Category:Integration

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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.

Category Feature Complexity Function Usage Description
API SmartConnect RESTful API Medium to High Custom integration Manual / Automated
  • Standard API for any degree of integration.
  • Only recommended for use by developers.
Desktop Plugins Microsoft Online File Editor Low Application Integration Manual
  • Desktop plugin that allows direct editing of MSOffice files that have been uploaded into SmartSimple.
Desktop Plugins Microsoft Outlook Synchronization Low Application Integration Manual
  • Desktop plugin that allows synchronization of calendar and contacts between your MS Outlook and SmartSimple.
External Data Source Organization Vetting Services Low External Verification Service Manual / 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 Manual
  • 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 Manual
  • 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 Manual
  • Update organization information using the GuideStar Charity Check database.
External Data Source US Census Integration Low External Data Source Manual
  • Use an organization's address to retrieve and compare US Census statistics.
External Data Source PUBMED Publications Low to Medium External Data Source Manual
  • Retrieve and import publication information sourced from PUBMED.
External Services Adobe Sign Low to Medium Digital Signature Service Manual
  • Generate and send documents that require secure digital signatures.
External Services Stripe Payment Processor Low to Medium Financial Payment Service Manual
  • Integrate direct payments via Stripe from SmartSimple.
External Services Service Provider Integration Low to Medium External Service Request Manual
  • 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.
System Integration Single Sign-On Medium Authentication Manual
  • Implement single sign-on authentication from your identity provider system into SmartSimple.
System Integration Financial Payment Integration Medium System Integration Manual
  • 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 Manual
  • Route the emails from SmartSimple through your own SMTP server for greater security.
System Integration Salesforce Integration Low System Integration Manual / Automated
  • Sync your organizations and contacts between SmartSimple and Salesforce.
  • Must provide your own service account.