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Data Integration Checklist

7 steps to connect your business systems, from first audit to full rollout

Most integration projects stall before they start. Teams get stuck debating tools, underestimating the work, or skipping steps that matter.

This checklist gives you a clear path from start to finish. It's based on what Rapidi has learned from 30 years of connecting systems like Salesforce, Microsoft Dynamics, HubSpot, and NetSuite for B2B companies.

What's inside:

• How to audit your current data flows and find hidden manual workarounds
• Questions to answer before you pick a platform
• Three common myths that slow projects down (and the reality)
• How to run a pilot that proves the value fast
• What to measure so you can build the case for expanding

Who it's for:

This checklist is built for operations leaders, finance managers, sales ops teams, and IT managers who are tired of duplicate data entry, disconnected systems, and spreadsheet workarounds.

Bottom line:

No fluff. No sales pitch. Just a practical, step-by-step guide you can start using today.