Getting Started

• Kantata OX Integrations Overview
• Transport Layer Security - TLS

Kantata Connect

• Kantata Connect Overview
• Kantata Connect User Interface Overview
• Creating a Connection in Kantata Connect
• Recipe Details Page Overview
• Recipe Editor Overview
• Creating a Recipe in Kantata Connect

M-Bridge

• M-Bridge Integrations Platform Overview
• Managing Mapping Sets on M-Bridge
• HubSpot
• NetSuite
• Xero
• Concur
• Intacct
• Expensify
• Slack
• Jira

Embedded Integrations

API

• Kantata API Overview
• How to Register OAuth Applications in Kantata OX
• Subscribed Events Reference
• Recommended Actions for API Changes

Data & Tools

• Smart Upload Manager Overview
• Smart Reference Keys for Smart Upload Manager
• Smart Upload Manager Info Tiles
• Managing Users in Smart Upload Manager
• Uploading Invoices via Smart Upload Manager
• Smart Upload Manager Frequently Asked Questions

Salesforce

• Salesforce Integration Overview
• Salesforce Integration Setup
• Salesforce Field Mappings
• Salesforce Connector User Interface [Lightning]
• Salesforce Integration Configuration Options
• Creating a Kantata OX Project from a Salesforce Opportunity