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Category:Integration

1,913 bytes added, 20:28, 14 August 2019
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* '''[[: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 integrationIntegration| Manual |User Initiated / System Automated||
* Standard API for any degree of integration.
* Only recommended for use by developers.
 
|-
|| [[:Category:Desktop PluginsExternal Data Source|Desktop PluginsExternal 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. |-|| [[Online Editing:Category:External Data Source|Microsoft Online File EditorExternal Data Source]]||CAPTCHA|| Low| Application Integration|CAPTCHA Service| Manual|User Initiated|| * Desktop plugin that allows direct editing Distinguish between human and machine put through the use of MSOffice files that have been uploaded into SmartSimpleexternal source, such as Google reCAPTCHA
|-
|| [[:Category:Desktop PluginsExternal Data Source|Desktop PluginsExternal Data Source]]| [[:Category:SmartSimple Microsoft Outlook Synchronization|Microsoft Outlook Synchronization]]Translation|| Low| Application Integration|Translation Service| Manual|User Initiated|| * Desktop plugin that allows synchronization Translation of calendar and contacts between your MS Outlook and SmartSimplecustom field values through the use of external source, such as Google Translate
|-
|| [[:Category:External Data Source|External Data Source]]|| [[Organization Vetting Services|Organization Vetting Services]]|| Low|| External Verification Service| Manual |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| Manual|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| Manual|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|GuideStar Charity Check]]|| Low|| External Verification Service| Manual|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| Manual|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| Manual|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| Manual|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| Manual|User Initiated||
* Integrate direct payments via Stripe from SmartSimple.
 
|-
|| [[:Category:External Services|External Services]]|| [[Service Provider Integration]]|| Low to Medium|| External Service Request| Manual|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|Single Sign-On]]|| Medium|| Authentication| Manual|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:System IntegrationAPI|System IntegrationAPI]]| [[Payment Integration:Category:Pandora|Financial Payment IntegrationPandora Ajax API]]| Mediumto High| System Custom Integration| ManualUser Initiated
|
* A variety of features and techniques are available to route Ajax-based API for use within the payments generated from SmartSimple directly to your financial systembrowser.* Only recommended for use by developers.
|-
| [[:Category:System IntegrationDesktop Plugins|System IntegrationDesktop Plugins]]| [[SMTP SettingsOnline Editing|Email DeliveryMicrosoft Online File Editor]]| MediumLow| EmailApplication Integration| ManualUser Initiated
|
* Route the emails from Desktop plugin that allows direct editing of MSOffice files that have been uploaded into SmartSimple through your own SMTP server for greater security.
|-
| [[:Category:System IntegrationDesktop Plugins|System IntegrationDesktop Plugins]]| [[Salesforce integration:Category:SmartSimple Microsoft Outlook Synchronization|Salesforce IntegrationMicrosoft Outlook Synchronization]]
| Low
| System Application Integration| Manual / AutomatedUser Initiated
|
* Sync your organizations Desktop plugin that allows synchronization of calendar and contacts between your MS Outlook and SmartSimple and Salesforce.* Must provide your own service account.
|}
[[Category:Contents]]
Smartstaff, administrator
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