Data
Integrations
Connect to source systems, FTP, Call Center, and APIs.
Connect WiseParts to external systems for automated data synchronization.
Quick Overview: Configure connections to source systems, FTP servers, call center platforms, and external APIs. Each integration can be enabled independently and has its own configuration options.
Integration Categories
Integrations are grouped by type:
| Category | Description |
|---|---|
| DMS/ERP | Source systems (ERP and business management) |
| CALLCENTER | Phone system integrations |
| PUBLIC API | External API access |
Integration Status
Each integration shows one of three states:
| Status | Indicator | Meaning |
|---|---|---|
| Enabled | Green dot | Active and syncing |
| Available | Gray outline | Ready to configure |
| Unavailable | Gray background | Not included in your plan |
Some integrations may show a Private badge, indicating a custom integration specific to your organization.
Configuring an Integration
- Navigate to Integrations
- Click an integration card
- Read the How it works section to understand what the integration does
- Click Enable to activate the integration
- Fill in the required configuration fields
- Click Confirm to save
Each integration has different configuration options. The fields shown depend on the integration type.
Token Management
Some integrations use API tokens for authentication:
- Click the refresh icon to generate a new token
- Click the copy icon to copy the token to your clipboard
- Copy your token before saving — tokens are hidden after you save
If you lose a token, generate a new one. The previous token will stop working.
Custom integrations can be configured for your organization. Contact support for integration options not listed here.