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.

Unify your processes, enhance collaboration, and accelerate decision-making with Unifize—built for ISO and FDA-regulated companies.

Unifize 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

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

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PowerBI

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Export PowerBI-compatible data for advanced reporting and analytics.

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Slack

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

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Email

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

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Scheduled
CSV Import

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Automate bulk data imports into Unifize via scheduled CSV uploads.

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SSO/SAML

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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.

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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.

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Salesforce

CRM

Jira

Project/Issue Management

Solidworks

CAD

Microsoft Dynamics 365

CRM

SAP

ERP

Autocad

CAD

SAP Business One

ERP

SAP S/4HANA

ERP

Epicor Kinetic

ERP

Epicor Prophet 21

ERP

SYSPRO

ERP

Sage X3

ERP

Sage 100cloud

ERP

Sage 300cloud

ERP

Microsoft Business Central

ERP

Microsoft Dynamics GP

ERP

Microsoft Dynamics NAV

ERP

Oracle NetSuite

ERP

Infor CloudSuite Industrial

ERP

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
1-2 weeks

Pre-Development

Complete administrative control to manage processes, users, automations, and reports.

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3-4 weeks
1-2 weeks
1-2 weeks

Testing & Launch

Validate functionality, conduct user acceptance testing, create documentation, and deploy with minimal disruption.

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Ongoing
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.

What is the difference between standard integrations and custom integrations?

Standard integrations are pre-built, plug-and-play connections with common tools like Slack, SharePoint, and PowerBI. These require minimal setup and can be used immediately.

On the other hand, custom integrations are 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.

How long does it take to implement a custom integration like Salesforce or SAP ERP?

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.

What are the integration methods available in Unifize?

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.
How does email integration work in Unifize?

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.

Can Unifize update records based on incoming emails?

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

What level of IT involvement is required for custom integrations?

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.

How do I get API keys for integrating with Unifize?

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.

Are integrations included in Unifize’s one-time implementation cost?

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

Reach out to sales@unifize.com for any questions and further information.

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