BadgeUnifize Connected Ecosystem

Connect, automate, and collaborate effortlessly with Unifize integrations

Unifize integrations connect teams and systems, reducing silos. Use plug-and-play integrations, custom integration services, or the Unifize API to create a more connected ecosystem.

Standard integrations

Standard integrations for quick deployment and faster results

Reduce setup time with Unifize’s pre-built integrations for key business tools. Connect instantly, eliminate manual work, and start seeing value from day one.

SharePoint

SharePoint

Unifize integrates with Sharepoint to sync documents in real time, track updates, and manage revisions.

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Slack

Slack

Beta

Get notifications, create records, and update checklists directly from Slack.

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Email

Email

Create records, track conversations, and update checklists from email interactions.

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Scheduled CSV Import

Scheduled CSV Import

Automate bulk data imports into Unifize via scheduled CSV uploads.

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SSO/SAML

SSO/SAML

Enable secure, centralized authentication with enterprise identity providers.

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Unifize API

Connect, extend, and automate with the Unifize API

With the Unifize API, connect your systems, manage workflows, and update data instantly, creating integrations that work the way you do.

Unifize API
Custom Integrations

Built-for-you integrations to connect Unifize with your ecosystem

For complex systems like ERPs, CRMs, CAD systems, Unifize delivers fully customized integrations. From scoping to deployment, we build solutions that match your workflows and operational needs.

Salesforce

Salesforce

CRM

Jira

Jira

Project/Issue Management

Solidworks

Solidworks

CAD

Microsoft Dynamics 365

Microsoft Dynamics 365

CRM

SAP

SAP

ERP

 Autocad

Autocad

CAD

 SAP Business One

SAP Business One

ERP

 SAP S/4HANA

SAP S/4HANA

ERP

Epicor Kinetic

Epicor Kinetic

ERP

Epicor Prophet 21

Epicor Prophet 21

ERP

SYSPRO

SYSPRO

ERP

Sage X3

Sage X3

ERP

Sage 100cloud

Sage 100cloud

ERP

Sage 300cloud

Sage 300cloud

ERP

Microsoft Business Central

Microsoft Business Central

ERP

Microsoft Dynamics GP

Microsoft Dynamics GP

ERP

Microsoft Dynamics NAV

Microsoft Dynamics NAV

ERP

Oracle NetSuite

Oracle NetSuite

ERP

Infor CloudSuite Industrial

Infor CloudSuite Industrial

ERP

BI and Analytics

Turn your organizational data into deeper insights

Export your Unifize data and combine it with other data streams and systems to unlock richer, cross-functional analytics using the BI tools your teams already rely on.

PowerBI

PowerBI

Build real-time reports in Power BI to track quality performance by process, product, or team.

Tableau

Tableau

Create rich, interactive dashboards in Tableau to uncover trends and visualize quality data at a glance.

BigQuery

BigQuery

Use BigQuery to run complex queries and join Unifize data with other systems for deeper analytics.

Integration Process

A step-by-step approach to integrating your enterprise systems

Successful integrations start with a deep understanding of business needs. Unifize’s structured process covers scoping, development, testing, and validation, ensuring smooth implementation and long-term reliability.

1-2 weeks
Pre-Development
Complete administrative control to manage processes, users, automations, and reports.
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3-4 weeks
Development
Configure APIs, implement workflows, map data fields, and build error-handling logic for seamless connectivity.
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1-2 weeks
Testing & Launch
Validate functionality, conduct user acceptance testing, create documentation, and deploy with minimal disruption.
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Ongoing
Maintenance
Continuously monitor integration performance, resolve issues, and optimize for long-term reliability and efficiency.
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FAQs

Here's some of the most asked questions.

Integrations are not included in the implementation cost and carry their development timeline and cost depending on the scope, integration type, and complexity.

Unifize does not provide self-service API key generation. To obtain API keys, contact Unifize support to register your integration, verify requirements, and receive authentication credentials.

The timeline depends on integration complexity, data volume, business rules, and API availability. Most custom integrations take 2-3 business months, covering requirement mapping, development, testing, and deployment. However, projects with complex data mapping or multiple systems may take longer.

Unifize offers two types of integrations:

  • Standard integrations: Pre-built, plug-and-play connections with common tools like Slack, SharePoint, and PowerBI. These require minimal setup and can be used immediately
  • Custom integrations: Built-to-fit solutions for enterprise systems like SAP, Salesforce, and CAD software. These require requirement mapping, development, testing, and deployment to ensure they align with business needs

Yes. Unifize can parse email content to update checklist metadata, statuses, or field values, reducing manual data entry and improving process automation.

Unifize allows users to send and receive emails within process records. Emails can also be forwarded into Unifize to create new records, ensuring all communication stays linked to workflows.

Unifize supports multiple integration approaches:

  • One-way sync – Data flows in one direction (e.g., importing records from SAP into Unifize)
  • Master data sync – Ensures consistency across platforms by updating key datasets like users, parts, or suppliers
  • Two-way sync – Enables real-time bidirectional data flow, ensuring both systems remain updated simultaneously

Custom integrations require collaboration between Unifize's team and your IT department to provide API access, define business rules, and test workflows. However, Unifize manages the entire development and deployment process.