Content Central Integration Options for Third-Party Applications

Content Central Integration Options for Third-Party Applications

Overview

This article provides an overview of the available integration options for connecting Salesforce and other third-party applications with Content Central. Depending on your specific requirements and desired outcomes, you can leverage one or a combination of the following features to streamline your document management and workflow processes.

Integration Options

1. Microsoft Office Integration

The Content Central Office Integration (CCOI) enables seamless interaction with Microsoft Office applications. Once the CCOI add-in is installed, users can capture, upload, and manage documents directly from Office applications, ensuring a streamlined document workflow within Content Central.

2. Active Directory Integration

Integrating Active Directory (AD) with Content Central allows organizations to simplify user authentication and management by utilizing existing Windows credentials. This enhances security, ensures consistent user access, and reduces administrative overhead.

3. Pre-Built Third-Party Software Integrations

Content Central provides native integration with several third-party applications, including:

  • Epicor

  • Microsoft Dynamics CRM 2013

  • QuickBooks Desktop

  • QuickBooks Online

  • Sage 50 (U.S. Edition)

  • Sage 50 (Canadian Edition)

  • Sage X3

  • Workday

4. External Data Sources (ODBC) Integration

Connecting Content Central with external databases via Open Database Connectivity (ODBC) enhances document management by automating field inputs and ensuring data consistency across different platforms. This integration eliminates manual data entry, reducing errors and improving efficiency.

The QuickLinks feature allows users to create direct URLs that navigate to specific functions or documents within Content Central. These URLs can be embedded in emails, external applications, or websites, providing users with one-click access to key resources without needing to log in separately.

6. Custom Action - Launch Web Page

The Custom Action - Launch Web Page feature allows users to create custom actions that open external web applications, portals, or linked resources directly within Content Central.

7. External Application Integration via Custom Actions & Workflow

Content Central can integrate with external applications using Custom Actions or Workflow Actions to launch third-party tools directly from the document management system. This allows businesses to:

  • Trigger external applications based on document events

  • Automate data transfer between Content Central and third-party software

  • Seamlessly link workflows across different platforms

8. Automated Document Capture (Capture Jobs)

Capture Jobs automate document ingestion by monitoring specific folders or email addresses and importing incoming documents into Content Central. This feature supports automated processing of scanned documents and emails, enhancing efficiency.

9. Export Data for System Integration

The Export Data feature in Configuration Manager and the Export Data Templates in the Administration Panel allow structured data export from Content Central to external systems. This helps streamline data transfer and maintain data integrity.

10. Workflow Export for Automated Data Transfer

Combining Content - Export workflow actions with the Workflow Export Root Folder, Content Central enables automated document exports for integration with external systems. This feature can be used to automatically transfer documents to another software system.

Conclusion

By leveraging these integration options, organizations can enhance their document management processes, improve workflow efficiency, and seamlessly connect Content Central with other third-party applications. For more detailed instructions or support, refer to the specific integration documentation or contact the support team.

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