fail)
[ ] Date of Last Successful Integration Test
[ ] Detailed Notes on Testing Results/Issues Encountered
[ ] Specific Data Fields Tested (Account Name, Contact Email, Opportunity Amount, Case Description)
[ ] Attach Testing Logs/Screenshots

--- DEPLOYMENT & MONITORING ---
[ ] Deployment Date
[ ] Deployment Window (hours)
[ ] Deployment Checklist Version
[ ] Deployment Environment(s) (Development, Staging, Production)
[ ] Deployment Notes/Comments
[ ] Initial API Call Success Rate (%)
[ ] Deployment Status (Not Started, In Progress, Completed, Failed)
[ ] Post-Deployment Validation Results

--- DOCUMENTATION & TRAINING ---
[ ] Integration Design Document Summary
[ ] API Integration Flow Diagram
[ ] Target Audience for Training (Sales Team, Marketing Team, Customer Support, IT Department)
[ ] Training Completion Deadline
[ ] Training Material Outline
[ ] Training Delivery Method (Online, In-Person, Hybrid)

--- COMPLIANCE & SECURITY REVIEW ---
[ ] Regulatory Framework Adherence (e.g., GDPR, CCPA) (GDPR, CCPA, HIPAA, Other - Specify in Long Text)
[ ] Specific Compliance Requirements Met (Detailed Explanation)
[ ] Number of Data Subject Access Requests (DSARs) Processed
[ ] Data Encryption at Rest? (Yes, No, Partial - Specify in Long Text)
[ ] Data Residency Requirements Complied With? (Yes, No, N/A)
[ ] Details of Security Audits Conducted (Date & Scope)
[ ] Security Audit Report (if applicable)

--- MAINTENANCE & UPDATES ---
[ ] Last Maintenance Date
[ ] Version Number
[ ] Maintenance Notes
[ ] Next Scheduled Review Date
[ ] Integration Status (Active, Deprecated, Under Development)
[ ] API Endpoint URL

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