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Connect buyer and program context to the existing relationship record.
Use stable account and opportunity identifiers. Preserve the mapping to the MINT buyer and program. Read scope and any record update have separate permissions.
Keep the external source ID, version or as-of date, the fields used, and the associated MINT record. Do not silently combine records by matching names or equal totals.
Scope reads to the records needed for the task. External writes, messages, and financial actions are separate deliberate operations with their own access scope. Local files remain a usable starting point.
Read the related workflow or return to all integrations.