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INTEGRATION & API REQUIREMENTS INSTRUCTIONS
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Purpose
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Sheet Descriptions
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Summary DashboardExecutive overview of integration architecture and status
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Integration MatrixDetailed catalog of all integrations with technical specifications
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API CatalogQuick reference of REST API endpoints
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InstructionsThis sheet - comprehensive usage guidance
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How to Use
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1. Document All Integrations
Catalog every system, API, database, and service the workflow connects to
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2. Specify Technical Details
Protocol, authentication, endpoints, data formats, schemas
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3. Define SLAsRate limits, latency requirements, error thresholds
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4. Error Handling StrategyRetries, circuit breakers, fallbacks, degradation plans
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5. Track ImplementationStatus from Planned → In Progress → Implemented
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6. Maintain Documentation
Link to API docs, runbooks, architectural diagrams
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7. Review RegularlyUpdate as integrations evolve or new services are added
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8. Cross-Reference TestsLink to test cases (4.5) validating each integration
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Field Descriptions
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Integration IDUnique identifier (INT-001, INT-002, etc.)
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System/ServiceName of the integrated system or service
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Integration TypeREST API, Database, Message Queue, SDK, SFTP, OAuth, etc.
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Purpose
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DirectionInbound (data source) or Outbound (data consumer)
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ProtocolHTTPS/REST, SQL/JDBC, Kafka, SFTP, OAuth 2.0, etc.
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AuthenticationAPI Key, OAuth 2.0, Service Account, SSH Key, etc.
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Endpoint/URLConnection string, URL, or host address
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Data FormatJSON, SQL, CSV, Avro, XML, etc.
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Request SchemaStructure of requests sent to the integration
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Response SchemaStructure of responses received from the integration
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Rate LimitMaximum requests per time period (or N/A for databases)
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SLA/LatencyPerformance requirements and latency targets
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Error HandlingRetry logic, circuit breakers, fallback strategies
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StatusPlanned, In Progress, Implemented
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OwnerTeam or person responsible for this integration
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DocumentationLink to technical documentation, API specs, runbooks
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NotesAdditional context, known issues, dependencies
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Integration Types
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REST APIHTTP-based services using GET, POST, PUT, DELETE methods
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DatabaseDirect SQL connections to relational databases
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Message QueueAsynchronous messaging (Kafka, RabbitMQ, SQS)
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SDKClient-side libraries for mobile/web applications
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SFTPSecure file transfer protocol for batch data exchange
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OAuth 2.0Authentication and authorization framework
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WebhookHTTP callbacks triggered by events
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Best Practices
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Document EverythingComplete specs enable troubleshooting and enable team onboarding
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Version APIsUse API versioning (v1, v2) to manage breaking changes
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Implement RetriesTransient failures are common; always retry with exponential backoff
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Circuit BreakersPrevent cascading failures by failing fast when systems are down
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Monitor IntegrationsTrack success rates, latency, error rates for all integrations
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Cache When PossibleReduce latency and load with intelligent caching strategies
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Graceful DegradationDefine fallback behavior when integrations are unavailable
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Security FirstAlways use HTTPS; never log credentials; rotate keys regularly
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Rate Limit AwarenessStay within vendor limits; implement throttling if needed
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Test Integration PointsValidate each integration with dedicated test cases (4.5)
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Integration Points
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Architecture Document (1.3)
Integration matrix aligns with system architecture
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Data Mapping (2.4)API schemas match data mapping specifications
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Test Execution (4.5)Each integration should have corresponding test cases
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Error Analysis (3.4)Integration failures may surface as model errors
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