This checklist aims to ensure that your implementation of the Syncfy Stamping API for invoice stamping is complete and adheres to best practices. This will help prevent errors in your integration.
1. User Management
It’s essential to verify that user management is correctly implemented in the integration:
Create a user for each entity, client, or taxpayer, as applicable.
Use an identifier that links the Syncfy user with the user in your system through the id_external.
Store the “id_user” identifier assigned by Syncfy.
2. Error Handling
Ensure that the integration is prepared to efficiently manage errors:
Store the rid of the presented errors, which facilitates tracking of issues.
Process the “errors” and “message” fields to display errors appropriately.
3. Integration
Verify that the integration complies with SAT regulations for filling out CFDIs based on the types to be supported:
Follow SAT rules for filling out CFDIs, as Syncfy adheres to these regulations.
Ensure that the codes used in filling out the CFDI correspond to the catalogs provided by the SAT.
4. Security
It’s crucial to ensure that the implementation has no vulnerabilities:
The API Key shouldn’t be exposed or visible in the code.
The API Key shouldn’t be sent as a parameter in the URL of the requests.
Use the session token to authenticate browser requests instead of the API Key.
5. Documentation and Testing
Ensure that the documentation of the implementation and testing are adequately managed:
Document all endpoints used and their specific configuration.
Ensure that the development team has access to the Syncfy API documentation.
Conduct unit and integration tests for each implemented functionality.