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 a SmartSimple instance.
SmartSimple staff exclusively manage settings labeled (SmartSimple Only). These settings are not available for self-service configuration.
IN THIS ARTICLE
Authentication Settings
Configure how users authenticate into SmartSimple, including Single Sign-On (SSO) and cross-instance authentication relationships.
Authentication Configuration Links
| Link | Description |
|---|---|
| Single Sign-On | Configure Single Sign-On options for the 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. |
Authentication Toggles
| Toggle | Description |
|---|---|
| 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. This setting requires a Primary Authentication Controller configuration on the linked instance. |
| Enforce SSO | Disables username/password login on the login page for selected roles. Those users must authenticate exclusively through the configured SSO provider. Select the applicable roles from the multi-select field below this toggle. |
API Settings
Configure SmartSimple's API access and developer tooling.
API Configuration Links
| Link | Description |
|---|---|
| SmartConnect API | Configure SmartConnect RESTful API functions, including API key management, endpoint access, and object-level permissions. It is recommended for use by developers only. |
| API Users | View the API Users list and configure API user access tokens. |
| REST API Explorer | Access documentation, examples, and interactive API testing for the External Data Extraction API and SmartSimple REST API. |
| REST API Filter Builder | Create nested API conditions using a visual builder. Add groups, define operator logic, and generate the JSON required for SmartSimple REST API requests. |
| Swagger UI | Access the interactive SmartSimple Platform Internal API documentation and testing interface. (SmartSimple Only) |
API Toggles and Record Limit
| Setting | Description |
|---|---|
| Disable Get Requests in SmartConnect API | Prevents HTTP GET requests against the SmartConnect API. When enabled, the API accepts only POST-based requests. This 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, API requests must pass all filtering and scoping in the request body rather than the URL. |
| API Record Limit Per Call | A drop-down menu that sets the record limit for each API call. |
Services Settings
Configure third-party service connections, data enrichment providers, payment processing, e-signatures, and other external integrations.
NOTE Many integrations require credentials from a third-party service account. Integration Key Management stores these credentials as Integration Keys, and other settings throughout the Integrations tab reference them. It is recommended to configure integration keys before enabling dependent integrations.
Services Configuration Links
| Link | Description |
|---|---|
| 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. This 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. |
| GuideStar Profile Search | Manage GuideStar Profile Search integration settings. |
| GuideStar Charity Check | Manage settings for GuideStar Charity Check. |
| Australian Business Check | Manage settings for Australian Business Check. |
| Foundant Intelligence Charity Check | Manage settings for Foundant Intelligence Charity Check. |
| Payment Forms | Create and manage payment forms used to accept payments within SmartSimple, including Stripe-powered forms. Universal Tracking Application (UTA)/module records and external portals can use payment forms. |
| Watch Lists | Configure screening settings for CSI, LexisNexis, and Dun & Bradstreet watch lists. These settings screen organizations and contacts against sanctions lists, restricted party databases, and risk registries. Each provider requires its own service account. |
| Candid Demographics Check | Manage settings for retrieving demographic data from the Candid (formerly GuideStar) database. This feature 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. This setting 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. This feature 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) |
| Outlook Add-In | Configure settings for the SmartSimple Outlook add-in. |
Services Toggles
| Toggle | Description |
|---|---|
| Enable Video and Audio Streaming | When enabled, record views render supported media files uploaded to SmartSimple inline rather than requiring download. Contact the SmartSimple account manager to activate this setting. (SmartSimple Only) |
| Enable Due Diligence API Integrations | This billable feature verifies organization records in SmartSimple against Candid's databases. Contact the SmartSimple account manager or SmartSimple Support to enable this service. (SmartSimple Only) |
| Enable Stripe Connect | Activates Stripe payment processing for this instance. Once enabled, configure Stripe through Payment Forms and use it on UTA/module records and portals. |
| Enable Real-Time Webhook Integration | Enables outbound webhook notifications from SmartSimple to an external endpoint when specified events occur. Set a Webhook URL and a Realtime Integration Key before enabling this toggle. Configure the Realtime Integration Key under Integration Key Management. |
E-signature Settings
| Setting | Description |
|---|---|
| E-signature Queue | Review and manage incomplete or pending e-signature requests. This queue helps monitor outstanding signature workflows and re-send or cancel requests. |
| E-signature Provider |
This drop-down menu sets the active e-signature provider for the entire instance. Only one provider can be active at a time. Supported options:
|
Data Exchange
Configure structured data sharing between SmartSimple instances. Data Exchange exports UTA/module records from one instance and imports them into another. This supports multi-instance workflows such as funder-grantee data sharing or test-to-production migrations.
Data Exchange Settings
| Setting | Description |
|---|---|
| Data Exchange Type |
Radio buttons select the active data exchange framework for the instance. Options:
|
| Enable Data Exchange on UTAs/modules | A multi-select field that specifies which UTAs/modules in this instance participate in Data Exchange. Data Exchange features are available in the Connectivity tab settings only for the UTAs/modules selected here. |
Data Exchange Configuration Links
| Link | Description |
|---|---|
| Export Settings | Manage export configuration and authentication options for each target instance that receives data from this instance. |
| Import Settings | Manage import configuration and authentication options for each source instance that sends data to this instance. |
| Outgoing Packages | View the list of packages queued or sent to other instances. Cancel outgoing packages from this view if the receiving instance has not yet received them. |
| Incoming Packages | View packages received from Data Exchange source instances. Use this view to review, accept, or troubleshoot inbound exchange data. |
NOTE Once Data Exchange is enabled for a UTA/module here, additional per-UTA/module settings are configured within the Connectivity tab of each UTA/module under Classic Data Exchange Settings. These settings include Sending To/Receiving From lists, export list views, package management, and status filters.