Smartstaff, administrator
686
edits
Changes
no edit summary
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 on importing and exporting information in order to and from SmartSimple:employ a mixture of them.
* '''[[:Category:Data Import/Export|Data Import/Export]]'''
=Currently Supported Features=
{| 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
||
* Update organization information using the GuideStar Charity Check database.
|-
||[[:Category:External Data Source|External Data Source]]
||[[Census Integration|US Census Integration]]
||Low
||External Data Source
||User Initiated
||
* 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
||
* 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.
* Generate Microsoft Excel documents from configured templates, e.g. exports from reports or list views.
|-
||[[:Category:External Services|External Services]]
||[[Adobe Sign]]
||Low to Medium
||Digital Signature Service
||User Initiated
||
* 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
||
* 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
||User Initiated
||
* Identify level 1 applications with similar content in multiple line test fields
* Must provide your own service account.
|-
||[[:Category:System Integration|System Integration]]
||[[Single Sign-On]]
||Medium
||Authentication
||User Initiated
||
* 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]]
||[[SMTP Settings|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]]
