External systems and data integrations
Understand which integration is connected, which direction data flows and which write operations remain locked.
- Who uses it
- Administrators
- Guide depth
- 3 steps
- Content reviewed
- 2026-07-22
What this helps you achieve
The practical result of following this guide, with the current product boundaries kept visible.
Confirm the supported scope
The team knows exactly what data may move.
Connect with least privilege
The connection succeeds without unnecessary privileges.
Verify before enabling writes
No team assumes a locked write path is active.
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.