Integrations

Connect OutSmart with other software and manage data flow between systems.

Integrations connect OutSmart with other software so data can move automatically.

Use this section to understand how integrations work, how to set one up, and what to check before you start.

What you do with integrations

• import data like customers and products into OutSmart
• export data like completed work orders to another system
• reduce duplicate entry across systems

In this guide

• What are Integrations?
• Set up a software integration
• Integrations FAQ

Recommended order

1. Start with What are Integrations?.
2. Then set up a software integration.
3. Use Integrations FAQ for specific questions.

Important to know before you start

• Some integrations are built by OutSmart.
• Others are managed by the connected software provider.
• Keep your other software as the leading system for customer and product data.
• Most changes made in OutSmart are not sent back automatically.
• If you use multiple integrations, keep customer numbers and product codes consistent.

Related topics

• License Manager
• Marketplace
• Power-Ups