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FAQ - Clearpoint Systems Docs

Frequently asked questions about Clearpoint Systems Technology. Find answers to common questions about pricing, features, and troubleshooting.

Find answers to the most common questions about Clearpoint Systems Technology.

General

What is Clearpoint Systems Technology?

Clearpoint Systems Technology is a workflow orchestration platform that helps mid-market organizations integrate existing business systems and maintain audit-ready reporting. We handle system integration complexity so you can focus on operational improvement.

Who is Clearpoint for?

Clearpoint is designed for operations teams, IT systems teams, finance operations, and compliance officers—from small organizations to enterprise customers. Our platform scales with your integration and workflow needs.

What business systems does Clearpoint support?

Clearpoint supports all major business systems including:

  • ERP Systems (SAP, Oracle NetSuite, Microsoft Dynamics, Sage)
  • CRM Systems (Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics 365)
  • Communication Platforms (Microsoft Teams, Slack, Outlook)
  • Accounting Systems (QuickBooks, Xero, FreshBooks)

We auto-detect system types and configure integrations automatically.

Pricing

Is there a free tier?

Yes! Our Starter plan is free forever and includes:

  • 3 system integrations
  • Basic workflows
  • Standard reporting
  • Email support

How does billing work?

We bill monthly based on usage. You only pay for what you use beyond the free tier limits. See our pricing page for details.

Can I change plans anytime?

Yes, you can upgrade or downgrade at any time. Changes take effect immediately, and we prorate charges.

Integrations

How long does integration setup take?

Most integrations complete setup in under 15 minutes. Connection times vary based on system complexity and API availability.

Can I modify existing integrations?

Yes! Every integration configuration is saved, and you can modify field mappings, sync frequencies, and validation rules instantly from the dashboard or API:

PUT /api/v1/integrations/sap_erp/config
{
  "sync_frequency": "30m",
  "field_mappings": {...}
}

Do you support custom integrations?

Yes, every integration can be customized with specific field mappings, validation rules, and transformation logic. This is enabled by default for all integrations.

Data and Security

Is my data secure?

Absolutely. We take security seriously:

  • All data is encrypted at rest and in transit
  • SOC 2 Type II certified
  • Regular security audits
  • Role-based access control with audit trails

Do you support SSO?

Yes, SSO is available on Professional and Enterprise plans. We support SAML 2.0 and OIDC providers.

Where is my data stored?

By default, data is stored in US regions. Enterprise customers can choose specific regions for compliance requirements.

Workflows

What types of workflows can I create?

Clearpoint supports various workflow types:

  • Data synchronization between systems
  • Approval workflows for business processes
  • Data validation and transformation
  • Compliance and audit workflows
  • Custom business process automation

Can I schedule workflows?

Yes, workflows can be scheduled to run:

  • Real-time (triggered by events)
  • Batch (scheduled intervals)
  • Event-driven (triggered by business events)
  • Manual (on-demand execution)

How do workflow errors get handled?

Clearpoint provides comprehensive error handling:

  • Automatic retry with exponential backoff
  • Dead letter queues for failed items
  • Error notifications and alerts
  • Manual intervention capabilities

Compliance and Reporting

What compliance standards does Clearpoint support?

Clearpoint supports multiple compliance frameworks:

  • SOX (Sarbanes-Oxley Act)
  • HIPAA (Health Insurance Portability and Accountability Act)
  • GDPR (General Data Protection Regulation)
  • PCI DSS (Payment Card Industry Data Security Standard)

Can I generate audit reports?

Yes, Clearpoint provides comprehensive audit reporting:

  • Complete audit trails with data lineage
  • Compliance reports for regulatory requirements
  • Custom report builder for specific needs
  • Automated report scheduling and delivery

How long are audit logs retained?

Audit logs are retained for:

  • Professional plans: 90 days
  • Enterprise plans: 1 year (configurable)
  • Compliance archives: 7 years (configurable)

Troubleshooting

My integration is failing

Common causes:

  1. API credentials — Ensure credentials are valid and have required permissions
  2. Network connectivity — Check firewall rules and IP allowlists
  3. Rate limits — Verify API rate limits aren’t being exceeded
  4. Data format changes — Check if source system schema has changed

Test the connection first to debug:

POST /api/v1/integrations/sap_erp/test

My workflows are slow

Check these common issues:

  1. Large data volumes — Optimize batch sizes and processing windows
  2. Complex transformations — Simplify transformation logic where possible
  3. System performance — Monitor source system performance
  4. Network latency — Check connection performance to source systems

Use our built-in analytics to identify bottlenecks.

I’m getting data validation errors

For data quality issues, ensure you have:

validation_rules:
  required_fields: ["name", "email"]
  field_validations:
    email:
      format: "email"
      max_length: 255

Still Have Questions?

  • Documentation — Browse our docs for detailed guides
  • Support Portal — Access technical support and knowledge base articles
  • Support — Enterprise customers can contact support directly
  • Contact — Email us at support@clearpointsystems.tech