Services / Integrations / Scoping
Integration scoping questionnaire
Fifteen questions. Your answers let us give you a fixed quote instead of an estimate. Copy them into an email with your answers, or bring them to the free consult.
Your business
- 1 What do you sell, and roughly how many orders per month?
- 2 Which platform is (or will be) your store on?
Your current systems
- 3 What do you use today for accounting, CRM, email marketing, shipping and inventory? Name the actual products, even if it is spreadsheets.
- 4 Which of those systems is the one you trust as "the truth" for customer data? For stock?
What should flow where
- 5 When a new order comes in, what do you currently do by hand? This one question usually is the project.
- 6 What information should move automatically, and in which direction? For example: orders to accounting, customers to CRM, stock to store.
- 7 Does anything need to flow back into the store, such as stock levels, order status, or tracking?
Timing and volume
- 8 Does the data need to move instantly, or is every few minutes, or nightly, fine?
- 9 Any peak events, such as sales or drops, where volume spikes?
Access and environment
- 10 What plan or edition are you on for each system? API access is plan-gated on systems like Salesforce and QuickBooks.
- 11 Can you give us admin or developer access, and is there a sandbox or test environment?
Rules and compliance
- 12 Any data you must not sync, such as marketing consent boundaries or regions with GDPR obligations?
- 13 Who on your side can answer mapping questions, which field goes where, within a day or two?
Success and budget
- 14 Describe "working perfectly" in one sentence, three months from now.
- 15 What is your budget range, and is there a hard deadline?
Ready to send us your answers?
Email the fifteen answers directly, or bring them to a free 30-minute platform consult. Either way, we will come back with a fixed quote, not an estimate.