AutoCount API integration checklist before you build
Short answer: The best AutoCount API integration projects are prepared before coding starts. This checklist helps you collect the workflow rules, sample data and decisions needed to build a safe sync.
1. Define the business problem
Write the problem in operational language, not technical language.
- What data is being typed twice?
- Which team is delayed?
- Which records are wrong or late?
- How many documents are involved per day or week?
- What happens when the current process fails?
Example: "Admin keys 120 ecommerce orders into AutoCount every day and stock is only updated at night." That is clearer than "we need an API."
2. Confirm the source of truth
For each data type, decide which system owns it.
| Data type | Owner decision |
|---|---|
| Item code | AutoCount, ecommerce or ERP |
| Customer record | CRM, ecommerce or AutoCount |
| Price | AutoCount, sales system or website |
| Stock | AutoCount, warehouse system or ERP |
| Payment status | Gateway, ecommerce or accounting |
| Order status | Ecommerce, sales app or fulfilment tool |
This prevents two systems from fighting over the same field.
3. Choose the document flow
Decide what the integration should create:
- Sales order
- Invoice
- Delivery order
- Purchase order
- Stock adjustment
- Stock transfer
- Customer or supplier record
Also decide when the document should be created: on order confirmation, payment, approval, picking, delivery or billing.
4. Prepare sample data
Collect real examples before scoping:
- Normal order
- Discounted order
- Cancelled order
- Returned order
- Partial delivery
- Missing SKU
- New customer
- Branch or warehouse transfer
- Tax or e-invoice scenario if relevant
One perfect sample is not enough. The edge cases decide the real integration design.
5. Define error handling
A safe integration needs a visible failure path.
- What should happen when an item code is missing?
- Who reviews failed records?
- Can failed records be corrected and retried?
- How are duplicate records prevented?
- What logs must be visible to admin or finance?
Bad records should be held for review, not silently pushed into AutoCount.
6. Test before live sync
Before launch, test:
- Field mapping
- Duplicate prevention
- Batch size
- Error queue
- User permissions
- Reversal or correction path
- Month-end reporting impact
For timing expectations, see how long ERP integration takes. For cost factors, see AutoCount integration cost in Malaysia.
FAQ
Do we need this checklist before talking to Result Marketing?
No, but it helps. If you do not have these answers, we can map them during a system audit.
What is the most important checklist item?
Source of truth. If ownership is unclear, the integration may move data but still create disagreement between systems.
Can the checklist apply to non-AutoCount integrations?
Yes. The same logic applies to ERP, CRM, ecommerce, warehouse and custom app integrations.
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