Background
A SaaS inventory tells you what tools exist, but not how data moves.
What to organize
Separate API, CSV, manual, and unknown routes. Unknown routes should stay visible as review tasks.
How to try it in EZ-WK
Customer data, employee data, contract data, and support history can have different systems of record.
What to check
Create cards for each tool and connect them with typed arrows in WorkRoute.
Next step
You can start with a sample before entering your own form or system structure.