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Simetrik Academy (EN)
  • 🏡Simetrik Academy
  • 📺Youtube • Simetrik
  • 🚀What's new
    • Transformations improvement
    • Groupings
      • Cumulative groupings
    • Crossover rules
    • Link to Quicksight
    • Archive reconciliations
  • 🦮Quick guide
    • Create your first reconciliation
    • Accounts and workspaces
      • Account creation
      • Auth0 Guardian Authentication
    • 1. Prepare your sources
    • 2. Configure your crossover
    • Glossary
    • Folder manager for sources, reconciliations and dashboards
    • 3.Check your results
  • 📄Sources
    • Uploading TXT files
    • Sources management
    • Updating sources
    • What can you find in your source?
      • Automatic duplicates column
      • Automatic columns
      • Applying Filters
      • Reconcilable Groups
      • Groupings
      • Transformation columns
      • Duplicate columns
    • Deleting multiple files
    • Automatic columns
    • Join of sources
  • 🔁Reconciliations
    • Creation of crossover keys
    • Collisions
    • Modification of crossover keys
    • Reconciliation sweeps
    • Sweep robustness
    • Tolerance and non-equal keys
    • Edit reconciliation
    • Manual reconciliations
    • Crossover Types Configuration
    • Chained reconciliation
    • Reconciliation tables
    • VLookUp column
    • Validation of amounts in Manual Reconciliation
    • Record adjustment
    • Archive reconciliations
    • Multiple manual reconciliations
    • Reconciliation Folders
    • Status of a reconciliation
  • 📊Dashboards
    • Dashboards name edition
    • Reconciliation Percentage
    • Custom dashboard
    • Pivot table
    • Delete Dashboard
  • 🔔Alarms
    • Alarms and notifications
  • 🔌Integrations
    • What is an integration?
    • Types of input integration
      • SFTP
  • Training session
    • Training of Trainers
  • FAQ & Tips
    • ❔FAQ
    • 🎇Tips
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  1. Integrations

What is an integration?

Integrations function as "bridges" that link Simetrik to a data source or destination, depending on whether it is an input or output integration, respectively.

PreviousIntegrationsNextTypes of input integration

Last updated 3 years ago

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Integrations include, but are not limited to, APIs, SFTPs, web scrapers, email, repositories (AWS S3, Google Drive, GCP Cloud Storage, Azure BLOB), among others.

Input integrations These types of integrations seek to generate direct connections between the information sources used by users and Simetrik. Through these integrations it will be possible to receive "structured" information, in the following formats that include but are not limited to xls, xlsx and csv.

Creating a new input integration

To create a source you must:

  1. Go to the left side menu, Integrations option.

  2. Select Automate the integration of a source.

  3. Select the source you want to integrate or Create a new source if it does not exist yet.

  4. You will then be able to continue the integration process depending on the type of integration you choose.

Basis of operation

An integration is mainly composed of 2 components:

  1. Access (Generic): Corresponds to the set of data needed to access the place where the information required to upload to the source is hosted. These accesses can be shared by more than one integration. In the case of access to Gmail, the user can establish that he/she does not want the configured access to be reused (in the case of a personal mailbox, for example).

  2. Source Specific Integrations: Correspond to the set of data that allows to identify which file and/or relevant information is located in the location indicated in the "Access" section. They also include data on how often the information should be processed, and the name that the source in question will receive, the time at which the extraction should be performed. These are specific data for the integration of a source.

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