System Integrations - Clearpoint Systems Docs

Clearpoint Systems Technology provides zero-configuration support for major business systems. When you connect your systems, we automatically detect the platform type and configure optimal integration settings.

Supported Business Systems

ERP Systems

System	Detection	Authentication	Data Sources
SAP ERP	SAP API endpoint	OAuth 2.0	Customers, Orders, Inventory
Oracle NetSuite	SuiteTalk API	OAuth 1.0a	Customers, Transactions, Items
Microsoft Dynamics	Dataverse API	OAuth 2.0	Accounts, Contacts, Orders
Sage	Sage API	API Key	Customers, Invoices, Products

CRM Systems

System	Detection	Authentication	Data Sources
Salesforce	Salesforce API	OAuth 2.0	Accounts, Contacts, Opportunities
HubSpot	HubSpot API	Private Apps	Companies, Contacts, Deals
Zoho CRM	Zoho API	OAuth 2.0	Leads, Accounts, Invoices
Microsoft Dynamics 365	Dataverse	OAuth 2.0	Accounts, Contacts, Sales

Communication Platforms

System	Detection	Authentication	Data Sources
Microsoft Teams	Teams API	OAuth 2.0	Channels, Messages, Users
Slack	Slack API	Bot Tokens	Channels, Messages, Files
Outlook	Graph API	OAuth 2.0	Emails, Calendar, Contacts

Accounting Systems

System	Detection	Authentication	Data Sources
QuickBooks	QuickBooks API	OAuth 2.0	Customers, Invoices, Payments
Xero	Xero API	OAuth 2.0	Contacts, Invoices, Bank Transactions
FreshBooks	FreshBooks API	OAuth 2.0	Clients, Invoices, Expenses

Auto-Detection

When you connect a system, Clearpoint analyzes the endpoint to detect:

1. System type — Based on API responses and endpoints
2. Authentication method — OAuth, API key, or custom
3. Available data sources — Tables, objects, and entities
4. Rate limits — API throttling and quotas
5. Data schema — Field types and relationships

Detection happens automatically on first connection:

Connecting to system...
  System Type: SAP ERP
  Authentication: OAuth 2.0
  Data Sources: 45 available
  Rate Limit: 1000 requests/hour
  
Configuring integration...

System-Specific Optimizations

SAP ERP

Clearpoint provides deep integration with SAP systems:

# Automatic optimizations applied:
# - BAPI integration for reliable data access
# - IDoc support for real-time updates
# - Batch processing for large data sets
# - Error handling and retry logic

S/4HANA and ECC systems are both fully supported.

For data synchronization:

# Automatic handling of:
# - Currency conversion
# - Date format standardization
# - Language-specific data
# - Company code mappings

Salesforce

Salesforce integrations include comprehensive object support:

# Automatic handling of:
# - Standard and custom objects
# - Relationship mapping
# - Picklist value translation
# - Formula field evaluation

Sales Cloud, Service Cloud, and Custom Objects are fully supported.

Microsoft Dynamics

Dynamics integrations leverage Dataverse for optimal data access:

# Automatic handling of:
# - Entity relationships
# - Business process flows
# - Security role filtering
# - Audit trail capture

Custom Configuration

Override auto-detected settings in the system configuration:

integrations:
  custom_system:
    type: "rest_api"
    endpoint: "https://api.company.com"
    authentication: "oauth2"
    data_sources:
      - name: "customers"
        endpoint: "/customers"
        primary_key: "customer_id"
      - name: "orders"
        endpoint: "/orders"
        primary_key: "order_id"
    sync_frequency: "15m"
    rate_limit: 1000

Or configure through the web interface under Integrations → Settings.

Data Mapping

Field Mapping

Automatically map fields between systems:

field_mappings:
  sap_to_salesforce:
    sap.customers.name: salesforce.Account.Name
    sap.customers.email: salesforce.Account.Email__c
    sap.customers.phone: salesforce.Account.Phone
    sap.orders.amount: salesforce.Opportunity.Amount

Data Type Conversion

Handle data type differences automatically:

type_conversions:
  sap.currency: salesforce.currency
  sap.date: salesforce.date
  sap.boolean: salesforce.checkbox
  sap.text: salesforce.textarea

Synchronization Settings

Sync Frequency

Configure how often data synchronizes:

sync_settings:
  real_time: true  # For critical data
  batch: "15m"     # For standard data
  full_sync: "1d"  # Complete refresh

Conflict Resolution

Handle data conflicts between systems:

conflict_resolution:
  strategy: "last_update_wins"
  fields:
    - name: "amount"
      strategy: "highest_value"
    - name: "status"
      strategy: "source_authority"
      source: "sap"

Error Handling

Retry Logic

Automatic retry for failed synchronizations:

error_handling:
  retry_attempts: 3
  retry_delay: "5m"
  exponential_backoff: true
  dead_letter_queue: true

Error Notifications

Configure alerts for sync failures:

notifications:
  sync_failures:
    email: ["admin@company.com"]
    slack: "#operations"
    threshold: 5  # Alert after 5 failures

Troubleshooting

System not detected

Ensure the API endpoint is accessible and credentials are valid:

clearpoint test-connection --system sap_erp --verbose

Authentication failures

Verify credentials and permissions:

clearpoint auth-test --system sap_erp --scope read

Data synchronization errors

Check field mappings and data types:

clearpoint validate-mapping --source sap.customers --dest salesforce.Account

Rate limit exceeded

Adjust sync frequency or request batching:

integrations:
  sap_erp:
    sync_frequency: "30m"  # Reduce frequency
    batch_size: 100         # Reduce batch size