Integrations

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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

Streamline 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.