> ## 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

> Connecting Fentu FSM with other systems

<img src="https://mintcdn.com/fentu/hwQj1zN52k4D8yBe/images/fentu-fsm/administration/integrations.png?fit=max&auto=format&n=hwQj1zN52k4D8yBe&q=85&s=33e47f9fe386809d6aaae859bc6cb798" alt="Integrations View" width="1280" height="720" data-path="images/fentu-fsm/administration/integrations.png" />

## 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.

<Note>
  Integrations streamline operations by eliminating duplicate data entry and ensuring information flows automatically between systems.
</Note>

## 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

***

## Available Integrations

### ERP Integrations

| System                 | Capabilities                          |
| ---------------------- | ------------------------------------- |
| **SAP Business One**   | Customers, products, orders, invoices |
| **SAP ERP**            | Full enterprise integration           |
| **Microsoft Dynamics** | Customer and financial data           |
| **Oracle**             | Enterprise resource planning          |

### Accounting Integrations

| System         | Capabilities                  |
| -------------- | ----------------------------- |
| **QuickBooks** | Invoices, payments, customers |
| **Xero**       | Financial synchronization     |
| **Sage**       | Accounting integration        |
| **Custom**     | API-based connections         |

### Communication Integrations

| System          | Capabilities             |
| --------------- | ------------------------ |
| **Twilio**      | SMS notifications        |
| **SendGrid**    | Email delivery           |
| **Mailchimp**   | Marketing communications |
| **Custom SMTP** | Email sending            |

### Mapping & Routing

| System          | Capabilities                  |
| --------------- | ----------------------------- |
| **Google Maps** | Address validation, routing   |
| **Here Maps**   | Location services             |
| **Custom**      | Alternative mapping providers |

<Tip>
  For complex integrations, consider using Fentu Connect, our dedicated integration platform that provides visual mapping and transformation capabilities.
</Tip>

***

## Setting Up Integrations

<Steps>
  <Step title="Navigate to Integrations">
    Go to Administration > Integrations
  </Step>

  <Step title="Select Integration">
    Choose the system to connect
  </Step>

  <Step title="Enter Credentials">
    Provide API keys or authentication details
  </Step>

  <Step title="Configure Mapping">
    Map fields between systems
  </Step>

  <Step title="Set Sync Options">
    Choose what syncs and when
  </Step>

  <Step title="Test Connection">
    Verify the integration works
  </Step>

  <Step title="Activate">
    Enable the integration
  </Step>
</Steps>

### Authentication Methods

| Method                | Description                    |
| --------------------- | ------------------------------ |
| **API Key**           | Simple token-based access      |
| **OAuth**             | Secure delegated authorization |
| **Username/Password** | Basic authentication           |
| **Certificate**       | Certificate-based security     |

<Warning>
  Keep integration credentials secure. Use environment variables or secure vaults rather than storing credentials in plain text.
</Warning>

***

## Data Synchronization

### Sync Directions

| Direction         | Description                                |
| ----------------- | ------------------------------------------ |
| **Inbound**       | Data flows into Fentu from external system |
| **Outbound**      | Data flows from Fentu to external system   |
| **Bidirectional** | Data flows both ways                       |

### Sync Frequency

| Option          | When                                 |
| --------------- | ------------------------------------ |
| **Real-time**   | Immediately when changes occur       |
| **Scheduled**   | At regular intervals (hourly, daily) |
| **Manual**      | On-demand when triggered             |
| **Event-based** | When specific events occur           |

### Conflict Resolution

When the same data changes in both systems:

| Strategy          | Behavior                       |
| ----------------- | ------------------------------ |
| **Fentu Wins**    | Fentu data overwrites external |
| **External Wins** | External data overwrites Fentu |
| **Most Recent**   | Newer timestamp wins           |
| **Manual Review** | Conflicts flagged for review   |

<Info>
  Choose conflict resolution based on which system is the "source of truth" for each data type.
</Info>

***

## Managing Integrations

### Monitoring

Track integration health:

* **Last Sync Time** - When sync last ran
* **Record Count** - Items processed
* **Error Rate** - Failed records
* **Latency** - Sync delay time

### 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

### Maintenance

Regular integration maintenance:

* Review sync logs regularly
* Address errors promptly
* Update credentials before expiration
* Test after system updates
* Monitor performance

***

## 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](/fentu-connect/introduction) for details.

***

## Best Practices

<AccordionGroup>
  <Accordion title="Start Simple" icon="rocket">
    Begin with basic integrations and add complexity as needed. Get core sync working before adding advanced features.
  </Accordion>

  <Accordion title="Test Thoroughly" icon="vial">
    Test integrations with sample data before enabling production sync. Verify data maps correctly.
  </Accordion>

  <Accordion title="Monitor Actively" icon="chart-line">
    Check sync status regularly. Address errors before they accumulate.
  </Accordion>

  <Accordion title="Document Mappings" icon="file-alt">
    Keep documentation of how fields map between systems. Helps with troubleshooting.
  </Accordion>

  <Accordion title="Secure Credentials" icon="lock">
    Use secure credential storage. Rotate credentials periodically.
  </Accordion>

  <Accordion title="Plan for Downtime" icon="clock">
    Know how the integration handles when either system is unavailable.
  </Accordion>
</AccordionGroup>

***

## Common Questions

<AccordionGroup>
  <Accordion title="What if my system isn't listed?" icon="question">
    Contact Fentu support for custom integration options. Most systems with APIs can be integrated using webhooks or custom connectors.
  </Accordion>

  <Accordion title="How do I handle duplicate records?" icon="question">
    Configure matching rules to identify existing records. Use unique identifiers (ERP ID, email) to prevent duplicates.
  </Accordion>

  <Accordion title="Can I sync historical data?" icon="question">
    Yes, most integrations support initial historical sync. Schedule these during off-hours due to volume.
  </Accordion>

  <Accordion title="What happens if an integration breaks?" icon="question">
    Data stops syncing but local operations continue. Fix the integration and run a catch-up sync.
  </Accordion>

  <Accordion title="Can I have multiple integrations for the same type?" icon="question">
    Typically one integration per system type. For multiple instances (e.g., multiple accounting systems), contact support.
  </Accordion>

  <Accordion title="How do I migrate from one system to another?" icon="question">
    Set up the new integration, run parallel for a period, then disable the old one. Plan carefully to avoid data loss.
  </Accordion>
</AccordionGroup>

***

## Related Documentation

<CardGroup cols={2}>
  <Card title="Fentu Connect" icon="plug" href="/fentu-connect/introduction">
    Advanced integration platform
  </Card>

  <Card title="API Reference" icon="code" href="/api-reference/introduction">
    API documentation
  </Card>

  <Card title="Import" icon="upload" href="/administration/data/import">
    Manual data import
  </Card>

  <Card title="Export" icon="download" href="/administration/data/export">
    Data export
  </Card>
</CardGroup>