Name the business task
Describe the report, accounting handoff or other workflow you want to support. List the source and destination systems, required records, locations and update frequency. A specific example of the desired output is more useful than a request to synchronize everything.
Review access with your developer
Ask Taply for the documentation that applies to the proposed connection. Confirm available fields, authentication, event types and the scope of access before building. Keep credentials and customer exports out of a general contact form; arrange an appropriate setup process with the team.
Plan the exception path
Agree how your receiving system will handle missing, duplicate or delayed updates, and who will investigate a failed handoff. Review a representative sample before rollout. Access to reporting data should not be treated as authorization to create payments, issue refunds or alter completed transactions.