Updated: March 27, 2026

ERP Integration Checklist for SAP, SAGE, and Dynamics

Most integration failures come from unclear ownership and bad mapping decisions, not API limits. Use this checklist before go-live.

Pre-Integration Decisions

• Define source of truth per data field
• Document one-way vs two-way sync boundaries
• Set update frequency and retry policy
• Lock transformation rules and validation checks

Minimum Mapping Scope

• Chart of accounts and cost center references
• Asset categories, classes, and depreciation keys
• Location and department master data
• Vendor and procurement references
• Disposal and revaluation event payloads

Go-Live Controls

• Baseline snapshot before first production sync
• Automated dead-letter queue for failed payloads
• Daily reconciliation report for first 30 days
• Named owners for triage and rollback actions