Overview

The Integrations tab in Global Settings is the central location for configuring all external service connections, API access, authentication providers, e-signature providers, and data exchange settings for your SmartSimple instance.

To access these settings, navigate to System Administration → Global Settings → Integrations.

Authentication Settings

Configure how users authenticate into SmartSimple, including Single Sign-On (SSO) and cross-instance authentication relationships.

Configuration Links

• Single Sign-On – Configure Single Sign-On options for your instance, including identity provider settings, attribute mappings, and SAML or OAuth configuration.
• Primary Authentication Controller Configurations – Manage configurations for this instance when it acts as the primary authentication controller for other SmartSimple instances.
• Authentication Member Configurations – Manage configurations for this instance when it defers authentication to an external SmartSimple instance acting as the controller.

Toggles

• Primary Authentication Controller – Designates this instance as the authentication controller for other linked SmartSimple instances. When enabled, this instance validates login credentials on behalf of member instances.
• Authentication Member – Designates this instance as a member that uses an external SmartSimple instance to authenticate its users. Requires a Primary Authentication Controller to be configured on the linked instance.
• Enforce SSO – Disables username/password login on the login page for selected roles, requiring those users to authenticate exclusively via the configured SSO provider. Roles are selected from a multi-select list below this toggle.

API Settings

Configure SmartSimple's API access and developer tooling.

Configuration Links

• SmartConnect API – Configure SmartConnect RESTful API functions, including API key management, endpoint access, and object-level permissions. Recommended for use by developers only.
• Swagger UI – Access the interactive SmartSimple Platform Internal API documentation and testing interface. (SmartSimple Only)
• PDF Parser – Configure a parser that extracts data from uploaded PDF files and populates fields on UTA records. Useful for automating data entry from structured PDF forms.

Toggles

• Disable Get Requests in SmartConnect API – Prevents HTTP GET requests from being made against the SmartConnect API. When enabled, only POST-based requests are accepted, which can improve security for instances that do not require read-only API access.
• Disable Query Parameters in SmartConnect API – Prevents the use of query string parameters in API requests. When enabled, all API filtering and scoping must be passed in the request body rather than the URL.

Services Settings

Configure third-party service connections, data enrichment providers, payment processing, e-signatures, and other external integrations.

Configuration Links

• Integration Key Management – Store and manage API credentials, OAuth tokens, and service account keys used by other integrations throughout this tab. Configure integration keys here before enabling any dependent services.
• Salesforce Account/Contact Data Synchronization – Configure bidirectional synchronization of organization and contact records between SmartSimple and Salesforce. Requires a Salesforce service account and integration key.
• Charity Navigator Check – Manage settings for pulling organizational health data from the Charity Navigator database, including financial ratings, accountability scores, and transparency metrics.
• Payment Forms – Create and manage payment forms used to accept payments within SmartSimple, including Stripe-powered forms. Payment forms can be attached to UTA records and external portals.
• Watch Lists – Configure screening settings for CSI, LexisNexis, and Dun & Bradstreet watch lists. Used to screen organizations and contacts against sanctions lists, restricted party databases, and risk registries. Service accounts must be provided per provider.
• E-signature Queue – Review and manage incomplete or pending e-signature requests. Useful for monitoring outstanding signature workflows and re-sending or canceling requests.
• Candid Demographics Check – Manage settings for retrieving demographic data from the Candid (formerly GuideStar) database. Enriches organization records with equity-focused demographic information that nonprofits self-report to Candid.
• Integration Data Receiver – Configure SmartSimple as a receiver of structured inbound data payloads from external systems. Maps incoming data fields to SmartSimple records.
• External Data Source Integration – Manage connections to external data sources that pull live content into SmartSimple on demand. Supports displaying or populating field values from external APIs without permanently storing the data.
• Foundant GLM Import – Configure and import data from Foundant GLM into SmartSimple. (SmartSimple Only)

Toggles

• Enable Video and Audio Streaming – When enabled, supported media files uploaded to SmartSimple are rendered inline in record views rather than requiring download. Contact your SmartSimple account manager to activate. (SmartSimple Only)
• Enable GuideStar Integrations – Activates the GuideStar (Candid) integration, enabling GuideStar Profile Search and GuideStar Charity Check features across the instance. Must be toggled on before GuideStar-related features are available on organization records.
• Enable Stripe Connect – Activates Stripe payment processing for this instance. Once enabled, Stripe can be configured via Payment Forms and used on UTA records and portals.
• Enable Real-Time Webhook Integration – Enables outbound webhook notifications from SmartSimple to an external endpoint when specified events occur. Requires a Webhook URL and a Realtime Integration Key (configured under Integration Key Management) to be set before enabling.

E-signature Provider

A dropdown selector that sets the active e-signature provider for the entire instance. Only one provider can be active at a time. After selecting a provider, use the corresponding Check [Provider] Access button to validate that the integration key and service connection are configured correctly. Supported providers:

• Adobe Acrobat Sign
• DocuSign
• Signority
• SignEasy
• OneSpan Sign

Incomplete e-signature requests from any provider can be reviewed under E-signature Queue.

Data Exchange

Configure structured data sharing between SmartSimple instances. Data Exchange allows UTA records to be exported from one instance and imported into another, supporting multi-instance workflows such as funder-grantee data sharing or test-to-production migrations.

Settings

• Data Exchange Type – Selects the active data exchange framework for the instance. Options:
  • New – The current Data Exchange framework. Recommended for all new configurations.
  • Classic – The legacy XML-based exchange mechanism. Available for instances with existing Classic Data Exchange configurations.
  • None – Data Exchange is disabled for this instance.
• Enable Data Exchange on UTAs – A multi-select field specifying which UTAs in this instance participate in Data Exchange. Only UTAs selected here will have Data Exchange features available in their Connectivity tab settings.

Configuration Links

• Export Settings – Manage export configuration and authentication options for each target instance this instance sends data to.
• Import Settings – Manage import configuration and authentication options for each source instance this instance receives data from.
• Outgoing Packages – View the list of packages queued or sent to other instances. Outgoing packages can be canceled from this view if they have not yet been received.
• Incoming Packages – View packages received from Data Exchange source instances. Used to review, accept, or troubleshoot inbound exchange data.