Your rules and reporting context
Agree shared identifiers, relationships, KPI definitions and the reporting cutoff. Use Bronze, Silver and Gold preparation so the source records become consistent, reusable data for reports and configured AI context.
What we check during preparation
An available API is a starting point, not a guarantee that every field or update pattern is exposed. We check endpoint coverage, rate limits, pagination, historical access, schema changes, networking and licensing before quoting the integration.