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Middleware and Integration

UniFi lets you connect all your systems to enable the controlled movement of data between them

UniFi simplifies and enhances the way your business systems communicate, enabling the controlled movement of data between them.

With powerful integration capabilities and advanced APIs, UniFi transforms how you connect and automate your workflows. 

Key Functionality

Powerful Data Connectors

UniFi includes robust Data Connectors that allow seamless connections to third-party applications via our ‘Application Programming Interface’ (API). This enables you to:

  • Retrieve Data Dynamically: Populate external dropdowns (e.g., lists of suppliers or customers) or calculate external fields (e.g., budgets or forecast figures).
  • Send Data Effortlessly: Push data into external systems or pull data for integration into your processes.

These connectors are created and managed in the ‘Data Connector’ section of UniFi, included as a standard feature at no additional cost.

Flexible Data Connector Builder

UniFi’s flexible data connector builder allows you to integrate with popular accounting, ERP, CRM, HR, and other business systems. It simplifies processes such as:

  • Examining workflows and automatically creating journals.
  • Posting journals directly into your accounting system for streamlined double-entry bookkeeping.

Advanced Middleware for Data Conversion

Not only does UniFi enable the movement of data between systems, but it also provides middleware to convert data into different formats. For example:

  • Converting XML to JSON.
  • Customising outputs, such as transforming a single line of JSON into two lines of XML to meet specific system requirements.

UniFi is designed to work seamlessly with standard data formats such as JSON, XML, CSV, and fixed-width text, while offering advanced customisation options. It allows you to refine data outputs to fit specific needs—for example, converting a single line of JSON into two lines of XML to ensure compatibility with accounting software for double-entry bookkeeping.

This unparalleled flexibility sets UniFi apart from most data conversion tools found in broader software platforms, that are unable to replicate this level of flexibility. This ensures compatibility across your entire tech stack.

Unlock the Full Potential of Your Tech Stack

With UniFi, you can maximise the value of your existing systems through a wide spectrum of pre-built integration capabilities. Whether you need to push or pull data or transform it for compatibility, UniFi delivers unparalleled flexibility and efficiency.

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Integration Examples + many more!

API Information for techies

UniFi has a powerful API that allows a wide variety of actions to be automated. This includes :

  • Starting transactions
  • Creating and updating reference data
  • Submitting transactions
  • Reading transaction details
  • Reading reference data for use in other applications

The UniFi API uses JavaScript Object Notation (JSON) to receive data and respond to requests. JSON is a widely used, human-readable data-interchange format. Additionally, UniFi’s data connectors are customisable, allowing data manipulation in various formats such as XML and CSV, with conversions to/from JSON to interact with UniFi data effectively

Not a techie ?

UniFi comes with a powerful API tool that will make your life easier.  

What is an API? 

Simply put, an API (Application Programming Interface) is an interface allowing different pieces of software to communicate with each other. It does this seamlessly in real-time, so data is always accurate and up to date. 

Some familiarity with making API calls is helpful in order to build connectors, but examples are available as part of the set of Foundation Apps that comes with UniFi. So less technical users may find using these as a starting point helpful. 

Data Connector Example

UniFi and SunSystems API

Are you currently connecting to SunSystems API using a third-party application? 

If so, it’s likely that you are connected to SunSystems using its underlying database. With the launch of SunSystems cloud, all direct database connections will close, which means your third-party application may no longer be able to connect to SunSystems.   

Your third-party application may have to be re-developed to connect to SunSystems API as opposed to direct database access.   

The good news is that UniFi has been written from the ground up to connect to SunSystems using best practice, with a secure and future proofed API integration.   

UniFi always uses the official API for each product to ensure continual support and operations. 

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Example of SunSystems Integration

Below is the result of an integration process. In this example, we have automated the uploading of exchange rates by extracting them from a source system and sending them directly into SunSystems.

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Single source of truth

UniFi integrates with any system using the data connector tool. This middleware will enable you to automate data exports from other business systems into UniFi, providing one unified view, to give you a single source of truth. This will provide real-time data to improve the timeliness and accuracy of your organisation’s decisions.  

You can view the data as-is using ‘Quick Reports’ or using the sophisticated Business Intelligence tool that’s included, to create more complex reports that you can drill down into using data within UniFi and/or data held in any other systems. 

ETL and Data Acquisition

UniFi can automate data extraction, transformation, and loading, ensuring seamless data movement between systems with minimal effort.

It can also captures data from diverse sources and delivers it in a ready-to-use format, streamlining workflows.

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Say goodbye to operational silos

Your organisation likely uses multiple systems that specialise in one business function – finance, production, sales, operations etc. 

However, your actual business processes span across multiple departments.  

For example, if you create a new customer in the sales department using the CRM system and want that customer to be synchronised across all the other systems in your organisation including the finance system, UniFi can seamlessly replicate that customer across all other systems. 

If the customer’s data is updated in the sales system, the changes will automatically be updated in the other systems without any manual intervention. 

This way, you don’t have to worry about repetitive keying of information. 

With UniFi middleware, you can save time and eliminate any errors that you’d normally experience working manually. 

  • Key Benefits :
  • A user of UniFi Middleware and Integration saved 2 hours per month (sometimes 2 days per month when accounting for human errors) on invoices. They successfully automated a substantial volume of 250,000 monthly invoices.
  • Replace your Middleware and Integration software with a platform that has multiple use cases. Saving you time and money
  • Reduces the need for manual data entry
  • Improves data accuracy
  • Eliminates data silos
  • Increases efficiency
  • Facilitates real-time decision making
  • Provides a single source of truth for the entire organisation
  • Secure API
  • US/UK SOX compliant
  • Security, roles, and permissions approved by a Big Four audit

UniFi Features

No-code Application Builder

Business Process Management

Automation

Accounting Automation

Middleware & Integration

Excel Add-in

Work OS

Workflow Creator

Business Intelligence

Pre-installed Foundation Apps

Artificial Intelligence

OCR/Autonomous Data Capture

Autonomous Processes

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