SaaS Integration Audit Checklist: Evaluate and Optimize Your Tech Stack

Table of Contents

1. Why Integration Audits Matter
2. Pre-Audit Preparation
3. Integration Inventory Checklist
4. Security and Compliance Audit
5. Performance Evaluation
6. Cost Optimization Review
7. Redundancy Analysis
8. Data Quality Assessment
9. Documentation Audit
10. Post-Audit Action Plan

Why Integration Audits Matter

Most organizations accumulate integrations organically—a Zap here, a native connection there, an API integration built years ago. Without regular audits, this leads to integration sprawl: redundant connections, security vulnerabilities, wasted spend, and data inconsistencies.

The Hidden Costs of Neglected Integrations:

• Security risks: Forgotten OAuth tokens, excessive permissions, outdated access
• Wasted spend: Paying for unused integrations, duplicate connections
• Data quality issues: Broken syncs creating inconsistent data
• Performance problems: Inefficient workflows consuming resources
• Compliance gaps: Untracked data flows violating regulations

A quarterly integration audit should be as routine as financial audits. This checklist provides a systematic approach to evaluate, optimize, and document your integration landscape.

Start by using our Integration Compatibility Checker to understand your current integration capabilities and identify potential consolidation opportunities.

Pre-Audit Preparation

Before diving into the audit, gather essential information and set up your evaluation framework.

Stakeholder Identification

Identify owners for each integration area:

• IT/Operations lead
• Security/Compliance officer
• Finance/Procurement contact
• Department heads (Marketing, Sales, Support, etc.)
• External vendors/agencies with integration access

Access Inventory

Document administrative access to:

• iPaaS platforms (Zapier, Make, Workato)
• Individual SaaS tool admin panels
• API management platforms
• Cloud infrastructure (AWS, GCP, Azure)
• Code repositories with integration code

Establish Audit Criteria

Criterion	Weight	Threshold
Business Value	High	Active use in last 90 days
Security Compliance	Critical	No violations
Cost Efficiency	Medium	Positive ROI
Performance	Medium	<5% error rate
Documentation	Low	Updated in last year

Integration Inventory Checklist

Create a comprehensive inventory of all integrations in your environment.

Native Integrations Inventory

For each SaaS tool, document connected integrations:

Tool: [Tool Name]
☐ List all enabled integrations
☐ Document connection type (OAuth, API key, webhook)
☐ Record permissions granted
☐ Identify last activity date
☐ Note business owner
☐ Rate criticality (High/Medium/Low)

Common Integration Points to Check:

• CRM integrations (email, calendar, phone, LinkedIn)
• Email platform connections (website, CRM, e-commerce)
• Support system integrations (CRM, communication tools)
• Accounting software connections (bank, payment processors)
• Project management integrations (time tracking, calendars)

iPaaS Workflow Inventory

For each automation platform (Zapier, Make, etc.):

Workflow: [Name]
☐ Trigger type and source
☐ Action steps and destinations
☐ Run frequency and volume
☐ Last successful run
☐ Error rate (last 30 days)
☐ Task/operation consumption
☐ Business purpose documented
☐ Owner assigned

Custom Integration Inventory

For API integrations built in-house:

Integration: [Name]
☐ Repository location
☐ Deployment environment
☐ Authentication method
☐ API endpoints used
☐ Data fields accessed
☐ Error handling implemented
☐ Monitoring in place
☐ Last code update
☐ Responsible developer

Webhook Endpoints Inventory

Webhook: [Endpoint URL]
☐ Source system
☐ Destination handler
☐ Events subscribed
☐ Signature verification enabled
☐ SSL/TLS enforced
☐ Last received event
☐ Failure handling documented

Security and Compliance Audit

Security is the most critical aspect of integration audits. One compromised connection can expose your entire tech stack.

Authentication Review

For each integration, verify:

Check	Status	Notes
OAuth tokens have minimum necessary scopes	☐
API keys stored securely (not in code)	☐
Credentials rotated in last 90 days	☐
Deprecated authentication methods removed	☐
Service accounts have unique credentials	☐
MFA enabled where supported	☐

Permission Audit

Review each integration's access level:

Integration: [Name]
Current Permissions:
☐ Read access to: [list resources]
☐ Write access to: [list resources]
☐ Delete access to: [list resources]
☐ Admin access to: [list resources]

Required Permissions:
☐ Minimum permissions identified
☐ Excess permissions flagged
☐ Permission reduction scheduled

Data Flow Compliance

For regulated data (PII, financial, health):

• Data flow diagram updated
• Processing agreements in place
• Data residency requirements met
• Encryption in transit verified
• Encryption at rest confirmed
• Retention policies documented
• Deletion capabilities tested

Compliance Checklist by Regulation

GDPR:

• Data processing records maintained
• Consent mechanism documented
• Data portability supported
• Right to deletion implemented
• DPA signed with processors

SOC 2:

• Access logs available
• Change management documented
• Incident response procedures exist
• Vendor security assessments complete

HIPAA (if applicable):

• BAA signed with all vendors
• Minimum necessary standard applied
• Audit trails maintained

Performance Evaluation

Identify integrations that are failing, slow, or consuming excessive resources.

Error Rate Analysis

Pull error data for each integration:

Integration	Total Runs (30d)	Failures	Error Rate	Status
[Name]				☐ OK / ☐ Warning / ☐ Critical

Error Thresholds:

• OK: <1% error rate
• Warning: 1-5% error rate
• Critical: >5% error rate

Latency Assessment

For time-sensitive integrations:

Integration: [Name]
☐ Average execution time: _____ seconds
☐ 95th percentile time: _____ seconds
☐ Timeout configuration: _____ seconds
☐ Acceptable latency met: Yes / No
☐ Optimization needed: Yes / No

Volume and Capacity

Review resource consumption:

Integration	Monthly Volume	Trend	Capacity Headroom
[Name]		↑/↓/→	___%

Capacity Planning Questions:

• Current volume sustainable at current tier?
• Growth projections accounted for?
• Rate limits being approached?
• Batch optimization possible?

Cost Optimization Review

Identify opportunities to reduce integration spend without sacrificing functionality.

Direct Costs Inventory

Platform/Tool          Monthly Cost    Annual Cost    Trend
─────────────────────────────────────────────────────────
Zapier                 $________       $________      ↑/↓/→
Make                   $________       $________      ↑/↓/→
[Other iPaaS]          $________       $________      ↑/↓/→
[API costs]            $________       $________      ↑/↓/→
[Custom hosting]       $________       $________      ↑/↓/→
─────────────────────────────────────────────────────────
TOTAL                  $________       $________

Cost Per Integration Analysis

Calculate efficiency metrics:

Integration	Monthly Cost	Monthly Value Delivered	ROI
[Name]	$X	Time saved × hourly rate	X%

Optimization Opportunities

Check for common cost savings:

• Unused integrations: Running but delivering no value
• Duplicate integrations: Multiple tools doing the same job
• Over-provisioned tiers: Paying for capacity not used
• Consolidation opportunities: Fewer tools doing more
• Native alternatives: Free native integrations vs. paid iPaaS
• Batch optimization: Reducing operation count through batching

Plan Optimization

For each iPaaS platform:

Platform: [Name]
Current Plan: _____________ ($___/month)
Actual Usage: _____________ (tasks/operations)
Optimal Plan: _____________ ($___/month)
Annual Savings: $___________

Redundancy Analysis

Identify overlapping integrations that can be consolidated.

Duplicate Connection Detection

Common redundancy patterns:

Pattern	Check
Same data flowing through multiple paths	☐
Multiple tools serving same function	☐
Both native and iPaaS doing same job	☐
Legacy + replacement both active	☐
Test integrations still running	☐

Consolidation Candidates

Candidate Set: [Description]
Current State:
- Integration A: [description]
- Integration B: [description]

Recommendation:
☐ Keep A, remove B
☐ Keep B, remove A
☐ Replace both with C
☐ Keep both (justified: _____________)

Estimated Savings: $____/month
Migration Effort: Low / Medium / High

Tool Redundancy

Audit for overlapping SaaS tools:

Function	Primary Tool	Secondary Tools	Consolidation Possible
Project Management			☐ Yes ☐ No
Communication			☐ Yes ☐ No
File Storage			☐ Yes ☐ No
CRM			☐ Yes ☐ No
Email Marketing			☐ Yes ☐ No

Data Quality Assessment

Verify that integrations maintain data integrity across systems.

Data Consistency Check

For each synced data type:

Data Type: [e.g., Contacts]
Source System: __________
Destination Systems: __________

Sample Size: 100 records
☐ Records exist in all systems: ___/100
☐ Field values match: ___/100
☐ Timestamps consistent: ___/100
☐ No duplicate records: ___/100

Issues Found:
- [ ] Missing records: ___
- [ ] Mismatched data: ___
- [ ] Duplicates: ___
- [ ] Stale data: ___

Data Freshness Audit

Integration	Expected Latency	Actual Latency	Status
[Name]	Real-time		☐ OK
[Name]	<15 minutes		☐ OK
[Name]	Daily		☐ OK

Data Completeness

Required field coverage:

Integration: [Name]
Required Fields in Destination:
☐ Field A: __% populated
☐ Field B: __% populated
☐ Field C: __% populated

Fields Below 95% Threshold:
- [ ] ____________: Action needed

Documentation Audit

Well-documented integrations are maintainable integrations.

Documentation Checklist

For each critical integration:

Document	Exists	Current	Location
Architecture diagram	☐	☐
Data flow documentation	☐	☐
Authentication details	☐	☐
Error handling procedures	☐	☐
Troubleshooting guide	☐	☐
Owner contact information	☐	☐
Change history	☐	☐

Runbook Requirements

Each integration should have:

Runbook: [Integration Name]

Overview:
☐ Business purpose documented
☐ Technical architecture described
☐ Dependencies listed

Operations:
☐ Normal operation monitoring
☐ Alerting thresholds defined
☐ Escalation path documented

Troubleshooting:
☐ Common errors and solutions
☐ Debug procedures
☐ Recovery steps

Maintenance:
☐ Update procedures
☐ Credential rotation process
☐ Decommission checklist

Post-Audit Action Plan

Transform audit findings into actionable improvements.

Priority Matrix

Plot each finding on this matrix:

High Impact │ Quick Wins      │ Major Projects
            │ Do immediately  │ Plan carefully
────────────┼─────────────────┼─────────────────
            │ Low Priority    │ Strategic Items
Low Impact  │ Schedule later  │ Evaluate ROI
            │                 │
            └─────────────────┴─────────────────
              Low Effort        High Effort

Action Item Template

Finding: [Description]
Category: Security / Performance / Cost / Documentation
Priority: Critical / High / Medium / Low
Owner: [Name]
Due Date: [Date]

Actions:
1. ☐ [Specific action]
2. ☐ [Specific action]
3. ☐ [Specific action]

Success Criteria:
- [ ] [Measurable outcome]

Notes:
[Additional context]

Audit Summary Report

Integration Audit Summary
Date: __________
Auditor: __________

Executive Summary:
- Total integrations audited: ___
- Critical issues found: ___
- Cost optimization opportunities: $___/year
- Security findings: ___

Key Findings:
1. [Finding with business impact]
2. [Finding with business impact]
3. [Finding with business impact]

Recommended Actions:
1. [Action with expected outcome]
2. [Action with expected outcome]
3. [Action with expected outcome]

Resource Requirements:
- Engineering time: ___ hours
- Budget needed: $___
- External support: Yes / No

Next Audit Scheduled: __________

Continuous Improvement

Establish ongoing monitoring:

• Weekly error rate review
• Monthly cost analysis
• Quarterly security review
• Annual full audit

---

Regular integration audits prevent the accumulation of technical debt, security vulnerabilities, and wasted resources. Use this checklist quarterly to maintain a healthy, efficient integration ecosystem.

Start your audit by using our Integration Compatibility Checker to understand your current landscape and identify potential improvements. A proactive approach to integration management saves time, money, and headaches compared to reactive firefighting.

Remember: the goal isn't to have the most integrations—it's to have the right integrations, well-maintained and delivering value.