Integrations
Connect only what your team uses daily, then scale in phases.Integration priorities
Phase 1: Must-have
Proposal/design, notifications, and payout visibility tools.
Phase 2: Operational depth
Installer coordination, accounting sync, and analytics exports.
Recommended rollout sequence
1
Map system owners
Assign an owner for each integration before enabling it.
2
Define source of truth
Decide which platform owns each field to avoid sync conflicts.
3
Dry run with test records
Validate create/update paths before production traffic.
4
Launch with monitoring
Watch first-week sync health and exception counts daily.
Data reliability checklist
Use stable IDs, not names, as your cross-system join key.
Make retry-safe writes (idempotent updates).
Log failures with enough context to replay safely.
Technical implementation notes
Authentication and access model
Authentication and access model
Use authenticated requests tied to a real Sozo user context. Enforce access by role and team scope.
Idempotency and retries
Idempotency and retries
Assume duplicate delivery can happen. Design create/update handlers so replaying the same event is safe.
Field ownership
Field ownership
Define one source of truth per field before go-live to prevent bidirectional overwrite conflicts.
Observability
Observability
Track success rate, retry counts, and dead-letter failures for every critical sync workflow.