Integration Settings

Integration Settings

Integration settings allow you to configure connections between EquiBillBook and external services, APIs, and third-party applications. Proper integration configuration enables seamless data exchange and automation with other business systems.

What are Integration Settings?

Integration settings include:

• API Configuration: API keys, endpoints, and authentication
• Third-party Services: External service connections
• Webhooks: Outgoing webhook configurations
• Data Sync: Synchronization settings with external systems
• Authentication: OAuth, API keys, and other auth methods
• Rate Limiting: API rate limits and throttling
• Error Handling: Error handling and retry policies

Accessing Integration Settings

To configure integration settings:

1. Navigate to Settings → Other Settings → Integration Settings
2. You'll find options for various integrations
3. Configure settings based on your integration requirements

Common Integration Types

1. Payment Gateway Integration

Connect payment processors:

• Payment Gateways: Razorpay, Stripe, PayPal, etc.
• API Keys: Merchant ID, API key, secret key
• Webhook URLs: Payment notification endpoints
• Test Mode: Enable test/sandbox mode
• Currency Support: Supported currencies

2. Accounting Software Integration

Connect accounting systems:

• Accounting Software: QuickBooks, Xero, Tally, etc.
• Authentication: OAuth or API key authentication
• Data Mapping: Map EquiBillBook data to accounting fields
• Sync Frequency: How often to sync data
• Sync Direction: One-way or two-way sync

3. Email Service Integration

Connect email services:

• SMTP Settings: SMTP server configuration
• Email Providers: Gmail, Outlook, custom SMTP
• Authentication: Email credentials and OAuth
• Port Settings: SMTP port (587, 465, 25)
• SSL/TLS: Encryption settings

4. SMS Gateway Integration

Connect SMS services:

• SMS Providers: Twilio, AWS SNS, local providers
• API Credentials: API key, secret, sender ID
• Message Templates: SMS message templates
• Delivery Reports: Track SMS delivery status

5. Cloud Storage Integration

Connect cloud storage services:

• Storage Providers: Google Drive, Dropbox, OneDrive, AWS S3
• Authentication: OAuth or API key
• Folder Structure: How files are organized
• Auto-backup: Automatic backup to cloud

Key Configuration Areas

1. API Configuration

API settings for integrations:

• API Endpoint: Base URL for API calls
• API Key: Authentication key
• API Secret: Secret key for authentication
• API Version: API version to use
• Timeout Settings: Request timeout duration
• Retry Policy: Retry attempts and intervals

2. Webhook Configuration

Outgoing webhook settings:

• Webhook URL: Endpoint to send webhooks
• Webhook Events: Which events trigger webhooks
• Authentication: Webhook authentication method
• Payload Format: JSON, XML, or custom format
• Retry Logic: Retry failed webhook deliveries

3. Data Sync Settings

Synchronization configuration:

• Sync Frequency: How often to sync (real-time, hourly, daily)
• Sync Direction: One-way or bidirectional sync
• Data Mapping: Map fields between systems
• Conflict Resolution: How to handle data conflicts
• Sync Filters: What data to sync

4. Authentication Methods

Authentication for integrations:

• API Key: Simple API key authentication
• OAuth 2.0: OAuth authentication flow
• Basic Auth: Username and password
• Token-based: JWT or bearer token
• Certificate: SSL certificate authentication

Step-by-Step Configuration

Step 1: Select Integration Type

1. Navigate to Integration Settings
2. Choose the integration you want to configure
3. Review integration requirements and documentation
4. Gather necessary credentials and API keys

Step 2: Configure API Settings

1. Enter API endpoint URL
2. Provide API key and secret (if required)
3. Set API version if applicable
4. Configure timeout and retry settings
5. Test API connection

Step 3: Configure Authentication

1. Choose authentication method
2. For OAuth: Complete OAuth flow to authorize
3. For API Key: Enter API credentials
4. Test authentication
5. Save authentication settings

Step 4: Configure Data Mapping

1. Map EquiBillBook fields to external system fields
2. Configure data transformation if needed
3. Set default values for unmapped fields
4. Test data mapping with sample data

Step 5: Configure Sync Settings

1. Set sync frequency (real-time, scheduled)
2. Choose sync direction
3. Configure conflict resolution rules
4. Set sync filters
5. Enable/disable auto-sync

Step 6: Test Integration

1. Test connection to external service
2. Send test data
3. Verify data is received correctly
4. Check error handling
5. Review integration logs

Step 7: Save Settings

Click "Update" or "Save" to activate the integration.

Integration Best Practices

• Security: Keep API keys and secrets secure, never share them
• Testing: Always test in sandbox/test mode first
• Documentation: Document integration configurations
• Monitoring: Monitor integration logs and errors
• Error Handling: Configure proper error handling and retries
• Rate Limits: Respect API rate limits
• Backup: Keep backups before enabling integrations
• Updates: Keep integration settings updated with API changes

Troubleshooting

Integration not connecting?

• Verify API credentials are correct
• Check API endpoint URL is correct
• Verify network connectivity
• Check firewall and security settings
• Review integration logs for errors

Authentication failing?

• Verify API keys and secrets are correct
• Check if credentials have expired
• Verify OAuth authorization is complete
• Check authentication method matches service requirements
• Regenerate credentials if needed

Data not syncing correctly?

• Verify data mapping is correct
• Check sync frequency settings
• Review sync filters
• Check for data conflicts
• Review sync logs

Webhooks not working?

• Verify webhook URL is accessible
• Check webhook authentication
• Verify webhook events are enabled
• Check webhook payload format
• Review webhook delivery logs

Important Notes

• Keep API keys and secrets secure - never expose them
• Test integrations thoroughly before going live
• Monitor integration health regularly
• Have a rollback plan if integration fails
• Document all integration configurations
• Keep integration settings updated with API changes
• Review integration logs regularly for issues

Additional Resources

For related information, see:

• API Documentation article
• Payment Gateway Setup article
• Email Configuration article
• System Configuration article

Proper integration configuration enables seamless data exchange with external systems. Configure integrations carefully and test thoroughly before enabling in production!