System integration

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.

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).

Meter Readings

Import readings from meter data to client accounts ready for invoice from CLARITY CORE. Various Formats (inbound). System features currently under development.

Document import and export

All Document Types

CLARITY CORE can be configured to import and store any document format required (inbound).

PDF

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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0330 223 11 44
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CLARITY CORE