CLARITY CORE Integration
CLARITY CORE has features to allow integration directly or indirectly with an ever-evolving list of external resources, the below are our current developed integrations, grouped by their relevant system areas. The listing is regularly updated with new additions, incorporated from client’s bespoke or specific requirements or from the addition of new development features instigated by our CLARITY CORE development team.
Lead Imports
HubSpot
Detail import and updates using HubSpot REST API
(two-way data exchange).
Microsoft 365
Automatic Lead importing from EWS API with mailbox monitoring service (inbound).
Various broker source formats
Lead import from various broker source formats (inbound).
MAPI
Legacy only. Phasing out in favour of O365 / EWS
(inbound).
Email integration
GMAIL
Generate and send system emails via GMAIL (outbound).
Microsoft 365
Generate and send system emails via O365 (outbound).
MS Graph API
System features currently under development.
MAPI
Legacy only. Phasing out in favour of O365 (outbound).
SMTP
No longer supported.
Electronic signature
Signable
Any document between two or more parties can be created, send for e-signature request and signed securely at any time.
Accounting Systems
Agresso
Customer accounts and sales transactions data (outbound).
Dimensions
Two-way direct, with bespoke integration.
Opera
Customer accounts and sales transactions data (outbound).
QuickBooks
Customer accounts and sales transactions data (outbound).
Sage Line 50
Accredited Sage Developer with bespoke Sage Importer App to import transaction data directly to Sage (outbound).
Sage 200
Customer accounts and sales transactions data (outbound).
Xero
Customer accounts and sales transactions data (outbound).
Bespoke Client Specific
A number of bespoke accounts system integrations developed to meet client specific requirements; clients range from Council Systems through to University Systems (outbound).
Bank Reconciliation
Bank of Scotland
Import bank transactions using CHOBS format
Bank of Scotland Web
Import bank transactions using specific Internet download format
Handelsbanken
Import bank transactions using specific Internet download format
Lloyds Bank
Import bank transactions using specific Internet download format
NatWest Bank
Import bank transactions using CHOBS format
RBS Web
Import bank transactions using specific Internet download format
Direct Debits
Accountis
Production of DD collection submission data (outbound).
Co-op
Production of DD collection submission data (outbound).
Faster Payments
Production of DD collection submission data (outbound).
HSBC
Production of DD collection submission data (outbound).
Bespoke Client Specific
A number of bespoke DD data output formats created to meet client specific requirements; clients range from Council Systems through to University Systems.
Purchase Accounts
Import of purchase transaction data
Bespoke import of purchase transaction data from external accounting systems.
Export of supplier accounts and transactions data
Export of supplier accounts and purchase transactions data.
Nominal Accounts
FHMRC VAT
Production of transaction data to be incorporated to periodic VAT returns (outbound).
Other integrations
Mailing Software
Production of mailing list data suitable for use with Mailing Systems (outbound).
Point-of-Sale Machines
Import transactions data from Point-of-Sale machines to client accounts ready for invoice from CLARITY CORE. Various Formats (inbound).
Franking Machines
Import charging data from Franking machines to client accounts ready for invoice from CLARITY CORE. Various Formats (inbound).
Telephony Call Loggers
Import charging data from Telephony Call Loggers to client accounts ready for invoice from CLARITY CORE. Various Formats (inbound).
Printers
Import charging data from Printer Logs to client accounts ready for invoice from CLARITY CORE. Various Formats (inbound).
Document import and export
All Document Types
CLARITY CORE can be configured to import and store any document format required (inbound).
Creation of PDF documents for all CLARITY CORE document outputs (outbound).
MS Excel
Creation of reporting and analysis data output to Excel formats (outbound).
MS Word
Customisable document creation using merged data fields to Word Formats (outbound).
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