Difference between revisions of "Category:Integration"

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There are a number of ways information can be transferred between [[SmartSimple]] and a external applications.
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{{CategoryHeader}}
  
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For an overview of these techniques see [[Import/Export and Integration Techniques Overview]]
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The categories and articles below outline the different built-in, and ready-to-use integration features that are available with your SmartSimple platform.
  
 +
If you wish to develop your own customized strategy for integration, you can also refer to the below overview of individual import and export techniques in order to employ a mixture of them.
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* '''[[:Category:Data Import/Export|Data Import/Export]]'''
  
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The articles below outline the different methods and procedures for integration.
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=Currently Supported Features=
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{| class="wikitable"
 +
|-
 +
!|Category
 +
!|Feature
 +
!|Complexity
 +
!|Function
 +
!|Usage
 +
!|Description
 +
|-
 +
||[[:Category:API|API]]
 +
||[[:Category:SmartConnect RESTful API|SmartConnect RESTful API]]
 +
||Medium to High
 +
||Custom Integration
 +
||User Initiated / System Automated
 +
||
 +
* Standard API for any degree of integration.
 +
* Only recommended for use by developers.
 +
 
 +
|-
 +
||[[:Category:External Data Source|External Data Source]]
 +
||Google Maps
 +
||Low
 +
||Geolocation Service
 +
||User Initiated
 +
||
 +
* Calculate longitude, latitude anytime an address is input or updated into the system.
 +
* Various geographic map plotting features.
 +
 
 +
|-
 +
||[[:Category:External Data Source|External Data Source]]
 +
||CAPTCHA
 +
||Low
 +
||CAPTCHA Service
 +
||User Initiated
 +
||
 +
* Distinguish between human and machine put through the use of external source, such as Google reCAPTCHA.
 +
 
 +
|-
 +
||[[:Category:External Data Source|External Data Source]]
 +
||Translation
 +
||Low
 +
||Translation Service
 +
||User Initiated
 +
||
 +
* Translation of custom field values through the use of external source, such as Google Translate.
 +
 
 +
|-
 +
||[[:Category:External Data Source|External Data Source]]
 +
||[[Organization Vetting Services]]
 +
||Low
 +
||External Verification Service
 +
||User Initiated / System Automated
 +
||
 +
* Verify the status of an organization against external sources such as the IRS, CRA, OFAC,...etc.
 +
* Can be used to vet organizations at time of registration as well as ongoing after that.
 +
 
 +
|-
 +
||[[:Category:External Data Source|External Data Source]]
 +
||CSI Web
 +
||Low
 +
||External Verification Service
 +
||User Initiated
 +
||
 +
* Verify the status of an organization against the CSI Web watch lists.
 +
* Must provide your own service account.
 +
 
 +
|-
 +
||[[:Category:External Data Source|External Data Source]]
 +
||[[GuideStar Settings|GuideStar Search]]
 +
||Low
 +
||External Verification Service
 +
||User Initiated
 +
||
 +
* Verify the status of an organization against the GuideStar database.
 +
* Must provide your own service account.
 +
 
 +
|-
 +
||[[:Category:External Data Source|External Data Source]]
 +
||[[GuideStar Charity Check]]
 +
||Low
 +
||External Verification Service
 +
||User Initiated
 +
||
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* Update organization information using the GuideStar Charity Check database.
 +
 
 +
|-
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||[[:Category:External Data Source|External Data Source]]
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||[[Census Integration|US Census Integration]]
 +
||Low
 +
||External Data Source
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||User Initiated
 +
||
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* Use an organization's address to retrieve and compare US Census statistics.
 +
 
 +
|-
 +
||[[:Category:External Data Source|External Data Source]]
 +
||[[Publication Service|PUBMED Publications]]
 +
||Low to Medium
 +
||External Data Source
 +
||User Initiated
 +
||
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* Retrieve and import publication information sourced from PUBMED.
 +
 
 +
|-
 +
||[[:Category:External Services|External Services]]
 +
||Document Generation
 +
||Low to Medium
 +
||Document Generation
 +
||User Initiated / System Automated
 +
||
 +
* Generate Microsoft Word documents from configured templates, e.g. MS Word Merge custom fields.
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* Generate Microsoft Excel documents from configured templates, e.g. exports from reports or list views.
 +
 
 +
|-
 +
||[[:Category:External Services|External Services]]
 +
||[[Adobe Acrobat Sign]]
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||Low to Medium
 +
||Digital Signature Service
 +
||User Initiated
 +
||
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* Generate and send documents that require secure digital signatures.
 +
 
 +
|-
 +
||[[:Category:External Services|External Services]]
 +
||[[Stripe Payment Processor]]
 +
||Low to Medium
 +
||Financial Payment Service
 +
||User Initiated
 +
||
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* Integrate direct payments via Stripe from SmartSimple.
 +
 
 +
|-
 +
||[[:Category:External Services|External Services]]
 +
||[[Service Provider Integration]]
 +
||Low to Medium
 +
||External Service Request
 +
||User Initiated
 +
||
 +
* Request translation and transportation services from your system using our third party providers such as Able Translations, Exacta Interpreting, All Languages and Rapid City Transportation.
 +
* Must provide your own service account.
 +
 
 +
|-
 +
||[[:Category:External Services|External Services]]
 +
||[[DAMVAD Analytics]]
 +
||Low to Medium
 +
||External Similarity Identification
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||User Initiated
 +
||
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* Identify level 1 applications with similar content in multiple line test fields
 +
* Must provide your own service account.
 +
 
 +
|-
 +
||[[:Category:System Integration|System Integration]]
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||[[Single Sign-On]]
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||Medium
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||Authentication
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||User Initiated
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||
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* Implement single sign-on authentication from your identity provider system into SmartSimple.
 +
 
 +
|-
 +
||[[:Category:System Integration|System Integration]]
 +
||[[Payment Integration|Financial Payment Integration]]
 +
||Medium
 +
||System Integration
 +
||User Initiated / System Automated
 +
||
 +
* A variety of features and techniques are available to route the payments generated from SmartSimple directly to your financial system.
 +
 
 +
|-
 +
||[[:Category:System Integration|System Integration]]
 +
||[[Email|Email Delivery]]
 +
||Medium
 +
||Email
 +
||User Initiated / System Automated
 +
||
 +
* Route the emails from SmartSimple through your own SMTP server for greater security.
 +
 
 +
|-
 +
||[[:Category:System Integration|System Integration]]
 +
||[[Salesforce integration|Salesforce Integration]]
 +
||Low
 +
||System Integration
 +
||User Initiated / System Automated
 +
||
 +
* Sync your organizations and contacts between SmartSimple and Salesforce.
 +
* Must provide your own service account.
 +
 
 +
|}
 +
 
 +
=Retired Features=
 +
 
 +
The following are past features that have been deprecated and should no longer be used.
 +
 
 +
{|class="wikitable"
 +
|-
 +
!| Category
 +
!| Feature
 +
!| Complexity
 +
!| Function
 +
!| Usage
 +
!| Description
 +
|-
 +
|| [[:Category:API|API]]
 +
|| [[:Category:Pandora|Pandora Ajax API]]
 +
|| Medium to High
 +
|| Custom Integration
 +
|| User Initiated
 +
||
 +
* Ajax-based API for use within the browser.
 +
* Only recommended for use by developers.
 +
|-
 +
|| [[:Category:Desktop Plugins|Desktop Plugins]]
 +
|| [[Online Editing|Microsoft Online File Editor]]
 +
|| Low
 +
|| Application Integration
 +
|| User Initiated
 +
||
 +
* Desktop plugin that allows direct editing of MSOffice files that have been uploaded into SmartSimple.
 +
|-
 +
|| [[:Category:Desktop Plugins|Desktop Plugins]]
 +
|| [[:Category:SmartSimple Microsoft Outlook Synchronization|Microsoft Outlook Synchronization]]
 +
|| Low
 +
|| Application Integration
 +
|| User Initiated
 +
||
 +
* Desktop plugin that allows synchronization of calendar and contacts between your MS Outlook and SmartSimple.
 +
|}
 +
 
 +
[[Category:Contents]]

Latest revision as of 13:36, 13 July 2023

This page is meant to organize categories, please see the below listings to navigate the sub-categories and articles.

The categories and articles below outline the different built-in, and ready-to-use integration features that are available with your SmartSimple platform.

If you wish to develop your own customized strategy for integration, you can also refer to the below overview of individual import and export techniques in order to employ a mixture of them.

Currently Supported Features

Category Feature Complexity Function Usage Description
API SmartConnect RESTful API Medium to High Custom Integration User Initiated / System Automated
  • Standard API for any degree of integration.
  • Only recommended for use by developers.
External Data Source Google Maps Low Geolocation Service User Initiated
  • Calculate longitude, latitude anytime an address is input or updated into the system.
  • Various geographic map plotting features.
External Data Source CAPTCHA Low CAPTCHA Service User Initiated
  • Distinguish between human and machine put through the use of external source, such as Google reCAPTCHA.
External Data Source Translation Low Translation Service User Initiated
  • Translation of custom field values through the use of external source, such as Google Translate.
External Data Source Organization Vetting Services Low External Verification Service User Initiated / System Automated
  • Verify the status of an organization against external sources such as the IRS, CRA, OFAC,...etc.
  • Can be used to vet organizations at time of registration as well as ongoing after that.
External Data Source CSI Web Low External Verification Service User Initiated
  • Verify the status of an organization against the CSI Web watch lists.
  • Must provide your own service account.
External Data Source GuideStar Search Low External Verification Service User Initiated
  • Verify the status of an organization against the GuideStar database.
  • Must provide your own service account.
External Data Source GuideStar Charity Check Low External Verification Service User Initiated
  • Update organization information using the GuideStar Charity Check database.
External Data Source US Census Integration Low External Data Source User Initiated
  • Use an organization's address to retrieve and compare US Census statistics.
External Data Source PUBMED Publications Low to Medium External Data Source User Initiated
  • Retrieve and import publication information sourced from PUBMED.
External Services Document Generation Low to Medium Document Generation User Initiated / System Automated
  • Generate Microsoft Word documents from configured templates, e.g. MS Word Merge custom fields.
  • Generate Microsoft Excel documents from configured templates, e.g. exports from reports or list views.
External Services Adobe Acrobat Sign Low to Medium Digital Signature Service User Initiated
  • Generate and send documents that require secure digital signatures.
External Services Stripe Payment Processor Low to Medium Financial Payment Service User Initiated
  • Integrate direct payments via Stripe from SmartSimple.
External Services Service Provider Integration Low to Medium External Service Request User Initiated
  • Request translation and transportation services from your system using our third party providers such as Able Translations, Exacta Interpreting, All Languages and Rapid City Transportation.
  • Must provide your own service account.
External Services DAMVAD Analytics Low to Medium External Similarity Identification User Initiated
  • Identify level 1 applications with similar content in multiple line test fields
  • Must provide your own service account.
System Integration Single Sign-On Medium Authentication User Initiated
  • Implement single sign-on authentication from your identity provider system into SmartSimple.
System Integration Financial Payment Integration Medium System Integration User Initiated / System Automated
  • A variety of features and techniques are available to route the payments generated from SmartSimple directly to your financial system.
System Integration Email Delivery Medium Email User Initiated / System Automated
  • Route the emails from SmartSimple through your own SMTP server for greater security.
System Integration Salesforce Integration Low System Integration User Initiated / System Automated
  • Sync your organizations and contacts between SmartSimple and Salesforce.
  • Must provide your own service account.

Retired Features

The following are past features that have been deprecated and should no longer be used.

Category Feature Complexity Function Usage Description
API Pandora Ajax API Medium to High Custom Integration User Initiated
  • Ajax-based API for use within the browser.
  • Only recommended for use by developers.
Desktop Plugins Microsoft Online File Editor Low Application Integration User Initiated
  • Desktop plugin that allows direct editing of MSOffice files that have been uploaded into SmartSimple.
Desktop Plugins Microsoft Outlook Synchronization Low Application Integration User Initiated
  • Desktop plugin that allows synchronization of calendar and contacts between your MS Outlook and SmartSimple.

Subcategories

This category has the following 5 subcategories, out of 5 total.

A

  • API‎ (2 C, 8 P)

D

E

S

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