Integrations
From Charitylog Manual
Integrating Charitylog or Crossdata with other systems
Integrations are where 2 systems "talk" to each other, for 2 main reasons:
- To streamline multiple processes
- To negate the need to enter the same information twice in 2 systems
Streamlining multiple processes
An example of this is the Loqate integration. This adds a button next to each postcode, and shows a list of matching addresses to save time when creating client records.
Avoiding double entry
Where systems overlap, e.g. a mailing system and a CRM, an accounts system and a CRM, or a care management system and a CRM, identical data will often need to exist in both systems.
