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Integration Research Prompts

Purpose: Deep decomposition prompts for ERP, Banking, and Platform integrations Target Audience: Integration architects, connector developers, data engineers CODITECT Application: Universal Connector Hub product development

Part 1: ERP Integration Prompts

INT-ERP-001: QuickBooks Online Integration​

Objective: Build comprehensive QuickBooks Online connector for US SMB market

Research Scope:

1. API Architecture​

  • OAuth 2.0 authentication flow
    • Authorization code grant
    • Refresh token management
    • Token expiration handling
    • Multi-company support
  • API endpoints
    • Accounting API (Company, Account, JournalEntry)
    • Payments API (Payment, Bill Payment)
    • Reports API (BalanceSheet, ProfitAndLoss)
  • Rate limits: 500 calls/minute, 10 concurrent requests
  • Webhook subscriptions

2. Data Extraction​

  • Chart of accounts sync
  • Journal entries extraction
  • Trial balance pull
  • Customer/Vendor master data
  • Invoice and bill data
  • Bank transactions
  • Attachments and documents

3. Data Transformation​

  • QBO account types to platform COA mapping
  • Journal entry normalization
  • Multi-currency handling
  • Class and Location dimension mapping
  • Department to cost center mapping

4. Incremental Sync Strategy​

  • Change data capture via SyncToken
  • Full refresh vs incremental
  • Deleted record handling
  • Conflict resolution

5. Bi-directional Sync (Optional)​

  • Journal entry posting to QBO
  • Budget push to QBO
  • Reconciliation confirmation

Deliverables:

□ Airbyte source connector specification
□ OAuth 2.0 implementation guide
□ Data model mapping document
□ Sync strategy decision matrix
□ Rate limit handling patterns
□ Error recovery procedures
□ Sample dbt transformations

Technical Integration:

  • Airbyte source connector
  • dbt transformation models
  • PostgreSQL staging tables

Estimated Effort: 24 hours Priority: P0 (Core US market)

INT-ERP-002: NetSuite Integration​

Objective: Enterprise-grade NetSuite connector for mid-market and enterprise

Research Scope:

1. Authentication Options​

  • Token-Based Authentication (TBA)
  • OAuth 2.0 (newer)
  • Role-based permissions
  • Multi-subsidiary access

2. Integration Methods​

  • SuiteTalk SOAP Web Services
    • Search operations
    • CRUD operations
    • Async processing
  • REST Web Services
    • SuiteQL queries
    • Record API
  • SuiteScript for custom extracts
  • SuiteAnalytics Connect (ODBC/JDBC)

3. Data Extraction​

  • GL transactions
  • Account hierarchy with subsidiaries
  • Multi-book accounting data
  • Custom segments and dimensions
  • Advanced revenue management data
  • Fixed assets
  • Project accounting

4. Transformation Complexity​

  • Multi-subsidiary consolidation logic
  • Elimination entries handling
  • Intercompany transaction mapping
  • Custom record types
  • Saved search result normalization

5. Performance Optimization​

  • Saved search vs SuiteQL performance
  • Pagination strategies
  • Concurrent request management
  • Governance limits handling

Deliverables:

□ NetSuite connector architecture
□ TBA vs OAuth decision matrix
□ Multi-subsidiary mapping strategy
□ Custom segment handling guide
□ SuiteQL query library
□ Governance limits documentation
□ Consolidation logic specification

Technical Integration:

  • Airbyte source connector
  • SuiteQL for efficient extraction
  • dbt for consolidation transforms

Estimated Effort: 40 hours Priority: P1 (Enterprise expansion)

INT-ERP-003: SAP S/4HANA Integration​

Objective: SAP integration for large enterprise customers

Research Scope:

1. Integration Technologies​

  • SAP OData APIs
  • SAP API Business Hub
  • SAP BTP Integration Suite
  • RFC/BAPI (legacy)
  • CDS views

2. Financial Data Extraction​

  • General Ledger (ACDOCA)
  • Accounts Payable/Receivable
  • Asset Accounting
  • Controlling (Cost Centers, Profit Centers)
  • Cash Management
  • Financial Close cockpit data

3. Authorization Model​

  • SAP Fiori app authorization
  • API key management
  • Principal propagation
  • Data access restrictions

4. Data Model Mapping​

  • SAP Chart of Accounts to platform
  • Company Code hierarchy
  • Controlling Area mapping
  • Document type classification
  • Currency handling (local, group, hard)

5. Real-time vs Batch​

  • Change pointers for CDC
  • IDocs for async
  • Near real-time extraction options

Deliverables:

□ SAP integration architecture document
□ OData API catalog for FP&A
□ Authorization requirements matrix
□ ACDOCA extraction specification
□ Company code mapping strategy
□ Real-time integration feasibility
□ Change data capture approach

Technical Integration:

  • SAP OData source connector
  • Airbyte or custom connector
  • Complex transformation layer

Estimated Effort: 48 hours Priority: P2 (Large enterprise)

INT-ERP-004: Microsoft Dynamics 365 Integration​

Objective: D365 Finance and Operations connector

Research Scope:

1. API Options​

  • OData REST APIs
  • Data entities
  • Custom APIs
  • Dataverse (Power Platform)

2. Authentication​

  • Azure AD OAuth 2.0
  • Service-to-service authentication
  • App registration requirements
  • Multi-tenant considerations

3. Data Extraction​

  • General ledger entries
  • Chart of accounts
  • Financial dimensions
  • Budget data
  • Fixed assets
  • Project accounting

4. Dimension Handling​

  • Financial dimension framework
  • Dimension combinations
  • Default dimensions
  • Advanced rules

5. Integration Patterns​

  • Data entities for bulk extract
  • OData for incremental
  • DMF (Data Management Framework)
  • Change tracking

Deliverables:

□ D365 F&O connector specification
□ Azure AD configuration guide
□ Data entity catalog for FP&A
□ Financial dimensions mapping
□ Change tracking implementation
□ Error handling patterns
□ Performance optimization guide

Technical Integration:

  • Airbyte OData connector
  • Azure AD integration
  • Dimension normalization layer

Estimated Effort: 32 hours Priority: P1 (Enterprise market)

INT-ERP-005: Sage Intacct Integration​

Objective: Sage Intacct connector for US mid-market

Research Scope:

1. API Characteristics​

  • XML-based Web Services API
  • RESTful API (newer)
  • Session-based authentication
  • Sender ID credentials

2. Core Objects​

  • General Ledger
  • Accounts Payable/Receivable
  • Cash Management
  • Purchasing
  • Order Entry
  • Project Accounting
  • Multi-entity/Multi-book

3. Dimensional Analysis​

  • Custom dimensions
  • Statistical journals
  • User-defined dimensions
  • Allocation tables

4. Advanced Features​

  • Consolidation entities
  • Elimination entries
  • Global consolidation
  • Contracts and Revenue Management

5. Integration Considerations​

  • API pagination
  • Rate limiting
  • Async vs sync operations
  • Custom fields handling

Deliverables:

□ Sage Intacct connector design
□ API authentication guide
□ Object-to-platform mapping
□ Dimension handling strategy
□ Multi-entity consolidation logic
□ Custom fields extraction
□ Revenue recognition data model

Estimated Effort: 28 hours Priority: P1 (Mid-market US)

INT-ERP-006: Totvs Protheus Integration​

Objective: Leading Brazilian ERP connector for local market

Research Scope:

1. Integration Methods​

  • TOTVS REST APIs
  • Web Services (SOAP)
  • Database direct access (AdvPL)
  • TOTVS Fluig (workflow platform)

2. Financial Modules​

  • Contabilidade Gerencial
  • Contas a Pagar
  • Contas a Receber
  • Ativo Fixo
  • Livros Fiscais
  • Planejamento e Controle Orçamentário

3. Brazilian Specifics​

  • Plano de Contas Referencial
  • Centro de Custo structure
  • Filial (branch) handling
  • SPED integration data

4. Data Extraction​

  • Query functions (REST)
  • Database tables structure
  • Custom tables handling
  • Transaction log access

5. Multi-company Setup​

  • Grupo (group) concept
  • Empresa (company) handling
  • Filial (branch) consolidation

Deliverables:

□ Protheus API connector specification
□ Database extraction alternative
□ Financial module data models
□ SPED-ready data extraction
□ Multi-company mapping
□ Centro de Custo handling
□ Brazilian tax data extraction

Technical Integration:

  • Custom Airbyte source connector
  • AdvPL API consumption
  • Brazilian accounting transform layer

Estimated Effort: 36 hours Priority: P0 (Brazilian market)

INT-ERP-007: Omie Integration​

Objective: Cloud-native Brazilian ERP connector

Research Scope:

1. API Structure​

  • RESTful JSON API
  • App key authentication
  • Webhook support
  • Sandbox environment

2. Core Endpoints​

  • Financeiro (Financial)
  • Contabilidade (Accounting)
  • Estoque (Inventory)
  • Faturamento (Billing)
  • Compras (Purchasing)
  • CRM

3. Financial Data​

  • Lançamentos contábeis (Journal entries)
  • Plano de contas
  • Centro de custos
  • Contas a pagar/receber
  • Extrato bancário

4. Integration Features​

  • Real-time webhooks
  • Batch processing
  • Full data export
  • Change detection

5. Brazilian Compliance​

  • NF-e integration data
  • SPED-ready exports
  • Tax calculation data
  • Banking integration data

Deliverables:

□ Omie connector specification
□ API endpoint mapping
□ Webhook event handlers
□ Brazilian accounting transform
□ NF-e data extraction
□ Bank reconciliation data model
□ Tax calculation integration

Estimated Effort: 24 hours Priority: P0 (Brazilian market)

INT-ERP-008: Conta Azul Integration​

Objective: Brazilian SMB ERP connector

Research Scope:

1. API Characteristics​

  • OAuth 2.0 authentication
  • RESTful API
  • Rate limits
  • Sandbox testing

2. Available Modules​

  • Financeiro
  • Vendas
  • Compras
  • Estoque
  • Contábil
  • Fiscal

3. Data Extraction​

  • Lançamentos
  • Categorias (COA)
  • Contas bancárias
  • Clientes/Fornecedores
  • Notas fiscais
  • Boletos

4. Integration Limitations​

  • API coverage gaps
  • Manual reconciliation needs
  • Report generation limits

5. SMB Workflow Integration​

  • Simple accounting workflow
  • Basic reporting needs
  • Contador collaboration

Deliverables:

□ Conta Azul connector specification
□ OAuth implementation guide
□ Data coverage analysis
□ SMB workflow integration
□ Contador collaboration features
□ Limitation workarounds

Estimated Effort: 20 hours Priority: P1 (Brazilian SMB)

INT-ERP-009: Bling Integration​

Objective: Brazilian e-commerce focused ERP connector

Research Scope:

1. API Structure​

  • REST API v3
  • API key authentication
  • Webhook callbacks
  • Rate limiting

2. E-commerce Focus​

  • Pedidos (Orders)
  • Produtos (Products)
  • Estoque (Inventory)
  • Logística (Shipping)
  • Marketplaces integration

3. Financial Modules​

  • Contas a pagar
  • Contas a receber
  • Fluxo de caixa
  • Categorias financeiras
  • Formas de pagamento

4. Fiscal Integration​

  • NF-e emission data
  • NFC-e for retail
  • Tax regime handling
  • SPED auxiliary data

5. Marketplace Reconciliation​

  • Mercado Livre
  • Amazon
  • Shopee
  • Magalu
  • Commission tracking

Deliverables:

□ Bling connector specification
□ E-commerce financial mapping
□ Marketplace reconciliation logic
□ Order-to-cash workflow
□ Commission calculation
□ Multi-channel reporting

Estimated Effort: 24 hours Priority: P1 (Brazilian e-commerce)

Part 2: Banking Integration Prompts

INT-BANK-001: Plaid Integration (US)​

Objective: US banking data aggregation via Plaid

Research Scope:

1. Plaid Products​

  • Transactions API
    • Historical transactions (24 months)
    • Real-time transaction webhooks
    • Transaction categorization
  • Balance API
    • Real-time balance checks
    • Available vs current balance
  • Auth API (for payment initiation)
  • Assets API (income/asset verification)
  • Liabilities API (loan data)
  • Plaid Link UI integration
  • OAuth institution connections
  • Re-authentication handling
  • Multi-account linking

3. Data Synchronization​

  • Webhook event handling
  • Polling fallback strategy
  • Error and retry logic
  • Item status monitoring

4. Security Requirements​

  • Tokenization approach
  • PCI compliance considerations
  • Data retention policies
  • Access logging

5. Financial Planning Features​

  • Cash position aggregation
  • Transaction categorization for budgets
  • Recurring transaction detection
  • Forecasting data enrichment

Deliverables:

□ Plaid integration architecture
□ Link UI implementation guide
□ Webhook handler specification
□ Transaction categorization mapping
□ Balance aggregation service
□ Security and compliance checklist
□ Error handling playbook

Estimated Effort: 32 hours Priority: P0 (US market)

INT-BANK-002: Open Finance Brasil Integration​

Objective: Certified Open Finance Brasil banking connector

Research Scope:

1. Certification Process​

  • Functional certification requirements
  • Security certification (DCR, mTLS)
  • Performance benchmarks
  • Directory registration

2. Phase Implementation​

  • Phase 2: Account data sharing
    • Account balances
    • Transaction history
    • Identity verification
  • Phase 3: Payment initiation
    • Pix payments
    • TED/TEF transfers
    • Boleto payments
  • Phase 4: Investment data
    • Investment positions
    • Yield information
  • Customer journey design
  • Consent scope definition
  • Renewal workflows
  • Revocation handling

4. Technical Requirements​

  • mTLS certificate management
  • FAPI security profile
  • JWS/JWE implementation
  • Dynamic client registration

5. Multi-bank Aggregation​

  • Bank connection management
  • Data normalization across banks
  • Balance aggregation
  • Transaction categorization

Deliverables:

□ Certification roadmap and checklist
□ Consent management module specification
□ mTLS implementation guide
□ FAPI security architecture
□ Multi-bank aggregation service
□ Payment initiation workflow
□ Data normalization schema

Estimated Effort: 48 hours Priority: P0 (Brazilian market differentiator)

INT-BANK-003: Banco do Brasil API Integration​

Objective: Direct integration with Brazil's largest public bank

Research Scope:

1. API Portfolio​

  • Cobrança (Billing/Boleto)
  • Pix collection and payment
  • Extrato (Bank statements)
  • Pagamentos (Payments)
  • Débito automático

2. Authentication​

  • OAuth 2.0 flow
  • Client credentials
  • Sandbox environment
  • Production certification

3. Core Use Cases​

  • Boleto generation and tracking
  • Pix QR code generation
  • Bank statement retrieval
  • Payment initiation
  • Receivables management

4. Reconciliation Features​

  • Statement-to-GL matching
  • Boleto collection tracking
  • Pix transaction matching
  • Float period handling

5. Treasury Management​

  • Cash position real-time
  • Investment positions
  • Currency operations

Deliverables:

□ BB API integration specification
□ Boleto generation workflow
□ Pix collection integration
□ Bank reconciliation automation
□ Cash position dashboard
□ Multi-company treasury

Estimated Effort: 28 hours Priority: P1 (Brazilian market)

INT-BANK-004: Itaú API Integration​

Objective: Integration with Brazil's largest private bank

Research Scope:

1. Itaú API Services​

  • Cobrança boletos
  • Pix Cobrança
  • Extrato Bancário
  • Pagamentos
  • Investimentos

2. iti Partnership​

  • iti digital bank APIs
  • B2B payment solutions
  • Cash management

3. Integration Flow​

  • API Gateway registration
  • Sandbox testing
  • Production certification
  • Monitoring requirements

4. Use Cases​

  • Accounts receivable automation
  • Supplier payments
  • Payroll processing
  • Investment management

Deliverables:

□ Itaú API connector specification
□ Boleto and Pix integration
□ Statement reconciliation
□ Payment workflow automation
□ Investment data extraction

Estimated Effort: 28 hours Priority: P1 (Brazilian market)

INT-BANK-005: Bradesco API Integration​

Objective: Integration with third-largest Brazilian bank

Research Scope:

1. Bradesco API Portfolio​

  • Cobrança registrada
  • Pix QR codes
  • Consulta de extratos
  • Pagamentos diversos
  • Cartão de crédito corporativo

2. Certification Process​

  • API registration
  • Homologation environment
  • Security requirements
  • Go-live procedures

3. Corporate Features​

  • Multi-company management
  • Cost center allocation
  • Approval workflows
  • Corporate card integration

4. Financial Integration​

  • Auto-reconciliation
  • Cobrança tracking
  • Payment scheduling
  • Cash flow integration

Deliverables:

□ Bradesco API integration guide
□ Corporate banking features
□ Reconciliation automation
□ Corporate card expense import
□ Payment approval workflow

Estimated Effort: 24 hours Priority: P1 (Brazilian market)

Part 3: Platform Integration Prompts

INT-PLAT-001: Salesforce Integration​

Objective: CRM-to-Finance data flow for revenue operations

Research Scope:

1. Salesforce APIs​

  • REST API
  • Bulk API 2.0
  • Streaming API (CDC)
  • Metadata API

2. Revenue Data​

  • Opportunities → Revenue forecast
  • Closed Won → Revenue recognition
  • Quotes/CPQ → Pricing analysis
  • Contract data → ASC 606 compliance

3. Financial Use Cases​

  • Sales forecast to budget
  • Commission calculation data
  • Customer LTV analysis
  • Revenue recognition triggers

4. Integration Patterns​

  • Real-time CDC streaming
  • Batch extract for reporting
  • Bi-directional for collections

5. Data Mapping​

  • Account → Customer master
  • Opportunity → Revenue record
  • Product → SKU/Service
  • Custom objects handling

Deliverables:

□ Salesforce connector specification
□ Revenue data model mapping
□ CDC streaming implementation
□ Commission calculation integration
□ ASC 606 trigger events
□ Forecast reconciliation logic

Estimated Effort: 28 hours Priority: P1 (Revenue operations)

INT-PLAT-002: HubSpot Integration​

Objective: Marketing and sales data for SMB revenue analysis

Research Scope:

1. HubSpot APIs​

  • CRM API
  • Marketing API
  • Commerce API (for payments)
  • Webhooks

2. Financial Data​

  • Deals → Revenue pipeline
  • Payments → Cash receipts
  • Subscriptions → MRR/ARR
  • Customer data → Receivables

3. Use Cases​

  • Sales pipeline to forecast
  • Marketing spend ROI
  • Customer acquisition cost
  • Subscription analytics

4. Integration Features​

  • Deal stage mapping
  • Custom properties
  • Workflow triggers
  • Revenue attribution

Deliverables:

□ HubSpot connector specification
□ Revenue pipeline integration
□ Subscription MRR calculation
□ Marketing ROI dashboard
□ CAC/LTV analysis framework

Estimated Effort: 20 hours Priority: P2 (SMB market)

INT-PLAT-003: Stripe Integration​

Objective: Payment processing data for SaaS/e-commerce

Research Scope:

1. Stripe APIs​

  • Core Payments API
  • Billing API (subscriptions)
  • Connect API (marketplaces)
  • Financial Connections API
  • Sigma (SQL analytics)

2. Financial Data​

  • Charges → Revenue
  • Refunds → Revenue adjustments
  • Subscriptions → MRR/ARR
  • Payouts → Cash receipts
  • Fees → Cost of revenue

3. Recognition Timing​

  • Payment intent timing
  • Invoice finalization
  • Subscription billing cycles
  • Proration handling

4. Reconciliation​

  • Stripe payout reconciliation
  • Fee calculation verification
  • Dispute/chargeback handling
  • Multi-currency conversion

5. Subscription Metrics​

  • MRR/ARR calculation
  • Churn rate tracking
  • Net revenue retention
  • Cohort analysis data

Deliverables:

□ Stripe connector specification
□ Revenue recognition mapping
□ Payout reconciliation workflow
□ Subscription metrics engine
□ Fee analysis dashboard
□ Multi-currency handling

Estimated Effort: 32 hours Priority: P0 (SaaS companies)

INT-PLAT-004: Shopify Integration​

Objective: E-commerce financial data integration

Research Scope:

1. Shopify APIs​

  • Admin API (GraphQL)
  • Orders API
  • Payments API
  • Inventory API
  • Analytics API

2. Financial Data​

  • Orders → Revenue
  • Refunds → Adjustments
  • Fulfillments → COGS timing
  • Discounts → Revenue deductions
  • Shipping → Revenue/Cost

3. E-commerce Accounting​

  • Gross vs net revenue
  • Marketplace fee handling
  • Inventory valuation
  • Gift card liability
  • Returns reserve

4. Multi-channel​

  • POS transactions
  • Online orders
  • B2B wholesale
  • Subscription products

5. Tax Implications​

  • Tax collected liability
  • Nexus reporting
  • International sales
  • Duty/import handling

Deliverables:

□ Shopify connector specification
□ Order-to-revenue mapping
□ Inventory-to-COGS flow
□ Multi-channel consolidation
□ Tax liability tracking
□ Gift card accounting

Estimated Effort: 28 hours Priority: P1 (E-commerce market)

Integration Architecture Summary

Airbyte Connector Catalog​

# Airbyte connector configurations
connectors:
  # US ERP
  quickbooks-online:
    type: source
    auth: oauth2
    sync_modes: [full_refresh, incremental]
    streams: [accounts, journal_entries, invoices, bills, customers, vendors]
    
  netsuite:
    type: source
    auth: tba_oauth2
    sync_modes: [full_refresh, incremental]
    streams: [transactions, accounts, subsidiaries, custom_records]
    
  sage-intacct:
    type: source
    auth: session
    sync_modes: [full_refresh, incremental]
    streams: [gl_accounts, journal_entries, ap_bills, ar_invoices]
    
  # Brazilian ERP
  totvs-protheus:
    type: source
    auth: basic_token
    sync_modes: [full_refresh, incremental]
    streams: [ct1, ct2, ctb, sa1, sa2, se1, se2]
    custom: true
    
  omie:
    type: source
    auth: api_key
    sync_modes: [full_refresh, incremental]
    streams: [lancamentos, plano_contas, contas_pagar, contas_receber]
    
  conta-azul:
    type: source
    auth: oauth2
    sync_modes: [full_refresh, incremental]
    streams: [financeiro, vendas, compras, fiscal]
    
  # Banking
  plaid:
    type: source
    auth: link_token
    sync_modes: [incremental]
    streams: [transactions, balances, accounts]
    
  open-finance-brasil:
    type: source
    auth: mtls_fapi
    sync_modes: [incremental]
    streams: [accounts, transactions, payments]
    certification_required: true
    
  # Platforms
  salesforce:
    type: source
    auth: oauth2
    sync_modes: [full_refresh, incremental, cdc]
    streams: [opportunities, accounts, contacts, custom_objects]
    
  stripe:
    type: source
    auth: api_key
    sync_modes: [incremental]
    streams: [charges, subscriptions, invoices, payouts, balance_transactions]
    
  shopify:
    type: source
    auth: oauth2
    sync_modes: [incremental]
    streams: [orders, products, inventory, customers, transactions]

Integration Effort Summary​

CategoryConnectorEffortPriorityQuarter
US ERPQuickBooks24hP0Q2 2026
NetSuite40hP1Q3 2026
SAP S/4HANA48hP2Q4 2026
Dynamics 36532hP1Q3 2026
Sage Intacct28hP1Q3 2026
BR ERPTotvs Protheus36hP0Q3 2026
Omie24hP0Q3 2026
Conta Azul20hP1Q4 2026
Bling24hP1Q4 2026
BankingPlaid32hP0Q2 2026
Open Finance BR48hP0Q3 2026
BB/Itaú/Bradesco80hP1Q4 2026
PlatformSalesforce28hP1Q3 2026
HubSpot20hP2Q4 2026
Stripe32hP0Q2 2026
Shopify28hP1Q3 2026

Total Estimated Effort: 544 hours

CODITECT Universal Connector Hub​

Product Features​

  1. 600+ Pre-built Connectors: Airbyte-powered
  2. AI-Assisted Mapping: Account mapping suggestions
  3. Real-time CDC: Event-driven sync
  4. Brazilian ERP Specialization: Totvs, Omie, Conta Azul native
  5. Open Finance Certified: Brazilian banking advantage

Pricing Tiers​

  • Starter: 3 connectors, 10K records/mo - $199/mo
  • Professional: 10 connectors, 100K records/mo - $599/mo
  • Business: Unlimited connectors, 1M records/mo - $1,499/mo
  • Enterprise: Custom, real-time CDC, SLA - $4,999+/mo

Generated for CODITECT FP&A Platform Development Version: 1.0 | Date: 2026-02-03