Use integration surfaces and exports to connect SmartScore Pro operations with external systems.
- Relevant plan tier enabled
- Integration owner and support contact assigned
- Pick system of record for accounting and notifications.
- Map required event triggers and payloads.
- Validate CSV/PDF outputs and frequency needs.
- Use period-close exports for deterministic accounting snapshots.
- Add Zapier/webhook paths where available for recurring workflows.
- Document fallbacks if integration endpoint is unavailable.
- Export formats meet downstream accounting requirements.
- Automation trigger coverage includes error-path monitoring.
- Manual backup process is documented and tested.
Data mismatch in external tools
- Compare source filters and timestamps between exports and imported destination records.
Automation trigger dropped
- Replay from exported source and add alerting on failed deliveries.