Operate the system
Design a useful data handoff
Specify formats, identifiers and ownership before connecting systems.
Two applications can both accept a CSV and still disagree about dates, currency or record identity. A data handoff needs a shared contract. Start with a small example containing normal records, missing fields and one deliberate error.
Work through it
- Define stable record identifiers, required fields, accepted formats and the meaning of blank values. State the timezone and currency where relevant.
- Decide how updates, duplicates and deletions are represented. Make a rejected record visible with enough detail for a person to correct it.
- Test a round trip: export from the source, import to the destination, then compare important fields and counts. Keep the original export until reconciliation is complete.
Check your result
- Field definitions are documented.
- Rejected records are recoverable.
- The receiving team can reconcile counts and key values.
Related product and service information
Use these pages for the current offering and its requirements.
