Begin with what already works
Your accounting software contains important business context. Connecting a new ordering channel should start with understanding your current product, customer and transaction data.
Agree the data flow
Identify which information needs to move, in which direction and at what point in the workflow. Be explicit about product mappings, prices, stock and order status.
Make ownership clear
Decide where each piece of information is maintained. Clear ownership avoids conflicting records and makes troubleshooting easier.
Validate before going live
Test representative orders and review the results in both systems. Confirm supported versions and configuration with the integration team.