DatumSync Integrations
Seamless Integration
Easily share information between your essential business software applications. DatumSync can help you improve visibility and efficiency throughout your organization by connecting your software applications.
DatumSync is ideal for businesses looking to enhance their data management processes, streamline integrations, and optimize use of their ERP, CRM, and ECM systems.
Platform Features
Eliminate Data Silos with Effortless Integration
DatumSync is flexible and easy to set up and manage. The platform performs dynamic and multi-directional synchronization between key business systems to improve decision-making, create efficiencies, and eliminate silos.
Codeless Integrations
Connect disparate systems within a cloud-based platform with little to no coding.
Drag & Drop Interface
Visually arrange data workflow components without coding knowledge.
Quick Deployment
Swift Integration with configurable mapping logic and RESTful API.
Visual Front End
Includes an audit log for tracking activity within systems and session management to optimize availability of concurrent sessions.
Bulk Export of Historical Data
Configure bulk exports of documents and data. No custom scripts needed.
Secure Solution
Data is protected in a secure environment with cloud-based AWS hosting, or it can be self-hosted in your cloud or on-premises.
DatumSync Prebuilt Gateways
Gateways are prebuilt, no-code, subscription-based modules for widely used systems. These Gateways are continually improved and maintained as systems evolve. New Gateways are always being added to our library.
DatumSync Use Cases
This powerful integration solution can connect your essential business systems. Here are a few common use cases.
OnBase to nCino
View all loan docs archived in OnBase from nCino UI. Reduces spend by storing content in OnBase instead of nCino or Salesforce cloud.
OnBase to Salesforce
Enable users to view all member documents archived in OnBase from the Salesforce UI. Reduces cost by storing content in OnBase instead of Salesforce cloud.
DocuWare to Jonas
Integrates DocuWare to Jonas to move approved invoices for payment. Saves time by eliminating manual keying from invoice image. Reduces overpayments by 3-5%.
OnBase to Telus Health
Integrate medical record data to align with compliance standards. Mitigates re-keying of data for improved accuracy and time savings.
DocuWare to Workday FM
Approved invoices are moved from DocuWare to Workday. Overpayments are eliminated and time is saved by eliminating manual keying from the process.
OnBase to Workday FM
Integrates OnBase with Workday for viewing contracts in OnBase. Contracts are centralized and cost is reduced by not archiving documents in Workday cloud.
OnBase to Procore
Integrates Procore and OnBase to make completed project data available in OnBase.
OnBase to Workday HCM
Migrates HR employee data and documents from Workday HCM to OnBase.
Procore to SAP
Integrate project data from Procore Construction Management to SAP for billing purposes.
DatumSync Agents
Agents can be developed to perform helpful automations. We are always adding more. Here are a few examples of what we have done already.
DatumSync
RFP Agent
DatumSync RFP Agent
RFP Agent currently serves as an intelligent evaluation assistant, designed to help clients quickly assess whether a Request for Proposal is worth pursuing. It analyzes the RFP and answers targeted questions around fit, scope, requirements, and potential risks providing clear insights to determine if the opportunity is a good match or one best passed on.
DatumSync
Classification Agent
DatumSync Classification Agent
Classification Agent automatically analyzes incoming documents and accurately classifies them based on a predefined list of known document types. Using intelligent content recognition, it identifies key patterns, structures, and indicators to ensure each document is correctly categorized. This enables faster downstream processing, improved routing, and consistent handling across your document workflows without manual intervention.
DatumSync
Document Intelligence Agent
DatumSync Document Intelligence Agent
Document Intelligence Agent extracts meaningful insights from one or multiple documents by automatically answering a predefined set of questions. Once documents are provided, the agents analyze their content, understand context, and return consistent, structured answers eliminating the need for manual review. This enables faster decision-making, improved accuracy, and scalable insight generation across complex document sets.
Take a Look at DatumSync
Watch this short demo to see how easy DatumSync is to use, even without Gateways for specific business applications.
Frequently Asked Questions
Flexible Pricing Options
Ready to get started?
Set up a call for questions and detailed information on our integration solutions.