Collecting information about and documenting integrations

Some NetSuite clients just need to integrate with one other application, for some relatively small part of their business. We always start to help these clients by searching the SuiteApp Marketplace to find out whether the other business already has a package for accomplishing this. With things such as taxes and warehouse integrations, as well as invoicing and payment handling, there are usually multiple options. But when we find that no app exists for their use case or the client needs to define and create integrations with multiple endpoints, we must take a couple of additional steps to make sure the work is planned and executed properly.

First, we must build a document listing all of the endpoints and their most important details. I usually do this in a spreadsheet since this allows me to easily build a table of information and I can extend the listing any time I need. We always want to be able to refer to each endpoint...