Integrating with a new system can be a complex process, but our team of experienced developers and support staff are here to guide you every step of the way. Before beginning any integration, we start by understanding your business needs and what you want to achieve with the integration. This allows us to determine the best approach and estimate the time and resources needed for the project. Kompass, our fully API-driven system, can be seamlessly integrated with other systems through the API or through Excel/CSV exports. Find out more about our whole onboarding process and hear some of our rave reviews from clients here.
In our integration process, the first step is for our customer support team to work with you to gather the necessary information, such as API credentials or data mapping requirements, to ensure a smooth integration. They can help you understand what options are available and guide you through the integration process. Once we have all the necessary information, our developers will begin the integration process. Depending on the complexity of the integration, this can take anywhere from a few days to a couple of weeks. During this time, we will keep you informed of the progress and any issues that arise. Once the integration is complete, we will thoroughly test the integration to ensure it is working as expected. We will then provide you with instructions on how to use the integration and offer any necessary training or support to ensure a smooth transition.
Here at Kompass, we offer several integration options to ensure seamless communication between systems.
Kompass directly integrates with some systems, like QuickBooks, which takes care of synchronizing the business data between the systems without manual intervention. This involves synchronizing data directly with QuickBooks, allowing for automated data exchange. This can save you time and reduce the risk of errors that come with manual data entry.
Another integration option is through exporting data into CSV/Excel files, which can be used for reporting or to import it into other systems. This is a simple and effective way to integrate with other systems and can be done quickly and easily.
Lastly, Kompass is fully based on a REST API, which means any system that can talk to REST APIs can communicate with Kompass. Some companies use services like Microsoft Flow to use Kompass data directly.
We have already integrated with several systems, including QuickBooks Online, Sage 50, Unanet, and SugarCRM. We plan to add more integrations in 2023, such as Deltek VantagePoint, Xero, and Sage Intacct.
Integrating with a new system can take some time, but we are here to support you every step of the way. The time it takes to integrate depends on what you want to achieve. A full integration for a new system like the ones we offer with QuickBooks can take 2-4 weeks of developer work, while integration through CSV/Excel files can take only a few days. Integrating through the REST API is dependent on the customer’s needs.
If you’re using a system that we haven’t worked with before, don’t fret. We offer support to our clients to ensure a smooth integration process by providing CSV exports and tailored Excel files that simplify data import into other systems. If you require further assistance or information on linking your BMS with external systems, our customer support team is at your disposal.
Once you’ve integrated with Kompass through our standard API/CSV features, you can move on to the next step of the onboarding process, which can be completed within a matter of days. From there, you’ll be up and running with our system and on your way to seeing a return on your investment.
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