Category:Integration

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.

• Data Import/Export

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 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

• ► Desktop Plugins‎ (1 C, 3 P)

E

• ► External Data Source‎ (8 P)
• ► External Services‎ (2 C, 8 P)

S

• ► System Integration‎ (2 C, 5 P)

Pages in category ‘Integration’

The following 35 pages are in this category, out of 35 total.

A

• Adobe Acrobat Sign
• AI
• API Sample Code
• APIs

C

• Census Integration
• Creating SmartConnect Functions

D

• DocuSign

E

• Enabling ORCID Within Your System

G

• GuideStar Charity Check
• GuideStar Settings

H

• HTTP Post

I

• Integration Key Management
• IRS and CRA - Automatic Verification

L

• List of census templates

O

• Odata Overview
• OneSpan
• ORCID Reviewer Attribution Integration
• Organization Vetting Services

P

• Payment Integration
• Post to External Server
• Publication Service

Q

• QuickBooks Column Headings

S

• Salesforce integration
• Service Provider Integration
• Service Provider Integration Fields
• SignEasy
• Signority Configuration
• Single Sign-On
• SmartConnect - Appendix: Standard Field Names
• SmartConnect - RESTful API
• SmartFileRetriever
• SmartSync for Folder Synchronization
• SsGet
• Stripe Payment Processor

U

• Updating Funding Data in ORCID