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Documentation Index

Fetch the complete documentation index at: https://docs.fentufsm.com/llms.txt

Use this file to discover all available pages before exploring further.

Integrations View

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Overview

Integrations connect Fentu FSM with other business systems, enabling data synchronization and automated workflows across your technology stack. This includes ERP systems, accounting software, communication platforms, and more.
Integrations streamline operations by eliminating duplicate data entry and ensuring information flows automatically between systems.

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When to Configure Integrations

Set up integrations for:
  • ERP Sync - Connect with SAP, Oracle, or other ERP systems
  • Accounting - Sync invoices and payments
  • Communication - Enable SMS, email, or messaging
  • Mapping - Connect to mapping and routing services
  • Payment Processing - Accept payments in the field
  • Custom Systems - Connect to proprietary applications

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Available Integrations

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ERP Integrations

SystemCapabilities
SAP Business OneCustomers, products, orders, invoices
SAP ERPFull enterprise integration
Microsoft DynamicsCustomer and financial data
OracleEnterprise resource planning

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Accounting Integrations

SystemCapabilities
QuickBooksInvoices, payments, customers
XeroFinancial synchronization
SageAccounting integration
CustomAPI-based connections

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Communication Integrations

SystemCapabilities
TwilioSMS notifications
SendGridEmail delivery
MailchimpMarketing communications
Custom SMTPEmail sending

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Mapping & Routing

SystemCapabilities
Google MapsAddress validation, routing
Here MapsLocation services
CustomAlternative mapping providers
For complex integrations, consider using Fentu Connect, our dedicated integration platform that provides visual mapping and transformation capabilities.

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Setting Up Integrations

1

Navigate to Integrations

Go to Administration > Integrations
2

Select Integration

Choose the system to connect
3

Enter Credentials

Provide API keys or authentication details
4

Configure Mapping

Map fields between systems
5

Set Sync Options

Choose what syncs and when
6

Test Connection

Verify the integration works
7

Activate

Enable the integration

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Authentication Methods

MethodDescription
API KeySimple token-based access
OAuthSecure delegated authorization
Username/PasswordBasic authentication
CertificateCertificate-based security
Keep integration credentials secure. Use environment variables or secure vaults rather than storing credentials in plain text.

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Data Synchronization

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Sync Directions

DirectionDescription
InboundData flows into Fentu from external system
OutboundData flows from Fentu to external system
BidirectionalData flows both ways

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Sync Frequency

OptionWhen
Real-timeImmediately when changes occur
ScheduledAt regular intervals (hourly, daily)
ManualOn-demand when triggered
Event-basedWhen specific events occur

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Conflict Resolution

When the same data changes in both systems:
StrategyBehavior
Fentu WinsFentu data overwrites external
External WinsExternal data overwrites Fentu
Most RecentNewer timestamp wins
Manual ReviewConflicts flagged for review
Choose conflict resolution based on which system is the “source of truth” for each data type.

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Managing Integrations

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Monitoring

Track integration health:
  • Last Sync Time - When sync last ran
  • Record Count - Items processed
  • Error Rate - Failed records
  • Latency - Sync delay time

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Error Handling

When syncs fail:
  1. Review error logs
  2. Identify failing records
  3. Fix data issues
  4. Retry failed items
  5. Investigate root causes

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Maintenance

Regular integration maintenance:
  • Review sync logs regularly
  • Address errors promptly
  • Update credentials before expiration
  • Test after system updates
  • Monitor performance

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Fentu Connect

For complex integration needs, Fentu Connect provides:
  • Visual Mapping - Drag-and-drop field mapping
  • Transformations - Data conversion and formatting
  • Scheduling - Flexible sync scheduling
  • Monitoring - Detailed sync tracking
  • Formula Language - Custom data transformation
See the Fentu Connect documentation for details.

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Best Practices

Begin with basic integrations and add complexity as needed. Get core sync working before adding advanced features.
Test integrations with sample data before enabling production sync. Verify data maps correctly.
Check sync status regularly. Address errors before they accumulate.
Keep documentation of how fields map between systems. Helps with troubleshooting.
Use secure credential storage. Rotate credentials periodically.
Know how the integration handles when either system is unavailable.

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Common Questions

Contact Fentu support for custom integration options. Most systems with APIs can be integrated using webhooks or custom connectors.
Configure matching rules to identify existing records. Use unique identifiers (ERP ID, email) to prevent duplicates.
Yes, most integrations support initial historical sync. Schedule these during off-hours due to volume.
Data stops syncing but local operations continue. Fix the integration and run a catch-up sync.
Typically one integration per system type. For multiple instances (e.g., multiple accounting systems), contact support.
Set up the new integration, run parallel for a period, then disable the old one. Plan carefully to avoid data loss.

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Related Documentation

Fentu Connect

Advanced integration platform

API Reference

API documentation

Import

Manual data import

Export

Data export