Import From Integration

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

Showcase

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

• Snowflake
• GitHub

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 Docs

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