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Integrations

Integrations connect an external system to Una and keep your model fed with its data, so you plan and report against live numbers instead of exported spreadsheets.

All Una integrations are read-only. Una never writes back to the connected system.

The four families​

SystemsWhat it brings inTypically feeds
CRMHubSpot, SalesforceDeals, pipelines, stages, ownersRevenue models — pipeline velocity, forecasting, account health
ERPNetSuite, Sage Intacct, CampfireGeneral-ledger balances and their dimensions (accounts, departments, entities)Financial models — actuals
HRISRipplingWorkers, with their legal entity, department, employment type and compensationWorkforce models — headcount and payroll planning
File / StorageAzure Blob Storage, Amazon S3Flat files that you upload to Una, or that Una reads from your own storageData from systems that Una has no direct connector for

You can run several integrations side by side, including more than one of the same provider — for example two HubSpot accounts feeding different models.

How a connection is set up​

The shape is the same whichever system you connect:

  1. Create the connection under Settings → Integrations, give it a name and pick the provider.
  2. Provide credentials. HubSpot uses a one-click OAuth consent; the others use credentials your administrator supplies.
  3. Map the data — choose which fields or dimensions Una pulls, and map them onto your model.
  4. Load — run the first sync, then set up a schedule to keep it current.

Steps 3 and 4 are where the providers differ most, so follow the page for the system you are connecting.

Integrations use several other areas of Settings, which is why they appear alongside each other:

  • Data Sources — where each connection's credentials are stored.
  • Staging Tables — where the raw data lands before it reaches your model. Tables created by an integration are managed by Una and shown read-only.
  • Data Maps — how staged values are translated into model members.
  • Import Definitions — how the staged rows are loaded into the model.

You will not normally edit these by hand for an integration; they are listed so you know what the integration created and where to look.

Keeping data current​

An integration does not poll continuously. Data refreshes when a sync runs, either because someone triggers it or because a workflow runs on a schedule. To automate it, add the relevant sync activity to a workflow — see Workflow activities → Integration.

Guides​

CRM

ERP

HRIS

  • Rippling — your Rippling administrator creates a read-only API token for Una. This needs Rippling's paid API add-on.

File / Storage