SoftExpert Suite integration
What will you learn?​
- Key features to help you integrate your application with SoftExpert Suite
SoftExpert Suite offers a series of internal resources that enable easy integration between its components, in addition to providing APIs and web services that facilitate integration with third-party applications.
Create integrations and connections between multiple systems. Quickly connect to third-party applications, create your own custom integrations, and automate repetitive tasks and document processing.
Inbound/Outbound Integrations​
Data inbound and outbound integration resources allow developers to create integrations easily and efficiently. These integration features allow SoftExpert Suite data to be easily integrated with other tools and systems.
See below our main resources for SoftExpert Suite data inbound and outbound.
Data source​
By creating external databases for SoftExpert Suite, developers can easily access data from external sources in various components of the system through external attributes. Additionally, you can create analyses in SoftExpert Analytics and in the SoftExpert Form dataset, which enables easy integration of information coming from outside of the system. The analyses created in SoftExpert Analytics can be viewed later on portals in the SoftExpert Suite workspace, while datasets can be selected from a list of values in the SoftExpert Form component. With this feature, users have access to accurate and updated information from various sources, which provides a more complete and efficient experience in the system.
The diagram shows the following workflow:
- Data can originate from external or internal data sources. As for external data, we may have databases hosted in different cloud service providers, such as Amazon RDS, Azure SQL Database, Google Cloud SQL, Oracle Cloud, among others. It is also possible to use local databases, such as MySQL, PostgreSQL, SQL Server, and Oracle. When it comes to internal data, we may have databases hosted in different environments, such as in the cloud, locally, or in a container.
- For data sources to be used in SoftExpert Suite, they must be created through the "Data source" menu (AD047). In this creation process, it is possible to set the necessary configurations so that the system can access and use the information contained in these data sources.
- After the data sources are properly created, it is possible to create external attributes to use them in different SoftExpert Suite components, such as SoftExpert Audit, SoftExpert Time control, SoftExpert Customer, SoftExpert Document, SoftExpert Kanban, SoftExpert Action plan, SoftExpert Workflow, and among other SoftExpert Suite components. Those external attributes allow integrating information coming from sources external to the system, providing a more complete and updated view of the data. With this features, users can work more efficiently and productively, as they have access to accurate real-time information from different data sources. Furthermore, with the data sources created, it is possible to use them for analyses in SoftExpert Analytics and in the SoftExpert Form dataset. These resources allow for a more in-depth data analysis, enabling the identification of trends and valuable insights for the business. Thus, you can make more informed and strategic decisions, based on accurate and up-to-date information from different data sources.
Before you start​
Consult these guides to better understand how to create data sources:
- Check out our guide on how to configure a data source.
- Create a MySQL data sourcein SoftExpert Suite.
REST data source​
A REST data source is a SoftExpert Suite resource that allows configuring connections to other data sources via REST, both internal and external. With this feature, it is possible to integrate SoftExpert Suite and other systems efficiently and safely. By configuring a REST data source, you can establish a connection to the APIs of other systems and extract relevant information to be used within SoftExpert Suite itself. This way, it is possible to guarantee a more complete and integrated management of the company's information.
Check out our guide on how to configure a REST data source.
Web Service data source​
A SOAP data source is another feature available in SoftExpert Suite; it allows configuring connections with other data sources via SOAP, both internal and external. With this resource, you can also integrate SoftExpert Suite with other systems in a safe and efficient way. By configuring a SOAP data source, you can establish a connection with the APIs of other systems and extract relevant information to be used within SoftExpert Suite itself. This way, it is possible to guarantee a more complete and integrated management of the company's information, using data coming from other trusted sources.
Check out our guide on how to configure a Web Service data source.
SoftExpert Suite Web API​
The SoftExpert Suite platform provides a wide variety of REST APIs, which are enabled by default. These APIs make it possible to interact with numerous SoftExpert Suite features directly from your application. Among the most relevant features, we highlight the ability to execute operations related to creating, reading, updating and deleting (CRUD) in various system components, as well as manage data in dynamic entities through the same operations.
For more information and details about our APIs, see our reference documentation.
SOAP web services​
The SoftExpert Suite platform also supports SOAP web services, allowing the integration of its features with other applications through an XML-based protocol. SOAP web services are widely used to promote interoperability between different systems and platforms, facilitating communication between applications developed in different programming languages.
As with REST APIs, SOAP web services enable the execution of create, read, update and delete (CRUD) operations in various system components, in addition to allowing data management in dynamic entities. To facilitate the consumption of these services, the SoftExpert Suite platform provides WSDL (Web Services Description Language) service descriptions, which define the structure, methods and types of data used.
We recommend consulting our specific documentation on SOAP web services for detailed information and usage examples.
Additional integration resources​
Dataset​
By using a dataset, you can capture information both internal and external to SoftExpert Suite. This feature is based on the execution of SQL commands from databases belonging to SoftExpert Suite or to external systems, which allows linking datasets to form items and attributes that need to display internal or external data.
In order to ensure correct data integration and visualization in form fields or attributes, it is essential that the SQL of the dataset be properly configured. By doing this, you ensure greater efficiency and accuracy in data collection and analysis processes.
For additional information about this feature and how to use it, see our detailed documentation.
Database interface​
The database interface (Middleware) is an additional SoftExpert Suite feature that makes data import easier for business users, even those without advanced technical knowledge in web services and REST APIs. This interface allows for efficient and simplified data integration and management.
There are two main methods for importing data using this interface: import of electronic files in XLS or XLSX format via the CM015 menu or via REST API, and execution of scripts directly in the interface table, enabling data manipulation and insertion in a more direct and customized way.
The documentation provides detailed information about the integration architecture, the interface data template, the data loading process, the structure and usage of XLS/XLSX files, about error detection and correction, and the interfaces published in the system. By exploring these sections, users will be better prepared to take full advantage of the features of the SoftExpert Suite database interface (Middleware).
External applications​
External applications are resources that allow the integration of third-party systems and services with the SoftExpert Suite platform. This integration aims to expand the features and improve interoperability between different systems, providing a more cohesive and efficient work environment.