Agree on records
Review the supported customer, quote and order mappings with your integration team. Confirm which records should be synchronized for your workflow.
Set responsibilities
Decide which system owns each shared field, who approves mapping changes and how duplicate records will be handled. File compatibility with a CAD tool is separate from this integration.
Validate access
Have the responsible administrator configure the integration credentials and required permissions. Do not put credentials into the contact form.
Test and monitor
Use agreed test records to check mapping and synchronization outcomes. Review integration status and resolve failures before relying on the connection for production work.