Integration overview
≈ 9 min read
Overview
Integration overview
Claritalk integrates today with nine systems. This article lists per integration how you connect, what you select when planning a conversation, and what is written back exactly after completion.
How an integration works
You manage all integrations in one place: Profile › Marketplace. Find the integration, click connect and follow the sign-up process. Most integrations use the same standard procedure:
- You click Connect in Claritalk for the desired integration.
- You are redirected to the platform itself.
- You sign in there with your own account.
- The platform asks for your permission for the access that Claritalk needs.
- You return to Claritalk and the integration is set to Connected.
Two integrations differ: with Odoo and FID-Manager you enter connection details yourself instead of clicking through to a sign-in screen. For those integrations, exactly which details you need are listed below.
Almost all integrations are personal: each colleague connects their own account and only sees what they themselves are allowed to see in that system. FID-Manager is the exception: it is set up once for the entire organization by an organization administrator from the admin screen.
When connecting to the Microsoft 365 integrations, you may see the screen "Admin approval required". This is due to a setting in your organization's Microsoft environment and not due to an error in Claritalk. The article Admin approval required explains what you can do yourself and what your IT department needs to set up.
All integrations at a glance
The nine integrations below are operational. Which ones you see in your own marketplace depends on your plan and your sector.
| Integration | For | You select during a conversation | Claritalk sends back |
|---|---|---|---|
| AdminPulseAccountancy | Office and client management | A relation | Interaction on the timeline, with reports and to-dos |
| SilverfinAccountancy | File management and reporting | A file | Reports as notes, to-dos as tasks |
| FID-ManagerAccountancy | Fiduciary administration | A client | Reports at Documents for approval |
| BrokercloudInsurance | Client and policy management | A party | Reports under Files |
| OdooAll sectors | Business software | An event | Reports with the event, to-dos as tasks |
| Zoho CRMSales | CRM, with WorkDrive for documents | An event | Reports with the event, PDF to WorkDrive, to-dos as tasks |
| Outlook 365 CalendarAll sectors | Calendar | Nothing — your calendar items are your conversations | Appointments that you schedule from Claritalk |
| Outlook 365 MailAll sectors | Mailbox, read-only | Nothing | Nothing — provides context for your preparation only |
| Microsoft OneNoteAll sectors | Notebook | A section in a notebook | One page per conversation, with checkable to-dos |
Office, file and CRM systems
With these six integrations, you link a conversation to a client, file or event in the external system. After completion, Claritalk writes the report and to-dos back there.
AdminPulse
Accountancy Per user- Sign in
Standard procedure: connect, sign in to AdminPulse, give permission.
- When planning
You select a relation.
- After completion
An interaction automatically appears on the timeline of that relation, with the reports and to-dos attached to it.
Extended guide: Integration with AdminPulse
Silverfin
Accountancy Per user- Sign in
Standard procedure.
- When planning
You select a file. Silverfin works with large amounts of data, so next to the file selection there is a refresh button to retrieve the list again if your file is not yet in the list.
- After completion
-
Reports are saved as notes in the file.
To-dos from Claritalk appear in Silverfin's tasks.
FID-Manager
Accountancy One integration per organization- First in FID
-
- Sign in to FID-Manager.
- Go to More › Access parameters external software and enable access for Claritalk.
- Under Document rights, select a folder — an existing one or one you create beforehand.
- Click on that folder, give Claritalk rights and enter a partner code.
- Email from FID
You will then receive an email with a base URL, a username and a password.
- Then in Claritalk
-
When connecting, enter the base URL, username and password from that email — not your regular FID sign-in details.
In the integration settings, enter the partner code you created above.
- When planning
You select a client.
- After completion
The reports land at Documents for approval in FID, linked to the selected folder and client.
Extended guide: How do I create an integration with FID-Manager
Brokercloud
Insurance Per user- Sign in
Standard procedure.
- When planning
You select a party.
- After completion
The reports appear with that party under Files.
- Limitation
Selecting or creating a folder is not possible: the files always end up in the default location.
Odoo
All sectors Per user- Sign in
-
Base URL — for example https://claritalk-test.odoo.com. Omit anything after .com, such as /odoo/events.
Database name — you can find it in the top right of Odoo, next to your profile icon. If it is not there, ask your Odoo administrator for it.
Username and password — from your Odoo account.
- When planning
You select an event in Odoo.
- After completion
-
The reports are added to the event.
To-dos appear under Tasks, with a link to the related event in the description.
Extended guide: How can I link Odoo with Claritalk
Zoho CRM
Sales Per user- Sign in
Standard procedure. The integration includes both Zoho CRM and Zoho WorkDrive for documents.
- When planning
You select an event in Zoho.
- After completion
-
The reports are added to the event.
The notes contain links to Zoho WorkDrive, where the reports are also uploaded as files.
To-dos from Claritalk appear in Zoho's tasks.
Microsoft 365
These three integrations work differently than the systems above: they don't write reports to a client file, but ensure that your calendar, your email context and your notes follow along with Claritalk. All three use your Microsoft 365 work account.
Microsoft Outlook 365 Calendar
Calendar Per user- Sign in
Standard procedure with your Microsoft 365 account. Claritalk requests access to your profile and your calendar.
- What it does
-
Your calendar items appear in Claritalk, so you can start a conversation from an existing appointment instead of entering them again.
Changes to your calendar follow automatically: if you move or cancel an appointment in Outlook, Claritalk updates accordingly.
If you schedule an appointment from Claritalk, it is created as a real appointment in your Outlook calendar, including participants.
- When connecting
You select which calendars Claritalk may follow. If you haven't selected any, your default calendar is used.
- Good to know
Claritalk does not write reports to your calendar items. The calendar is used to plan and identify conversations, not to store documents.
Microsoft Outlook 365 Mail
Read-only Per user- Sign in
Standard procedure with your Microsoft 365 account. Claritalk requests only read access to your mailbox.
- What it does
When preparing for a conversation, Claritalk retrieves your recent correspondence with that client so you can immediately see what has been agreed since last time.
- Privacy
-
The email is retrieved live at the time of preparation and is not copied or stored in Claritalk.
This integration is strictly personal: your correspondence is never shared with colleagues at the file level.
Claritalk cannot send, modify or delete mail.
Microsoft OneNote
Notes Per user- Sign in
Standard procedure with your Microsoft 365 account.
- When connecting
Claritalk immediately creates its own notebook Claritalk with the section Conversations. This ensures there is always a place where you have write permissions, even if you only have read access in shared notebooks.
- When planning
You select the section where the notes should go. This can be Claritalk's own section or a section in one of your existing notebooks.
- After completion
-
One page is created per conversation, with the conversation title as the page title and the report as formatted text.
The to-dos are added as real OneNote tasks that you can check off in OneNote itself.
Sending data after the fact
Did you not select a relation, party or event when creating the conversation? Or was the integration not enabled at that time? Then you don't need to do anything again: you can send the data later.
- As soon as there is an active integration, a CRM block appears in the conversation.
- From that block you send the data to the linked integration.
If the data was already sent earlier, or if you send it multiple times, duplicate data can appear on the external platform. Claritalk cannot clean those up there.
What you can set per integration
Each integration has its own settings, so you decide exactly what is sent. You can find them in the Marketplace with the integration in question.
- Which reports — you select which report or reports go along as PDF.
- Where to — for example the PDF report to the event, to WorkDrive, or both.
- In what form — as PDF or as formatted text.
- To-dos — with Zoho you can turn off tasks, with Silverfin you can exclude reports.
- Per conversation topic — you link a custom action to one specific conversation topic instead of all.
- Processes — you turn background processes on or off, or start them manually when you don't want to wait for scheduled execution.
If an integration no longer works
- Message that authentication failed? The access right has expired or been revoked. Go to Profile › Marketplace and click reconnect for the integration.
- Does Microsoft ask for admin approval? See the article Admin approval required.
- Your file or relation is not in the list? With Silverfin use the refresh button. With the other integrations, it helps to disconnect and reconnect the integration so the data is retrieved again.
- Password changed in Odoo or FID-Manager? Those integrations use the details you entered yourself. Update them in the integration settings.
The marketplace also contains integrations we are preparing or that are only available for certain plans. Feel free to ask support@claritalk.com what is possible for your organization.