Import From Integration

Import From Integration allows pulling data from installed services directly into the canvas through the AuditBoard integrations platform.

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Example

To import from integration, you must first install the service you'd like import from. Every service has different requirements in order to install, ensure you have the right permissions and credentials before attempting to install. See an example of installing a service and required credentials below

Integrations Outside of Merge.Dev

Merge.Dev

Merge’s Unified APIs enable data authentication, normalization, and synchronization across third-party platforms. Partnering with Merge, AuditBoard connects users to upwards of 200 source systems through a single integration, simplifying data management and reducing technical overhead.

Merge Integrations Overview

Common Models Expected from each type of service via Merge.Dev

Accounting
Ticketing
HRIS
CRM
Databases

Account

Account

BankInfo

Account

Any Tables available to you

Attachment

Attachment

Benefit

Association

Period

Collection

Company

AssociationType

PhoneNumber

Comment

Dependent

Contact

Address

Contact

Employee

CustomObject

BalanceSheet

Project

EmployeePayrollRun

CustomObjectClass

CashFlowStatement

RemoteFieldClass

EmployerBenefit

Engagement

CompanyInfo

Role

Employment

EngagementType

Contact

Tag

Group

Lead

CreditNote

Team

Location

Note

Expense

Ticket

PayGroup

Opportunity

IncomeStatement

User

PayrollRun

RemoteFieldClass

Invoice

TimeOff

Stage

Item

TimeOffBalance

Task

JournalEntry

TimesheetEntry

User

Payment

PurchaseOrder

RemoteFieldClass

TaxRate

TrackingCategory

Transaction

VendorCredit

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