IntegrationsAdministrators
External systems and data integrations
Understand which integration is connected, which direction data flows and which write operations remain locked.
Last reviewed: 2026-07-15
No privacy-reviewed screenshot is available for this step yet. Follow the written guide; no mock interface is shown.
Before you start
- The external integration feature is enabled and provider credentials are approved
Steps
Confirm the supported scope
Check whether the connector is read-only, synchronized or able to write. Availability differs by deployment and provider.
Expected result: The team knows exactly what data may move.
Connect with least privilege
Use a dedicated business account and grant only required permissions. Never place provider secrets in notes or chat.
Expected result: The connection succeeds without unnecessary privileges.
Verify before enabling writes
Run a read or test sync and compare source records. SQL Accounting quotation and sales-order writes are not currently open.
Expected result: No team assumes a locked write path is active.