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  1. Kantata Knowledge Base
  2. Integrations

Learn how to connect Kantata to other tools in your tech stack.

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
See all 12 articles

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
  • Mapping of User Interface Names to API Object Names
  • 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
  • Salesforce Connector Known Issues and Solutions
See all 17 articles

WHY KANTATA?

  • The Kantata Difference
  • Our People
  • How We Stack Up
  • Partners

PRODUCT

  • Resource Management
  • Financial Management
  • Project Management
  • Team Collaboration
  • Business Intelligence
  • Integrations & Workflows

SERVICES

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  • Advisory Services
  • Professional Services
  • Customer Success and Adoption
  • Success Stories

RESOURCES

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