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  5. Gathering Information

Gathering Information

As part of your on-boarding process, you may have received a copy of the Integration Requirements Form. This form is designed to help guide you through collecting all of the information necessary for planning your integration, and if you need assistance from ItemPath with your integration projects, it's an invaluable resource for both our team and your team.

With any IT project, it's important to have a clear sense of the what, the why, the who, and the how before you begin. You might have some ideas for your integration project based on the preceding pages in this course.

You will want to clearly identify a project lead and any team members involved with the project. The number and type of these team members depends on the resources available to you, and the complexity of your systems. Identify each team member involved in the Contact Info tab of the form.

ItemPath Support

You will also want to have a note about how to contact ItemPath if you need support during this process. Our support team can be contacted at:

Resources for Platforms

Since you're working through this course, you are already using parts of ItemPath's documentation. Some helpful resources for planning and building an integration include:

You should also have resources for the platform that you plan on integrating with ItemPath bookmarked or saved to your project plan. Include both user/admin documentation and the API documentation for developers. Both resources can help you understand the business logic and data structures behind the system!

Security Documents

We take security very seriously here at ItemPath, having passed extensive security checks that allow us to work in highly protected industries. You may require additional security documentation. If you have further questions or security concerns please contact our support team.