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Category:Integration

4,230 bytes added, 20:20, 25 October 2017
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The categories and articles below outline the different built-in, and ready-to-use integration features that are available with your SmartSimple platform.
{|class="wikitable"|-| Category| Feature| Complexity| Function| Usage| Description|-| [[:Category:API|API]]| [[:Category:SmartConnect RESTful API|SmartConnect RESTful API]]| Medium to High| Custom integration| Manual / Automated| * Standard API for any degree of integration.* Only recommended for use by developers.|-| [[:Category:Desktop Plugins|Desktop Plugins]]| [[Online Editing|Microsoft Online File Editor]]| Low| Application Integration| Manual| * 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| * Desktop plugin that allows synchronization of calendar and contacts between your MS Outlook and SmartSimple.|-| [[:Category:External Data Source|External Data Source]]| [[Organization Vetting Services|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.|-| [[:Category:External Data Source|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.|-| [[:Category:External Data Source|External Data Source]]| [[GuideStar Settings|GuideStar Search]]| Low| External Verification Service| Manual| * 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| * 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| * 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| * Retrieve and import publication information sourced from PUBMED.|-| [[:Category:External Services|External Services]]| [[Adobe Sign]]| Low to Medium| Digital Signature Service| Manual| * Generate and send documents that require secure digital signatures.|-| [[:Category:External Services|External Services]]| [[Stripe Payment Processor]]| Low to Medium| Financial Payment Service| Manual| * Integrate direct payments via Stripe from SmartSimple.|-| [[:Category:External Services|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.|-| [[:Category:System Integration|System Integration]]| [[Single Sign-On|Single Sign-On]]| Medium| Authentication| Manual| * 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| * 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| Manual| * 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 / Automated| * Sync your organizations and contacts between SmartSimple and Salesforce.* Must provide your own service account.|} If you wish to develop your own customized strategy for integration , you can 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]]'''
[[Category:Contents]]
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