Difference between revisions of "Category:Integration"

From SmartWiki
Jump to: navigation, search
(Currently Supported Features)
 
Line 20: Line 20:
 
||Medium to High
 
||Medium to High
 
||Custom Integration
 
||Custom Integration
||Manual / Automated
+
||User Initiated / System Automated
 
||
 
||
 
* Standard API for any degree of integration.
 
* Standard API for any degree of integration.
 
* Only recommended for use by developers.
 
* 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.
  
 
|-
 
|-
Line 30: Line 58:
 
||Low
 
||Low
 
||External Verification Service
 
||External Verification Service
||Manual / Automated
+
||User Initiated / System Automated
 
||
 
||
 
* Verify the status of an organization against external sources such as the IRS, CRA, OFAC,...etc.
 
* Verify the status of an organization against external sources such as the IRS, CRA, OFAC,...etc.
Line 40: Line 68:
 
||Low
 
||Low
 
||External Verification Service
 
||External Verification Service
||Manual
+
||User Initiated
 
||
 
||
 
* Verify the status of an organization against the CSI Web watch lists.
 
* Verify the status of an organization against the CSI Web watch lists.
Line 50: Line 78:
 
||Low
 
||Low
 
||External Verification Service
 
||External Verification Service
||Manual
+
||User Initiated
 
||
 
||
 
* Verify the status of an organization against the GuideStar database.
 
* Verify the status of an organization against the GuideStar database.
Line 60: Line 88:
 
||Low
 
||Low
 
||External Verification Service
 
||External Verification Service
||Manual
+
||User Initiated
 
||
 
||
 
* Update organization information using the GuideStar Charity Check database.
 
* Update organization information using the GuideStar Charity Check database.
Line 69: Line 97:
 
||Low
 
||Low
 
||External Data Source
 
||External Data Source
||Manual
+
||User Initiated
 
||
 
||
 
* Use an organization's address to retrieve and compare US Census statistics.
 
* Use an organization's address to retrieve and compare US Census statistics.
Line 78: Line 106:
 
||Low to Medium
 
||Low to Medium
 
||External Data Source
 
||External Data Source
||Manual
+
||User Initiated
 
||
 
||
 
* Retrieve and import publication information sourced from PUBMED.
 
* 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.
  
 
|-
 
|-
Line 87: Line 125:
 
||Low to Medium
 
||Low to Medium
 
||Digital Signature Service
 
||Digital Signature Service
||Manual
+
||User Initiated
 
||
 
||
 
* Generate and send documents that require secure digital signatures.
 
* Generate and send documents that require secure digital signatures.
Line 96: Line 134:
 
||Low to Medium
 
||Low to Medium
 
||Financial Payment Service
 
||Financial Payment Service
||Manual
+
||User Initiated
 
||
 
||
 
* Integrate direct payments via Stripe from SmartSimple.
 
* Integrate direct payments via Stripe from SmartSimple.
Line 105: Line 143:
 
||Low to Medium
 
||Low to Medium
 
||External Service Request
 
||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.
 
* 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.
Line 114: Line 152:
 
||[[DAMVAD Analytics]]
 
||[[DAMVAD Analytics]]
 
||Low to Medium
 
||Low to Medium
||External similarity identification
+
||External Similarity Identification
||Manual
+
||User Initiated
 
||
 
||
 
* Identify level 1 applications with similar content in multiple line test fields
 
* Identify level 1 applications with similar content in multiple line test fields
Line 125: Line 163:
 
||Medium
 
||Medium
 
||Authentication
 
||Authentication
||Manual
+
||User Initiated
 
||
 
||
 
* Implement single sign-on authentication from your identity provider system into SmartSimple.
 
* Implement single sign-on authentication from your identity provider system into SmartSimple.
Line 134: Line 172:
 
||Medium
 
||Medium
 
||System Integration
 
||System Integration
||Manual
+
||User Initiated / System Automated
 
||
 
||
 
* A variety of features and techniques are available to route the payments generated from SmartSimple directly to your financial system.
 
* A variety of features and techniques are available to route the payments generated from SmartSimple directly to your financial system.
Line 143: Line 181:
 
||Medium
 
||Medium
 
||Email
 
||Email
||Manual
+
||User Initiated / System Automated
 
||
 
||
 
* Route the emails from SmartSimple through your own SMTP server for greater security.
 
* Route the emails from SmartSimple through your own SMTP server for greater security.
Line 152: Line 190:
 
||Low
 
||Low
 
||System Integration
 
||System Integration
||Manual / Automated
+
||User Initiated / System Automated
 
||
 
||
 
* Sync your organizations and contacts between SmartSimple and Salesforce.
 
* Sync your organizations and contacts between SmartSimple and Salesforce.
Line 176: Line 214:
 
| Medium to High
 
| Medium to High
 
| Custom Integration
 
| Custom Integration
| Manual
+
| User Initiated
 
|  
 
|  
 
* Ajax-based API for use within the browser.
 
* Ajax-based API for use within the browser.
Line 185: Line 223:
 
| Low
 
| Low
 
| Application Integration
 
| Application Integration
| Manual
+
| User Initiated
 
|  
 
|  
 
* Desktop plugin that allows direct editing of MSOffice files that have been uploaded into SmartSimple.
 
* Desktop plugin that allows direct editing of MSOffice files that have been uploaded into SmartSimple.
Line 193: Line 231:
 
| Low
 
| Low
 
| Application Integration
 
| Application Integration
| Manual
+
| User Initiated
 
|  
 
|  
 
* Desktop plugin that allows synchronization of calendar and contacts between your MS Outlook and SmartSimple.
 
* Desktop plugin that allows synchronization of calendar and contacts between your MS Outlook and SmartSimple.

Latest revision as of 16:28, 14 August 2019

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 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.