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Checklist for integrations

Important information we need in order to implement your integration quickly and clearly.

Checklist for API connection

Section Question / Information Input by Customer
1. General Information Name of the HR system  
  Technical contacts (name, email, role)  
  Desired go-live date  
  Test environment available? (Yes/No + access)  
  Production endpoint available?  
  Existing integrations  
2. Authentication & Security API key / OAuth credentials (test + live) – for data protection reasons, please provide encrypted transfer  
  Endpoint for sending back completion/certificate data  
3. User Synchronization User master data: first name, last name, email  
  Additional custom fields? e.g., employee ID  
  TAG mapping (e.g., Department = TAG)  
3.2 User Status User creation rule (when should a user be created?)  
  Deactivation / offboarding logic  
  Handling of email changes  
3.3 Synchronization Frequency Synchronization interval, e.g., once per day  
4. Course / Learning Data (optional) Should course data be transferred? (Yes/No)  
  Description of where (which field) this information should be added and to what extent  
5. Certificate Feedback Which data should be transferred back to the HR system? e.g., certificate name, completion date, etc.  
  Certificate as file or link  
  Where in the system should the certificate be stored?  
6. Documentation HR API documentation provided to us?  
  Mapping document  
  Process flow diagram / sketch of connections (e.g., uni- or bidirectional)