Smartstaff
2,091
edits
Changes
m
→Currently Supported Features
* '''[[:Category:Data Import/Export|Data Import/Export]]'''
=Currently Supported Integration Features= {|class="wikitable"
|-
!| Category!| Feature!| Complexity!| Function!| Usage!| Description
|-
|| [[:Category:API|API]]|| [[:Category:SmartConnect RESTful API|SmartConnect RESTful API]]|| Medium to High|| Custom Integration| Manual |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|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 Acrobat 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| 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.
|-
|| [[:Category:System Integration|System Integration]]|| [[SMTP SettingsEmail|Email Delivery]]|| Medium|| Email| Manual|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| Manual |User Initiated / System Automated||
* Sync your organizations and contacts between SmartSimple and Salesforce.
* Must provide your own service account.
|}
=Retired Integration 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| Manual| 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| Manual| 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| Manual| User Initiated||
* Desktop plugin that allows synchronization of calendar and contacts between your MS Outlook and SmartSimple.
|}
[[Category:Contents]]