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It is how models move from generating text to interacting with real systems. Most teams get a demo working quickly. Reliability breaks as soon as the agent touches production APIs. The problem is not choosing the right framework. It is making tool calls behave predictably across real systems, with validation, authorization, retries, and consistent data models.",{"type":17,"tag":68,"props":5527,"children":5529},{"id":5528},"what-tool-calling-actually-does",[5530],{"type":23,"value":5531},"What Tool Calling Actually Does",{"type":17,"tag":29,"props":5533,"children":5534},{},[5535],{"type":23,"value":5536},"Modern agents follow a simple loop. Tools are defined with structured schemas. The model selects a tool and generates arguments. The application executes the call. The result is returned to the model for the next step. This pattern exists across OpenAI function calling, Anthropic tool use, and frameworks like LangChain and LlamaIndex. The differences are implementation details. The reliability challenges are the same.",{"type":17,"tag":68,"props":5538,"children":5540},{"id":5539},"why-tool-calls-break-in-production",[5541],{"type":23,"value":5542},"Why Tool Calls Break in Production",{"type":17,"tag":29,"props":5544,"children":5545},{},[5546],{"type":23,"value":5547},"Most failures happen after the model chooses a tool. The execution layer is where things fall apart.",{"type":17,"tag":239,"props":5549,"children":5551},{"id":5550},"_1-missing-or-invalid-parameters",[5552],{"type":23,"value":5553},"1. Missing or Invalid Parameters",{"type":17,"tag":29,"props":5555,"children":5556},{},[5557],{"type":23,"value":5558},"Models frequently omit required fields or generate incorrect types. Benchmarks show parameter errors are one of the most common failure modes. 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Without retry strategies, agents fail. With naive retries, they overload systems or create inconsistent state.",{"type":17,"tag":239,"props":5610,"children":5612},{"id":5611},"_6-authentication-and-permission-failures",[5613],{"type":23,"value":5614},"6. Authentication and Permission Failures",{"type":17,"tag":29,"props":5616,"children":5617},{},[5618],{"type":23,"value":5619},"Tool calls require valid credentials and correct permissions. Missing scopes or expired tokens break execution. More importantly, agents must act on behalf of the correct user with proper access controls.",{"type":17,"tag":239,"props":5621,"children":5623},{"id":5622},"_7-context-overload-and-tool-confusion",[5624],{"type":23,"value":5625},"7. Context Overload and Tool Confusion",{"type":17,"tag":29,"props":5627,"children":5628},{},[5629],{"type":23,"value":5630},"Large tool definitions and responses increase token usage and reduce accuracy. 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much, logs too much, or over-permissions access, you are expanding your risk surface every time you add a new connection.",{"type":17,"tag":29,"props":93664,"children":93665},{},[93666],{"type":23,"value":93667},"The good news is that secure integrations are not just about adding encryption or passing an audit. They come from making better architectural decisions from the start.",{"type":17,"tag":29,"props":93669,"children":93670},{},[93671],{"type":23,"value":93672},"Here are five practical tips for building secure integrations, plus what to look for if you are evaluating a third-party platform.",{"type":17,"tag":68,"props":93674,"children":93676},{"id":93675},"_1-use-api-based-least-privilege-access-wherever-possible",[93677],{"type":23,"value":93678},"1. 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If your product only needs to read contacts, it should not ask for full account-wide write access.",{"type":17,"tag":29,"props":93722,"children":93723},{},[93724],{"type":23,"value":93725},"At scale, scope discipline becomes one of the biggest differentiators between a secure integration program and a risky one.",{"type":17,"tag":239,"props":93727,"children":93729},{"id":93728},"why-unifiedto-is-stronger-here",[93730],{"type":23,"value":93731},"Why Unified.to is stronger here",{"type":17,"tag":29,"props":93733,"children":93734},{},[93735,93740],{"type":17,"tag":133,"props":93736,"children":93738},{"href":212,"rel":93737},[214],[93739],{"type":23,"value":217},{"type":23,"value":93741}," was built around scoped, permissioned access. Its authorization layer supports unified scopes across categories, and the platform verifies access during connection creation so mis-scoped or incomplete connections do not quietly make it into production.",{"type":17,"tag":29,"props":93743,"children":93744},{},[93745],{"type":23,"value":93746},"That matters because you are not just managing one OAuth flow. You are managing hundreds of variations across integrations.",{"type":17,"tag":68,"props":93748,"children":93750},{"id":93749},"_2-protect-credentials-like-production-secrets-not-app-settings",[93751],{"type":23,"value":93752},"2. 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If you are using a third-party integration vendor, their credential architecture matters just as much as your own.",{"type":17,"tag":239,"props":93807,"children":93809},{"id":93808},"why-unifiedto-is-stronger-here-1",[93810],{"type":23,"value":93731},{"type":17,"tag":29,"props":93812,"children":93813},{},[93814],{"type":23,"value":93815},"Unified supports customer-controlled secret storage through providers such as AWS Secrets Manager, Google Cloud, Azure, and HashiCorp Vault. That means customers can keep OAuth credentials and end-customer API tokens in their own secrets infrastructure instead of expanding vendor-side storage risk.",{"type":17,"tag":29,"props":93817,"children":93818},{},[93819],{"type":23,"value":93820},"That is a meaningful difference. 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",{"type":17,"tag":133,"props":123196,"children":123199},{"href":123197,"rel":123198},"https://support.atlassian.com/atlassian-account/docs/manage-api-tokens-for-your-atlassian-account/",[214],[123200],{"type":23,"value":123201},"Manage API tokens",{"type":23,"value":34435},{"type":17,"tag":133,"props":123204,"children":123207},{"href":123205,"rel":123206},"https://developer.atlassian.com/cloud/jira/platform/basic-auth-for-rest-apis/",[214],[123208],{"type":23,"value":123209},"Basic auth for REST APIs",{"type":17,"tag":29,"props":123211,"children":123212},{},[123213,123215,123220,123222],{"type":23,"value":123214},"For customer-facing SaaS integrations, ",{"type":17,"tag":48,"props":123216,"children":123217},{},[123218],{"type":23,"value":123219},"OAuth 2.0 (3LO)",{"type":23,"value":123221}," is the better fit. It lets users authorize your app without sharing credentials, supports scoped access, and is the right pattern when each customer connects their own Jira tenant. 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",{"type":17,"tag":133,"props":123223,"children":123226},{"href":123224,"rel":123225},"https://developer.atlassian.com/cloud/jira/platform/oauth-2-3lo-apps/",[214],[123227],{"type":23,"value":123228},"OAuth 2.0 (3LO) apps",{"type":17,"tag":29,"props":123230,"children":123231},{},[123232],{"type":23,"value":105205},{"type":17,"tag":80,"props":123234,"children":123235},{},[123236,123247,123257],{"type":17,"tag":84,"props":123237,"children":123238},{},[123239,123240,123245],{"type":23,"value":33722},{"type":17,"tag":48,"props":123241,"children":123242},{},[123243],{"type":23,"value":123244},"API token auth",{"type":23,"value":123246}," for internal tools and testing",{"type":17,"tag":84,"props":123248,"children":123249},{},[123250,123251,123255],{"type":23,"value":33722},{"type":17,"tag":48,"props":123252,"children":123253},{},[123254],{"type":23,"value":123219},{"type":23,"value":123256}," for multi-user SaaS integrations",{"type":17,"tag":84,"props":123258,"children":123259},{},[123260,123261,123266],{"type":23,"value":33722},{"type":17,"tag":48,"props":123262,"children":123263},{},[123264],{"type":23,"value":123265},"refresh tokens",{"type":23,"value":123267}," when you need long-lived delegated access",{"type":17,"tag":239,"props":123269,"children":123271},{"id":123270},"step-2-register-an-oauth-20-app-if-you-are-building-a-saas-integration",[123272],{"type":23,"value":123273},"Step 2: Register an OAuth 2.0 app if you are building a SaaS integration",{"type":17,"tag":29,"props":123275,"children":123276},{},[123277,123279,123286,123288,123294,123296,123302,123304],{"type":23,"value":123278},"In the ",{"type":17,"tag":133,"props":123280,"children":123283},{"href":123281,"rel":123282},"https://developer.atlassian.com/console/myapps/",[214],[123284],{"type":23,"value":123285},"Atlassian developer console",{"type":23,"value":123287},", create an app, configure OAuth 2.0, and add your callback URL. 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",{"type":17,"tag":133,"props":123305,"children":123307},{"href":123224,"rel":123306},[214],[123308],{"type":23,"value":123228},{"type":17,"tag":29,"props":123310,"children":123311},{},[123312],{"type":23,"value":123313},"The authorization request includes:",{"type":17,"tag":80,"props":123315,"children":123316},{},[123317,123326,123334,123342,123350,123358,123366],{"type":17,"tag":84,"props":123318,"children":123319},{},[123320],{"type":17,"tag":6121,"props":123321,"children":123323},{"className":123322},[],[123324],{"type":23,"value":123325},"audience=api.atlassian.com",{"type":17,"tag":84,"props":123327,"children":123328},{},[123329],{"type":17,"tag":6121,"props":123330,"children":123332},{"className":123331},[],[123333],{"type":23,"value":97251},{"type":17,"tag":84,"props":123335,"children":123336},{},[123337],{"type":17,"tag":6121,"props":123338,"children":123340},{"className":123339},[],[123341],{"type":23,"value":97278},{"type":17,"tag":84,"props":123343,"children":123344},{},[123345],{"type":17,"tag":6121,"props":123346,"children":123348},{"className":123347},[],[123349],{"type":23,"value":97269},{"type":17,"tag":84,"props":123351,"children":123352},{},[123353],{"type":17,"tag":6121,"props":123354,"children":123356},{"className":123355},[],[123357],{"type":23,"value":77758},{"type":17,"tag":84,"props":123359,"children":123360},{},[123361],{"type":17,"tag":6121,"props":123362,"children":123364},{"className":123363},[],[123365],{"type":23,"value":97260},{"type":17,"tag":84,"props":123367,"children":123368},{},[123369],{"type":17,"tag":6121,"props":123370,"children":123372},{"className":123371},[],[123373],{"type":23,"value":123374},"prompt=consent",{"type":17,"tag":29,"props":123376,"children":123377},{},[123378,123380,123385],{"type":23,"value":123379},"After the user approves access, Atlassian redirects back with a ",{"type":17,"tag":6121,"props":123381,"children":123383},{"className":123382},[],[123384],{"type":23,"value":6121},{"type":23,"value":123386},". 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",{"type":17,"tag":133,"props":123454,"children":123456},{"href":123224,"rel":123455},[214],[123457],{"type":23,"value":123228},{"type":17,"tag":239,"props":123459,"children":123461},{"id":123460},"step-4-understand-the-core-jira-rest-model",[123462],{"type":23,"value":123463},"Step 4: Understand the core Jira REST model",{"type":17,"tag":29,"props":123465,"children":123466},{},[123467,123469,123474,123476],{"type":23,"value":123468},"Jira Cloud's main public API surface is ",{"type":17,"tag":48,"props":123470,"children":123471},{},[123472],{"type":23,"value":123473},"REST",{"type":23,"value":123475},", not GraphQL. Atlassian's platform docs position the Jira Cloud REST API as the core path for reading and writing issues, projects, users, comments, workflows, and related resources. 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(",{"type":17,"tag":133,"props":127393,"children":127395},{"href":127262,"rel":127394},[214],[127396],{"type":23,"value":127105},{"type":23,"value":12034},{"type":17,"tag":68,"props":127399,"children":127401},{"id":127400},"step-3-create-oauth-client-credentials",[127402],{"type":23,"value":127403},"Step 3: Create OAuth client credentials",{"type":17,"tag":29,"props":127405,"children":127406},{},[127407],{"type":23,"value":127408},"Next:",{"type":17,"tag":6154,"props":127410,"children":127411},{},[127412,127421,127426,127453],{"type":17,"tag":84,"props":127413,"children":127414},{},[127415,127416,127420],{"type":23,"value":6661},{"type":17,"tag":48,"props":127417,"children":127418},{},[127419],{"type":23,"value":127257},{"type":23,"value":54},{"type":17,"tag":84,"props":127422,"children":127423},{},[127424],{"type":23,"value":127425},"Create an OAuth client.",{"type":17,"tag":84,"props":127427,"children":127428},{},[127429,127431],{"type":23,"value":127430},"Choose the application type:\n",{"type":17,"tag":80,"props":127432,"children":127433},{},[127434,127438,127443,127448],{"type":17,"tag":84,"props":127435,"children":127436},{},[127437],{"type":23,"value":42383},{"type":17,"tag":84,"props":127439,"children":127440},{},[127441],{"type":23,"value":127442},"Desktop app",{"type":17,"tag":84,"props":127444,"children":127445},{},[127446],{"type":23,"value":127447},"Android",{"type":17,"tag":84,"props":127449,"children":127450},{},[127451],{"type":23,"value":127452},"iOS",{"type":17,"tag":84,"props":127454,"children":127455},{},[127456,127458],{"type":23,"value":127457},"For web apps, add:\n",{"type":17,"tag":80,"props":127459,"children":127460},{},[127461,127466],{"type":17,"tag":84,"props":127462,"children":127463},{},[127464],{"type":23,"value":127465},"authorized JavaScript origins",{"type":17,"tag":84,"props":127467,"children":127468},{},[127469],{"type":23,"value":127470},"authorized redirect URIs",{"type":17,"tag":29,"props":127472,"children":127473},{},[127474,127476,127481],{"type":23,"value":127475},"Google's quickstarts and OAuth docs confirm that each platform should have its own OAuth client ID. (",{"type":17,"tag":133,"props":127477,"children":127479},{"href":127262,"rel":127478},[214],[127480],{"type":23,"value":127105},{"type":23,"value":12034},{"type":17,"tag":68,"props":127483,"children":127485},{"id":127484},"step-4-choose-the-right-scopes",[127486],{"type":23,"value":127487},"Step 4: Choose the right scopes",{"type":17,"tag":29,"props":127489,"children":127490},{},[127491],{"type":23,"value":127492},"Scopes are where many integrations go wrong.",{"type":17,"tag":29,"props":127494,"children":127495},{},[127496,127498,127504],{"type":23,"value":127497},"Google's Calendar auth guide recommends configuring OAuth carefully and choosing scopes that match the exact level of access you need. Google also notes that some scopes are sensitive and can trigger a more involved review process. (",{"type":17,"tag":133,"props":127499,"children":127502},{"href":127500,"rel":127501},"https://developers.google.com/workspace/calendar/api/auth?utm_source=chatgpt.com",[214],[127503],{"type":23,"value":127105},{"type":23,"value":12034},{"type":17,"tag":29,"props":127506,"children":127507},{},[127508],{"type":23,"value":127509},"A practical way to think about scopes:",{"type":17,"tag":80,"props":127511,"children":127512},{},[127513,127518,127523],{"type":17,"tag":84,"props":127514,"children":127515},{},[127516],{"type":23,"value":127517},"use a read-only scope if you only need to show events or availability",{"type":17,"tag":84,"props":127519,"children":127520},{},[127521],{"type":23,"value":127522},"use an event write scope if you create or modify events",{"type":17,"tag":84,"props":127524,"children":127525},{},[127526],{"type":23,"value":127527},"use broader calendar scopes only when you truly need them",{"type":17,"tag":29,"props":127529,"children":127530},{},[127531],{"type":23,"value":127532},"For this guide, a simple starting point is:",{"type":17,"tag":6893,"props":127534,"children":127537},{"className":127535,"code":127536,"language":20901,"meta":23},[20899],"https://www.googleapis.com/auth/calendar.readonly\n",[127538],{"type":17,"tag":6121,"props":127539,"children":127540},{"__ignoreMap":7},[127541],{"type":23,"value":127536},{"type":17,"tag":29,"props":127543,"children":127544},{},[127545],{"type":23,"value":127546},"for reading events, then expand later if you need writes.",{"type":17,"tag":68,"props":127548,"children":127550},{"id":127549},"step-5-install-the-client-library",[127551],{"type":23,"value":127552},"Step 5: Install the client library",{"type":17,"tag":29,"props":127554,"children":127555},{},[127556],{"type":23,"value":127557},"For Python, Google's quickstart uses the official client libraries.",{"type":17,"tag":6893,"props":127559,"children":127562},{"className":127560,"code":127561,"language":48432,"meta":7},[48430],"pip install --upgrade google-api-python-client google-auth-httplib2 google-auth-oauthlib\n",[127563],{"type":17,"tag":6121,"props":127564,"children":127565},{"__ignoreMap":7},[127566],{"type":23,"value":127561},{"type":17,"tag":29,"props":127568,"children":127569},{},[127570,127572,127578],{"type":23,"value":127571},"Google's Python quickstart and related examples use those packages for desktop-style OAuth and API calls. (",{"type":17,"tag":133,"props":127573,"children":127576},{"href":127574,"rel":127575},"https://developers.google.com/workspace/calendar/api/quickstart/python?utm_source=chatgpt.com",[214],[127577],{"type":23,"value":127105},{"type":23,"value":12034},{"type":17,"tag":68,"props":127580,"children":127582},{"id":127581},"step-6-authenticate-and-list-events",[127583],{"type":23,"value":127584},"Step 6: Authenticate and list events",{"type":17,"tag":29,"props":127586,"children":127587},{},[127588],{"type":23,"value":127589},"A minimal Python example looks like this:",{"type":17,"tag":6893,"props":127591,"children":127596},{"className":127592,"code":127594,"language":127595,"meta":7},[127593],"language-python","import datetime\nimport os.path\n\nfrom google.auth.transport.requests import Request\nfrom google.oauth2.credentials import Credentials\nfrom google_auth_oauthlib.flow import InstalledAppFlow\nfrom googleapiclient.discovery import build\n\nSCOPES = [\"https://www.googleapis.com/auth/calendar.readonly\"]\n\ndef main():\n    creds = None\n\n    if os.path.exists(\"token.json\"):\n        creds = Credentials.from_authorized_user_file(\"token.json\", SCOPES)\n\n    if not creds or not creds.valid:\n        if creds and creds.expired and creds.refresh_token:\n            creds.refresh(Request())\n        else:\n            flow = InstalledAppFlow.from_client_secrets_file(\n                \"credentials.json\", SCOPES\n            )\n            creds = flow.run_local_server(port=0)\n\n        with open(\"token.json\", \"w\") as token:\n            token.write(creds.to_json())\n\n    service = build(\"calendar\", \"v3\", credentials=creds)\n\n    now = datetime.datetime.utcnow().isoformat() + \"Z\"\n    events_result = service.events().list(\n        calendarId=\"primary\",\n        timeMin=now,\n        maxResults=10,\n        singleEvents=True,\n        orderBy=\"startTime\"\n    ).execute()\n\n    events = events_result.get(\"items\", [])\n\n    for event in events:\n        start = event[\"start\"].get(\"dateTime\", event[\"start\"].get(\"date\"))\n        print(start, event.get(\"summary\", \"(no title)\"))\n\nif __name__ == \"__main__\":\n    main()\n","python",[127597],{"type":17,"tag":6121,"props":127598,"children":127599},{"__ignoreMap":7},[127600],{"type":23,"value":127594},{"type":17,"tag":29,"props":127602,"children":127603},{},[127604,127606,127612,127614,127619,127621,127627,127629,127634],{"type":23,"value":127605},"This pattern matches Google's quickstart flow: obtain OAuth credentials, build the Calendar service, then call ",{"type":17,"tag":6121,"props":127607,"children":127609},{"className":127608},[],[127610],{"type":23,"value":127611},"events.list",{"type":23,"value":127613},". Google's reference confirms the ",{"type":17,"tag":6121,"props":127615,"children":127617},{"className":127616},[],[127618],{"type":23,"value":127611},{"type":23,"value":127620}," endpoint and the ",{"type":17,"tag":6121,"props":127622,"children":127624},{"className":127623},[],[127625],{"type":23,"value":127626},"primary",{"type":23,"value":127628}," calendar keyword. (",{"type":17,"tag":133,"props":127630,"children":127632},{"href":127574,"rel":127631},[214],[127633],{"type":23,"value":127105},{"type":23,"value":12034},{"type":17,"tag":68,"props":127636,"children":127638},{"id":127637},"step-7-create-an-event",[127639],{"type":23,"value":127640},"Step 7: Create an event",{"type":17,"tag":29,"props":127642,"children":127643},{},[127644,127646,127652],{"type":23,"value":127645},"To create an event, use ",{"type":17,"tag":6121,"props":127647,"children":127649},{"className":127648},[],[127650],{"type":23,"value":127651},"events.insert",{"type":23,"value":54},{"type":17,"tag":29,"props":127654,"children":127655},{},[127656,127658,127663],{"type":23,"value":127657},"Google's reference documents ",{"type":17,"tag":6121,"props":127659,"children":127661},{"className":127660},[],[127662],{"type":23,"value":127651},{"type":23,"value":127664}," on:",{"type":17,"tag":6893,"props":127666,"children":127669},{"className":127667,"code":127668,"language":20901,"meta":23},[20899],"POST https://www.googleapis.com/calendar/v3/calendars/{calendarId}/events\n",[127670],{"type":17,"tag":6121,"props":127671,"children":127672},{"__ignoreMap":7},[127673],{"type":23,"value":127668},{"type":17,"tag":29,"props":127675,"children":127676},{},[127677,127679,127684,127686,127692],{"type":23,"value":127678},"and allows ",{"type":17,"tag":6121,"props":127680,"children":127682},{"className":127681},[],[127683],{"type":23,"value":127626},{"type":23,"value":127685}," as the calendar ID for the currently logged-in user's primary calendar. (",{"type":17,"tag":133,"props":127687,"children":127690},{"href":127688,"rel":127689},"https://developers.google.com/workspace/calendar/api/v3/reference/events/insert?utm_source=chatgpt.com",[214],[127691],{"type":23,"value":127105},{"type":23,"value":12034},{"type":17,"tag":29,"props":127694,"children":127695},{},[127696],{"type":23,"value":19878},{"type":17,"tag":6893,"props":127698,"children":127701},{"className":127699,"code":127700,"language":127595,"meta":7},[127593],"event_body = {\n    \"summary\": \"Customer Onboarding Call\",\n    \"description\": \"Kickoff with the customer success team.\",\n    \"start\": {\n        \"dateTime\": \"2026-04-02T10:00:00-04:00\",\n        \"timeZone\": \"America/New_York\"\n    },\n    \"end\": {\n        \"dateTime\": \"2026-04-02T10:30:00-04:00\",\n        \"timeZone\": \"America/New_York\"\n    },\n    \"attendees\": [\n        {\"email\": \"customer@example.com\"}\n    ]\n}\n\ncreated = service.events().insert(\n    calendarId=\"primary\",\n    body=event_body,\n    sendUpdates=\"all\"\n).execute()\n\nprint(created[\"id\"])\n",[127702],{"type":17,"tag":6121,"props":127703,"children":127704},{"__ignoreMap":7},[127705],{"type":23,"value":127700},{"type":17,"tag":68,"props":127707,"children":127709},{"id":127708},"step-8-update-or-delete-an-event",[127710],{"type":23,"value":127711},"Step 8: Update or delete an event",{"type":17,"tag":29,"props":127713,"children":127714},{},[127715,127717,127723,127724,127730],{"type":23,"value":127716},"For updates, Google supports both ",{"type":17,"tag":6121,"props":127718,"children":127720},{"className":127719},[],[127721],{"type":23,"value":127722},"events.update",{"type":23,"value":34435},{"type":17,"tag":6121,"props":127725,"children":127727},{"className":127726},[],[127728],{"type":23,"value":127729},"events.patch",{"type":23,"value":54},{"type":17,"tag":29,"props":127732,"children":127733},{},[127734,127736,127741,127743,127748,127750,127755,127757,127763],{"type":23,"value":127735},"The important nuance is that ",{"type":17,"tag":6121,"props":127737,"children":127739},{"className":127738},[],[127740],{"type":23,"value":11845},{"type":23,"value":127742}," replaces the full resource, while ",{"type":17,"tag":6121,"props":127744,"children":127746},{"className":127745},[],[127747],{"type":23,"value":98470},{"type":23,"value":127749}," supports partial updates. Google also notes that ",{"type":17,"tag":6121,"props":127751,"children":127753},{"className":127752},[],[127754],{"type":23,"value":98470},{"type":23,"value":127756}," consumes more quota units than a normal update. (",{"type":17,"tag":133,"props":127758,"children":127761},{"href":127759,"rel":127760},"https://developers.google.com/workspace/calendar/api/v3/reference/events/update?utm_source=chatgpt.com",[214],[127762],{"type":23,"value":127105},{"type":23,"value":12034},{"type":17,"tag":29,"props":127765,"children":127766},{},[127767],{"type":23,"value":127768},"Partial update example:",{"type":17,"tag":6893,"props":127770,"children":127773},{"className":127771,"code":127772,"language":127595,"meta":7},[127593],"service.events().patch(\n    calendarId=\"primary\",\n    eventId=event_id,\n    body={\"summary\": \"Updated Onboarding Call\"}\n).execute()\n",[127774],{"type":17,"tag":6121,"props":127775,"children":127776},{"__ignoreMap":7},[127777],{"type":23,"value":127772},{"type":17,"tag":29,"props":127779,"children":127780},{},[127781],{"type":23,"value":127782},"Delete example:",{"type":17,"tag":6893,"props":127784,"children":127787},{"className":127785,"code":127786,"language":127595,"meta":7},[127593],"service.events().delete(\n    calendarId=\"primary\",\n    eventId=event_id,\n    sendUpdates=\"all\"\n).execute()\n",[127788],{"type":17,"tag":6121,"props":127789,"children":127790},{"__ignoreMap":7},[127791],{"type":23,"value":127786},{"type":17,"tag":68,"props":127793,"children":127795},{"id":127794},"step-9-query-freebusy-availability",[127796],{"type":23,"value":127797},"Step 9: Query free/busy availability",{"type":17,"tag":29,"props":127799,"children":127800},{},[127801,127803,127809],{"type":23,"value":127802},"For scheduling products, ",{"type":17,"tag":6121,"props":127804,"children":127806},{"className":127805},[],[127807],{"type":23,"value":127808},"freebusy.query",{"type":23,"value":127810}," is often more important than raw event reads.",{"type":17,"tag":29,"props":127812,"children":127813},{},[127814],{"type":23,"value":127815},"Google documents the free/busy endpoint as:",{"type":17,"tag":6893,"props":127817,"children":127820},{"className":127818,"code":127819,"language":20901,"meta":23},[20899],"POST https://www.googleapis.com/calendar/v3/freeBusy\n",[127821],{"type":17,"tag":6121,"props":127822,"children":127823},{"__ignoreMap":7},[127824],{"type":23,"value":127819},{"type":17,"tag":29,"props":127826,"children":127827},{},[127828,127830,127836],{"type":23,"value":127829},"It returns busy intervals for a set of calendars. (",{"type":17,"tag":133,"props":127831,"children":127834},{"href":127832,"rel":127833},"https://developers.google.com/workspace/calendar/api/v3/reference/freebusy/query?utm_source=chatgpt.com",[214],[127835],{"type":23,"value":127105},{"type":23,"value":12034},{"type":17,"tag":29,"props":127838,"children":127839},{},[127840],{"type":23,"value":19878},{"type":17,"tag":6893,"props":127842,"children":127845},{"className":127843,"code":127844,"language":127595,"meta":7},[127593],"body = {\n    \"timeMin\": \"2026-04-02T00:00:00Z\",\n    \"timeMax\": \"2026-04-03T00:00:00Z\",\n    \"timeZone\": \"America/New_York\",\n    \"items\": [{\"id\": \"primary\"}]\n}\n\navailability = service.freebusy().query(body=body).execute()\nprint(availability)\n",[127846],{"type":17,"tag":6121,"props":127847,"children":127848},{"__ignoreMap":7},[127849],{"type":23,"value":127844},{"type":17,"tag":29,"props":127851,"children":127852},{},[127853,127855,127860],{"type":23,"value":127854},"One subtle point: free/busy gives you ",{"type":17,"tag":48,"props":127856,"children":127857},{},[127858],{"type":23,"value":127859},"busy blocks",{"type":23,"value":127861},", not ready-made free slots. Your application still has to compute the complement and then rank candidate windows.",{"type":17,"tag":68,"props":127863,"children":127865},{"id":127864},"step-10-subscribe-to-changes-with-webhooks",[127866],{"type":23,"value":127867},"Step 10: Subscribe to changes with webhooks",{"type":17,"tag":29,"props":127869,"children":127870},{},[127871],{"type":23,"value":127872},"Google supports change notifications through watch channels.",{"type":17,"tag":29,"props":127874,"children":127875},{},[127876],{"type":23,"value":127877},"For events, the reference endpoint is:",{"type":17,"tag":6893,"props":127879,"children":127882},{"className":127880,"code":127881,"language":20901,"meta":23},[20899],"POST https://www.googleapis.com/calendar/v3/calendars/{calendarId}/events/watch\n",[127883],{"type":17,"tag":6121,"props":127884,"children":127885},{"__ignoreMap":7},[127886],{"type":23,"value":127881},{"type":17,"tag":29,"props":127888,"children":127889},{},[127890,127892,127898],{"type":23,"value":127891},"Google's watch method lets you register a webhook endpoint to receive notifications when event resources change. (",{"type":17,"tag":133,"props":127893,"children":127896},{"href":127894,"rel":127895},"https://developers.google.com/workspace/calendar/api/v3/reference/events/watch?utm_source=chatgpt.com",[214],[127897],{"type":23,"value":127105},{"type":23,"value":12034},{"type":17,"tag":29,"props":127900,"children":127901},{},[127902],{"type":23,"value":33980},{"type":17,"tag":6893,"props":127904,"children":127907},{"className":127905,"code":127906,"language":127595,"meta":7},[127593],"channel = {\n    \"id\": \"your-unique-channel-id\",\n    \"type\": \"web_hook\",\n    \"address\": \"https://yourdomain.com/webhooks/google-calendar\"\n}\n\nresponse = service.events().watch(\n    calendarId=\"primary\",\n    body=channel\n).execute()\n",[127908],{"type":17,"tag":6121,"props":127909,"children":127910},{"__ignoreMap":7},[127911],{"type":23,"value":127906},{"type":17,"tag":29,"props":127913,"children":127914},{},[127915,127917,127922],{"type":23,"value":127916},"Important caveat: Google's webhook notifications tell you ",{"type":17,"tag":48,"props":127918,"children":127919},{},[127920],{"type":23,"value":127921},"that something changed",{"type":23,"value":127923},", not the full changed event payload. In practice, your webhook handler usually triggers a follow-up read or incremental sync.",{"type":17,"tag":68,"props":127925,"children":127927},{"id":127926},"step-11-use-sync-tokens-for-incremental-sync",[127928],{"type":23,"value":127929},"Step 11: Use sync tokens for incremental sync",{"type":17,"tag":29,"props":127931,"children":127932},{},[127933],{"type":23,"value":127934},"If you are maintaining local state, full re-downloads are wasteful.",{"type":17,"tag":29,"props":127936,"children":127937},{},[127938,127940,127946,127948,127954,127956,127962,127964,127970],{"type":23,"value":127939},"Google's incremental sync guide explains that you should store the ",{"type":17,"tag":6121,"props":127941,"children":127943},{"className":127942},[],[127944],{"type":23,"value":127945},"nextSyncToken",{"type":23,"value":127947}," returned by a list request and then pass it back as ",{"type":17,"tag":6121,"props":127949,"children":127951},{"className":127950},[],[127952],{"type":23,"value":127953},"syncToken",{"type":23,"value":127955}," on later requests to retrieve only changed resources. Google also notes that deleted entries are always included in incremental sync so clients can remove them locally. If a sync token expires, Google returns ",{"type":17,"tag":6121,"props":127957,"children":127959},{"className":127958},[],[127960],{"type":23,"value":127961},"410 GONE",{"type":23,"value":127963}," and you must perform a fresh full sync. (",{"type":17,"tag":133,"props":127965,"children":127968},{"href":127966,"rel":127967},"https://developers.google.com/workspace/calendar/api/guides/sync?utm_source=chatgpt.com",[214],[127969],{"type":23,"value":127105},{"type":23,"value":12034},{"type":17,"tag":29,"props":127972,"children":127973},{},[127974],{"type":23,"value":127975},"This is one of the main reasons a direct integration gets more complex in production than it looks in a quickstart.",{"type":17,"tag":68,"props":127977,"children":127979},{"id":127978},"common-production-issues-with-direct-google-calendar-integrations",[127980],{"type":23,"value":127981},"Common production issues with direct Google Calendar integrations",{"type":17,"tag":29,"props":127983,"children":127984},{},[127985],{"type":23,"value":127986},"The Google Calendar API is workable. The real challenge is everything around it.",{"type":17,"tag":29,"props":127988,"children":127989},{},[127990],{"type":23,"value":127991},"In production, you usually end up owning:",{"type":17,"tag":80,"props":127993,"children":127994},{},[127995,128000,128005,128010,128015,128020,128030,128042,128047,128052],{"type":17,"tag":84,"props":127996,"children":127997},{},[127998],{"type":23,"value":127999},"OAuth client setup and redirect management",{"type":17,"tag":84,"props":128001,"children":128002},{},[128003],{"type":23,"value":128004},"scope selection and reauthorization",{"type":17,"tag":84,"props":128006,"children":128007},{},[128008],{"type":23,"value":128009},"secure storage of access and refresh tokens",{"type":17,"tag":84,"props":128011,"children":128012},{},[128013],{"type":23,"value":128014},"automatic token refresh",{"type":17,"tag":84,"props":128016,"children":128017},{},[128018],{"type":23,"value":128019},"webhook subscription creation and renewal",{"type":17,"tag":84,"props":128021,"children":128022},{},[128023,128025],{"type":23,"value":128024},"incremental sync logic with ",{"type":17,"tag":6121,"props":128026,"children":128028},{"className":128027},[],[128029],{"type":23,"value":127953},{"type":17,"tag":84,"props":128031,"children":128032},{},[128033,128035,128040],{"type":23,"value":128034},"handling ",{"type":17,"tag":6121,"props":128036,"children":128038},{"className":128037},[],[128039],{"type":23,"value":127961},{"type":23,"value":128041}," and other edge cases",{"type":17,"tag":84,"props":128043,"children":128044},{},[128045],{"type":23,"value":128046},"free/busy computation on top of raw busy blocks",{"type":17,"tag":84,"props":128048,"children":128049},{},[128050],{"type":23,"value":128051},"recurring-event complexity",{"type":17,"tag":84,"props":128053,"children":128054},{},[128055,128059],{"type":17,"tag":133,"props":128056,"children":128057},{"href":1857},[128058],{"type":23,"value":1860},{"type":23,"value":128060},", retries, and rate-limit handling",{"type":17,"tag":29,"props":128062,"children":128063},{},[128064],{"type":23,"value":128065},"None of that is unusual. 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The integration work starts after sourcing,...","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_source_candidates_externally_and_push_them_into_an_ats_using_unified_ats_api-icon.png",{"type":14,"children":135411,"toc":136234},[135412,135417,135420,135427,135432,135437,135447,135490,135496,135501,135524,135529,135535,135541,135559,135568,135574,135585,135652,135665,135671,135676,135694,135699,135717,135723,135728,135745,135753,135758,135767,135779,135785,135794,135798,135816,135822,135831,135835,135875,135881,135886,135917,135923,135932,135938,135947,135966,135972,135977,135986,135990,136008,136014,136019,136028,136032,136045,136051,136098,136103,136124,136130,136135,136158,136163,136168,136173,136213,136218,136226],{"type":17,"tag":18,"props":135413,"children":135415},{"id":135414},"how-to-source-candidates-externally-and-push-them-into-an-ats-using-unifieds-ats-api",[135416],{"type":23,"value":135407},{"type":17,"tag":25,"props":135418,"children":135419},{},[],{"type":17,"tag":29,"props":135421,"children":135422},{},[135423],{"type":17,"tag":33,"props":135424,"children":135425},{},[135426],{"type":23,"value":131160},{"type":17,"tag":29,"props":135428,"children":135429},{},[135430],{"type":23,"value":135431},"Sourcing candidates outside the ATS is common.",{"type":17,"tag":29,"props":135433,"children":135434},{},[135435],{"type":23,"value":135436},"Recruiters pull from internal talent databases, enrichment providers, sourcing tools, and external pipelines. The integration work starts after sourcing: pushing candidates into the ATS cleanly, without duplicates, and with enough metadata for recruiters to act.",{"type":17,"tag":29,"props":135438,"children":135439},{},[135440,135442,135446],{"type":23,"value":135441},"This guide walks through a full write-back workflow using Unified's ",{"type":17,"tag":133,"props":135443,"children":135444},{"href":55696},[135445],{"type":23,"value":55699},{"type":23,"value":20456},{"type":17,"tag":6154,"props":135448,"children":135449},{},[135450,135455,135460,135465,135470,135475,135480,135485],{"type":17,"tag":84,"props":135451,"children":135452},{},[135453],{"type":23,"value":135454},"Read job requirements from the ATS",{"type":17,"tag":84,"props":135456,"children":135457},{},[135458],{"type":23,"value":135459},"Match against an external talent source",{"type":17,"tag":84,"props":135461,"children":135462},{},[135463],{"type":23,"value":135464},"De-duplicate candidates",{"type":17,"tag":84,"props":135466,"children":135467},{},[135468],{"type":23,"value":135469},"Create candidate",{"type":17,"tag":84,"props":135471,"children":135472},{},[135473],{"type":23,"value":135474},"Create application",{"type":17,"tag":84,"props":135476,"children":135477},{},[135478],{"type":23,"value":135479},"Attach resume",{"type":17,"tag":84,"props":135481,"children":135482},{},[135483],{"type":23,"value":135484},"Set stage",{"type":17,"tag":84,"props":135486,"children":135487},{},[135488],{"type":23,"value":135489},"Add tags and source metadata",{"type":17,"tag":68,"props":135491,"children":135493},{"id":135492},"the-mental-model-your-sourcing-engine-is-external-the-ats-is-the-system-of-record",[135494],{"type":23,"value":135495},"The mental model: your sourcing engine is external, the ATS is the system of record",{"type":17,"tag":29,"props":135497,"children":135498},{},[135499],{"type":23,"value":135500},"Your matching pipeline lives outside the ATS. But the ATS remains the operational system recruiters use. Your integration must:",{"type":17,"tag":80,"props":135502,"children":135503},{},[135504,135509,135514,135519],{"type":17,"tag":84,"props":135505,"children":135506},{},[135507],{"type":23,"value":135508},"Avoid creating duplicate candidates",{"type":17,"tag":84,"props":135510,"children":135511},{},[135512],{"type":23,"value":135513},"Sequence writes predictably",{"type":17,"tag":84,"props":135515,"children":135516},{},[135517],{"type":23,"value":135518},"Handle provider variability (documents, stages, custom fields)",{"type":17,"tag":84,"props":135520,"children":135521},{},[135522],{"type":23,"value":135523},"Be idempotent in your own application logic",{"type":17,"tag":29,"props":135525,"children":135526},{},[135527],{"type":23,"value":135528},"Unified provides normalized objects and consistent endpoints. It does not enforce upserts or de-dupe for you.",{"type":17,"tag":68,"props":135530,"children":135532},{"id":135531},"step-1-pull-job-requirements-from-the-ats",[135533],{"type":23,"value":135534},"Step 1: Pull job requirements from the ATS",{"type":17,"tag":239,"props":135536,"children":135538},{"id":135537},"list-jobs-and-filter-to-open-roles",[135539],{"type":23,"value":135540},"List jobs and filter to open roles",{"type":17,"tag":29,"props":135542,"children":135543},{},[135544,135550,135552,135557],{"type":17,"tag":6121,"props":135545,"children":135547},{"className":135546},[],[135548],{"type":23,"value":135549},"listAtsJobs",{"type":23,"value":135551}," supports a ",{"type":17,"tag":6121,"props":135553,"children":135555},{"className":135554},[],[135556],{"type":23,"value":19949},{"type":23,"value":135558}," filter. Use it when the integration returns status reliably; otherwise, pull jobs and filter locally.",{"type":17,"tag":6893,"props":135560,"children":135563},{"className":135561,"code":135562,"language":18718,"meta":7},[18716],"const jobs = await sdk.ats.listAtsJobs({\n  connectionId,\n  status: 'OPEN', // if supported by the integration's job model\n  limit: 100,\n  offset: 0,\n  sort: 'updated_at',\n  order: 'asc',\n  fields: '',\n  raw: '',\n});\n",[135564],{"type":17,"tag":6121,"props":135565,"children":135566},{"__ignoreMap":7},[135567],{"type":23,"value":135562},{"type":17,"tag":239,"props":135569,"children":135571},{"id":135570},"what-to-extract-for-matching",[135572],{"type":23,"value":135573},"What to extract for matching",{"type":17,"tag":29,"props":135575,"children":135576},{},[135577,135578,135583],{"type":23,"value":132433},{"type":17,"tag":6121,"props":135579,"children":135581},{"className":135580},[],[135582],{"type":23,"value":75743},{"type":23,"value":135584},", the most useful matching signals are:",{"type":17,"tag":80,"props":135586,"children":135587},{},[135588,135602,135618,135632,135642],{"type":17,"tag":84,"props":135589,"children":135590},{},[135591,135596,135597],{"type":17,"tag":6121,"props":135592,"children":135594},{"className":135593},[],[135595],{"type":23,"value":18781},{"type":23,"value":11826},{"type":17,"tag":6121,"props":135598,"children":135600},{"className":135599},[],[135601],{"type":23,"value":24679},{"type":17,"tag":84,"props":135603,"children":135604},{},[135605,135611,135612],{"type":17,"tag":6121,"props":135606,"children":135608},{"className":135607},[],[135609],{"type":23,"value":135610},"minimum_experience_years",{"type":23,"value":11826},{"type":17,"tag":6121,"props":135613,"children":135615},{"className":135614},[],[135616],{"type":23,"value":135617},"minimum_degree",{"type":17,"tag":84,"props":135619,"children":135620},{},[135621,135626,135627],{"type":17,"tag":6121,"props":135622,"children":135624},{"className":135623},[],[135625],{"type":23,"value":75514},{"type":23,"value":11826},{"type":17,"tag":6121,"props":135628,"children":135630},{"className":135629},[],[135631],{"type":23,"value":75550},{"type":17,"tag":84,"props":135633,"children":135634},{},[135635,135640],{"type":17,"tag":6121,"props":135636,"children":135638},{"className":135637},[],[135639],{"type":23,"value":135273},{"type":23,"value":135641}," (screening criteria)",{"type":17,"tag":84,"props":135643,"children":135644},{},[135645,135650],{"type":17,"tag":6121,"props":135646,"children":135648},{"className":135647},[],[135649],{"type":23,"value":133378},{"type":23,"value":135651}," (customer-specific requirements)",{"type":17,"tag":29,"props":135653,"children":135654},{},[135655,135657,135663],{"type":23,"value":135656},"Do not rely on ",{"type":17,"tag":6121,"props":135658,"children":135660},{"className":135659},[],[135661],{"type":23,"value":135662},"skills[]",{"type":23,"value":135664}," as a primary requirement signal. It exists in the normalized schema but is not consistently populated across ATS integrations.",{"type":17,"tag":68,"props":135666,"children":135668},{"id":135667},"step-2-match-candidates-externally",[135669],{"type":23,"value":135670},"Step 2: Match candidates externally",{"type":17,"tag":29,"props":135672,"children":135673},{},[135674],{"type":23,"value":135675},"This is your product's logic. A practical baseline is a hybrid approach:",{"type":17,"tag":80,"props":135677,"children":135678},{},[135679,135684,135689],{"type":17,"tag":84,"props":135680,"children":135681},{},[135682],{"type":23,"value":135683},"Hard filters: degree, minimum years, location/remote, work authorization (if you track it)",{"type":17,"tag":84,"props":135685,"children":135686},{},[135687],{"type":23,"value":135688},"Retrieval: embeddings over job description vs resume / experience text",{"type":17,"tag":84,"props":135690,"children":135691},{},[135692],{"type":23,"value":135693},"Reranking: rules + model score",{"type":17,"tag":29,"props":135695,"children":135696},{},[135697],{"type":23,"value":135698},"The key output from this step should be:",{"type":17,"tag":80,"props":135700,"children":135701},{},[135702,135707,135712],{"type":17,"tag":84,"props":135703,"children":135704},{},[135705],{"type":23,"value":135706},"The external candidate record",{"type":17,"tag":84,"props":135708,"children":135709},{},[135710],{"type":23,"value":135711},"A match score + explanation (for auditability)",{"type":17,"tag":84,"props":135713,"children":135714},{},[135715],{"type":23,"value":135716},"A normalized candidate payload to write into the ATS",{"type":17,"tag":68,"props":135718,"children":135720},{"id":135719},"step-3-handle-duplicate-candidates-email-based-matching",[135721],{"type":23,"value":135722},"Step 3: Handle duplicate candidates (email-based matching)",{"type":17,"tag":29,"props":135724,"children":135725},{},[135726],{"type":23,"value":135727},"Unified does not provide idempotency keys or upsert semantics for ATS writes. You must avoid duplicates explicitly.",{"type":17,"tag":29,"props":135729,"children":135730},{},[135731,135737,135738,135743],{"type":17,"tag":6121,"props":135732,"children":135734},{"className":135733},[],[135735],{"type":23,"value":135736},"listAtsCandidates",{"type":23,"value":135551},{"type":17,"tag":6121,"props":135739,"children":135741},{"className":135740},[],[135742],{"type":23,"value":48368},{"type":23,"value":135744}," parameter documented as:",{"type":17,"tag":3414,"props":135746,"children":135747},{},[135748],{"type":17,"tag":29,"props":135749,"children":135750},{},[135751],{"type":23,"value":135752},"'Query string to search. eg. email address or name'",{"type":17,"tag":29,"props":135754,"children":135755},{},[135756],{"type":23,"value":135757},"Use it for email-based matching.",{"type":17,"tag":6893,"props":135759,"children":135762},{"className":135760,"code":135761,"language":18718,"meta":7},[18716],"const existing = await sdk.ats.listAtsCandidates({\n  connectionId,\n  query: 'candidate@example.com',\n  limit: 10,\n  offset: 0,\n  sort: 'updated_at',\n  order: 'asc',\n  fields: '',\n  raw: '',\n});\n",[135763],{"type":17,"tag":6121,"props":135764,"children":135765},{"__ignoreMap":7},[135766],{"type":23,"value":135761},{"type":17,"tag":29,"props":135768,"children":135769},{},[135770,135772,135777],{"type":23,"value":135771},"If you find a match, reuse that candidate ",{"type":17,"tag":6121,"props":135773,"children":135775},{"className":135774},[],[135776],{"type":23,"value":18766},{"type":23,"value":135778},". If not, create a new candidate.",{"type":17,"tag":68,"props":135780,"children":135782},{"id":135781},"step-4-create-a-candidate",[135783],{"type":23,"value":135784},"Step 4: Create a candidate",{"type":17,"tag":6893,"props":135786,"children":135789},{"className":135787,"code":135788,"language":18718,"meta":7},[18716],"const candidate = await sdk.ats.createAtsCandidate({\n  connectionId,\n  atsCandidate: {\n    first_name: 'Jane',\n    last_name: 'Doe',\n    emails: [{ email: 'jane@example.com', type: 'WORK' }],\n    title: 'Senior Backend Engineer',\n    company_name: 'Previous Co',\n    origin: 'SOURCED',\n    tags: ['SOURCED', 'EXTERNAL_MATCH'],\n    metadata: [\n      { slug: 'source_system', value: 'external_db' },\n      { slug: 'match_score', value: 0.87 },\n    ],\n  },\n  fields: '',\n  raw: '',\n});\n",[135790],{"type":17,"tag":6121,"props":135791,"children":135792},{"__ignoreMap":7},[135793],{"type":23,"value":135788},{"type":17,"tag":29,"props":135795,"children":135796},{},[135797],{"type":23,"value":21128},{"type":17,"tag":80,"props":135799,"children":135800},{},[135801,135806,135811],{"type":17,"tag":84,"props":135802,"children":135803},{},[135804],{"type":23,"value":135805},"Required fields vary by ATS integration.",{"type":17,"tag":84,"props":135807,"children":135808},{},[135809],{"type":23,"value":135810},"Some providers may require email/name.",{"type":17,"tag":84,"props":135812,"children":135813},{},[135814],{"type":23,"value":135815},"Treat tags and metadata as provider-dependent fields (they are part of the model, but field-level write support varies).",{"type":17,"tag":68,"props":135817,"children":135819},{"id":135818},"step-5-create-an-application-link-candidate-job",[135820],{"type":23,"value":135821},"Step 5: Create an application (link candidate → job)",{"type":17,"tag":6893,"props":135823,"children":135826},{"className":135824,"code":135825,"language":18718,"meta":7},[18716],"const application = await sdk.ats.createAtsApplication({\n  connectionId,\n  atsApplication: {\n    candidate_id: candidate.id,\n    job_id: job.id,\n    status: 'NEW',\n    source: 'External sourcing pipeline',\n  },\n  fields: '',\n  raw: '',\n});\n",[135827],{"type":17,"tag":6121,"props":135828,"children":135829},{"__ignoreMap":7},[135830],{"type":23,"value":135825},{"type":17,"tag":29,"props":135832,"children":135833},{},[135834],{"type":23,"value":21128},{"type":17,"tag":80,"props":135836,"children":135837},{},[135838,135854,135864],{"type":17,"tag":84,"props":135839,"children":135840},{},[135841,135846,135847,135852],{"type":17,"tag":6121,"props":135842,"children":135844},{"className":135843},[],[135845],{"type":23,"value":117296},{"type":23,"value":34435},{"type":17,"tag":6121,"props":135848,"children":135850},{"className":135849},[],[135851],{"type":23,"value":117309},{"type":23,"value":135853}," are typically required (integration-specific).",{"type":17,"tag":84,"props":135855,"children":135856},{},[135857,135862],{"type":17,"tag":6121,"props":135858,"children":135860},{"className":135859},[],[135861],{"type":23,"value":19949},{"type":23,"value":135863}," is writable on create for many integrations.",{"type":17,"tag":84,"props":135865,"children":135866},{},[135867,135873],{"type":17,"tag":6121,"props":135868,"children":135870},{"className":135869},[],[135871],{"type":23,"value":135872},"offers[]",{"type":23,"value":135874}," is not writable via the ATS unified application object.",{"type":17,"tag":68,"props":135876,"children":135878},{"id":135877},"step-6-attach-the-resume",[135879],{"type":23,"value":135880},"Step 6: Attach the resume",{"type":17,"tag":29,"props":135882,"children":135883},{},[135884],{"type":23,"value":135885},"You can attach resumes using the unified Document object. The key variability is:",{"type":17,"tag":80,"props":135887,"children":135888},{},[135889,135902,135912],{"type":17,"tag":84,"props":135890,"children":135891},{},[135892,135894,135900],{"type":23,"value":135893},"Some integrations accept ",{"type":17,"tag":6121,"props":135895,"children":135897},{"className":135896},[],[135898],{"type":23,"value":135899},"document_data",{"type":23,"value":135901}," (base64)",{"type":17,"tag":84,"props":135903,"children":135904},{},[135905,135907],{"type":23,"value":135906},"Some accept ",{"type":17,"tag":6121,"props":135908,"children":135910},{"className":135909},[],[135911],{"type":23,"value":134916},{"type":17,"tag":84,"props":135913,"children":135914},{},[135915],{"type":23,"value":135916},"Attachments may be candidate-bound or application-bound depending on the ATS integration",{"type":17,"tag":239,"props":135918,"children":135920},{"id":135919},"variant-a-base64-resume-upload",[135921],{"type":23,"value":135922},"Variant A: Base64 resume upload",{"type":17,"tag":6893,"props":135924,"children":135927},{"className":135925,"code":135926,"language":18718,"meta":7},[18716],"await sdk.ats.createAtsDocument({\n  connectionId,\n  atsDocument: {\n    filename: 'resume.pdf',\n    type: 'RESUME',\n    candidate_id: candidate.id,\n    document_data: base64EncodedResume,\n  },\n  fields: '',\n  raw: '',\n});\n",[135928],{"type":17,"tag":6121,"props":135929,"children":135930},{"__ignoreMap":7},[135931],{"type":23,"value":135926},{"type":17,"tag":239,"props":135933,"children":135935},{"id":135934},"variant-b-url-based-resume-attachment",[135936],{"type":23,"value":135937},"Variant B: URL-based resume attachment",{"type":17,"tag":6893,"props":135939,"children":135942},{"className":135940,"code":135941,"language":18718,"meta":7},[18716],"await sdk.ats.createAtsDocument({\n  connectionId,\n  atsDocument: {\n    filename: 'resume.pdf',\n    type: 'RESUME',\n    application_id: application.id,\n    document_url: 'https://your-storage.com/resumes/jane-doe.pdf',\n  },\n  fields: '',\n  raw: '',\n});\n",[135943],{"type":17,"tag":6121,"props":135944,"children":135945},{"__ignoreMap":7},[135946],{"type":23,"value":135941},{"type":17,"tag":29,"props":135948,"children":135949},{},[135950,135952,135957,135959,135964],{"type":23,"value":135951},"Important detail: ",{"type":17,"tag":6121,"props":135953,"children":135955},{"className":135954},[],[135956],{"type":23,"value":134916},{"type":23,"value":135958}," values returned by Unified for reading often expire after one hour. For write flows, if you are providing ",{"type":17,"tag":6121,"props":135960,"children":135962},{"className":135961},[],[135963],{"type":23,"value":134916},{"type":23,"value":135965},", ensure it is accessible to the ATS integration.",{"type":17,"tag":68,"props":135967,"children":135969},{"id":135968},"step-7-set-stage-update-the-application-status",[135970],{"type":23,"value":135971},"Step 7: Set stage (update the application status)",{"type":17,"tag":29,"props":135973,"children":135974},{},[135975],{"type":23,"value":135976},"You can update the application status via:",{"type":17,"tag":6893,"props":135978,"children":135981},{"className":135979,"code":135980,"language":18718,"meta":7},[18716],"await sdk.ats.updateAtsApplication({\n  connectionId,\n  id: application.id,\n  atsApplication: {\n    status: 'REVIEWING',\n  },\n  fields: '',\n  raw: '',\n});\n",[135982],{"type":17,"tag":6121,"props":135983,"children":135984},{"__ignoreMap":7},[135985],{"type":23,"value":135980},{"type":17,"tag":29,"props":135987,"children":135988},{},[135989],{"type":23,"value":21128},{"type":17,"tag":80,"props":135991,"children":135992},{},[135993,135998,136003],{"type":17,"tag":84,"props":135994,"children":135995},{},[135996],{"type":23,"value":135997},"Stage transition rules are not documented as a Unified-wide model.",{"type":17,"tag":84,"props":135999,"children":136000},{},[136001],{"type":23,"value":136002},"Some providers classify status/original_status as 'slow fields.'",{"type":17,"tag":84,"props":136004,"children":136005},{},[136006],{"type":23,"value":136007},"Handle 429/5XX with backoff and retry.",{"type":17,"tag":68,"props":136009,"children":136011},{"id":136010},"step-8-add-tags-and-source-metadata",[136012],{"type":23,"value":136013},"Step 8: Add tags and source metadata",{"type":17,"tag":29,"props":136015,"children":136016},{},[136017],{"type":23,"value":136018},"If you didn't apply tags at create time or want to add more context:",{"type":17,"tag":6893,"props":136020,"children":136023},{"className":136021,"code":136022,"language":18718,"meta":7},[18716],"await sdk.ats.updateAtsCandidate({\n  connectionId,\n  id: candidate.id,\n  atsCandidate: {\n    tags: ['SOURCED', 'AI_MATCHED', 'HIGH_CONFIDENCE'],\n    metadata: [\n      { slug: 'source_system', value: 'external_db' },\n      { slug: 'source_run_id', value: 'run_2026_02_25_001' },\n    ],\n  },\n  fields: '',\n  raw: '',\n});\n",[136024],{"type":17,"tag":6121,"props":136025,"children":136026},{"__ignoreMap":7},[136027],{"type":23,"value":136022},{"type":17,"tag":29,"props":136029,"children":136030},{},[136031],{"type":23,"value":21128},{"type":17,"tag":80,"props":136033,"children":136034},{},[136035,136040],{"type":17,"tag":84,"props":136036,"children":136037},{},[136038],{"type":23,"value":136039},"Tags and metadata are part of the normalized model.",{"type":17,"tag":84,"props":136041,"children":136042},{},[136043],{"type":23,"value":136044},"Actual write support may vary by provider; 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LMS providers model courses as flat catalogs. Others introduce sections or sessions. Some expose module hierarchies. Others only return content items attached to courses. Structure depth, field availability, and filtering support vary widely across providers.",{"type":17,"tag":29,"props":153587,"children":153588},{},[153589],{"type":23,"value":153590},"When teams build LMS integrations assuming consistent structure, course browsing breaks. Modules disappear. Sections are ignored. Content trees flatten unexpectedly.",{"type":17,"tag":29,"props":153592,"children":153593},{},[153594,153595,153599],{"type":23,"value":25244},{"type":17,"tag":133,"props":153596,"children":153597},{"href":54426},[153598],{"type":23,"value":54429},{"type":23,"value":153600}," provides a normalized interface to fetch courses, classes, modules, and content — while preserving provider-specific realities. You get a consistent object model and parameter surface, without inventing structure that doesn't exist upstream.",{"type":17,"tag":29,"props":153602,"children":153603},{},[153604],{"type":23,"value":153605},"This guide shows how to fetch course catalogs, reconstruct module hierarchies, retrieve learning items, and keep structure in sync across LMS platforms — safely and provider-aware.",{"type":17,"tag":68,"props":153607,"children":153609},{"id":153608},"the-unified-lms-structure-model",[153610],{"type":23,"value":153611},"The Unified LMS Structure Model",{"type":17,"tag":29,"props":153613,"children":153614},{},[153615],{"type":23,"value":153616},"Unified exposes the following core objects:",{"type":17,"tag":80,"props":153618,"children":153619},{},[153620,153629,153639,153648,153657],{"type":17,"tag":84,"props":153621,"children":153622},{},[153623,153627],{"type":17,"tag":48,"props":153624,"children":153625},{},[153626],{"type":23,"value":55275},{"type":23,"value":153628}," → catalog-level course entry",{"type":17,"tag":84,"props":153630,"children":153631},{},[153632,153637],{"type":17,"tag":48,"props":153633,"children":153634},{},[153635],{"type":23,"value":153636},"Class",{"type":23,"value":153638}," → section/session of a course (optional per provider)",{"type":17,"tag":84,"props":153640,"children":153641},{},[153642,153646],{"type":17,"tag":48,"props":153643,"children":153644},{},[153645],{"type":23,"value":55327},{"type":23,"value":153647}," → module or content grouping (optional per provider)",{"type":17,"tag":84,"props":153649,"children":153650},{},[153651,153655],{"type":17,"tag":48,"props":153652,"children":153653},{},[153654],{"type":23,"value":55314},{"type":23,"value":153656}," → learning item (lesson, video, document, etc.)",{"type":17,"tag":84,"props":153658,"children":153659},{},[153660,153664],{"type":17,"tag":48,"props":153661,"children":153662},{},[153663],{"type":23,"value":33999},{"type":23,"value":153665}," → learner progress (optional enrichment)",{"type":17,"tag":29,"props":153667,"children":153668},{},[153669],{"type":23,"value":153670},"Structure is reconstructed by joining these objects. 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Where supported, you can use it for incremental sync. 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Others expose section-level rosters. Some do not expose enrollment lists at all. Few support webhook notifications for roster changes. And despite generic update payloads, most providers do not allow writing enrollment state through unified APIs.",{"type":17,"tag":29,"props":154463,"children":154464},{},[154465],{"type":23,"value":154466},"When teams build enrollment sync logic on top of assumptions instead of documented capabilities, the result is fragile integrations, incomplete rosters, and inconsistent reporting.",{"type":17,"tag":29,"props":154468,"children":154469},{},[154470,154471,154475,154477,154483],{"type":23,"value":25244},{"type":17,"tag":133,"props":154472,"children":154473},{"href":54426},[154474],{"type":23,"value":54429},{"type":23,"value":154476}," takes a more explicit approach. It does not invent an Enrollment object. It does not simulate real-time events where none exist. Instead, it exposes enrollment as it exists in the underlying LMS — primarily through ",{"type":17,"tag":6121,"props":154478,"children":154480},{"className":154479},[],[154481],{"type":23,"value":154482},"student_ids",{"type":23,"value":154484}," arrays on Course objects (and, where supported, Class objects). 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Write support for enrollment state is not broadly available across LMS providers.",{"type":17,"tag":68,"props":154552,"children":154554},{"id":154553},"the-canonical-enrollment-model-in-unified",[154555],{"type":23,"value":154556},"The Canonical Enrollment Model in Unified",{"type":17,"tag":29,"props":154558,"children":154559},{},[154560,154562,154568],{"type":23,"value":154561},"Unified does not expose a standalone ",{"type":17,"tag":6121,"props":154563,"children":154565},{"className":154564},[],[154566],{"type":23,"value":154567},"Enrollment",{"type":23,"value":74653},{"type":17,"tag":29,"props":154570,"children":154571},{},[154572],{"type":23,"value":154573},"Enrollment is represented through relationships:",{"type":17,"tag":80,"props":154575,"children":154576},{},[154577,154588,154599],{"type":17,"tag":84,"props":154578,"children":154579},{},[154580,154586],{"type":17,"tag":6121,"props":154581,"children":154583},{"className":154582},[],[154584],{"type":23,"value":154585},"Course.student_ids",{"type":23,"value":154587}," → array of enrolled student IDs (where supported)",{"type":17,"tag":84,"props":154589,"children":154590},{},[154591,154597],{"type":17,"tag":6121,"props":154592,"children":154594},{"className":154593},[],[154595],{"type":23,"value":154596},"Class.course_id",{"type":23,"value":154598}," → required link to parent Course",{"type":17,"tag":84,"props":154600,"children":154601},{},[154602,154608],{"type":17,"tag":6121,"props":154603,"children":154605},{"className":154604},[],[154606],{"type":23,"value":154607},"Class.student_ids",{"type":23,"value":154609}," → optional and rarely populated across providers",{"type":17,"tag":29,"props":154611,"children":154612},{},[154613,154615,154620],{"type":23,"value":154614},"The Student object does not list course memberships. 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Channels change, threads branch, reactions and button clicks carry intent, and attachments move alongside the conversation. When messaging data is stitched together with polling loops or platform-specific logic, bots miss events, threading breaks, and teams end up with inconsistent behavior across Slack, Teams, email, and community platforms.",{"type":17,"tag":29,"props":167141,"children":167142},{},[167143,167147],{"type":17,"tag":133,"props":167144,"children":167145},{"href":14913},[167146],{"type":23,"value":27356},{"type":23,"value":167148}," integration exists to solve that problem.",{"type":17,"tag":29,"props":167150,"children":167151},{},[167152],{"type":23,"value":167153},"In this guide, we'll explain what a Messaging API covers, which objects matter in practice, how threads work, how updates are delivered, and how Unified's Messaging API fits alongside Ticketing, Call Center, KMS, Storage, and GenAI in the broader platform.",{"type":17,"tag":68,"props":167155,"children":167157},{"id":167156},"introduction-to-messaging-api-integrations",[167158],{"type":23,"value":167159},"Introduction to Messaging API Integrations",{"type":17,"tag":29,"props":167161,"children":167162},{},[167163],{"type":23,"value":167164},"Messaging platforms such as Slack, Microsoft Teams, Discord, Gmail, Outlook, IMAP mailboxes, Intercom, and community tools expose very different models:",{"type":17,"tag":29,"props":167166,"children":167167},{},[167168],{"type":23,"value":167169},"Some are channel-based chat, some are email-style conversations, some have rich interactive events, and some have limited change notifications.",{"type":17,"tag":29,"props":167171,"children":167172},{},[167173],{"type":23,"value":167174},"Products that need to support multiple providers quickly run into:",{"type":17,"tag":29,"props":167176,"children":167177},{},[167178],{"type":23,"value":167179},"Inconsistent threading and reply mechanics",{"type":17,"tag":29,"props":167181,"children":167182},{},[167183],{"type":23,"value":167184},"Different event and webhook behavior across platforms",{"type":17,"tag":29,"props":167186,"children":167187},{},[167188],{"type":23,"value":167189},"Different message formats (plain text, HTML, markdown)",{"type":17,"tag":29,"props":167191,"children":167192},{},[167193],{"type":23,"value":167194},"Attachments that require separate handling and access control",{"type":17,"tag":29,"props":167196,"children":167197},{},[167198],{"type":23,"value":167199},"A Messaging API provides a consistent way to read and write communication data across providers without building and maintaining separate implementations per platform.",{"type":17,"tag":68,"props":167201,"children":167202},{"id":14903},[167203],{"type":23,"value":167204},"What Is a Messaging API?",{"type":17,"tag":29,"props":167206,"children":167207},{},[167208],{"type":23,"value":167209},"A Messaging API allows applications to programmatically access and manage communication data.",{"type":17,"tag":29,"props":167211,"children":167212},{},[167213],{"type":23,"value":167214},"In practice, this includes:",{"type":17,"tag":29,"props":167216,"children":167217},{},[167218],{"type":23,"value":167219},"Listing and retrieving channels or conversation containers",{"type":17,"tag":29,"props":167221,"children":167222},{},[167223],{"type":23,"value":167224},"Reading messages and thread structures",{"type":17,"tag":29,"props":167226,"children":167227},{},[167228],{"type":23,"value":167229},"Sending messages and replies",{"type":17,"tag":29,"props":167231,"children":167232},{},[167233],{"type":23,"value":167234},"Updating messages where the provider allows edits",{"type":17,"tag":29,"props":167236,"children":167237},{},[167238],{"type":23,"value":167239},"Receiving interaction events (reactions, mentions, button clicks) where supported",{"type":17,"tag":29,"props":167241,"children":167242},{},[167243],{"type":23,"value":167244},"Messaging APIs focus on conversation data and interaction signals. They are not support-ticket systems, telephony APIs, knowledge bases, file drives, or model-inference endpoints.",{"type":17,"tag":68,"props":167246,"children":167248},{"id":167247},"messaging-api-vs-ticketing-call-center-kms-storage-and-genai",[167249],{"type":23,"value":167250},"Messaging API vs Ticketing, Call Center, KMS, Storage, and GenAI",{"type":17,"tag":29,"props":167252,"children":167253},{},[167254],{"type":23,"value":167255},"Unified treats Messaging as its own category with clear boundaries.",{"type":17,"tag":29,"props":167257,"children":167258},{},[167259],{"type":23,"value":167260},"Messaging API: channels, messages, and interaction events.",{"type":17,"tag":29,"props":167262,"children":167263},{},[167264,167268],{"type":17,"tag":133,"props":167265,"children":167266},{"href":31987},[167267],{"type":23,"value":150656},{"type":23,"value":167269},": tickets, customers, notes, and categories.",{"type":17,"tag":29,"props":167271,"children":167272},{},[167273,167278],{"type":17,"tag":133,"props":167274,"children":167275},{"href":30386},[167276],{"type":23,"value":167277},"Call Center API",{"type":23,"value":167279},": calls, call contacts, call notes, and recordings.",{"type":17,"tag":29,"props":167281,"children":167282},{},[167283],{"type":23,"value":167284},"KMS API: spaces, pages, and comments for knowledge content.",{"type":17,"tag":29,"props":167286,"children":167287},{},[167288],{"type":23,"value":167289},"Storage API: files and folders across cloud drives.",{"type":17,"tag":29,"props":167291,"children":167292},{},[167293],{"type":23,"value":167294},"GenAI API: models, prompts, and embeddings.",{"type":17,"tag":29,"props":167296,"children":167297},{},[167298],{"type":23,"value":167299},"Messaging data can feed those other categories (for example, creating a ticket from a message, or summarizing a thread using a model), but those actions are handled explicitly by your application using the appropriate APIs.",{"type":17,"tag":68,"props":167301,"children":167303},{"id":167302},"real-time-vs-polling-in-messaging-platforms",[167304],{"type":23,"value":167305},"Real-Time vs Polling in Messaging Platforms",{"type":17,"tag":239,"props":167307,"children":167309},{"id":167308},"live-access-to-source-providers",[167310],{"type":23,"value":167311},"Live Access to Source Providers",{"type":17,"tag":29,"props":167313,"children":167314},{},[167315],{"type":23,"value":167316},"Unified's Messaging API sends every request to the connected provider at request time. There is no cached replica. Reads reflect the provider's current state, subject to provider rate limits and availability.",{"type":17,"tag":239,"props":167318,"children":167320},{"id":167319},"updates-webhooks-and-provider-reality",[167321],{"type":23,"value":167322},"Updates: Webhooks and Provider Reality",{"type":17,"tag":29,"props":167324,"children":167325},{},[167326],{"type":23,"value":167327},"Update delivery varies by provider and by object:",{"type":17,"tag":29,"props":167329,"children":167330},{},[167331],{"type":23,"value":167332},"Some providers deliver rich, immediate event notifications.",{"type":17,"tag":29,"props":167334,"children":167335},{},[167336],{"type":23,"value":167337},"Some providers only support 'new message' notifications.",{"type":17,"tag":29,"props":167339,"children":167340},{},[167341],{"type":23,"value":167342},"Some providers rely on scheduled checks behind the scenes.",{"type":17,"tag":29,"props":167344,"children":167345},{},[167346],{"type":23,"value":167347},"Unified supports provider-native webhook delivery where available and scheduled change detection where it isn't. 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Messaging is optimized for communication objects, not file management.",{"type":17,"tag":68,"props":167547,"children":167549},{"id":167548},"identity-in-messaging",[167550],{"type":23,"value":167551},"Identity in Messaging",{"type":17,"tag":29,"props":167553,"children":167554},{},[167555],{"type":23,"value":167556},"Messaging objects contain messaging-native participant structures (authors, recipients, mentions, reactions).",{"type":17,"tag":29,"props":167558,"children":167559},{},[167560],{"type":23,"value":167561},"They do not reference CRM contacts, ticket IDs, or knowledge pages. 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Requests are stateless and processed in-region.",{"type":17,"tag":29,"props":167577,"children":167578},{},[167579],{"type":23,"value":167580},"On your side, treat these fields as sensitive:",{"type":17,"tag":29,"props":167582,"children":167583},{},[167584],{"type":23,"value":167585},"Message bodies (plain text and formatted variants)",{"type":17,"tag":29,"props":167587,"children":167588},{},[167589],{"type":23,"value":167590},"Participant identity fields (names, emails)",{"type":17,"tag":29,"props":167592,"children":167593},{},[167594],{"type":23,"value":167595},"Attachment metadata and download URLs",{"type":17,"tag":29,"props":167597,"children":167598},{},[167599],{"type":23,"value":167600},"Reaction and mention data, which can reveal behavior and intent",{"type":17,"tag":29,"props":167602,"children":167603},{},[167604],{"type":23,"value":167605},"If you are feeding messaging content into model calls, make sure your product enforces least-privilege access and limits what you store and log.",{"type":17,"tag":68,"props":167607,"children":167609},{"id":167608},"common-messaging-api-use-cases",[167610],{"type":23,"value":167611},"Common Messaging API Use Cases",{"type":17,"tag":239,"props":167613,"children":167615},{"id":167614},"bots-and-assistants",[167616],{"type":23,"value":167617},"Bots and Assistants",{"type":17,"tag":29,"props":167619,"children":167620},{},[167621],{"type":23,"value":167622},"React to events and respond in-thread using parent_id for consistent threading.",{"type":17,"tag":239,"props":167624,"children":167626},{"id":167625},"cross-platform-routing",[167627],{"type":23,"value":167628},"Cross-Platform Routing",{"type":17,"tag":29,"props":167630,"children":167631},{},[167632],{"type":23,"value":167633},"Read from one provider and write to another using the same message shape, handling provider-specific limits where necessary.",{"type":17,"tag":239,"props":167635,"children":167637},{"id":167636},"compliance-and-archiving",[167638],{"type":23,"value":167639},"Compliance and Archiving",{"type":17,"tag":29,"props":167641,"children":167642},{},[167643],{"type":23,"value":167644},"Pull messages and store them in your own environment for retention requirements. Messaging access is separate from long-term storage.",{"type":17,"tag":239,"props":167646,"children":167648},{"id":167647},"ticket-creation-from-conversations",[167649],{"type":23,"value":167650},"Ticket Creation from Conversations",{"type":17,"tag":29,"props":167652,"children":167653},{},[167654],{"type":23,"value":167655},"Detect an issue in a message, then create a ticket in the Ticketing API with a link back to the original thread.",{"type":17,"tag":239,"props":167657,"children":167659},{"id":167658},"summarization-and-analysis",[167660],{"type":23,"value":167661},"Summarization and Analysis",{"type":17,"tag":29,"props":167663,"children":167664},{},[167665],{"type":23,"value":167666},"Use the GenAI API to summarize threads or classify sentiment after retrieving the underlying messages.",{"type":17,"tag":68,"props":167668,"children":167669},{"id":164971},[167670],{"type":23,"value":164974},{"type":17,"tag":29,"props":167672,"children":167673},{},[167674],{"type":23,"value":167675},"Provider capabilities differ across:",{"type":17,"tag":29,"props":167677,"children":167678},{},[167679],{"type":23,"value":167680},"Which event types exist",{"type":17,"tag":29,"props":167682,"children":167683},{},[167684],{"type":23,"value":167685},"Whether message updates are supported",{"type":17,"tag":29,"props":167687,"children":167688},{},[167689],{"type":23,"value":167690},"Whether deletions are available",{"type":17,"tag":29,"props":167692,"children":167693},{},[167694],{"type":23,"value":167695},"How threads are represented",{"type":17,"tag":29,"props":167697,"children":167698},{},[167699],{"type":23,"value":167700},"Whether efficient incremental retrieval is available",{"type":17,"tag":29,"props":167702,"children":167703},{},[167704],{"type":23,"value":167705},"A messaging integration should be designed to handle these differences cleanly, while keeping thread structure consistent through parent_id.",{"type":17,"tag":68,"props":167707,"children":167709},{"id":167708},"build-messaging-integrations-without-platform-specific-rewrites",[167710],{"type":23,"value":167711},"Build messaging integrations without platform-specific rewrites",{"type":17,"tag":29,"props":167713,"children":167714},{},[167715],{"type":23,"value":167716},"If your product relies on conversation data across multiple providers, maintaining separate messaging integrations quickly becomes brittle.",{"type":17,"tag":29,"props":167718,"children":167719},{},[167720],{"type":23,"value":167721},"Unified's Messaging API provides a consistent way to read channels, send and update messages, reconstruct threads, and react to events across supported platforms.",{"type":17,"tag":29,"props":167723,"children":167724},{},[167725,167726],{"type":23,"value":1609},{"type":17,"tag":133,"props":167727,"children":167729},{"href":1612,"rel":167728},[214],[167730],{"type":23,"value":1616},{"type":17,"tag":29,"props":167732,"children":167733},{},[167734,167735],{"type":23,"value":1609},{"type":17,"tag":133,"props":167736,"children":167738},{"href":1623,"rel":167737},[214],[167739],{"type":23,"value":1627},{"type":17,"tag":68,"props":167741,"children":167742},{"id":95759},[167743],{"type":23,"value":95762},{"type":17,"tag":29,"props":167745,"children":167746},{},[167747],{"type":17,"tag":48,"props":167748,"children":167749},{},[167750],{"type":23,"value":14906},{"type":17,"tag":29,"props":167752,"children":167753},{},[167754],{"type":23,"value":167755},"An API that lets applications work with channels, messages, threads, and interaction events programmatically.",{"type":17,"tag":29,"props":167757,"children":167758},{},[167759],{"type":17,"tag":48,"props":167760,"children":167761},{},[167762],{"type":23,"value":167763},"How does threading work across providers?",{"type":17,"tag":29,"props":167765,"children":167766},{},[167767],{"type":23,"value":167768},"Replies are represented using parent_id, where each reply points to the message it responds to.",{"type":17,"tag":29,"props":167770,"children":167771},{},[167772],{"type":17,"tag":48,"props":167773,"children":167774},{},[167775],{"type":23,"value":167776},"Can I receive real-time updates?",{"type":17,"tag":29,"props":167778,"children":167779},{},[167780],{"type":23,"value":167781},"Yes, via webhook delivery where supported. Event coverage varies by provider.",{"type":17,"tag":29,"props":167783,"children":167784},{},[167785],{"type":17,"tag":48,"props":167786,"children":167787},{},[167788],{"type":23,"value":167789},"Does the Messaging API store message content?",{"type":17,"tag":29,"props":167791,"children":167792},{},[167793],{"type":23,"value":167794},"No. Message data is not stored at rest.",{"type":17,"tag":29,"props":167796,"children":167797},{},[167798],{"type":17,"tag":48,"props":167799,"children":167800},{},[167801],{"type":23,"value":167802},"Can I build bots with this?",{"type":17,"tag":29,"props":167804,"children":167805},{},[167806],{"type":23,"value":167807},"Yes. Use event delivery plus message creation with parent_id to reply in-thread where appropriate.",{"type":17,"tag":29,"props":167809,"children":167810},{},[167811],{"type":17,"tag":48,"props":167812,"children":167813},{},[167814],{"type":23,"value":167815},"How does Messaging differ from Ticketing or Call Center?",{"type":17,"tag":29,"props":167817,"children":167818},{},[167819],{"type":23,"value":167820},"Messaging is conversation data. Ticketing is support cases. Call Center is voice call records and recordings.",{"title":7,"searchDepth":1629,"depth":1629,"links":167822},[167823,167824,167825,167826,167830,167835,167836,167837,167838,167839,167846,167847,167848],{"id":167156,"depth":1629,"text":167159},{"id":14903,"depth":1629,"text":167204},{"id":167247,"depth":1629,"text":167250},{"id":167302,"depth":1629,"text":167305,"children":167827},[167828,167829],{"id":167308,"depth":1635,"text":167311},{"id":167319,"depth":1635,"text":167322},{"id":167350,"depth":1629,"text":167353,"children":167831},[167832,167833,167834],{"id":33459,"depth":1635,"text":167363},{"id":137672,"depth":1635,"text":148609},{"id":99198,"depth":1635,"text":63118},{"id":167496,"depth":1629,"text":167499},{"id":167532,"depth":1629,"text":167535},{"id":167548,"depth":1629,"text":167551},{"id":164849,"depth":1629,"text":164852},{"id":167608,"depth":1629,"text":167611,"children":167840},[167841,167842,167843,167844,167845],{"id":167614,"depth":1635,"text":167617},{"id":167625,"depth":1635,"text":167628},{"id":167636,"depth":1635,"text":167639},{"id":167647,"depth":1635,"text":167650},{"id":167658,"depth":1635,"text":167661},{"id":164971,"depth":1629,"text":164974},{"id":167708,"depth":1629,"text":167711},{"id":95759,"depth":1629,"text":95762},"content:blog:messaging_api_integration_real_time_channels_messages_threads_and_events_across_platforms.md","blog/messaging_api_integration_real_time_channels_messages_threads_and_events_across_platforms.md","blog/messaging_api_integration_real_time_channels_messages_threads_and_events_across_platforms",{"_path":167853,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":167854,"description":167855,"img":167856,"date":167857,"tag":12,"body":167858,"_type":1677,"_id":168886,"_source":1679,"_file":168887,"_stem":168888,"_extension":1682},"/blog/permissions_security_and_compliance_in_rag_pipelines","Permissions, Security, and Compliance in RAG Pipelines","Retrieval-augmented generation (RAG) changes how enterprise software answers questions.","https://s3.us-east-2.amazonaws.com/unified-article-images/permissions_security_and_compliance_in_rag_pipelines-icon.png","2026-02-12T21:00:00.000Z",{"type":14,"children":167859,"toc":168868},[167860,167865,167868,167875,167884,167889,167894,167902,167907,167912,167918,167923,167928,167933,167956,167961,167967,167972,167978,167983,168018,168023,168028,168033,168039,168044,168082,168087,168105,168110,168143,168148,168154,168159,168164,168170,168175,168180,168188,168201,168207,168219,168226,168244,168249,168255,168260,168264,168284,168289,168294,168300,168305,168323,168328,168346,168351,168357,168362,168367,168385,168390,168413,168418,168424,168429,168447,168452,168470,168475,168480,168485,168503,168509,168514,168519,168537,168542,168547,168575,168580,168586,168591,168644,168649,168677,168682,168688,168693,168698,168724,168729,168750,168755,168760,168765,168783,168787,168792,168797,168835,168840,168845,168850,168859],{"type":17,"tag":18,"props":167861,"children":167863},{"id":167862},"permissions-security-and-compliance-in-rag-pipelines",[167864],{"type":23,"value":167854},{"type":17,"tag":25,"props":167866,"children":167867},{},[],{"type":17,"tag":29,"props":167869,"children":167870},{},[167871],{"type":17,"tag":33,"props":167872,"children":167873},{},[167874],{"type":23,"value":165325},{"type":17,"tag":29,"props":167876,"children":167877},{},[167878,167882],{"type":17,"tag":133,"props":167879,"children":167880},{"href":77021},[167881],{"type":23,"value":137991},{"type":23,"value":167883}," (RAG) changes how enterprise software answers questions.",{"type":17,"tag":29,"props":167885,"children":167886},{},[167887],{"type":23,"value":167888},"Instead of relying only on model training data, a RAG system retrieves internal content — CRM records, support tickets, contracts, knowledge base articles, HR files — and injects that context into the prompt.",{"type":17,"tag":29,"props":167890,"children":167891},{},[167892],{"type":23,"value":167893},"That power introduces a new surface area:",{"type":17,"tag":3414,"props":167895,"children":167896},{},[167897],{"type":17,"tag":29,"props":167898,"children":167899},{},[167900],{"type":23,"value":167901},"Who is allowed to retrieve what — and how do you prove it?",{"type":17,"tag":29,"props":167903,"children":167904},{},[167905],{"type":23,"value":167906},"In enterprise environments, permissions, tenant isolation, and auditability are not optional layers added after the model works. They are architectural requirements.",{"type":17,"tag":29,"props":167908,"children":167909},{},[167910],{"type":23,"value":167911},"This article explains how production RAG systems enforce authorization, where security checks must occur, and what compliance teams expect to see.",{"type":17,"tag":68,"props":167913,"children":167915},{"id":167914},"why-permissions-become-harder-in-rag",[167916],{"type":23,"value":167917},"Why Permissions Become Harder in RAG",{"type":17,"tag":29,"props":167919,"children":167920},{},[167921],{"type":23,"value":167922},"Traditional SaaS applications enforce permissions at the UI and API layers.",{"type":17,"tag":29,"props":167924,"children":167925},{},[167926],{"type":23,"value":167927},"RAG introduces a new layer: a vector store that contains embedded representations of content.",{"type":17,"tag":29,"props":167929,"children":167930},{},[167931],{"type":23,"value":167932},"Vector search engines optimize for semantic similarity, not authorization. Without additional controls:",{"type":17,"tag":80,"props":167934,"children":167935},{},[167936,167941,167946,167951],{"type":17,"tag":84,"props":167937,"children":167938},{},[167939],{"type":23,"value":167940},"A user could retrieve content they should not see.",{"type":17,"tag":84,"props":167942,"children":167943},{},[167944],{"type":23,"value":167945},"Multi-tenant data could leak across customers.",{"type":17,"tag":84,"props":167947,"children":167948},{},[167949],{"type":23,"value":167950},"Stale permissions could persist in embeddings.",{"type":17,"tag":84,"props":167952,"children":167953},{},[167954],{"type":23,"value":167955},"Sensitive data could be included in model context unintentionally.",{"type":17,"tag":29,"props":167957,"children":167958},{},[167959],{"type":23,"value":167960},"RAG pipelines must treat authorization as a first-class concern across ingestion, indexing, retrieval, and generation.",{"type":17,"tag":68,"props":167962,"children":167964},{"id":167963},"authorization-checkpoints-in-a-production-rag-pipeline",[167965],{"type":23,"value":167966},"Authorization Checkpoints in a Production RAG Pipeline",{"type":17,"tag":29,"props":167968,"children":167969},{},[167970],{"type":23,"value":167971},"In practice, permission enforcement happens at multiple stages.",{"type":17,"tag":239,"props":167973,"children":167975},{"id":167974},"_1-ingestion-capture-access-rules-from-the-source",[167976],{"type":23,"value":167977},"1. 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Other categories — CRM, ticketing, ATS — often return ownership fields but not user/group-level permissions.",{"type":17,"tag":29,"props":168029,"children":168030},{},[168031],{"type":23,"value":168032},"That distinction matters.",{"type":17,"tag":239,"props":168034,"children":168036},{"id":168035},"_2-indexing-attach-metadata-and-enforce-isolation",[168037],{"type":23,"value":168038},"2. 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Internal attribution can reference HR Employees where applicable.",{"type":17,"tag":29,"props":175976,"children":175977},{},[175978],{"type":17,"tag":48,"props":175979,"children":175980},{},[175981],{"type":23,"value":175982},"Does this reduce ERP capability?",{"type":17,"tag":29,"props":175984,"children":175985},{},[175986],{"type":23,"value":175987},"No. It reduces schema duplication while preserving full ERP coverage.",{"title":7,"searchDepth":1629,"depth":1629,"links":175989},[175990,175991,175992,175993,175994,175995,175996,176003,176004,176005],{"id":175260,"depth":1629,"text":175263},{"id":175339,"depth":1629,"text":175342},{"id":175451,"depth":1629,"text":175454},{"id":175534,"depth":1629,"text":175537},{"id":175634,"depth":1629,"text":175637},{"id":175687,"depth":1629,"text":175690},{"id":175764,"depth":1629,"text":175767,"children":175997},[175998,175999,176000,176001,176002],{"id":175770,"depth":1635,"text":175773},{"id":175781,"depth":1635,"text":175784},{"id":175792,"depth":1635,"text":175795},{"id":175803,"depth":1635,"text":175806},{"id":175814,"depth":1635,"text":175817},{"id":175825,"depth":1629,"text":175828},{"id":175869,"depth":1629,"text":175872},{"id":95759,"depth":1629,"text":95762},"content:blog:erp_api_integration_cross_category_financial_hr_and_operations_data_across_platforms.md","blog/erp_api_integration_cross_category_financial_hr_and_operations_data_across_platforms.md","blog/erp_api_integration_cross_category_financial_hr_and_operations_data_across_platforms",{"_path":176010,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":176011,"description":176012,"img":176013,"date":176014,"tag":12,"body":176015,"_type":1677,"_id":176965,"_source":1679,"_file":176966,"_stem":176967,"_extension":1682},"/blog/index_time_rag_vs_real_time_rag_choosing_the_right_retrieval_strategy","Index-Time RAG vs Real-Time RAG: Choosing the Right Retrieval Strategy","As retrieval-augmented generation (RAG) moves from demos into production SaaS products, teams eventually face a fundamental architectural decision,","https://s3.us-east-2.amazonaws.com/unified-article-images/index_time_rag_vs_real_time_rag_choosing_the_right_retrieval_strategy-icon.png","2026-02-10T14:37:00.000Z",{"type":14,"children":176016,"toc":176943},[176017,176022,176025,176032,176043,176070,176075,176080,176098,176104,176115,176120,176143,176148,176153,176159,176170,176175,176203,176208,176214,176219,176252,176257,176263,176274,176279,176302,176313,176318,176336,176342,176347,176359,176382,176388,176393,176424,176429,176447,176453,176458,176476,176481,176487,176491,176512,176517,176538,176544,176565,176571,176592,176597,176603,176608,176619,176642,176647,176652,176670,176675,176681,176686,176719,176724,176729,176734,176740,176745,176750,176773,176778,176789,176794,176800,176805,176810,176815,176820,176825,176830,176836,176847,176852,176875,176880,176885,176890,176913,176918,176931],{"type":17,"tag":18,"props":176018,"children":176020},{"id":176019},"index-time-rag-vs-real-time-rag-choosing-the-right-retrieval-strategy",[176021],{"type":23,"value":176011},{"type":17,"tag":25,"props":176023,"children":176024},{},[],{"type":17,"tag":29,"props":176026,"children":176027},{},[176028],{"type":17,"tag":33,"props":176029,"children":176030},{},[176031],{"type":23,"value":175199},{"type":17,"tag":29,"props":176033,"children":176034},{},[176035,176037,176041],{"type":23,"value":176036},"As ",{"type":17,"tag":133,"props":176038,"children":176039},{"href":77021},[176040],{"type":23,"value":77024},{"type":23,"value":176042}," (RAG) moves from demos into production SaaS products, teams eventually face a fundamental architectural decision:",{"type":17,"tag":80,"props":176044,"children":176045},{},[176046,176058],{"type":17,"tag":84,"props":176047,"children":176048},{},[176049,176051,176056],{"type":23,"value":176050},"Do you ",{"type":17,"tag":48,"props":176052,"children":176053},{},[176054],{"type":23,"value":176055},"pre-index everything",{"type":23,"value":176057}," ahead of time?",{"type":17,"tag":84,"props":176059,"children":176060},{},[176061,176063,176068],{"type":23,"value":176062},"Or do you ",{"type":17,"tag":48,"props":176064,"children":176065},{},[176066],{"type":23,"value":176067},"retrieve data live",{"type":23,"value":176069}," when a user asks a question?",{"type":17,"tag":29,"props":176071,"children":176072},{},[176073],{"type":23,"value":176074},"Most RAG content glosses over this choice. Tools are compared, frameworks are debated, but the underlying retrieval strategy is rarely made explicit.",{"type":17,"tag":29,"props":176076,"children":176077},{},[176078],{"type":23,"value":176079},"That omission matters. Retrieval timing shapes latency, cost, correctness, and compliance. It determines whether AI features quietly drift out of sync with reality—or stay aligned with how the business actually operates.",{"type":17,"tag":29,"props":176081,"children":176082},{},[176083,176085,176090,176091,176096],{"type":23,"value":176084},"This article breaks down the two dominant RAG retrieval strategies—",{"type":17,"tag":48,"props":176086,"children":176087},{},[176088],{"type":23,"value":176089},"index-time RAG",{"type":23,"value":34435},{"type":17,"tag":48,"props":176092,"children":176093},{},[176094],{"type":23,"value":176095},"real-time RAG",{"type":23,"value":176097},"—and explains when each makes sense, when hybrid models emerge, and why enterprise SaaS teams increasingly need real-time reads.",{"type":17,"tag":68,"props":176099,"children":176101},{"id":176100},"the-fork-every-production-rag-system-hits",[176102],{"type":23,"value":176103},"The Fork Every Production RAG System Hits",{"type":17,"tag":29,"props":176105,"children":176106},{},[176107,176109,176114],{"type":23,"value":176108},"At a high level, RAG systems combine a language model with external context. The question is ",{"type":17,"tag":48,"props":176110,"children":176111},{},[176112],{"type":23,"value":176113},"when that context is prepared and retrieved",{"type":23,"value":54},{"type":17,"tag":29,"props":176116,"children":176117},{},[176118],{"type":23,"value":176119},"In production, this usually resolves into two approaches:",{"type":17,"tag":80,"props":176121,"children":176122},{},[176123,176133],{"type":17,"tag":84,"props":176124,"children":176125},{},[176126,176131],{"type":17,"tag":48,"props":176127,"children":176128},{},[176129],{"type":23,"value":176130},"Index-time RAG",{"type":23,"value":176132}," (vector-first): prepare and embed data before users query it",{"type":17,"tag":84,"props":176134,"children":176135},{},[176136,176141],{"type":17,"tag":48,"props":176137,"children":176138},{},[176139],{"type":23,"value":176140},"Real-time RAG",{"type":23,"value":176142}," (API-first): retrieve data directly from source systems at inference",{"type":17,"tag":29,"props":176144,"children":176145},{},[176146],{"type":23,"value":176147},"Both approaches work. Both have tradeoffs. And neither is universally 'better.'",{"type":17,"tag":29,"props":176149,"children":176150},{},[176151],{"type":23,"value":176152},"What matters is how well the strategy matches the shape of your data and the expectations of your users.",{"type":17,"tag":68,"props":176154,"children":176156},{"id":176155},"index-time-rag-vector-first-retrieval",[176157],{"type":23,"value":176158},"Index-Time RAG (Vector-First Retrieval)",{"type":17,"tag":29,"props":176160,"children":176161},{},[176162,176164,176168],{"type":23,"value":176163},"In index-time RAG, most of the work happens ",{"type":17,"tag":33,"props":176165,"children":176166},{},[176167],{"type":23,"value":126293},{"type":23,"value":176169}," a user ever asks a question.",{"type":17,"tag":29,"props":176171,"children":176172},{},[176173],{"type":23,"value":176174},"Teams ingest content from internal systems—documents, knowledge pages, ticket histories, CRM notes—and run it through a preprocessing pipeline:",{"type":17,"tag":80,"props":176176,"children":176177},{},[176178,176183,176188,176193,176198],{"type":17,"tag":84,"props":176179,"children":176180},{},[176181],{"type":23,"value":176182},"Chunking content into retrievable units",{"type":17,"tag":84,"props":176184,"children":176185},{},[176186],{"type":23,"value":176187},"Cleaning and deduplicating text",{"type":17,"tag":84,"props":176189,"children":176190},{},[176191],{"type":23,"value":176192},"Adding metadata such as object type, timestamps, or ownership",{"type":17,"tag":84,"props":176194,"children":176195},{},[176196],{"type":23,"value":176197},"Generating embeddings",{"type":17,"tag":84,"props":176199,"children":176200},{},[176201],{"type":23,"value":176202},"Storing those embeddings in a vector database or hybrid search index",{"type":17,"tag":29,"props":176204,"children":176205},{},[176206],{"type":23,"value":176207},"At query time, the system embeds the user's question and performs a similarity search against the prebuilt index.",{"type":17,"tag":239,"props":176209,"children":176211},{"id":176210},"why-teams-choose-index-time-rag",[176212],{"type":23,"value":176213},"Why teams choose index-time RAG",{"type":17,"tag":29,"props":176215,"children":176216},{},[176217],{"type":23,"value":176218},"Index-time RAG offers clear benefits:",{"type":17,"tag":80,"props":176220,"children":176221},{},[176222,176232,176242],{"type":17,"tag":84,"props":176223,"children":176224},{},[176225,176230],{"type":17,"tag":48,"props":176226,"children":176227},{},[176228],{"type":23,"value":176229},"Low and predictable latency",{"type":23,"value":176231}," at inference",{"type":17,"tag":84,"props":176233,"children":176234},{},[176235,176240],{"type":17,"tag":48,"props":176236,"children":176237},{},[176238],{"type":23,"value":176239},"Lower per-query compute cost",{"type":23,"value":176241},", since embeddings are precomputed",{"type":17,"tag":84,"props":176243,"children":176244},{},[176245,176250],{"type":17,"tag":48,"props":176246,"children":176247},{},[176248],{"type":23,"value":176249},"Good fit for large, relatively static corpora",{"type":23,"value":176251}," like documentation or policy content",{"type":17,"tag":29,"props":176253,"children":176254},{},[176255],{"type":23,"value":176256},"For enterprise search over stable knowledge bases, this model works well.",{"type":17,"tag":239,"props":176258,"children":176260},{"id":176259},"where-index-time-rag-breaks-down",[176261],{"type":23,"value":176262},"Where index-time RAG breaks down",{"type":17,"tag":29,"props":176264,"children":176265},{},[176266,176268,176273],{"type":23,"value":176267},"The downside is that the index represents a ",{"type":17,"tag":48,"props":176269,"children":176270},{},[176271],{"type":23,"value":176272},"snapshot in time",{"type":23,"value":54},{"type":17,"tag":29,"props":176275,"children":176276},{},[176277],{"type":23,"value":176278},"In SaaS environments, data changes constantly:",{"type":17,"tag":80,"props":176280,"children":176281},{},[176282,176287,176292,176297],{"type":17,"tag":84,"props":176283,"children":176284},{},[176285],{"type":23,"value":176286},"Tickets are updated or closed",{"type":17,"tag":84,"props":176288,"children":176289},{},[176290],{"type":23,"value":176291},"CRM records change ownership or stage",{"type":17,"tag":84,"props":176293,"children":176294},{},[176295],{"type":23,"value":176296},"Files are modified or removed",{"type":17,"tag":84,"props":176298,"children":176299},{},[176300],{"type":23,"value":176301},"Permissions are updated",{"type":17,"tag":29,"props":176303,"children":176304},{},[176305,176307,176311],{"type":23,"value":176306},"Keeping an index accurate requires background jobs, ",{"type":17,"tag":133,"props":176308,"children":176309},{"href":4999},[176310],{"type":23,"value":5002},{"type":23,"value":176312},", re-embedding, and careful change detection. 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This often involves:",{"type":17,"tag":80,"props":176360,"children":176361},{},[176362,176367,176372,176377],{"type":17,"tag":84,"props":176363,"children":176364},{},[176365],{"type":23,"value":176366},"Fetching live records via APIs or databases",{"type":17,"tag":84,"props":176368,"children":176369},{},[176370],{"type":23,"value":176371},"Applying filters and authorization checks at request time",{"type":17,"tag":84,"props":176373,"children":176374},{},[176375],{"type":23,"value":176376},"Optionally embedding or reranking results dynamically",{"type":17,"tag":84,"props":176378,"children":176379},{},[176380],{"type":23,"value":176381},"Passing current state to the language model",{"type":17,"tag":239,"props":176383,"children":176385},{"id":176384},"why-teams-choose-real-time-rag",[176386],{"type":23,"value":176387},"Why teams choose real-time RAG",{"type":17,"tag":29,"props":176389,"children":176390},{},[176391],{"type":23,"value":176392},"Real-time RAG is attractive when correctness 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Calls begin and end in real time, agents add notes during or after...","https://s3.us-east-2.amazonaws.com/unified-article-images/call_center_api_integration_calls_contacts_recordings_and_real_time_voice_activity_across_platforms-icon.png","2026-02-10T00:49:00.000Z",{"type":14,"children":179792,"toc":180922},[179793,179798,179801,179808,179813,179821,179826,179832,179884,179889,179912,179917,179940,179952,179958,179974,179978,180001,180013,180019,180024,180073,180078,180084,180089,180093,180103,180109,180114,180138,180150,180156,180161,180165,180170,180188,180193,180197,180202,180220,180225,180229,180234,180252,180257,180261,180266,180284,180289,180295,180306,180339,180351,180368,180373,180379,180385,180389,180426,180431,180437,180476,180481,180485,180490,180494,180517,180522,180528,180533,180561,180566,180572,180578,180583,180589,180594,180600,180605,180611,180616,180622,180627,180633,180638,180666,180671,180677,180681,180704,180710,180736,180742,180775,180781,180786,180796,180812,180817,180833,180838,180841,180845,180853,180858,180866,180871,180879,180884,180892,180897,180905,180910,180917],{"type":17,"tag":18,"props":179794,"children":179796},{"id":179795},"call-center-api-integration-calls-contacts-recordings-and-real-time-voice-activity-across-platforms",[179797],{"type":23,"value":179787},{"type":17,"tag":25,"props":179799,"children":179800},{},[],{"type":17,"tag":29,"props":179802,"children":179803},{},[179804],{"type":17,"tag":33,"props":179805,"children":179806},{},[179807],{"type":23,"value":175199},{"type":17,"tag":29,"props":179809,"children":179810},{},[179811],{"type":23,"value":179812},"Call center systems sit at the moment where customer conversations actually happen. Calls begin and end in real time, agents add notes during or after conversations, recordings are generated asynchronously, and provider rules determine what can be edited, replayed, or accessed later. When call data is stitched together with brittle integrations or delayed sync jobs, teams lose visibility into what actually happened, when it happened, and who was involved.",{"type":17,"tag":29,"props":179814,"children":179815},{},[179816,179820],{"type":17,"tag":133,"props":179817,"children":179818},{"href":30386},[179819],{"type":23,"value":167277},{"type":23,"value":165348},{"type":17,"tag":29,"props":179822,"children":179823},{},[179824],{"type":23,"value":179825},"In this guide, we'll explain what a Call Center (Unified Communications) API actually covers, which objects matter in practice, how call and recording lifecycles behave, how real-time updates are delivered (and where they aren't), and how Unified's Call Center API fits alongside Ticketing, CRM, Messaging, and Marketing within the broader platform.",{"type":17,"tag":68,"props":179827,"children":179829},{"id":179828},"introduction-to-call-center-api-integrations",[179830],{"type":23,"value":179831},"Introduction to Call 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across platforms—without building and maintaining separate integrations for each provider.",{"type":17,"tag":68,"props":179953,"children":179955},{"id":179954},"what-is-a-call-center-unified-communications-api",[179956],{"type":23,"value":179957},"What Is a Call Center (Unified Communications) API?",{"type":17,"tag":29,"props":179959,"children":179960},{},[179961,179962,179966,179968,179973],{"type":23,"value":9619},{"type":17,"tag":48,"props":179963,"children":179964},{},[179965],{"type":23,"value":167277},{"type":23,"value":179967}," allows applications to programmatically access and manage ",{"type":17,"tag":48,"props":179969,"children":179970},{},[179971],{"type":23,"value":179972},"voice-call 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It breaks down in production.",{"type":17,"tag":29,"props":181002,"children":181003},{},[181004,181006,181011,181012,181017,181018,181023],{"type":23,"value":181005},"In real B2B SaaS products, RAG is not a shortcut to better answers. 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Always verify field support for your integration in the ",{"type":17,"tag":48,"props":211604,"children":211605},{},[211606],{"type":23,"value":211607},"Feature Support",{"type":23,"value":6557},{"type":17,"tag":68,"props":211610,"children":211612},{"id":211611},"step-4-fetch-contacts-safely-pagination-freshness",[211613],{"type":23,"value":211614},"Step 4: Fetch contacts safely (pagination + freshness)",{"type":17,"tag":29,"props":211616,"children":211617},{},[211618],{"type":23,"value":211619},"The contact list endpoint supports pagination and incremental filtering:",{"type":17,"tag":80,"props":211621,"children":211622},{},[211623,211633,211643,211653],{"type":17,"tag":84,"props":211624,"children":211625},{},[211626,211631],{"type":17,"tag":6121,"props":211627,"children":211629},{"className":211628},[],[211630],{"type":23,"value":48389},{"type":23,"value":211632}," defaults to 100",{"type":17,"tag":84,"props":211634,"children":211635},{},[211636,211641],{"type":17,"tag":6121,"props":211637,"children":211639},{"className":211638},[],[211640],{"type":23,"value":48411},{"type":23,"value":211642}," is zero-based",{"type":17,"tag":84,"props":211644,"children":211645},{},[211646,211648],{"type":23,"value":211647},"stop paging when returned results are fewer than ",{"type":17,"tag":6121,"props":211649,"children":211651},{"className":211650},[],[211652],{"type":23,"value":48389},{"type":17,"tag":84,"props":211654,"children":211655},{},[211656,211658,211663],{"type":23,"value":211657},"use ",{"type":17,"tag":6121,"props":211659,"children":211661},{"className":211660},[],[211662],{"type":23,"value":26291},{"type":23,"value":211664}," to fetch only recently changed contacts",{"type":17,"tag":6893,"props":211666,"children":211669},{"className":211667,"code":211668,"language":18718,"meta":7},[18716],"type Sort = \"name\" | \"updated_at\" | \"created_at\";\ntype Order = \"asc\" | \"desc\";\n\nasync function fetchAllContacts(opts?: {\n  pageSize?: number;\n  updated_gte?: string;\n  sort?: Sort;\n  order?: Order;\n  query?: string;\n}) {\n  const pageSize = opts?.pageSize ?? 100;\n  let offset = 0;\n  const out: any[] = [];\n\n  while (true) {\n    const page = await sdk.crm.listCrmContacts({\n      connectionId,\n      limit: pageSize,\n      offset,\n      updated_gte: opts?.updated_gte ?? \"\",\n      sort: opts?.sort ?? \"updated_at\",\n      order: opts?.order ?? \"asc\",\n      query: opts?.query ?? \"\",\n    });\n\n    if (!page || page.length === 0) break;\n\n    out.push(...page);\n    if (page.length \u003C pageSize) break;\n\n    offset += pageSize;\n  }\n\n  return out;\n}\n",[211670],{"type":17,"tag":6121,"props":211671,"children":211672},{"__ignoreMap":7},[211673],{"type":23,"value":211668},{"type":17,"tag":29,"props":211675,"children":211676},{},[211677],{"type":23,"value":211678},"This pattern keeps outbound audiences:",{"type":17,"tag":80,"props":211680,"children":211681},{},[211682,211687,211692],{"type":17,"tag":84,"props":211683,"children":211684},{},[211685],{"type":23,"value":211686},"explainable",{"type":17,"tag":84,"props":211688,"children":211689},{},[211690],{"type":23,"value":211691},"reproducible",{"type":17,"tag":84,"props":211693,"children":211694},{},[211695],{"type":23,"value":211696},"incremental",{"type":17,"tag":68,"props":211698,"children":211700},{"id":211699},"step-5-fetch-companies-for-enrichment",[211701],{"type":23,"value":211702},"Step 5: Fetch companies for enrichment",{"type":17,"tag":29,"props":211704,"children":211705},{},[211706],{"type":23,"value":211707},"Contacts often reference companies by ID. 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Stages imply different probabilities. Pipelines encode different business processes. Some teams update probability manually. Others rely on stage defaults. Activity may be attached to a deal directly, inferred from contacts, or logged inconsistently.",{"type":17,"tag":29,"props":212023,"children":212024},{},[212025],{"type":23,"value":212026},"If you try to rank opportunities without accounting for those differences, recommendations become hard to trust. A deal looks 'hot' in one CRM and stale in another, even when the underlying signals are similar.",{"type":17,"tag":29,"props":212028,"children":212029},{},[212030,212031,212035],{"type":23,"value":25244},{"type":17,"tag":133,"props":212032,"children":212033},{"href":61562},[212034],{"type":23,"value":61565},{"type":23,"value":212036}," gives you a normalized deal, pipeline, and event model that makes opportunity ranking explicit and explainable. 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",{"type":17,"tag":6121,"props":213189,"children":213191},{"className":213190},[],[213192],{"type":23,"value":110168},{"type":23,"value":213194}," is the primary join surface.",{"type":17,"tag":239,"props":213196,"children":213197},{"id":19954},[213198],{"type":23,"value":213199},"Timestamps",{"type":17,"tag":29,"props":213201,"children":213202},{},[213203],{"type":23,"value":213204},"Events include two timestamps:",{"type":17,"tag":80,"props":213206,"children":213207},{},[213208,213218],{"type":17,"tag":84,"props":213209,"children":213210},{},[213211,213216],{"type":17,"tag":6121,"props":213212,"children":213214},{"className":213213},[],[213215],{"type":23,"value":33446},{"type":23,"value":213217}," — when the event was created",{"type":17,"tag":84,"props":213219,"children":213220},{},[213221,213226],{"type":17,"tag":6121,"props":213222,"children":213224},{"className":213223},[],[213225],{"type":23,"value":25337},{"type":23,"value":213227}," — when the event was last 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This is the safest checkpoint to use for polling.",{"type":17,"tag":68,"props":213248,"children":213250},{"id":213249},"step-4-decide-which-events-should-trigger-notifications",[213251],{"type":23,"value":213252},"Step 4: Decide which events should trigger notifications",{"type":17,"tag":29,"props":213254,"children":213255},{},[213256],{"type":23,"value":213257},"Before writing code, decide what actually matters.",{"type":17,"tag":29,"props":213259,"children":213260},{},[213261],{"type":23,"value":45262},{"type":17,"tag":80,"props":213263,"children":213264},{},[213265,213276,213286,213296],{"type":17,"tag":84,"props":213266,"children":213267},{},[213268,213270,213274],{"type":23,"value":213269},"Notify when a ",{"type":17,"tag":48,"props":213271,"children":213272},{},[213273],{"type":23,"value":27057},{"type":23,"value":213275}," is logged on a deal",{"type":17,"tag":84,"props":213277,"children":213278},{},[213279,213280,213284],{"type":23,"value":213269},{"type":17,"tag":48,"props":213281,"children":213282},{},[213283],{"type":23,"value":27062},{"type":23,"value":213285}," is scheduled",{"type":17,"tag":84,"props":213287,"children":213288},{},[213289,213290,213294],{"type":23,"value":213269},{"type":17,"tag":48,"props":213291,"children":213292},{},[213293],{"type":23,"value":27047},{"type":23,"value":213295}," is added",{"type":17,"tag":84,"props":213297,"children":213298},{},[213299,213301],{"type":23,"value":213300},"Ignore passive events like ",{"type":17,"tag":6121,"props":213302,"children":213304},{"className":213303},[],[213305],{"type":23,"value":118710},{"type":17,"tag":29,"props":213307,"children":213308},{},[213309,213311,213316],{"type":23,"value":213310},"Because ",{"type":17,"tag":6121,"props":213312,"children":213314},{"className":213313},[],[213315],{"type":23,"value":27310},{"type":23,"value":213317}," is a documented enum, you can filter explicitly without guessing.",{"type":17,"tag":68,"props":213319,"children":213321},{"id":213320},"step-5-poll-deal-events-incrementally",[213322],{"type":23,"value":213323},"Step 5: Poll deal events incrementally",{"type":17,"tag":29,"props":213325,"children":213326},{},[213327],{"type":23,"value":213328},"Unified does not document CRM event webhooks, so notifications should be triggered using polling.",{"type":17,"tag":29,"props":213330,"children":213331},{},[213332],{"type":23,"value":213333},"The event list endpoint supports:",{"type":17,"tag":80,"props":213335,"children":213336},{},[213337,213353,213363,213373],{"type":17,"tag":84,"props":213338,"children":213339},{},[213340,213342,213347,213348],{"type":23,"value":213341},"pagination via ",{"type":17,"tag":6121,"props":213343,"children":213345},{"className":213344},[],[213346],{"type":23,"value":48389},{"type":23,"value":34435},{"type":17,"tag":6121,"props":213349,"children":213351},{"className":213350},[],[213352],{"type":23,"value":48411},{"type":17,"tag":84,"props":213354,"children":213355},{},[213356,213358],{"type":23,"value":213357},"filtering via ",{"type":17,"tag":6121,"props":213359,"children":213361},{"className":213360},[],[213362],{"type":23,"value":26291},{"type":17,"tag":84,"props":213364,"children":213365},{},[213366,213368],{"type":23,"value":213367},"filtering by ",{"type":17,"tag":6121,"props":213369,"children":213371},{"className":213370},[],[213372],{"type":23,"value":27285},{"type":17,"tag":84,"props":213374,"children":213375},{},[213376,213377],{"type":23,"value":213367},{"type":17,"tag":6121,"props":213378,"children":213380},{"className":213379},[],[213381],{"type":23,"value":27310},{"type":17,"tag":6893,"props":213383,"children":213386},{"className":213384,"code":213385,"language":18718,"meta":7},[18716],"type Sort = \"name\" | \"updated_at\" | \"created_at\";\ntype Order = \"asc\" | \"desc\";\n\nasync function fetchDealEvents(opts: {\n  dealId: string;\n  updated_gte?: string;\n  types?: string[];\n  pageSize?: number;\n}) {\n  const pageSize = opts.pageSize ?? 100;\n  let offset = 0;\n  const out: any[] = [];\n\n  while (true) {\n    const page = await sdk.crm.listCrmEvents({\n      connectionId,\n      limit: pageSize,\n      offset,\n      updated_gte: opts.updated_gte ?? \"\",\n      deal_id: opts.dealId,\n      type: opts.types && opts.types.length === 1 ? opts.types[0] : \"\",\n      sort: \"updated_at\",\n      order: \"asc\",\n    });\n\n    if (!page || page.length === 0) break;\n\n    out.push(...page);\n    if (page.length \u003C pageSize) break;\n\n    offset += pageSize;\n  }\n\n  return out;\n}\n",[213387],{"type":17,"tag":6121,"props":213388,"children":213389},{"__ignoreMap":7},[213390],{"type":23,"value":213385},{"type":17,"tag":29,"props":213392,"children":213393},{},[213394],{"type":23,"value":21128},{"type":17,"tag":80,"props":213396,"children":213397},{},[213398,213408,213418],{"type":17,"tag":84,"props":213399,"children":213400},{},[213401,213403],{"type":23,"value":213402},"Pagination stops when returned results are fewer than ",{"type":17,"tag":6121,"props":213404,"children":213406},{"className":213405},[],[213407],{"type":23,"value":48389},{"type":17,"tag":84,"props":213409,"children":213410},{},[213411,213416],{"type":17,"tag":6121,"props":213412,"children":213414},{"className":213413},[],[213415],{"type":23,"value":27310},{"type":23,"value":213417}," filtering is optional but recommended to reduce noise",{"type":17,"tag":84,"props":213419,"children":213420},{},[213421,213426],{"type":17,"tag":6121,"props":213422,"children":213424},{"className":213423},[],[213425],{"type":23,"value":26291},{"type":23,"value":213427}," should be stored and reused between runs",{"type":17,"tag":68,"props":213429,"children":213431},{"id":213430},"step-6-deduplicate-events-safely",[213432],{"type":23,"value":213433},"Step 6: Deduplicate events safely",{"type":17,"tag":29,"props":213435,"children":213436},{},[213437,213439,213445],{"type":23,"value":213438},"Unified does not document idempotency or ordering guarantees for events. The only stable identifier is ",{"type":17,"tag":6121,"props":213440,"children":213442},{"className":213441},[],[213443],{"type":23,"value":213444},"event.id",{"type":23,"value":54},{"type":17,"tag":29,"props":213447,"children":213448},{},[213449],{"type":23,"value":213450},"To avoid duplicate notifications:",{"type":17,"tag":80,"props":213452,"children":213453},{},[213454,213466],{"type":17,"tag":84,"props":213455,"children":213456},{},[213457,213459,213464],{"type":23,"value":213458},"store processed ",{"type":17,"tag":6121,"props":213460,"children":213462},{"className":213461},[],[213463],{"type":23,"value":213444},{"type":23,"value":213465}," values, or",{"type":17,"tag":84,"props":213467,"children":213468},{},[213469,213471,213476],{"type":23,"value":213470},"advance your ",{"type":17,"tag":6121,"props":213472,"children":213474},{"className":213473},[],[213475],{"type":23,"value":26291},{"type":23,"value":213477}," checkpoint after each run",{"type":17,"tag":29,"props":213479,"children":213480},{},[213481],{"type":23,"value":213482},"A simple in-memory example:",{"type":17,"tag":6893,"props":213484,"children":213487},{"className":213485,"code":213486,"language":18718,"meta":7},[18716],"const processedEventIds = new Set\u003Cstring>();\n\nfunction isNewEvent(e: any): boolean {\n  if (!e?.id) return false;\n  if (processedEventIds.has(e.id)) return false;\n  processedEventIds.add(e.id);\n  return true;\n}\n",[213488],{"type":17,"tag":6121,"props":213489,"children":213490},{"__ignoreMap":7},[213491],{"type":23,"value":213486},{"type":17,"tag":68,"props":213493,"children":213495},{"id":213494},"step-7-fetch-deal-context-for-notifications",[213496],{"type":23,"value":213497},"Step 7: Fetch deal context for notifications",{"type":17,"tag":29,"props":213499,"children":213500},{},[213501],{"type":23,"value":213502},"Events carry IDs, not human-readable deal context. To build a useful notification, retrieve the deal.",{"type":17,"tag":6893,"props":213504,"children":213507},{"className":213505,"code":213506,"language":18718,"meta":7},[18716],"async function getDealContext(dealId: string) {\n  return sdk.crm.getCrmDeal({\n    connectionId,\n    id: dealId,\n    fields: [\n      \"id\",\n      \"name\",\n      \"stage\",\n      \"pipeline\",\n      \"amount\",\n      \"currency\",\n      \"company_ids\",\n      \"contact_ids\",\n    ],\n  });\n}\n",[213508],{"type":17,"tag":6121,"props":213509,"children":213510},{"__ignoreMap":7},[213511],{"type":23,"value":213506},{"type":17,"tag":29,"props":213513,"children":213514},{},[213515],{"type":23,"value":213516},"Use only fields defined in the deal data model. Avoid assuming deal status or history.",{"type":17,"tag":68,"props":213518,"children":213520},{"id":213519},"step-8-build-notification-payloads-by-event-type",[213521],{"type":23,"value":213522},"Step 8: Build notification payloads by event type",{"type":17,"tag":29,"props":213524,"children":213525},{},[213526],{"type":23,"value":213527},"Each event type has different fields. Build messages defensively and only read fields that exist for that type.",{"type":17,"tag":6893,"props":213529,"children":213532},{"className":213530,"code":213531,"language":18718,"meta":7},[18716],"function buildNotification(event: any, deal: any) {\n  const base = {\n    dealId: deal.id,\n    dealName: deal.name,\n    stage: deal.stage,\n    pipeline: deal.pipeline,\n  };\n\n  switch (event.type) {\n    case \"CALL\":\n      return {\n        ...base,\n        message: `Call logged on deal \"${deal.name}\"`,\n        durationMinutes: event.call?.duration,\n      };\n\n    case \"MEETING\":\n      return {\n        ...base,\n        message: `Meeting scheduled for deal \"${deal.name}\"`,\n        startsAt: event.meeting?.start_at,\n      };\n\n    case \"NOTE\":\n      return {\n        ...base,\n        message: `Note added to deal \"${deal.name}\"`,\n        note: event.note?.description,\n      };\n\n    default:\n      return null;\n  }\n}\n",[213533],{"type":17,"tag":6121,"props":213534,"children":213535},{"__ignoreMap":7},[213536],{"type":23,"value":213531},{"type":17,"tag":29,"props":213538,"children":213539},{},[213540,213541,213547,213549,213555],{"type":23,"value":132873},{"type":17,"tag":6121,"props":213542,"children":213544},{"className":213543},[],[213545],{"type":23,"value":213546},"buildNotification",{"type":23,"value":213548}," returns ",{"type":17,"tag":6121,"props":213550,"children":213552},{"className":213551},[],[213553],{"type":23,"value":213554},"null",{"type":23,"value":213556},", skip sending.",{"type":17,"tag":68,"props":213558,"children":213560},{"id":213559},"step-9-send-notifications-from-your-application",[213561],{"type":23,"value":213562},"Step 9: Send notifications from your application",{"type":17,"tag":29,"props":213564,"children":213565},{},[213566],{"type":23,"value":213567},"Unified provides the event signal, not the delivery channel.",{"type":17,"tag":29,"props":213569,"children":213570},{},[213571],{"type":23,"value":213572},"At this point, hand the payload to your own notification system:",{"type":17,"tag":6893,"props":213574,"children":213577},{"className":213575,"code":213576,"language":18718,"meta":7},[18716],"function sendNotification(payload: any) {\n  // email, Slack, SMS, push, etc.\n  console.log(\"Notify:\", payload);\n}\n",[213578],{"type":17,"tag":6121,"props":213579,"children":213580},{"__ignoreMap":7},[213581],{"type":23,"value":213576},{"type":17,"tag":68,"props":213583,"children":213585},{"id":213584},"step-10-put-it-all-together",[213586],{"type":23,"value":213587},"Step 10: Put it all together",{"type":17,"tag":6893,"props":213589,"children":213592},{"className":213590,"code":213591,"language":18718,"meta":7},[18716],"async function run(dealId: string, lastCheckpoint?: string) {\n  const events = await fetchDealEvents({\n    dealId,\n    updated_gte: lastCheckpoint,\n    types: [\"CALL\", \"MEETING\", \"NOTE\"],\n  });\n\n  for (const e of events) {\n    if (!isNewEvent(e)) continue;\n\n    const deal = await getDealContext(dealId);\n    const notification = buildNotification(e, deal);\n\n    if (notification) {\n      sendNotification(notification);\n    }\n  }\n\n  const newest = events.at(-1)?.updated_at;\n  return newest ?? lastCheckpoint;\n}\n",[213593],{"type":17,"tag":6121,"props":213594,"children":213595},{"__ignoreMap":7},[213596],{"type":23,"value":213591},{"type":17,"tag":29,"props":213598,"children":213599},{},[213600,213602,213607],{"type":23,"value":213601},"Persist the returned checkpoint (",{"type":17,"tag":6121,"props":213603,"children":213605},{"className":213604},[],[213606],{"type":23,"value":25337},{"type":23,"value":213608},") and reuse it on the next run.",{"type":17,"tag":68,"props":213610,"children":213612},{"id":213611},"optional-create-an-event-after-notifying",[213613],{"type":23,"value":213614},"Optional: Create an event after notifying",{"type":17,"tag":29,"props":213616,"children":213617},{},[213618],{"type":23,"value":213619},"If your workflow logs follow-up actions, you can create a CRM event after sending a notification.",{"type":17,"tag":6893,"props":213621,"children":213624},{"className":213622,"code":213623,"language":18718,"meta":7},[18716],"await sdk.crm.createCrmEvent({\n  connectionId,\n  crmEvent: {\n    type: \"NOTE\",\n    note: {\n      description: \"Notification sent to account owner\",\n    },\n    deal_ids: [dealId],\n  },\n});\n",[213625],{"type":17,"tag":6121,"props":213626,"children":213627},{"__ignoreMap":7},[213628],{"type":23,"value":213623},{"type":17,"tag":29,"props":213630,"children":213631},{},[213632],{"type":23,"value":213633},"Event creation support varies by CRM. Verify write support in the Feature Support tab.",{"type":17,"tag":68,"props":213635,"children":213636},{"id":44585},[213637],{"type":23,"value":44588},{"type":17,"tag":29,"props":213639,"children":213640},{},[213641],{"type":23,"value":213642},"Using Unified's CRM API, you can trigger notifications from deal events in a consistent way across CRMs:",{"type":17,"tag":80,"props":213644,"children":213645},{},[213646,213656,213661,213671,213676,213681],{"type":17,"tag":84,"props":213647,"children":213648},{},[213649,213651],{"type":23,"value":213650},"Poll normalized CRM events using ",{"type":17,"tag":6121,"props":213652,"children":213654},{"className":213653},[],[213655],{"type":23,"value":26291},{"type":17,"tag":84,"props":213657,"children":213658},{},[213659],{"type":23,"value":213660},"Filter events by deal and event type",{"type":17,"tag":84,"props":213662,"children":213663},{},[213664,213666],{"type":23,"value":213665},"Deduplicate using ",{"type":17,"tag":6121,"props":213667,"children":213669},{"className":213668},[],[213670],{"type":23,"value":213444},{"type":17,"tag":84,"props":213672,"children":213673},{},[213674],{"type":23,"value":213675},"Retrieve deal context for human-readable messages",{"type":17,"tag":84,"props":213677,"children":213678},{},[213679],{"type":23,"value":213680},"Trigger notifications from your own delivery system",{"type":17,"tag":84,"props":213682,"children":213683},{},[213684],{"type":23,"value":213685},"Optionally log follow-up events back to the CRM",{"type":17,"tag":29,"props":213687,"children":213688},{},[213689,213690],{"type":23,"value":1609},{"type":17,"tag":133,"props":213691,"children":213693},{"href":1612,"rel":213692},[214],[213694],{"type":23,"value":1616},{"type":17,"tag":29,"props":213696,"children":213697},{},[213698,213699],{"type":23,"value":1609},{"type":17,"tag":133,"props":213700,"children":213702},{"href":1623,"rel":213701},[214],[213703],{"type":23,"value":1627},{"title":7,"searchDepth":1629,"depth":1629,"links":213705},[213706,213707,213708,213709,213714,213715,213716,213717,213718,213719,213720,213721,213722],{"id":141798,"depth":1635,"text":141801},{"id":211198,"depth":1629,"text":211201},{"id":211235,"depth":1629,"text":211238},{"id":212943,"depth":1629,"text":212946,"children":213710},[213711,213712,213713],{"id":212960,"depth":1635,"text":212963},{"id":213138,"depth":1635,"text":213141},{"id":19954,"depth":1635,"text":213199},{"id":213249,"depth":1629,"text":213252},{"id":213320,"depth":1629,"text":213323},{"id":213430,"depth":1629,"text":213433},{"id":213494,"depth":1629,"text":213497},{"id":213519,"depth":1629,"text":213522},{"id":213559,"depth":1629,"text":213562},{"id":213584,"depth":1629,"text":213587},{"id":213611,"depth":1629,"text":213614},{"id":44585,"depth":1629,"text":44588},"content:blog:how_to_trigger_notifications_from_deal_events_using_unified_crm_api.md","blog/how_to_trigger_notifications_from_deal_events_using_unified_crm_api.md","blog/how_to_trigger_notifications_from_deal_events_using_unified_crm_api",{"_path":213727,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":213728,"description":213729,"img":213730,"date":213731,"tag":12,"body":213732,"_type":1677,"_id":214669,"_source":1679,"_file":214670,"_stem":214671,"_extension":1682},"/blog/how_to_push_leads_and_contacts_into_crms_with_unified_crm_api","How to Push Leads and Contacts into CRMs with Unified's CRM API","Pushing data into a CRM sounds simple. Create a contact. Create a lead. Attach them to a company. Move on.","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_push_leads_and_contacts_into_crms_with_unified_crm_api-icon.png","2026-02-02T17:04:00.000Z",{"type":14,"children":213733,"toc":214648},[213734,213739,213742,213749,213753,213758,213763,213768,213778,213783,213787,213816,213820,213829,213839,213847,213851,213859,213865,213870,213875,213893,213904,213914,213919,213924,214103,214116,214121,214125,214242,214253,214258,214264,214276,214281,214290,214309,214315,214320,214332,214341,214353,214359,214370,214375,214384,214395,214401,214412,214417,214426,214437,214443,214448,214457,214463,214475,214480,214513,214522,214527,214533,214538,214547,214552,214558,214563,214572,214577,214581,214586,214630,214639],{"type":17,"tag":18,"props":213735,"children":213737},{"id":213736},"how-to-push-leads-and-contacts-into-crms-with-unifieds-crm-api",[213738],{"type":23,"value":213728},{"type":17,"tag":25,"props":213740,"children":213741},{},[],{"type":17,"tag":29,"props":213743,"children":213744},{},[213745],{"type":17,"tag":33,"props":213746,"children":213747},{},[213748],{"type":23,"value":199463},{"type":17,"tag":29,"props":213750,"children":213751},{},[213752],{"type":23,"value":213729},{"type":17,"tag":29,"props":213754,"children":213755},{},[213756],{"type":23,"value":213757},"In practice, it only works if you understand what the CRM actually accepts.",{"type":17,"tag":29,"props":213759,"children":213760},{},[213761],{"type":23,"value":213762},"CRMs differ in how they handle identity, associations, and custom fields. Some treat contacts as primary records. Others prioritize leads. Company association may require an ID in one system and a name in another. Custom fields may exist, but only if they're written in the right format. Required fields are often integration-specific and undocumented until a write fails.",{"type":17,"tag":29,"props":213764,"children":213765},{},[213766],{"type":23,"value":213767},"If you don't design for that variability, write flows become brittle. You end up retrying failed writes blindly or hardcoding logic per CRM.",{"type":17,"tag":29,"props":213769,"children":213770},{},[213771,213772,213776],{"type":23,"value":25244},{"type":17,"tag":133,"props":213773,"children":213774},{"href":61562},[213775],{"type":23,"value":61565},{"type":23,"value":213777}," gives you a normalized write surface across CRMs. You work with a single set of CRM objects—contacts, leads, and companies—and use documented create, update, retrieve, and list operations to implement safe, portable write flows.",{"type":17,"tag":29,"props":213779,"children":213780},{},[213781],{"type":23,"value":213782},"This guide shows how to push leads and contacts into CRMs using Unified's CRM API in TypeScript. 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integration you've enabled.",{"type":17,"tag":239,"props":213905,"children":213906},{"id":211261},[213907,213908,213913],{"type":23,"value":211264},{"type":17,"tag":6121,"props":213909,"children":213911},{"className":213910},[],[213912],{"type":23,"value":211270},{"type":23,"value":12034},{"type":17,"tag":29,"props":213915,"children":213916},{},[213917],{"type":23,"value":213918},"Contacts represent people and support structured fields, associations, and metadata.",{"type":17,"tag":29,"props":213920,"children":213921},{},[213922],{"type":23,"value":213923},"Commonly written fields 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For this article, company creation is optional. You can associate contacts and leads using names or IDs without creating companies explicitly.",{"type":17,"tag":68,"props":214259,"children":214261},{"id":214260},"step-4-create-a-contact",[214262],{"type":23,"value":214263},"Step 4: Create a contact",{"type":17,"tag":29,"props":214265,"children":214266},{},[214267,214269,214274],{"type":23,"value":214268},"Creating a contact uses ",{"type":17,"tag":6121,"props":214270,"children":214272},{"className":214271},[],[214273],{"type":23,"value":110002},{"type":23,"value":214275}," via the SDK.",{"type":17,"tag":29,"props":214277,"children":214278},{},[214279],{"type":23,"value":214280},"Start with a minimal payload. Required fields are integration-dependent, so avoid assuming email or name requirements unless you've verified them for your CRM.",{"type":17,"tag":6893,"props":214282,"children":214285},{"className":214283,"code":214284,"language":18718,"meta":7},[18716],"const contact = await sdk.crm.createCrmContact({\n  connectionId,\n  crmContact: {\n    first_name: \"Alex\",\n    last_name: \"Morgan\",\n    title: \"VP Engineering\",\n    emails: [\n      { email: \"alex@example.com\", type: \"WORK\" },\n    ],\n    company: \"Example Corp\",\n  },\n});\n",[214286],{"type":17,"tag":6121,"props":214287,"children":214288},{"__ignoreMap":7},[214289],{"type":23,"value":214284},{"type":17,"tag":29,"props":214291,"children":214292},{},[214293,214295,214300,214302,214307],{"type":23,"value":214294},"The call returns a ",{"type":17,"tag":6121,"props":214296,"children":214298},{"className":214297},[],[214299],{"type":23,"value":211270},{"type":23,"value":214301}," object, including the generated ",{"type":17,"tag":6121,"props":214303,"children":214305},{"className":214304},[],[214306],{"type":23,"value":18766},{"type":23,"value":214308},". 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To avoid duplicates, implement a find-then-update pattern.",{"type":17,"tag":29,"props":214321,"children":214322},{},[214323,214325,214330],{"type":23,"value":214324},"The list endpoint supports a ",{"type":17,"tag":6121,"props":214326,"children":214328},{"className":214327},[],[214329],{"type":23,"value":48368},{"type":23,"value":214331}," parameter that searches by name or email, depending on the CRM.",{"type":17,"tag":6893,"props":214333,"children":214336},{"className":214334,"code":214335,"language":18718,"meta":7},[18716],"const matches = await sdk.crm.listCrmContacts({\n  connectionId,\n  limit: 1,\n  offset: 0,\n  query: \"alex@example.com\",\n});\n",[214337],{"type":17,"tag":6121,"props":214338,"children":214339},{"__ignoreMap":7},[214340],{"type":23,"value":214335},{"type":17,"tag":29,"props":214342,"children":214343},{},[214344,214345,214351],{"type":23,"value":132873},{"type":17,"tag":6121,"props":214346,"children":214348},{"className":214347},[],[214349],{"type":23,"value":214350},"matches.length > 0",{"type":23,"value":214352},", treat the first result as the existing contact. If no results are returned, create a new contact.",{"type":17,"tag":68,"props":214354,"children":214356},{"id":214355},"step-6-update-an-existing-contact",[214357],{"type":23,"value":214358},"Step 6: Update an existing contact",{"type":17,"tag":29,"props":214360,"children":214361},{},[214362,214364,214369],{"type":23,"value":214363},"Updates use ",{"type":17,"tag":6121,"props":214365,"children":214367},{"className":214366},[],[214368],{"type":23,"value":110007},{"type":23,"value":54},{"type":17,"tag":29,"props":214371,"children":214372},{},[214373],{"type":23,"value":214374},"Send only the fields you want to change. 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Use IDs when you already have them; otherwise, pass a name and let the CRM handle matching.",{"type":17,"tag":6893,"props":214418,"children":214421},{"className":214419,"code":214420,"language":18718,"meta":7},[18716],"const lead = await sdk.crm.createCrmLead({\n  connectionId,\n  crmLead: {\n    first_name: \"Jordan\",\n    last_name: \"Lee\",\n    company_name: \"Example Corp\",\n    source: \"Website\",\n    status: \"New\",\n    emails: [\n      { email: \"jordan@example.com\", type: \"WORK\" },\n    ],\n  },\n});\n",[214422],{"type":17,"tag":6121,"props":214423,"children":214424},{"__ignoreMap":7},[214425],{"type":23,"value":214420},{"type":17,"tag":29,"props":214427,"children":214428},{},[214429,214431,214436],{"type":23,"value":214430},"As with contacts, the response includes the lead ",{"type":17,"tag":6121,"props":214432,"children":214434},{"className":214433},[],[214435],{"type":23,"value":18766},{"type":23,"value":54},{"type":17,"tag":68,"props":214438,"children":214440},{"id":214439},"step-8-find-or-update-a-lead",[214441],{"type":23,"value":214442},"Step 8: Find or update a lead",{"type":17,"tag":29,"props":214444,"children":214445},{},[214446],{"type":23,"value":214447},"Use the same find-then-update pattern for leads.",{"type":17,"tag":6893,"props":214449,"children":214452},{"className":214450,"code":214451,"language":18718,"meta":7},[18716],"const leads = await sdk.crm.listCrmLeads({\n  connectionId,\n  limit: 1,\n  offset: 0,\n  query: \"jordan@example.com\",\n});\n\nif (leads.length > 0) {\n  await sdk.crm.updateCrmLead({\n    connectionId,\n    id: leads[0].id,\n    crmLead: {\n      status: \"Qualified\",\n    },\n  });\n}\n",[214453],{"type":17,"tag":6121,"props":214454,"children":214455},{"__ignoreMap":7},[214456],{"type":23,"value":214451},{"type":17,"tag":68,"props":214458,"children":214460},{"id":214459},"step-9-write-custom-fields-with-metadata",[214461],{"type":23,"value":214462},"Step 9: Write custom fields with metadata",{"type":17,"tag":29,"props":214464,"children":214465},{},[214466,214468,214473],{"type":23,"value":214467},"Both contacts and leads support ",{"type":17,"tag":6121,"props":214469,"children":214471},{"className":214470},[],[214472],{"type":23,"value":133378},{"type":23,"value":214474}," for custom fields.",{"type":17,"tag":29,"props":214476,"children":214477},{},[214478],{"type":23,"value":214479},"Each metadata entry includes:",{"type":17,"tag":80,"props":214481,"children":214482},{},[214483,214494,214502],{"type":17,"tag":84,"props":214484,"children":214485},{},[214486,214492],{"type":17,"tag":6121,"props":214487,"children":214489},{"className":214488},[],[214490],{"type":23,"value":214491},"slug",{"type":23,"value":214493}," to identify the field",{"type":17,"tag":84,"props":214495,"children":214496},{},[214497],{"type":17,"tag":6121,"props":214498,"children":214500},{"className":214499},[],[214501],{"type":23,"value":18792},{"type":17,"tag":84,"props":214503,"children":214504},{},[214505,214511],{"type":17,"tag":6121,"props":214506,"children":214508},{"className":214507},[],[214509],{"type":23,"value":214510},"format",{"type":23,"value":214512}," to describe the data type",{"type":17,"tag":6893,"props":214514,"children":214517},{"className":214515,"code":214516,"language":18718,"meta":7},[18716],"await sdk.crm.updateCrmContact({\n  connectionId,\n  id: contact.id,\n  crmContact: {\n    metadata: [\n      {\n        slug: \"account_tier\",\n        value: \"enterprise\",\n        format: \"SINGLE_SELECT\",\n      },\n      {\n        slug: \"employee_count\",\n        value: 1200,\n        format: \"NUMBER\",\n      },\n    ],\n  },\n});\n",[214518],{"type":17,"tag":6121,"props":214519,"children":214520},{"__ignoreMap":7},[214521],{"type":23,"value":214516},{"type":17,"tag":29,"props":214523,"children":214524},{},[214525],{"type":23,"value":214526},"Custom field support varies by CRM. Always verify field availability and write support in the Feature Support tab.",{"type":17,"tag":68,"props":214528,"children":214530},{"id":214529},"step-10-verify-writes-with-retrieve",[214531],{"type":23,"value":214532},"Step 10: Verify writes with retrieve",{"type":17,"tag":29,"props":214534,"children":214535},{},[214536],{"type":23,"value":214537},"After creating or updating records, retrieve them by ID to confirm the write succeeded.",{"type":17,"tag":6893,"props":214539,"children":214542},{"className":214540,"code":214541,"language":18718,"meta":7},[18716],"const verified = await sdk.crm.getCrmContact({\n  connectionId,\n  id: contact.id,\n});\n",[214543],{"type":17,"tag":6121,"props":214544,"children":214545},{"__ignoreMap":7},[214546],{"type":23,"value":214541},{"type":17,"tag":29,"props":214548,"children":214549},{},[214550],{"type":23,"value":214551},"This is especially useful when debugging integration-specific constraints or required fields.",{"type":17,"tag":68,"props":214553,"children":214555},{"id":214554},"step-11-optional-cleanup",[214556],{"type":23,"value":214557},"Step 11: Optional cleanup",{"type":17,"tag":29,"props":214559,"children":214560},{},[214561],{"type":23,"value":214562},"Unified supports record deletion if your workflow requires it.",{"type":17,"tag":6893,"props":214564,"children":214567},{"className":214565,"code":214566,"language":18718,"meta":7},[18716],"await sdk.crm.removeCrmLead({\n  connectionId,\n  id: lead.id,\n});\n",[214568],{"type":17,"tag":6121,"props":214569,"children":214570},{"__ignoreMap":7},[214571],{"type":23,"value":214566},{"type":17,"tag":29,"props":214573,"children":214574},{},[214575],{"type":23,"value":214576},"Deletion support varies by CRM and should be used cautiously.",{"type":17,"tag":68,"props":214578,"children":214579},{"id":44585},[214580],{"type":23,"value":44588},{"type":17,"tag":29,"props":214582,"children":214583},{},[214584],{"type":23,"value":214585},"Using Unified's CRM API, you can push leads and contacts into CRMs with a single, consistent write surface:",{"type":17,"tag":80,"props":214587,"children":214588},{},[214589,214594,214599,214609,214614,214619],{"type":17,"tag":84,"props":214590,"children":214591},{},[214592],{"type":23,"value":214593},"Create and update contacts and leads using normalized schemas",{"type":17,"tag":84,"props":214595,"children":214596},{},[214597],{"type":23,"value":214598},"Associate records using IDs or names",{"type":17,"tag":84,"props":214600,"children":214601},{},[214602,214604],{"type":23,"value":214603},"Write custom fields through ",{"type":17,"tag":6121,"props":214605,"children":214607},{"className":214606},[],[214608],{"type":23,"value":133378},{"type":17,"tag":84,"props":214610,"children":214611},{},[214612],{"type":23,"value":214613},"Implement safe find-then-update flows without assuming upsert",{"type":17,"tag":84,"props":214615,"children":214616},{},[214617],{"type":23,"value":214618},"Verify 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one of the most sensitive parts of integration infrastructure. OAuth tokens, API keys, and refresh logic determine not just whether...","https://s3.us-east-2.amazonaws.com/unified-article-images/credential_management_in_unified_bring_your_own_secrets_manager-icon.png","2026-01-30T14:27:00.000Z",{"type":14,"children":214679,"toc":215337},[214680,214685,214688,214696,214713,214718,214731,214743,214749,214754,214759,214787,214792,214803,214809,214820,214824,214859,214864,214869,214875,214887,214892,214913,214918,214941,214952,214963,214969,214975,215003,215009,215032,215044,215050,215055,215077,215082,215105,215110,215115,215121,215126,215131,215136,215166,215176,215182,215187,215215,215220,215225,215230,215235,215263,215268,215280,215286,215291,215303,215308,215313,215318],{"type":17,"tag":18,"props":214681,"children":214683},{"id":214682},"credential-management-in-unified-bring-your-own-secrets-manager",[214684],{"type":23,"value":214674},{"type":17,"tag":25,"props":214686,"children":214687},{},[],{"type":17,"tag":29,"props":214689,"children":214690},{},[214691],{"type":17,"tag":33,"props":214692,"children":214693},{},[214694],{"type":23,"value":214695},"January 30, 2026",{"type":17,"tag":29,"props":214697,"children":214698},{},[214699,214701,214705,214707,214712],{"type":23,"value":214700},"Credential management is one of the most sensitive parts of integration infrastructure. ",{"type":17,"tag":133,"props":214702,"children":214703},{"href":779},[214704],{"type":23,"value":782},{"type":23,"value":214706}," tokens, API keys, and refresh logic determine not just whether integrations work, but ",{"type":17,"tag":48,"props":214708,"children":214709},{},[214710],{"type":23,"value":214711},"who controls access, how failures are handled, and where risk lives",{"type":23,"value":54},{"type":17,"tag":29,"props":214714,"children":214715},{},[214716],{"type":23,"value":214717},"Unified's approach to credential management is intentionally narrow and explicit:",{"type":17,"tag":80,"props":214719,"children":214720},{},[214721,214726],{"type":17,"tag":84,"props":214722,"children":214723},{},[214724],{"type":23,"value":214725},"Unified manages token lifecycle and integration behavior.",{"type":17,"tag":84,"props":214727,"children":214728},{},[214729],{"type":23,"value":214730},"Customers control where credentials are stored.",{"type":17,"tag":29,"props":214732,"children":214733},{},[214734,214736,214741],{"type":23,"value":214735},"This post explains ",{"type":17,"tag":48,"props":214737,"children":214738},{},[214739],{"type":23,"value":214740},"how credential management works in Unified",{"type":23,"value":214742},", why credential ownership matters, and how Unified supports customer-managed secrets managers today.",{"type":17,"tag":68,"props":214744,"children":214746},{"id":214745},"credential-management-in-unified",[214747],{"type":23,"value":214748},"Credential Management in Unified",{"type":17,"tag":29,"props":214750,"children":214751},{},[214752],{"type":23,"value":214753},"Unified handles authorization and credentials across all supported integrations, including OAuth-based platforms and API-key systems.",{"type":17,"tag":29,"props":214755,"children":214756},{},[214757],{"type":23,"value":214758},"At a high level, Unified is responsible for:",{"type":17,"tag":80,"props":214760,"children":214761},{},[214762,214767,214772,214777,214782],{"type":17,"tag":84,"props":214763,"children":214764},{},[214765],{"type":23,"value":214766},"Exchanging credentials during authorization",{"type":17,"tag":84,"props":214768,"children":214769},{},[214770],{"type":23,"value":214771},"Tracking token expiration",{"type":17,"tag":84,"props":214773,"children":214774},{},[214775],{"type":23,"value":214776},"Refreshing access and refresh tokens automatically",{"type":17,"tag":84,"props":214778,"children":214779},{},[214780],{"type":23,"value":214781},"Handling provider-specific OAuth behavior",{"type":17,"tag":84,"props":214783,"children":214784},{},[214785],{"type":23,"value":214786},"Isolating credentials per customer connection",{"type":17,"tag":29,"props":214788,"children":214789},{},[214790],{"type":23,"value":214791},"Applications integrating with Unified do not manage token refresh jobs, background schedulers, or provider-specific edge cases. Unified abstracts that complexity and exposes connection health consistently.",{"type":17,"tag":29,"props":214793,"children":214794},{},[214795,214797,214802],{"type":23,"value":214796},"Where Unified is deliberately flexible is ",{"type":17,"tag":48,"props":214798,"children":214799},{},[214800],{"type":23,"value":214801},"credential storage",{"type":23,"value":54},{"type":17,"tag":68,"props":214804,"children":214806},{"id":214805},"unified-managed-credential-storage-default",[214807],{"type":23,"value":214808},"Unified-Managed Credential Storage (Default)",{"type":17,"tag":29,"props":214810,"children":214811},{},[214812,214814,214819],{"type":23,"value":214813},"By default, Unified can store OAuth tokens and API credentials ",{"type":17,"tag":48,"props":214815,"children":214816},{},[214817],{"type":23,"value":214818},"encrypted within its infrastructure",{"type":23,"value":54},{"type":17,"tag":29,"props":214821,"children":214822},{},[214823],{"type":23,"value":3442},{"type":17,"tag":80,"props":214825,"children":214826},{},[214827,214832,214837,214842,214847],{"type":17,"tag":84,"props":214828,"children":214829},{},[214830],{"type":23,"value":214831},"Credentials are encrypted at rest (AES-256)",{"type":17,"tag":84,"props":214833,"children":214834},{},[214835],{"type":23,"value":214836},"All data in transit uses TLS 1.2+",{"type":17,"tag":84,"props":214838,"children":214839},{},[214840],{"type":23,"value":214841},"Token expiration and refresh are handled automatically",{"type":17,"tag":84,"props":214843,"children":214844},{},[214845],{"type":23,"value":214846},"Applications never interact with raw credentials",{"type":17,"tag":84,"props":214848,"children":214849},{},[214850,214852,214857],{"type":23,"value":214851},"Failed refreshes surface a consistent ",{"type":17,"tag":6121,"props":214853,"children":214855},{"className":214854},[],[214856],{"type":23,"value":139168},{"type":23,"value":214858}," and mark the connection unhealthy",{"type":17,"tag":29,"props":214860,"children":214861},{},[214862],{"type":23,"value":214863},"This option works well for many teams, especially those optimizing for speed and simplicity.",{"type":17,"tag":29,"props":214865,"children":214866},{},[214867],{"type":23,"value":214868},"However, some teams require tighter control over where credentials live.",{"type":17,"tag":68,"props":214870,"children":214872},{"id":214871},"customer-managed-secrets-bring-your-own-vault",[214873],{"type":23,"value":214874},"Customer-Managed Secrets: Bring Your Own Vault",{"type":17,"tag":29,"props":214876,"children":214877},{},[214878,214880,214885],{"type":23,"value":214879},"Unified also supports storing credentials ",{"type":17,"tag":48,"props":214881,"children":214882},{},[214883],{"type":23,"value":214884},"entirely inside 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updating expenses, resolve the IDs required for classification.",{"type":17,"tag":239,"props":223652,"children":223654},{"id":223653},"list-categories",[223655],{"type":23,"value":223656},"List categories",{"type":17,"tag":6893,"props":223658,"children":223661},{"className":223659,"code":223660,"language":18718,"meta":7},[18716],"const categories = await sdk.accounting.listAccountingCategories({\n  connectionId,\n  limit: 50,\n  offset: 0,\n  updated_gte: '2026-01-20T00:59:41.301Z',\n  sort: 'updated_at',\n  order: 'asc',\n  query: '',\n  parent_id: '',\n  fields: '',\n  raw: '',\n});\n",[223662],{"type":17,"tag":6121,"props":223663,"children":223664},{"__ignoreMap":7},[223665],{"type":23,"value":223660},{"type":17,"tag":239,"props":223667,"children":223669},{"id":223668},"list-accounts-chart-of-accounts",[223670],{"type":23,"value":223671},"List accounts (chart of accounts)",{"type":17,"tag":6893,"props":223673,"children":223676},{"className":223674,"code":223675,"language":18718,"meta":7},[18716],"const accounts = await sdk.accounting.listAccountingAccounts({\n  connectionId,\n  limit: 50,\n  offset: 0,\n  updated_gte: '2026-01-20T00:59:41.301Z',\n  sort: 'updated_at',\n  order: 'asc',\n  query: '',\n  org_id: '',\n  fields: '',\n  raw: '',\n});\n",[223677],{"type":17,"tag":6121,"props":223678,"children":223679},{"__ignoreMap":7},[223680],{"type":23,"value":223675},{"type":17,"tag":239,"props":223682,"children":223684},{"id":223683},"list-tax-rates",[223685],{"type":23,"value":223686},"List tax rates",{"type":17,"tag":6893,"props":223688,"children":223691},{"className":223689,"code":223690,"language":18718,"meta":7},[18716],"const taxrates = await sdk.accounting.listAccountingTaxrates({\n  connectionId,\n  limit: 50,\n  offset: 0,\n  updated_gte: '2026-01-20T00:59:41.301Z',\n  sort: 'updated_at',\n  order: 'asc',\n  query: '',\n  org_id: '',\n  fields: '',\n  raw: '',\n});\n",[223692],{"type":17,"tag":6121,"props":223693,"children":223694},{"__ignoreMap":7},[223695],{"type":23,"value":223690},{"type":17,"tag":239,"props":223697,"children":223699},{"id":223698},"optional-create-missing-dependencies",[223700],{"type":23,"value":223701},"Optional: create missing dependencies",{"type":17,"tag":29,"props":223703,"children":223704},{},[223705],{"type":23,"value":223706},"If your product auto-provisions classifications, you can create them.",{"type":17,"tag":239,"props":223708,"children":223710},{"id":223709},"create-a-category",[223711],{"type":23,"value":223712},"Create a category",{"type":17,"tag":6893,"props":223714,"children":223717},{"className":223715,"code":223716,"language":18718,"meta":7},[18716],"await sdk.accounting.createAccountingCategory({\n  connectionId,\n  accountingCategory: {\n    name: 'Travel',\n    is_active: true,\n  },\n});\n",[223718],{"type":17,"tag":6121,"props":223719,"children":223720},{"__ignoreMap":7},[223721],{"type":23,"value":223716},{"type":17,"tag":239,"props":223723,"children":223725},{"id":223724},"create-an-account",[223726],{"type":23,"value":223727},"Create an account",{"type":17,"tag":6893,"props":223729,"children":223732},{"className":223730,"code":223731,"language":18718,"meta":7},[18716],"await sdk.accounting.createAccountingAccount({\n  connectionId,\n  accountingAccount: {\n    name: 'Travel Expenses',\n    type: 'EXPENSE',\n    status: 'ACTIVE',\n    currency: 'USD',\n  },\n});\n",[223733],{"type":17,"tag":6121,"props":223734,"children":223735},{"__ignoreMap":7},[223736],{"type":23,"value":223731},{"type":17,"tag":3414,"props":223738,"children":223739},{},[223740],{"type":17,"tag":29,"props":223741,"children":223742},{},[223743],{"type":23,"value":223744},"Do not assume providers allow creation. Always be prepared to handle 501 Not Implemented.",{"type":17,"tag":68,"props":223746,"children":223748},{"id":223747},"step-5-build-a-normalized-expense-payload",[223749],{"type":23,"value":223750},"Step 5: Build a normalized expense payload",{"type":17,"tag":29,"props":223752,"children":223753},{},[223754],{"type":23,"value":223755},"A minimal, provider-safe expense payload looks like this:",{"type":17,"tag":6893,"props":223757,"children":223760},{"className":223758,"code":223759,"language":18718,"meta":7},[18716],"const expense = {\n  name: 'Flight to NYC',\n  currency: 'USD',\n  total_amount: 650.0,\n  lineitems: [\n    {\n      unit_quantity: 1,\n      unit_amount: 600.0,\n      tax_amount: 50.0,\n      account_id: travelAccountId,\n      category_ids: [travelCategoryId],\n      taxrate_id: salesTaxId,\n      notes: 'Conference travel',\n    },\n  ],\n};\n",[223761],{"type":17,"tag":6121,"props":223762,"children":223763},{"__ignoreMap":7},[223764],{"type":23,"value":223759},{"type":17,"tag":29,"props":223766,"children":223767},{},[223768],{"type":23,"value":21128},{"type":17,"tag":80,"props":223770,"children":223771},{},[223772,223783,223788],{"type":17,"tag":84,"props":223773,"children":223774},{},[223775,223777],{"type":23,"value":223776},"Totals are typically derived as ",{"type":17,"tag":6121,"props":223778,"children":223780},{"className":223779},[],[223781],{"type":23,"value":223782},"unit_quantity * unit_amount + tax_amount",{"type":17,"tag":84,"props":223784,"children":223785},{},[223786],{"type":23,"value":223787},"Providers may recompute totals or reject mismatches",{"type":17,"tag":84,"props":223789,"children":223790},{},[223791],{"type":23,"value":223792},"Leave fields unset unless you are certain they're supported",{"type":17,"tag":68,"props":223794,"children":223796},{"id":223795},"step-6-create-the-expense",[223797],{"type":23,"value":223798},"Step 6: Create the expense",{"type":17,"tag":6893,"props":223800,"children":223803},{"className":223801,"code":223802,"language":18718,"meta":7},[18716],"const created = await sdk.accounting.createAccountingExpense({\n  connectionId,\n  accountingExpense: expense,\n});\n",[223804],{"type":17,"tag":6121,"props":223805,"children":223806},{"__ignoreMap":7},[223807],{"type":23,"value":223802},{"type":17,"tag":29,"props":223809,"children":223810},{},[223811,223813,223818],{"type":23,"value":223812},"The response is a single ",{"type":17,"tag":6121,"props":223814,"children":223816},{"className":223815},[],[223817],{"type":23,"value":223458},{"type":23,"value":223819}," object reflecting the provider's state.",{"type":17,"tag":68,"props":223821,"children":223823},{"id":223822},"step-7-update-an-existing-expense",[223824],{"type":23,"value":223825},"Step 7: Update an existing expense",{"type":17,"tag":29,"props":223827,"children":223828},{},[223829,223831,223836],{"type":23,"value":223830},"To update an expense, supply its ",{"type":17,"tag":6121,"props":223832,"children":223834},{"className":223833},[],[223835],{"type":23,"value":18766},{"type":23,"value":54},{"type":17,"tag":6893,"props":223838,"children":223841},{"className":223839,"code":223840,"language":18718,"meta":7},[18716],"const updated = await sdk.accounting.updateAccountingExpense({\n  connectionId,\n  id: expenseId,\n  accountingExpense: {\n    ...expense,\n    name: 'Updated flight expense',\n  },\n});\n",[223842],{"type":17,"tag":6121,"props":223843,"children":223844},{"__ignoreMap":7},[223845],{"type":23,"value":223840},{"type":17,"tag":29,"props":223847,"children":223848},{},[223849],{"type":23,"value":223850},"Updates fully replace the resource state. There is no versioning.",{"type":17,"tag":68,"props":223852,"children":223854},{"id":223853},"step-8-retrieve-an-expense-by-id",[223855],{"type":23,"value":223856},"Step 8: Retrieve an expense by ID",{"type":17,"tag":6893,"props":223858,"children":223861},{"className":223859,"code":223860,"language":18718,"meta":7},[18716],"const result = await sdk.accounting.getAccountingExpense({\n  connectionId,\n  id: expenseId,\n  fields: '',\n  raw: '',\n});\n",[223862],{"type":17,"tag":6121,"props":223863,"children":223864},{"__ignoreMap":7},[223865],{"type":23,"value":223860},{"type":17,"tag":29,"props":223867,"children":223868},{},[223869],{"type":23,"value":223870},"Use this to verify writes or reconcile downstream changes.",{"type":17,"tag":68,"props":223872,"children":223874},{"id":223873},"final-notes",[223875],{"type":17,"tag":48,"props":223876,"children":223877},{},[223878],{"type":23,"value":223879},"Final notes",{"type":17,"tag":29,"props":223881,"children":223882},{},[223883],{"type":23,"value":223884},"Expense sync is one of the fastest ways to accumulate integration debt if classification rules aren't enforced early.",{"type":17,"tag":29,"props":223886,"children":223887},{},[223888],{"type":23,"value":223889},"Unified's Accounting API gives you a stable foundation for expense ingestion and classification across accounting systems, without vendor-specific code paths or undocumented behavior.",{"type":17,"tag":29,"props":223891,"children":223892},{},[223893,223894],{"type":23,"value":1609},{"type":17,"tag":133,"props":223895,"children":223897},{"href":1612,"rel":223896},[214],[223898],{"type":23,"value":1616},{"type":17,"tag":29,"props":223900,"children":223901},{},[223902,223903],{"type":23,"value":1609},{"type":17,"tag":133,"props":223904,"children":223906},{"href":1623,"rel":223905},[214],[223907],{"type":23,"value":1627},{"title":7,"searchDepth":1629,"depth":1629,"links":223909},[223910,223911,223912,223913,223917,223925,223926,223927,223928,223929],{"id":141798,"depth":1629,"text":141801},{"id":19743,"depth":1629,"text":19746},{"id":223444,"depth":1629,"text":223447},{"id":223546,"depth":1629,"text":223549,"children":223914},[223915,223916],{"id":219592,"depth":1635,"text":219595},{"id":219658,"depth":1635,"text":157204},{"id":223642,"depth":1629,"text":223645,"children":223918},[223919,223920,223921,223922,223923,223924],{"id":223653,"depth":1635,"text":223656},{"id":223668,"depth":1635,"text":223671},{"id":223683,"depth":1635,"text":223686},{"id":223698,"depth":1635,"text":223701},{"id":223709,"depth":1635,"text":223712},{"id":223724,"depth":1635,"text":223727},{"id":223747,"depth":1629,"text":223750},{"id":223795,"depth":1629,"text":223798},{"id":223822,"depth":1629,"text":223825},{"id":223853,"depth":1629,"text":223856},{"id":223873,"depth":1629,"text":223879},"content:blog:how_to_sync_and_classify_expenses_using_unified_accounting_api.md","blog/how_to_sync_and_classify_expenses_using_unified_accounting_api.md","blog/how_to_sync_and_classify_expenses_using_unified_accounting_api",{"_path":223934,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":223935,"description":223936,"img":223937,"date":223311,"tag":12,"body":223938,"_type":1677,"_id":224616,"_source":1679,"_file":224617,"_stem":224618,"_extension":1682},"/blog/how_to_sync_customers_or_suppliers_with_unified_accounting_api","How to Sync Customers or Suppliers with Unified's Accounting API","Syncing customers and suppliers sounds like a basic accounting task. It becomes a product problem the moment you support more than one accounting system.","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_sync_customers_or_suppliers_with_unified_accounting_api-icon.png",{"type":14,"children":223939,"toc":224602},[223940,223945,223948,223955,223959,223964,223969,223987,223992,224029,224034,224038,224043,224071,224076,224085,224090,224099,224105,224116,224125,224133,224170,224176,224188,224197,224201,224237,224242,224251,224257,224262,224271,224276,224285,224291,224302,224311,224318,224342,224348,224353,224362,224372,224397,224402,224408,224420,224429,224436,224459,224465,224482,224491,224496,224505,224511,224516,224525,224530,224539,224543,224548,224579,224584,224593],{"type":17,"tag":18,"props":223941,"children":223943},{"id":223942},"how-to-sync-customers-or-suppliers-with-unifieds-accounting-api",[223944],{"type":23,"value":223935},{"type":17,"tag":25,"props":223946,"children":223947},{},[],{"type":17,"tag":29,"props":223949,"children":223950},{},[223951],{"type":17,"tag":33,"props":223952,"children":223953},{},[223954],{"type":23,"value":219187},{"type":17,"tag":29,"props":223956,"children":223957},{},[223958],{"type":23,"value":223936},{"type":17,"tag":29,"props":223960,"children":223961},{},[223962],{"type":23,"value":223963},"Many platforms treat customers and vendors as separate objects. Others merge them. Some allow a single entity to be both. Identifiers aren't stable, names change, emails aren't unique, and 'vendor vs customer' is often inferred rather than explicit. When teams integrate vendor-by-vendor, this usually leads to duplicate records, broken updates, or brittle reconciliation logic.",{"type":17,"tag":29,"props":223965,"children":223966},{},[223967],{"type":23,"value":223968},"For a PM, this raises hard questions early:",{"type":17,"tag":80,"props":223970,"children":223971},{},[223972,223977,223982],{"type":17,"tag":84,"props":223973,"children":223974},{},[223975],{"type":23,"value":223976},"Is a customer and a supplier the same logical entity in our product?",{"type":17,"tag":84,"props":223978,"children":223979},{},[223980],{"type":23,"value":223981},"What happens if a contact switches roles or has multiple roles?",{"type":17,"tag":84,"props":223983,"children":223984},{},[223985],{"type":23,"value":223986},"How do we guarantee idempotent syncs without relying on provider-specific IDs?",{"type":17,"tag":29,"props":223988,"children":223989},{},[223990],{"type":23,"value":223991},"Many products solve this by branching logic per accounting platform or maintaining separate customer and vendor pipelines. That increases complexity and makes long-term maintenance expensive.",{"type":17,"tag":29,"props":223993,"children":223994},{},[223995,223996,224000,224002,224007,224008,224014,224016,224021,224022,224027],{"type":23,"value":25244},{"type":17,"tag":133,"props":223997,"children":223998},{"href":82425},[223999],{"type":23,"value":128616},{"type":23,"value":224001}," takes a different approach. It provides ",{"type":17,"tag":48,"props":224003,"children":224004},{},[224005],{"type":23,"value":224006},"a single normalized contact model",{"type":23,"value":47186},{"type":17,"tag":6121,"props":224009,"children":224011},{"className":224010},[],[224012],{"type":23,"value":224013},"AccountingContact",{"type":23,"value":224015},"—and uses explicit boolean flags (",{"type":17,"tag":6121,"props":224017,"children":224019},{"className":224018},[],[224020],{"type":23,"value":220999},{"type":23,"value":11826},{"type":17,"tag":6121,"props":224023,"children":224025},{"className":224024},[],[224026],{"type":23,"value":221006},{"type":23,"value":224028},") to represent role. Identity is stable, behavior is documented, and sync semantics are consistent across accounting providers.",{"type":17,"tag":29,"props":224030,"children":224031},{},[224032],{"type":23,"value":224033},"This guide shows how to build a production-grade customer and supplier sync on top of that model—listing contacts, filtering by role, handling incremental updates, creating and updating records.",{"type":17,"tag":68,"props":224035,"children":224036},{"id":141798},[224037],{"type":23,"value":141801},{"type":17,"tag":29,"props":224039,"children":224040},{},[224041],{"type":23,"value":224042},"You'll need:",{"type":17,"tag":80,"props":224044,"children":224045},{},[224046,224050,224055,224066],{"type":17,"tag":84,"props":224047,"children":224048},{},[224049],{"type":23,"value":219398},{"type":17,"tag":84,"props":224051,"children":224052},{},[224053],{"type":23,"value":224054},"An API 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client:",{"type":17,"tag":6893,"props":224091,"children":224094},{"className":224092,"code":224093,"language":18718,"meta":7},[18716],"import { UnifiedTo } from \"@unified-api/typescript-sdk\";\n\nconst unified = new UnifiedTo({\n  security: {\n    jwt: process.env.UNIFIED_API_KEY!,\n  },\n});\n",[224095],{"type":17,"tag":6121,"props":224096,"children":224097},{"__ignoreMap":7},[224098],{"type":23,"value":224093},{"type":17,"tag":68,"props":224100,"children":224102},{"id":224101},"the-accountingcontact-model-important",[224103],{"type":23,"value":224104},"The AccountingContact model (important)",{"type":17,"tag":29,"props":224106,"children":224107},{},[224108,224110,224115],{"type":23,"value":224109},"Unified normalizes customers and suppliers into ",{"type":17,"tag":48,"props":224111,"children":224112},{},[224113],{"type":23,"value":224114},"one object",{"type":23,"value":20456},{"type":17,"tag":6893,"props":224117,"children":224120},{"className":224118,"code":224119,"language":18718,"meta":7},[18716],"type AccountingContact = {\n  id?: string;\n  name?: string;\n  first_name?: string;\n  last_name?: string;\n  emails?: { email?: string; type?: \"WORK\" | \"HOME\" | \"OTHER\" }[];\n  telephones?: { telephone?: string; type?: \"WORK\" | \"HOME\" | \"OTHER\" | \"FAX\" | \"MOBILE\" }[];\n  billing_address?: { ... };\n  shipping_address?: { ... };\n  is_customer?: boolean;\n  is_supplier?: boolean;\n  is_active?: boolean;\n  tax_number?: string;\n  payment_methods?: { ... }[];\n  company_name?: string;\n  identification?: string;\n  updated_at?: string;\n};\n",[224121],{"type":17,"tag":6121,"props":224122,"children":224123},{"__ignoreMap":7},[224124],{"type":23,"value":224119},{"type":17,"tag":29,"props":224126,"children":224127},{},[224128],{"type":17,"tag":48,"props":224129,"children":224130},{},[224131],{"type":23,"value":224132},"Key implications:",{"type":17,"tag":80,"props":224134,"children":224135},{},[224136,224141,224158],{"type":17,"tag":84,"props":224137,"children":224138},{},[224139],{"type":23,"value":224140},"Customers and suppliers are not separate endpoints.",{"type":17,"tag":84,"props":224142,"children":224143},{},[224144,224146,224151,224152,224157],{"type":23,"value":224145},"Filtering is done using ",{"type":17,"tag":6121,"props":224147,"children":224149},{"className":224148},[],[224150],{"type":23,"value":220999},{"type":23,"value":26030},{"type":17,"tag":6121,"props":224153,"children":224155},{"className":224154},[],[224156],{"type":23,"value":221006},{"type":23,"value":54},{"type":17,"tag":84,"props":224159,"children":224160},{},[224161,224163,224169],{"type":23,"value":224162},"The stable identifier is ",{"type":17,"tag":6121,"props":224164,"children":224166},{"className":224165},[],[224167],{"type":23,"value":224168},"(connectionId, id)",{"type":23,"value":54},{"type":17,"tag":68,"props":224171,"children":224173},{"id":224172},"step-1-list-accounting-contacts",[224174],{"type":23,"value":224175},"Step 1: List accounting contacts",{"type":17,"tag":29,"props":224177,"children":224178},{},[224179,224180,224186],{"type":23,"value":33722},{"type":17,"tag":6121,"props":224181,"children":224183},{"className":224182},[],[224184],{"type":23,"value":224185},"listAccountingContacts",{"type":23,"value":224187}," to fetch contacts for a connection.",{"type":17,"tag":6893,"props":224189,"children":224192},{"className":224190,"code":224191,"language":18718,"meta":7},[18716],"const contacts = await unified.accounting.listAccountingContacts({\n  connectionId,\n  limit: 100,\n});\n",[224193],{"type":17,"tag":6121,"props":224194,"children":224195},{"__ignoreMap":7},[224196],{"type":23,"value":224191},{"type":17,"tag":239,"props":224198,"children":224199},{"id":219592},[224200],{"type":23,"value":219595},{"type":17,"tag":80,"props":224202,"children":224203},{},[224204,224214,224225],{"type":17,"tag":84,"props":224205,"children":224206},{},[224207,224212],{"type":17,"tag":6121,"props":224208,"children":224210},{"className":224209},[],[224211],{"type":23,"value":48389},{"type":23,"value":224213}," defaults to 100 (maximum)",{"type":17,"tag":84,"props":224215,"children":224216},{},[224217,224218,224223],{"type":23,"value":33722},{"type":17,"tag":6121,"props":224219,"children":224221},{"className":224220},[],[224222],{"type":23,"value":48411},{"type":23,"value":224224}," to paginate",{"type":17,"tag":84,"props":224226,"children":224227},{},[224228,224230,224235],{"type":23,"value":224229},"When returned results ",{"type":17,"tag":6121,"props":224231,"children":224233},{"className":224232},[],[224234],{"type":23,"value":222508},{"type":23,"value":224236},", there are no more records",{"type":17,"tag":29,"props":224238,"children":224239},{},[224240],{"type":23,"value":224241},"Example paginated fetch:",{"type":17,"tag":6893,"props":224243,"children":224246},{"className":224244,"code":224245,"language":18718,"meta":7},[18716],"let offset = 0;\nconst allContacts: AccountingContact[] = [];\n\nwhile (true) {\n  const page = await unified.accounting.listAccountingContacts({\n    connectionId,\n    limit: 100,\n    offset,\n  });\n\n  allContacts.push(...page);\n\n  if (page.length \u003C 100) break;\n  offset += 100;\n}\n",[224247],{"type":17,"tag":6121,"props":224248,"children":224249},{"__ignoreMap":7},[224250],{"type":23,"value":224245},{"type":17,"tag":68,"props":224252,"children":224254},{"id":224253},"step-2-filter-customers-or-suppliers",[224255],{"type":23,"value":224256},"Step 2: Filter customers or suppliers",{"type":17,"tag":29,"props":224258,"children":224259},{},[224260],{"type":23,"value":224261},"Since Unified uses a shared model, filter in your application:",{"type":17,"tag":6893,"props":224263,"children":224266},{"className":224264,"code":224265,"language":18718,"meta":7},[18716],"const customers = allContacts.filter(c => c.is_customer);\nconst suppliers = allContacts.filter(c => c.is_supplier);\n",[224267],{"type":17,"tag":6121,"props":224268,"children":224269},{"__ignoreMap":7},[224270],{"type":23,"value":224265},{"type":17,"tag":29,"props":224272,"children":224273},{},[224274],{"type":23,"value":224275},"You can also filter out inactive records:",{"type":17,"tag":6893,"props":224277,"children":224280},{"className":224278,"code":224279,"language":18718,"meta":7},[18716],"const activeCustomers = customers.filter(c => c.is_active !== false);\n",[224281],{"type":17,"tag":6121,"props":224282,"children":224283},{"__ignoreMap":7},[224284],{"type":23,"value":224279},{"type":17,"tag":68,"props":224286,"children":224288},{"id":224287},"step-3-incremental-sync-using-updated-timestamps",[224289],{"type":23,"value":224290},"Step 3: Incremental sync using updated timestamps",{"type":17,"tag":29,"props":224292,"children":224293},{},[224294,224296,224301],{"type":23,"value":224295},"To avoid full re-syncs, use ",{"type":17,"tag":6121,"props":224297,"children":224299},{"className":224298},[],[224300],{"type":23,"value":26291},{"type":23,"value":20456},{"type":17,"tag":6893,"props":224303,"children":224306},{"className":224304,"code":224305,"language":18718,"meta":7},[18716],"const updatedSince = \"2025-01-01T00:00:00Z\";\n\nconst updatedContacts = await unified.accounting.listAccountingContacts({\n  connectionId,\n  updatedGte: updatedSince,\n  limit: 100,\n});\n",[224307],{"type":17,"tag":6121,"props":224308,"children":224309},{"__ignoreMap":7},[224310],{"type":23,"value":224305},{"type":17,"tag":29,"props":224312,"children":224313},{},[224314],{"type":17,"tag":48,"props":224315,"children":224316},{},[224317],{"type":23,"value":21128},{"type":17,"tag":80,"props":224319,"children":224320},{},[224321,224326,224331],{"type":17,"tag":84,"props":224322,"children":224323},{},[224324],{"type":23,"value":224325},"Dates must be ISO-8601",{"type":17,"tag":84,"props":224327,"children":224328},{},[224329],{"type":23,"value":224330},"Time and timezone are optional (defaults to UTC)",{"type":17,"tag":84,"props":224332,"children":224333},{},[224334,224336,224340],{"type":23,"value":224335},"This is the recommended polling strategy when ",{"type":17,"tag":133,"props":224337,"children":224338},{"href":4999},[224339],{"type":23,"value":5002},{"type":23,"value":224341}," aren't used",{"type":17,"tag":68,"props":224343,"children":224345},{"id":224344},"step-4-store-sync-keys-correctly",[224346],{"type":23,"value":224347},"Step 4: Store sync keys correctly",{"type":17,"tag":29,"props":224349,"children":224350},{},[224351],{"type":23,"value":224352},"For every contact you store locally, persist:",{"type":17,"tag":6893,"props":224354,"children":224357},{"className":224355,"code":224356,"language":18718,"meta":7},[18716],"{\n  connectionId: string;\n  unifiedContactId: string; // AccountingContact.id\n}\n",[224358],{"type":17,"tag":6121,"props":224359,"children":224360},{"__ignoreMap":7},[224361],{"type":23,"value":224356},{"type":17,"tag":29,"props":224363,"children":224364},{},[224365,224366,224370],{"type":23,"value":200135},{"type":17,"tag":48,"props":224367,"children":224368},{},[224369],{"type":23,"value":159475},{"type":23,"value":224371}," rely on:",{"type":17,"tag":80,"props":224373,"children":224374},{},[224375,224379,224383,224392],{"type":17,"tag":84,"props":224376,"children":224377},{},[224378],{"type":23,"value":18781},{"type":17,"tag":84,"props":224380,"children":224381},{},[224382],{"type":23,"value":62666},{"type":17,"tag":84,"props":224384,"children":224385},{},[224386],{"type":17,"tag":6121,"props":224387,"children":224389},{"className":224388},[],[224390],{"type":23,"value":224391},"identification",{"type":17,"tag":84,"props":224393,"children":224394},{},[224395],{"type":23,"value":224396},"raw provider IDs",{"type":17,"tag":29,"props":224398,"children":224399},{},[224400],{"type":23,"value":224401},"Those are not guaranteed to be unique or stable.",{"type":17,"tag":68,"props":224403,"children":224405},{"id":224404},"step-5-create-a-customer-or-supplier",[224406],{"type":23,"value":224407},"Step 5: Create a customer or supplier",{"type":17,"tag":29,"props":224409,"children":224410},{},[224411,224413,224419],{"type":23,"value":224412},"To create a new contact, use ",{"type":17,"tag":6121,"props":224414,"children":224416},{"className":224415},[],[224417],{"type":23,"value":224418},"createAccountingContact",{"type":23,"value":54},{"type":17,"tag":6893,"props":224421,"children":224424},{"className":224422,"code":224423,"language":18718,"meta":7},[18716],"const created = await unified.accounting.createAccountingContact({\n  connectionId,\n  accountingContact: {\n    name: \"Acme Corp\",\n    is_customer: true,\n    emails: [{ email: \"billing@acme.com\", type: \"WORK\" }],\n  },\n});\n",[224425],{"type":17,"tag":6121,"props":224426,"children":224427},{"__ignoreMap":7},[224428],{"type":23,"value":224423},{"type":17,"tag":29,"props":224430,"children":224431},{},[224432],{"type":17,"tag":48,"props":224433,"children":224434},{},[224435],{"type":23,"value":19907},{"type":17,"tag":80,"props":224437,"children":224438},{},[224439,224444,224449],{"type":17,"tag":84,"props":224440,"children":224441},{},[224442],{"type":23,"value":224443},"This is a full create (POST)",{"type":17,"tag":84,"props":224445,"children":224446},{},[224447],{"type":23,"value":224448},"You must supply the fields you want set",{"type":17,"tag":84,"props":224450,"children":224451},{},[224452,224454],{"type":23,"value":224453},"The response returns the created ",{"type":17,"tag":6121,"props":224455,"children":224457},{"className":224456},[],[224458],{"type":23,"value":224013},{"type":17,"tag":68,"props":224460,"children":224462},{"id":224461},"step-6-update-a-contact-put",[224463],{"type":23,"value":224464},"Step 6: Update a contact (PUT)",{"type":17,"tag":29,"props":224466,"children":224467},{},[224468,224469,224474,224476,224480],{"type":23,"value":25244},{"type":17,"tag":48,"props":224470,"children":224471},{},[224472],{"type":23,"value":224473},"update method",{"type":23,"value":224475}," is ",{"type":17,"tag":48,"props":224477,"children":224478},{},[224479],{"type":23,"value":110111},{"type":23,"value":224481},", shown as:",{"type":17,"tag":6893,"props":224483,"children":224486},{"className":224484,"code":224485,"language":18718,"meta":7},[18716],"updateAccountingContact\n",[224487],{"type":17,"tag":6121,"props":224488,"children":224489},{"__ignoreMap":7},[224490],{"type":23,"value":224485},{"type":17,"tag":29,"props":224492,"children":224493},{},[224494],{"type":23,"value":224495},"This replaces the contact resource.",{"type":17,"tag":6893,"props":224497,"children":224500},{"className":224498,"code":224499,"language":18718,"meta":7},[18716],"const updated = await unified.accounting.updateAccountingContact({\n  connectionId,\n  id: existingUnifiedContactId,\n  accountingContact: {\n    name: \"Acme Corporation\",\n    is_customer: true,\n    is_supplier: false,\n  },\n});\n",[224501],{"type":17,"tag":6121,"props":224502,"children":224503},{"__ignoreMap":7},[224504],{"type":23,"value":224499},{"type":17,"tag":68,"props":224506,"children":224508},{"id":224507},"step-7-delete-a-contact-optional",[224509],{"type":23,"value":224510},"Step 7: Delete a contact (optional)",{"type":17,"tag":29,"props":224512,"children":224513},{},[224514],{"type":23,"value":224515},"To remove a contact:",{"type":17,"tag":6893,"props":224517,"children":224520},{"className":224518,"code":224519,"language":18718,"meta":7},[18716],"await unified.accounting.removeAccountingContact({\n  connectionId,\n  id: unifiedContactId,\n});\n",[224521],{"type":17,"tag":6121,"props":224522,"children":224523},{"__ignoreMap":7},[224524],{"type":23,"value":224519},{"type":17,"tag":29,"props":224526,"children":224527},{},[224528],{"type":23,"value":224529},"This maps to:",{"type":17,"tag":6893,"props":224531,"children":224534},{"className":224532,"code":224533,"language":20901,"meta":23},[20899],"DELETE /accounting/{connection_id}/contact/{id}\n",[224535],{"type":17,"tag":6121,"props":224536,"children":224537},{"__ignoreMap":7},[224538],{"type":23,"value":224533},{"type":17,"tag":68,"props":224540,"children":224541},{"id":223873},[224542],{"type":23,"value":223879},{"type":17,"tag":29,"props":224544,"children":224545},{},[224546],{"type":23,"value":224547},"Customers and suppliers are one of the most failure-prone parts of accounting integrations, not because the data is complex, but because identity is often split across inconsistent models.",{"type":17,"tag":29,"props":224549,"children":224550},{},[224551,224553,224558,224560,224565,224566,224571,224573,224577],{"type":23,"value":224552},"By treating customers and suppliers as a single normalized ",{"type":17,"tag":6121,"props":224554,"children":224556},{"className":224555},[],[224557],{"type":23,"value":224013},{"type":23,"value":224559}," and relying on explicit role flags (",{"type":17,"tag":6121,"props":224561,"children":224563},{"className":224562},[],[224564],{"type":23,"value":220999},{"type":23,"value":11826},{"type":17,"tag":6121,"props":224567,"children":224569},{"className":224568},[],[224570],{"type":23,"value":221006},{"type":23,"value":224572},"), you avoid duplicate records, vendor-specific branching, and fragile reconciliation logic. The sync patterns in this guide are designed to be safe by default: stable identifiers, explicit ",{"type":17,"tag":133,"props":224574,"children":224575},{"href":1857},[224576],{"type":23,"value":1860},{"type":23,"value":224578},", timestamp-based incremental updates, and documented create/update/delete semantics.",{"type":17,"tag":29,"props":224580,"children":224581},{},[224582],{"type":23,"value":224583},"Used this way, Unified's Accounting API gives you a predictable, maintainable foundation for customer and supplier syncs across accounting systems—without guessing, scraping, or vendor-specific code paths.",{"type":17,"tag":29,"props":224585,"children":224586},{},[224587,224588],{"type":23,"value":1609},{"type":17,"tag":133,"props":224589,"children":224591},{"href":1612,"rel":224590},[214],[224592],{"type":23,"value":1616},{"type":17,"tag":29,"props":224594,"children":224595},{},[224596,224597],{"type":23,"value":1609},{"type":17,"tag":133,"props":224598,"children":224600},{"href":1623,"rel":224599},[214],[224601],{"type":23,"value":1627},{"title":7,"searchDepth":1629,"depth":1629,"links":224603},[224604,224605,224606,224609,224610,224611,224612,224613,224614,224615],{"id":141798,"depth":1629,"text":141801},{"id":224101,"depth":1629,"text":224104},{"id":224172,"depth":1629,"text":224175,"children":224607},[224608],{"id":219592,"depth":1635,"text":219595},{"id":224253,"depth":1629,"text":224256},{"id":224287,"depth":1629,"text":224290},{"id":224344,"depth":1629,"text":224347},{"id":224404,"depth":1629,"text":224407},{"id":224461,"depth":1629,"text":224464},{"id":224507,"depth":1629,"text":224510},{"id":223873,"depth":1629,"text":223879},"content:blog:how_to_sync_customers_or_suppliers_with_unified_accounting_api.md","blog/how_to_sync_customers_or_suppliers_with_unified_accounting_api.md","blog/how_to_sync_customers_or_suppliers_with_unified_accounting_api",{"_path":224620,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":224621,"description":224622,"img":224623,"date":224624,"tag":12,"body":224625,"_type":1677,"_id":225755,"_source":1679,"_file":225756,"_stem":225757,"_extension":1682},"/blog/how_to_create_and_sync_invoices_with_unified_accounting_api","How to Create and Sync Invoices with Unified's Accounting API","Invoicing is one of the most opinionated parts of accounting systems—and one of the easiest places for integrations to fail.","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_create_and_sync_invoices_with_unified_accounting_api-icon.png","2026-01-19T21:53:00.000Z",{"type":14,"children":224626,"toc":225719},[224627,224632,224635,224642,224646,224651,224656,224674,224679,224702,224707,224711,224750,224754,224782,224786,224794,224804,224810,224821,224825,224935,224941,224950,224955,224961,224973,224982,224986,225024,225028,225039,225045,225050,225059,225065,225070,225076,225087,225096,225108,225114,225122,225127,225133,225141,225147,225155,225161,225166,225175,225179,225204,225210,225219,225230,225236,225242,225251,225263,225269,225278,225283,225299,225305,225316,225325,225330,225336,225345,225350,225356,225361,225444,225450,225478,225484,225489,225508,225517,225521,225543,225549,225560,225566,225571,225648,225653,225657,225661,225684,225696,225701,225710],{"type":17,"tag":18,"props":224628,"children":224630},{"id":224629},"how-to-create-and-sync-invoices-with-unifieds-accounting-api",[224631],{"type":23,"value":224621},{"type":17,"tag":25,"props":224633,"children":224634},{},[],{"type":17,"tag":29,"props":224636,"children":224637},{},[224638],{"type":17,"tag":33,"props":224639,"children":224640},{},[224641],{"type":23,"value":219187},{"type":17,"tag":29,"props":224643,"children":224644},{},[224645],{"type":23,"value":224622},{"type":17,"tag":29,"props":224647,"children":224648},{},[224649],{"type":23,"value":224650},"Across providers, invoices differ in how they're classified, when they can be edited, how they're delivered, and what 'paid' actually means. Some systems allow drafts to be modified freely. Others lock invoices once authorized. Payment collection, tax handling, and delivery behavior vary widely, even when the surface concepts look identical.",{"type":17,"tag":29,"props":224652,"children":224653},{},[224654],{"type":23,"value":224655},"For a PM or backend team, this creates immediate risk:",{"type":17,"tag":80,"props":224657,"children":224658},{},[224659,224664,224669],{"type":17,"tag":84,"props":224660,"children":224661},{},[224662],{"type":23,"value":224663},"Can invoices be created and updated safely across providers without branching logic?",{"type":17,"tag":84,"props":224665,"children":224666},{},[224667],{"type":23,"value":224668},"When is an invoice immutable, and how should failures be surfaced to users?",{"type":17,"tag":84,"props":224670,"children":224671},{},[224672],{"type":23,"value":224673},"How do you control delivery and payment behavior without relying on undocumented defaults?",{"type":17,"tag":29,"props":224675,"children":224676},{},[224677],{"type":23,"value":224678},"Many teams discover too late that invoice logic baked for one accounting system doesn't generalize. The result is partial writes, rejected updates, or invoices that don't behave the way users expect.",{"type":17,"tag":29,"props":224680,"children":224681},{},[224682,224683,224687,224689,224694,224696,224700],{"type":23,"value":25244},{"type":17,"tag":133,"props":224684,"children":224685},{"href":82425},[224686],{"type":23,"value":128616},{"type":23,"value":224688}," is designed to make invoice automation explicit and defensible. Invoices are represented through a normalized ",{"type":17,"tag":6121,"props":224690,"children":224692},{"className":224691},[],[224693],{"type":23,"value":220797},{"type":23,"value":224695}," model, with classification handled at the line-item level and lifecycle rules enforced by the provider rather than guessed upstream. Core behaviors—listing, syncing, creating, updating, delivering, and removing invoices—are exposed through documented parameters with consistent ",{"type":17,"tag":133,"props":224697,"children":224698},{"href":1857},[224699],{"type":23,"value":1860},{"type":23,"value":224701}," and error semantics.",{"type":17,"tag":29,"props":224703,"children":224704},{},[224705],{"type":23,"value":224706},"This guide shows how to build a production-grade invoice sync and write flow using Unified's Accounting API—resolving dependencies, creating classified invoices, controlling delivery and payment behavior, and handling provider constraints without vendor-specific code paths or assumptions.",{"type":17,"tag":68,"props":224708,"children":224709},{"id":199540},[224710],{"type":23,"value":199543},{"type":17,"tag":80,"props":224712,"children":224713},{},[224714,224719,224724,224729,224734,224739],{"type":17,"tag":84,"props":224715,"children":224716},{},[224717],{"type":23,"value":224718},"Listing invoices with pagination and incremental sync",{"type":17,"tag":84,"props":224720,"children":224721},{},[224722],{"type":23,"value":224723},"Resolving required invoice dependencies (contacts, accounts, categories, tax rates)",{"type":17,"tag":84,"props":224725,"children":224726},{},[224727],{"type":23,"value":224728},"Creating invoices with classified line items",{"type":17,"tag":84,"props":224730,"children":224731},{},[224732],{"type":23,"value":224733},"Controlling invoice delivery and payment behavior",{"type":17,"tag":84,"props":224735,"children":224736},{},[224737],{"type":23,"value":224738},"Updating and removing invoices",{"type":17,"tag":84,"props":224740,"children":224741},{},[224742,224744,224748],{"type":23,"value":224743},"Handling pagination, ",{"type":17,"tag":133,"props":224745,"children":224746},{"href":135},[224747],{"type":23,"value":138},{"type":23,"value":224749},", and provider constraints",{"type":17,"tag":68,"props":224751,"children":224752},{"id":141798},[224753],{"type":23,"value":141801},{"type":17,"tag":80,"props":224755,"children":224756},{},[224757,224761,224765,224769,224778],{"type":17,"tag":84,"props":224758,"children":224759},{},[224760],{"type":23,"value":219393},{"type":17,"tag":84,"props":224762,"children":224763},{},[224764],{"type":23,"value":219398},{"type":17,"tag":84,"props":224766,"children":224767},{},[224768],{"type":23,"value":219403},{"type":17,"tag":84,"props":224770,"children":224771},{},[224772,224773],{"type":23,"value":219408},{"type":17,"tag":6121,"props":224774,"children":224776},{"className":224775},[],[224777],{"type":23,"value":19766},{"type":17,"tag":84,"props":224779,"children":224780},{},[224781],{"type":23,"value":220751},{"type":17,"tag":68,"props":224783,"children":224784},{"id":19743},[224785],{"type":23,"value":19746},{"type":17,"tag":6893,"props":224787,"children":224789},{"className":224788,"code":219429,"language":18718,"meta":7},[18716],[224790],{"type":17,"tag":6121,"props":224791,"children":224792},{"__ignoreMap":7},[224793],{"type":23,"value":219429},{"type":17,"tag":29,"props":224795,"children":224796},{},[224797,224798,224803],{"type":23,"value":220768},{"type":17,"tag":6121,"props":224799,"children":224801},{"className":224800},[],[224802],{"type":23,"value":19766},{"type":23,"value":220775},{"type":17,"tag":68,"props":224805,"children":224807},{"id":224806},"step-2-understand-the-invoice-data-model-critical",[224808],{"type":23,"value":224809},"Step 2: Understand the Invoice data model (critical)",{"type":17,"tag":29,"props":224811,"children":224812},{},[224813,224815,224820],{"type":23,"value":224814},"Unified represents invoices using the normalized ",{"type":17,"tag":6121,"props":224816,"children":224818},{"className":224817},[],[224819],{"type":23,"value":220797},{"type":23,"value":74653},{"type":17,"tag":29,"props":224822,"children":224823},{},[224824],{"type":23,"value":65343},{"type":17,"tag":80,"props":224826,"children":224827},{},[224828,224845,224852,224902,224912,224930],{"type":17,"tag":84,"props":224829,"children":224830},{},[224831,224833,224838,224840],{"type":23,"value":224832},"Invoices are ",{"type":17,"tag":48,"props":224834,"children":224835},{},[224836],{"type":23,"value":224837},"customer-facing",{"type":23,"value":224839}," and reference a ",{"type":17,"tag":6121,"props":224841,"children":224843},{"className":224842},[],[224844],{"type":23,"value":26302},{"type":17,"tag":84,"props":224846,"children":224847},{},[224848],{"type":17,"tag":48,"props":224849,"children":224850},{},[224851],{"type":23,"value":223474},{"type":17,"tag":84,"props":224853,"children":224854},{},[224855,224857],{"type":23,"value":224856},"Line items may 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values",{"type":17,"tag":6893,"props":224942,"children":224945},{"className":224943,"code":224944,"language":18718,"meta":7},[18716],"'DRAFT'\n'VOIDED'\n'AUTHORIZED'\n'PAID'\n'PARTIALLY_PAID'\n'PARTIALLY_REFUNDED'\n'REFUNDED'\n'SUBMITTED'\n'DELETED'\n'OVERDUE'\n",[224946],{"type":17,"tag":6121,"props":224947,"children":224948},{"__ignoreMap":7},[224949],{"type":23,"value":224944},{"type":17,"tag":29,"props":224951,"children":224952},{},[224953],{"type":23,"value":224954},"These values are normalized, but providers may return additional states. Treat this as an open set.",{"type":17,"tag":68,"props":224956,"children":224958},{"id":224957},"step-3-list-invoices-sync-in",[224959],{"type":23,"value":224960},"Step 3: List invoices (sync in)",{"type":17,"tag":29,"props":224962,"children":224963},{},[224964,224966,224972],{"type":23,"value":224965},"To sync invoices into your system, use ",{"type":17,"tag":6121,"props":224967,"children":224969},{"className":224968},[],[224970],{"type":23,"value":224971},"listAccountingInvoices",{"type":23,"value":54},{"type":17,"tag":6893,"props":224974,"children":224977},{"className":224975,"code":224976,"language":18718,"meta":7},[18716],"const results = await sdk.accounting.listAccountingInvoices({\n  connectionId,\n  limit: 50,\n  offset: 0,\n  updated_gte: '2026-01-22T22:41:23.849Z',\n  sort: 'updated_at',\n  order: 'asc',\n  query: '',\n  contact_id: '',\n  org_id: '',\n  type: '',\n  fields: '',\n  raw: '',\n});\n",[224978],{"type":17,"tag":6121,"props":224979,"children":224980},{"__ignoreMap":7},[224981],{"type":23,"value":224976},{"type":17,"tag":239,"props":224983,"children":224984},{"id":219592},[224985],{"type":23,"value":219595},{"type":17,"tag":80,"props":224987,"children":224988},{},[224989,224997,225006,225015],{"type":17,"tag":84,"props":224990,"children":224991},{},[224992,224993],{"type":23,"value":221076},{"type":17,"tag":48,"props":224994,"children":224995},{},[224996],{"type":23,"value":219614},{"type":17,"tag":84,"props":224998,"children":224999},{},[225000,225001,225005],{"type":23,"value":223590},{"type":17,"tag":48,"props":225002,"children":225003},{},[225004],{"type":23,"value":219614},{"type":23,"value":219631},{"type":17,"tag":84,"props":225007,"children":225008},{},[225009,225010,225014],{"type":23,"value":143132},{"type":17,"tag":48,"props":225011,"children":225012},{},[225013],{"type":23,"value":48411},{"type":23,"value":223609},{"type":17,"tag":84,"props":225016,"children":225017},{},[225018,225019],{"type":23,"value":223614},{"type":17,"tag":6121,"props":225020,"children":225022},{"className":225021},[],[225023],{"type":23,"value":219655},{"type":17,"tag":239,"props":225025,"children":225026},{"id":219658},[225027],{"type":23,"value":157204},{"type":17,"tag":29,"props":225029,"children":225030},{},[225031,225032,225037],{"type":23,"value":33722},{"type":17,"tag":6121,"props":225033,"children":225035},{"className":225034},[],[225036],{"type":23,"value":26291},{"type":23,"value":225038}," to fetch only invoices updated since your last sync timestamp. This is the recommended polling strategy.",{"type":17,"tag":68,"props":225040,"children":225042},{"id":225041},"step-4-retrieve-a-single-invoice",[225043],{"type":23,"value":225044},"Step 4: Retrieve a single invoice",{"type":17,"tag":29,"props":225046,"children":225047},{},[225048],{"type":23,"value":225049},"Use this to verify creates/updates or reconcile provider-side changes.",{"type":17,"tag":6893,"props":225051,"children":225054},{"className":225052,"code":225053,"language":18718,"meta":7},[18716],"const invoice = await sdk.accounting.getAccountingInvoice({\n  connectionId,\n  id: invoiceId,\n  fields: '',\n  raw: '',\n});\n",[225055],{"type":17,"tag":6121,"props":225056,"children":225057},{"__ignoreMap":7},[225058],{"type":23,"value":225053},{"type":17,"tag":68,"props":225060,"children":225062},{"id":225061},"step-5-resolve-invoice-dependencies",[225063],{"type":23,"value":225064},"Step 5: Resolve invoice dependencies",{"type":17,"tag":29,"props":225066,"children":225067},{},[225068],{"type":23,"value":225069},"Before creating an invoice, resolve the objects it references.",{"type":17,"tag":239,"props":225071,"children":225073},{"id":225072},"resolve-the-customer-contact",[225074],{"type":23,"value":225075},"Resolve the customer (contact)",{"type":17,"tag":29,"props":225077,"children":225078},{},[225079,225081,225086],{"type":23,"value":225080},"Invoices require a ",{"type":17,"tag":6121,"props":225082,"children":225084},{"className":225083},[],[225085],{"type":23,"value":26302},{"type":23,"value":54},{"type":17,"tag":6893,"props":225088,"children":225091},{"className":225089,"code":225090,"language":18718,"meta":7},[18716],"const contacts = await sdk.accounting.listAccountingContacts({\n  connectionId,\n  limit: 50,\n  offset: 0,\n  updated_gte: '2026-01-22T22:41:23.849Z',\n  sort: 'updated_at',\n  order: 'asc',\n  query: '',\n  type: 'CUSTOMER',\n  org_id: '',\n  fields: '',\n  raw: '',\n});\n",[225092],{"type":17,"tag":6121,"props":225093,"children":225094},{"__ignoreMap":7},[225095],{"type":23,"value":225090},{"type":17,"tag":29,"props":225097,"children":225098},{},[225099,225101,225107],{"type":23,"value":225100},"Select the appropriate ",{"type":17,"tag":6121,"props":225102,"children":225104},{"className":225103},[],[225105],{"type":23,"value":225106},"AccountingContact.id",{"type":23,"value":54},{"type":17,"tag":239,"props":225109,"children":225111},{"id":225110},"resolve-accounts-optional-but-common",[225112],{"type":23,"value":225113},"Resolve accounts (optional but common)",{"type":17,"tag":6893,"props":225115,"children":225117},{"className":225116,"code":223675,"language":18718,"meta":7},[18716],[225118],{"type":17,"tag":6121,"props":225119,"children":225120},{"__ignoreMap":7},[225121],{"type":23,"value":223675},{"type":17,"tag":29,"props":225123,"children":225124},{},[225125],{"type":23,"value":225126},"Use an account ID when your provider supports 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(optional)",{"type":17,"tag":6893,"props":225148,"children":225150},{"className":225149,"code":223690,"language":18718,"meta":7},[18716],[225151],{"type":17,"tag":6121,"props":225152,"children":225153},{"__ignoreMap":7},[225154],{"type":23,"value":223690},{"type":17,"tag":68,"props":225156,"children":225158},{"id":225157},"step-6-build-a-provider-safe-invoice-payload",[225159],{"type":23,"value":225160},"Step 6: Build a provider-safe invoice payload",{"type":17,"tag":29,"props":225162,"children":225163},{},[225164],{"type":23,"value":225165},"A minimal, classification-aware invoice payload:",{"type":17,"tag":6893,"props":225167,"children":225170},{"className":225168,"code":225169,"language":18718,"meta":7},[18716],"const invoice = {\n  contact_id: customerId,\n  currency: 'USD',\n  invoice_number: 'INV-10042',\n  notes: 'January subscription',\n  payment_collection_method: 'send_invoice',\n  send: true,\n  lineitems: [\n    {\n      unit_quantity: 1,\n      unit_amount: 500.0,\n      tax_amount: 50.0,\n      account_id: revenueAccountId,\n      category_ids: [subscriptionCategoryId],\n      taxrate_id: salesTaxId,\n      item_name: 'Pro Plan – January',\n    },\n  ],\n};\n",[225171],{"type":17,"tag":6121,"props":225172,"children":225173},{"__ignoreMap":7},[225174],{"type":23,"value":225169},{"type":17,"tag":29,"props":225176,"children":225177},{},[225178],{"type":23,"value":193764},{"type":17,"tag":80,"props":225180,"children":225181},{},[225182,225195,225199],{"type":17,"tag":84,"props":225183,"children":225184},{},[225185,225187,225190],{"type":23,"value":225186},"Totals are typically derived as",{"type":17,"tag":3891,"props":225188,"children":225189},{},[],{"type":17,"tag":6121,"props":225191,"children":225193},{"className":225192},[],[225194],{"type":23,"value":223782},{"type":17,"tag":84,"props":225196,"children":225197},{},[225198],{"type":23,"value":223787},{"type":17,"tag":84,"props":225200,"children":225201},{},[225202],{"type":23,"value":225203},"Leave optional fields unset unless you are certain the provider supports them",{"type":17,"tag":68,"props":225205,"children":225207},{"id":225206},"step-7-create-the-invoice",[225208],{"type":23,"value":225209},"Step 7: Create the invoice",{"type":17,"tag":6893,"props":225211,"children":225214},{"className":225212,"code":225213,"language":18718,"meta":7},[18716],"const created = await sdk.accounting.createAccountingInvoice({\n  connectionId,\n  accountingInvoice: invoice,\n  fields: '',\n  raw: '',\n});\n",[225215],{"type":17,"tag":6121,"props":225216,"children":225217},{"__ignoreMap":7},[225218],{"type":23,"value":225213},{"type":17,"tag":29,"props":225220,"children":225221},{},[225222,225223,225228],{"type":23,"value":223812},{"type":17,"tag":6121,"props":225224,"children":225226},{"className":225225},[],[225227],{"type":23,"value":220797},{"type":23,"value":225229}," object reflecting the provider's current state.",{"type":17,"tag":68,"props":225231,"children":225233},{"id":225232},"step-8-control-invoice-delivery-and-payment-behavior",[225234],{"type":23,"value":225235},"Step 8: Control invoice delivery and payment behavior",{"type":17,"tag":239,"props":225237,"children":225239},{"id":225238},"send-invoice-email-link",[225240],{"type":23,"value":225241},"Send invoice (email / link)",{"type":17,"tag":6893,"props":225243,"children":225246},{"className":225244,"code":225245,"language":18718,"meta":7},[18716],"payment_collection_method: 'send_invoice'\nsend: true\n",[225247],{"type":17,"tag":6121,"props":225248,"children":225249},{"__ignoreMap":7},[225250],{"type":23,"value":225245},{"type":17,"tag":29,"props":225252,"children":225253},{},[225254,225256,225262],{"type":23,"value":225255},"This typically emails the invoice or makes a payment link available via ",{"type":17,"tag":6121,"props":225257,"children":225259},{"className":225258},[],[225260],{"type":23,"value":225261},"invoice.url",{"type":23,"value":54},{"type":17,"tag":239,"props":225264,"children":225266},{"id":225265},"charge-automatically",[225267],{"type":23,"value":225268},"Charge automatically",{"type":17,"tag":6893,"props":225270,"children":225273},{"className":225271,"code":225272,"language":18718,"meta":7},[18716],"payment_collection_method: 'charge_automatically'\nsend: true\n",[225274],{"type":17,"tag":6121,"props":225275,"children":225276},{"__ignoreMap":7},[225277],{"type":23,"value":225272},{"type":17,"tag":29,"props":225279,"children":225280},{},[225281],{"type":23,"value":225282},"This attempts to charge the customer's default payment method.",{"type":17,"tag":29,"props":225284,"children":225285},{},[225286,225290,225292,225297],{"type":17,"tag":48,"props":225287,"children":225288},{},[225289],{"type":23,"value":19907},{"type":23,"value":225291}," Provider behavior 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Some may ignore ",{"type":17,"tag":6121,"props":225293,"children":225295},{"className":225294},[],[225296],{"type":23,"value":224929},{"type":23,"value":225298}," depending on provider capabilities.",{"type":17,"tag":68,"props":225300,"children":225302},{"id":225301},"step-9-update-an-invoice",[225303],{"type":23,"value":225304},"Step 9: Update an invoice",{"type":17,"tag":29,"props":225306,"children":225307},{},[225308,225310,225315],{"type":23,"value":225309},"To update an invoice, supply its ",{"type":17,"tag":6121,"props":225311,"children":225313},{"className":225312},[],[225314],{"type":23,"value":18766},{"type":23,"value":54},{"type":17,"tag":6893,"props":225317,"children":225320},{"className":225318,"code":225319,"language":18718,"meta":7},[18716],"const updated = await sdk.accounting.updateAccountingInvoice({\n  connectionId,\n  id: invoiceId,\n  accountingInvoice: {\n    notes: 'Updated invoice notes',\n  },\n  fields: '',\n  raw: '',\n});\n",[225321],{"type":17,"tag":6121,"props":225322,"children":225323},{"__ignoreMap":7},[225324],{"type":23,"value":225319},{"type":17,"tag":29,"props":225326,"children":225327},{},[225328],{"type":23,"value":225329},"Invoice updates may be restricted by provider lifecycle rules. For example, some providers do not allow updates once an invoice is submitted or paid.",{"type":17,"tag":68,"props":225331,"children":225333},{"id":225332},"step-10-remove-an-invoice-optional",[225334],{"type":23,"value":225335},"Step 10: Remove an invoice (optional)",{"type":17,"tag":6893,"props":225337,"children":225340},{"className":225338,"code":225339,"language":18718,"meta":7},[18716],"await sdk.accounting.removeAccountingInvoice({\n  connectionId,\n  id: invoiceId,\n});\n",[225341],{"type":17,"tag":6121,"props":225342,"children":225343},{"__ignoreMap":7},[225344],{"type":23,"value":225339},{"type":17,"tag":29,"props":225346,"children":225347},{},[225348],{"type":23,"value":225349},"Use this cautiously. 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",{"type":17,"tag":6121,"props":225395,"children":225397},{"className":225396},[],[225398],{"type":23,"value":225399},"sort",{"type":23,"value":44573},{"type":17,"tag":6121,"props":225402,"children":225404},{"className":225403},[],[225405],{"type":23,"value":18781},{"type":23,"value":11826},{"type":17,"tag":6121,"props":225408,"children":225410},{"className":225409},[],[225411],{"type":23,"value":25337},{"type":23,"value":11826},{"type":17,"tag":6121,"props":225414,"children":225416},{"className":225415},[],[225417],{"type":23,"value":33446},{"type":23,"value":12034},{"type":17,"tag":84,"props":225420,"children":225421},{},[225422,225424,225429,225430,225436,225437,225443],{"type":23,"value":225423},"Ordering via 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That works initially, but it doesn't scale.",{"type":17,"tag":29,"props":231397,"children":231398},{},[231399,231400,231404],{"type":23,"value":25244},{"type":17,"tag":133,"props":231401,"children":231402},{"href":82425},[231403],{"type":23,"value":128616},{"type":23,"value":231405}," is designed to remove that constraint. Instead of pushing provider differences into your application logic, Unified normalizes purchase order objects upstream and provides a consistent API surface where write support exists.",{"type":17,"tag":29,"props":231407,"children":231408},{},[231409],{"type":23,"value":231410},"This guide shows how to create purchase orders using that normalized layer—step by step—without branching logic for QuickBooks vs. Xero vs. NetSuite, and without assuming that every provider behaves the same.",{"type":17,"tag":68,"props":231412,"children":231413},{"id":141798},[231414],{"type":23,"value":141801},{"type":17,"tag":80,"props":231416,"children":231417},{},[231418,231422,231426,231431,231440],{"type":17,"tag":84,"props":231419,"children":231420},{},[231421],{"type":23,"value":199683},{"type":17,"tag":84,"props":231423,"children":231424},{},[231425],{"type":23,"value":199688},{"type":17,"tag":84,"props":231427,"children":231428},{},[231429],{"type":23,"value":231430},"An Accounting integration enabled for your customer",{"type":17,"tag":84,"props":231432,"children":231433},{},[231434,231435,231439],{"type":23,"value":199693},{"type":17,"tag":133,"props":231436,"children":231437},{"href":7691},[231438],{"type":23,"value":7806},{"type":23,"value":199699},{"type":17,"tag":84,"props":231441,"children":231442},{},[231443,231445],{"type":23,"value":231444},"A customer Accounting ",{"type":17,"tag":6121,"props":231446,"children":231448},{"className":231447},[],[231449],{"type":23,"value":19766},{"type":17,"tag":68,"props":231451,"children":231452},{"id":211198},[231453],{"type":23,"value":211201},{"type":17,"tag":6893,"props":231455,"children":231458},{"className":231456,"code":231457,"language":48432,"meta":7},[48430],"mkdir purchase-order-demo\ncd purchase-order-demo\nnpm init -y\nnpm install @unified-api/typescript-sdk dotenv\n",[231459],{"type":17,"tag":6121,"props":231460,"children":231461},{"__ignoreMap":7},[231462],{"type":23,"value":231457},{"type":17,"tag":29,"props":231464,"children":231465},{},[231466,231467,231472],{"type":23,"value":211215},{"type":17,"tag":6121,"props":231468,"children":231470},{"className":231469},[],[231471],{"type":23,"value":211221},{"type":23,"value":211223},{"type":17,"tag":6893,"props":231474,"children":231477},{"className":231475,"code":231476,"language":20901,"meta":23},[20899],"UNIFIED_API_KEY=your_unified_api_key\nCONNECTION_ACCOUNTING=your_customer_accounting_connection_id\n",[231478],{"type":17,"tag":6121,"props":231479,"children":231480},{"__ignoreMap":7},[231481],{"type":23,"value":231476},{"type":17,"tag":68,"props":231483,"children":231484},{"id":211235},[231485],{"type":23,"value":211238},{"type":17,"tag":6893,"props":231487,"children":231490},{"className":231488,"code":231489,"language":18718,"meta":7},[18716],"import \"dotenv/config\";\nimport { UnifiedTo } from \"@unified-api/typescript-sdk\";\n\nconst { UNIFIED_API_KEY, CONNECTION_ACCOUNTING } = process.env;\n\nconst sdk = new UnifiedTo({\n  security: { jwt: UNIFIED_API_KEY! },\n});\n",[231491],{"type":17,"tag":6121,"props":231492,"children":231493},{"__ignoreMap":7},[231494],{"type":23,"value":231489},{"type":17,"tag":29,"props":231496,"children":231497},{},[231498],{"type":23,"value":231499},"At this point, you're authenticated and ready to interact with the Accounting and Commerce APIs through a single client.",{"type":17,"tag":68,"props":231501,"children":231503},{"id":231502},"step-3-understand-the-normalized-purchase-order-model-critical",[231504],{"type":23,"value":231505},"Step 3: Understand the normalized Purchase Order model (critical)",{"type":17,"tag":29,"props":231507,"children":231508},{},[231509,231511,231517],{"type":23,"value":231510},"Unified represents purchase orders using the normalized ",{"type":17,"tag":6121,"props":231512,"children":231514},{"className":231513},[],[231515],{"type":23,"value":231516},"AccountingPurchaseorder",{"type":23,"value":231518}," object. Field names are snake_case and consistent across providers.",{"type":17,"tag":29,"props":231520,"children":231521},{},[231522],{"type":23,"value":231523},"At the top level, a purchase order can include:",{"type":17,"tag":80,"props":231525,"children":231526},{},[231527,231537,231547,231557,231579],{"type":17,"tag":84,"props":231528,"children":231529},{},[231530,231535],{"type":17,"tag":6121,"props":231531,"children":231533},{"className":231532},[],[231534],{"type":23,"value":26302},{"type":23,"value":231536}," — the supplier (AccountingContact)",{"type":17,"tag":84,"props":231538,"children":231539},{},[231540,231545],{"type":17,"tag":6121,"props":231541,"children":231543},{"className":231542},[],[231544],{"type":23,"value":184840},{"type":23,"value":231546}," — optional accounting account",{"type":17,"tag":84,"props":231548,"children":231549},{},[231550,231555],{"type":17,"tag":6121,"props":231551,"children":231553},{"className":231552},[],[231554],{"type":23,"value":22296},{"type":23,"value":231556}," — ISO 4217 currency code",{"type":17,"tag":84,"props":231558,"children":231559},{},[231560,231565,231567,231572,231573,231578],{"type":17,"tag":6121,"props":231561,"children":231563},{"className":231562},[],[231564],{"type":23,"value":19949},{"type":23,"value":231566}," — lifecycle state (",{"type":17,"tag":6121,"props":231568,"children":231570},{"className":231569},[],[231571],{"type":23,"value":187870},{"type":23,"value":11826},{"type":17,"tag":6121,"props":231574,"children":231576},{"className":231575},[],[231577],{"type":23,"value":187879},{"type":23,"value":149980},{"type":17,"tag":84,"props":231580,"children":231581},{},[231582,231587],{"type":17,"tag":6121,"props":231583,"children":231585},{"className":231584},[],[231586],{"type":23,"value":219548},{"type":23,"value":231588}," — goods or services being purchased",{"type":17,"tag":29,"props":231590,"children":231591},{},[231592],{"type":23,"value":231593},"Each line item supports:",{"type":17,"tag":80,"props":231595,"children":231596},{},[231597,231602,231613,231632],{"type":17,"tag":84,"props":231598,"children":231599},{},[231600],{"type":23,"value":231601},"quantity and unit price",{"type":17,"tag":84,"props":231603,"children":231604},{},[231605,231607,231612],{"type":23,"value":231606},"optional linkage to a Commerce catalog item (",{"type":17,"tag":6121,"props":231608,"children":231610},{"className":231609},[],[231611],{"type":23,"value":21080},{"type":23,"value":12034},{"type":17,"tag":84,"props":231614,"children":231615},{},[231616,231618,231624,231625,231631],{"type":23,"value":231617},"optional free-text identifiers (",{"type":17,"tag":6121,"props":231619,"children":231621},{"className":231620},[],[231622],{"type":23,"value":231623},"item_name",{"type":23,"value":11826},{"type":17,"tag":6121,"props":231626,"children":231628},{"className":231627},[],[231629],{"type":23,"value":231630},"item_sku",{"type":23,"value":12034},{"type":17,"tag":84,"props":231633,"children":231634},{},[231635],{"type":23,"value":231636},"optional accounting references (account, category, tax rate)",{"type":17,"tag":29,"props":231638,"children":231639},{},[231640],{"type":23,"value":231641},"Unified does not assume which fields are required. Provider-specific constraints are enforced by the integration.",{"type":17,"tag":68,"props":231643,"children":231645},{"id":231644},"step-4-resolve-the-supplier-contact_id",[231646,231648,231653],{"type":23,"value":231647},"Step 4: Resolve the supplier (",{"type":17,"tag":6121,"props":231649,"children":231651},{"className":231650},[],[231652],{"type":23,"value":26302},{"type":23,"value":12034},{"type":17,"tag":29,"props":231655,"children":231656},{},[231657,231659,231664,231666,231671,231672,231678],{"type":23,"value":231658},"Purchase orders typically reference a ",{"type":17,"tag":48,"props":231660,"children":231661},{},[231662],{"type":23,"value":231663},"supplier",{"type":23,"value":231665},", which is an ",{"type":17,"tag":6121,"props":231667,"children":231669},{"className":231668},[],[231670],{"type":23,"value":224013},{"type":23,"value":120761},{"type":17,"tag":6121,"props":231673,"children":231675},{"className":231674},[],[231676],{"type":23,"value":231677},"type = SUPPLIER",{"type":23,"value":54},{"type":17,"tag":6893,"props":231680,"children":231683},{"className":231681,"code":231682,"language":18718,"meta":7},[18716],"const suppliers = await sdk.accounting.listAccountingContacts({\n  connectionId: CONNECTION_ACCOUNTING!,\n  type: \"SUPPLIER\",\n  limit: 50,\n});\n",[231684],{"type":17,"tag":6121,"props":231685,"children":231686},{"__ignoreMap":7},[231687],{"type":23,"value":231682},{"type":17,"tag":29,"props":231689,"children":231690},{},[231691,231693,231698,231700,231706],{"type":23,"value":231692},"Each result includes an ",{"type":17,"tag":6121,"props":231694,"children":231696},{"className":231695},[],[231697],{"type":23,"value":18766},{"type":23,"value":231699},". Select the appropriate one and store it as ",{"type":17,"tag":6121,"props":231701,"children":231703},{"className":231702},[],[231704],{"type":23,"value":231705},"supplierId",{"type":23,"value":54},{"type":17,"tag":68,"props":231708,"children":231710},{"id":231709},"step-5-optional-resolve-an-accounting-account",[231711],{"type":23,"value":231712},"Step 5 (Optional): Resolve an accounting account",{"type":17,"tag":29,"props":231714,"children":231715},{},[231716],{"type":23,"value":231717},"Some providers allow or require purchase orders (or line items) to reference an accounting account.",{"type":17,"tag":6893,"props":231719,"children":231722},{"className":231720,"code":231721,"language":18718,"meta":7},[18716],"const accounts = await sdk.accounting.listAccountingAccounts({\n  connectionId: CONNECTION_ACCOUNTING!,\n  limit: 50,\n});\n",[231723],{"type":17,"tag":6121,"props":231724,"children":231725},{"__ignoreMap":7},[231726],{"type":23,"value":231721},{"type":17,"tag":29,"props":231728,"children":231729},{},[231730,231732,231737,231739,231745],{"type":23,"value":231731},"If your provider supports writable ",{"type":17,"tag":6121,"props":231733,"children":231735},{"className":231734},[],[231736],{"type":23,"value":184840},{"type":23,"value":231738}," on purchase orders or line items, select the relevant ",{"type":17,"tag":6121,"props":231740,"children":231742},{"className":231741},[],[231743],{"type":23,"value":231744},"AccountingAccount.id",{"type":23,"value":231746},". Otherwise, omit it.",{"type":17,"tag":68,"props":231748,"children":231750},{"id":231749},"step-6-recommended-resolve-a-commerce-item-item_id",[231751,231753,231758],{"type":23,"value":231752},"Step 6 (Recommended): Resolve a Commerce item (",{"type":17,"tag":6121,"props":231754,"children":231756},{"className":231755},[],[231757],{"type":23,"value":21080},{"type":23,"value":12034},{"type":17,"tag":29,"props":231760,"children":231761},{},[231762,231764,231770,231771,231776],{"type":23,"value":231763},"Line items can reference a ",{"type":17,"tag":6121,"props":231765,"children":231767},{"className":231766},[],[231768],{"type":23,"value":231769},"CommerceItem",{"type":23,"value":205963},{"type":17,"tag":6121,"props":231772,"children":231774},{"className":231773},[],[231775],{"type":23,"value":21080},{"type":23,"value":231777},". This is the preferred approach when Commerce items are available for the integration.",{"type":17,"tag":6893,"props":231779,"children":231782},{"className":231780,"code":231781,"language":18718,"meta":7},[18716],"const items = await sdk.commerce.listCommerceItems({\n  connectionId: CONNECTION_ACCOUNTING!,\n  limit: 50,\n  query: \"Widget\",\n});\n",[231783],{"type":17,"tag":6121,"props":231784,"children":231785},{"__ignoreMap":7},[231786],{"type":23,"value":231781},{"type":17,"tag":29,"props":231788,"children":231789},{},[231790,231792,231797,231799,231805,231807,231813],{"type":23,"value":231791},"Each result is a ",{"type":17,"tag":6121,"props":231793,"children":231795},{"className":231794},[],[231796],{"type":23,"value":231769},{"type":23,"value":231798},". Use ",{"type":17,"tag":6121,"props":231800,"children":231802},{"className":231801},[],[231803],{"type":23,"value":231804},"item.id",{"type":23,"value":231806}," as ",{"type":17,"tag":6121,"props":231808,"children":231810},{"className":231809},[],[231811],{"type":23,"value":231812},"lineitems[].item_id",{"type":23,"value":54},{"type":17,"tag":29,"props":231815,"children":231816},{},[231817,231819,231823,231825,231830,231831,231836],{"type":23,"value":231818},"If Commerce items are ",{"type":17,"tag":48,"props":231820,"children":231821},{},[231822],{"type":23,"value":159475},{"type":23,"value":231824}," provided for your provider, you can skip this step and use ",{"type":17,"tag":6121,"props":231826,"children":231828},{"className":231827},[],[231829],{"type":23,"value":231623},{"type":23,"value":75890},{"type":17,"tag":6121,"props":231832,"children":231834},{"className":231833},[],[231835],{"type":23,"value":231630},{"type":23,"value":231837}," instead.",{"type":17,"tag":68,"props":231839,"children":231841},{"id":231840},"step-7-build-a-minimum-viable-purchase-order-payload",[231842],{"type":23,"value":231843},"Step 7: Build a minimum viable purchase order payload",{"type":17,"tag":29,"props":231845,"children":231846},{},[231847],{"type":23,"value":231848},"Here's a provider-safe baseline payload that uses only documented fields:",{"type":17,"tag":6893,"props":231850,"children":231853},{"className":231851,"code":231852,"language":18718,"meta":7},[18716],"const purchaseOrder = {\n  contact_id: supplierId,\n  currency: \"USD\",\n  status: \"DRAFT\",\n  lineitems: [\n    {\n      unit_quantity: 2,\n      unit_amount: 49.99,\n\n      // Preferred when Commerce Items are available:\n      item_id: commerceItemId,\n\n      // Fallback if Commerce Items are not exposed:\n      // item_name: \"Widget\",\n      // item_sku: \"WID-001\",\n    },\n  ],\n};\n",[231854],{"type":17,"tag":6121,"props":231855,"children":231856},{"__ignoreMap":7},[231857],{"type":23,"value":231852},{"type":17,"tag":239,"props":231859,"children":231861},{"id":231860},"why-this-payload-works",[231862],{"type":23,"value":231863},"Why this payload works",{"type":17,"tag":80,"props":231865,"children":231866},{},[231867,231872,231877,231914],{"type":17,"tag":84,"props":231868,"children":231869},{},[231870],{"type":23,"value":231871},"All fields are explicitly documented in the data model",{"type":17,"tag":84,"props":231873,"children":231874},{},[231875],{"type":23,"value":231876},"No undocumented required fields are assumed",{"type":17,"tag":84,"props":231878,"children":231879},{},[231880,231882],{"type":23,"value":231881},"Line items support either:",{"type":17,"tag":80,"props":231883,"children":231884},{},[231885,231897],{"type":17,"tag":84,"props":231886,"children":231887},{},[231888,231890,231895],{"type":23,"value":231889},"normalized catalog linkage (",{"type":17,"tag":6121,"props":231891,"children":231893},{"className":231892},[],[231894],{"type":23,"value":21080},{"type":23,"value":231896},"), or",{"type":17,"tag":84,"props":231898,"children":231899},{},[231900,231902,231907,231908,231913],{"type":23,"value":231901},"free-text identifiers (",{"type":17,"tag":6121,"props":231903,"children":231905},{"className":231904},[],[231906],{"type":23,"value":231623},{"type":23,"value":11826},{"type":17,"tag":6121,"props":231909,"children":231911},{"className":231910},[],[231912],{"type":23,"value":231630},{"type":23,"value":12034},{"type":17,"tag":84,"props":231915,"children":231916},{},[231917,231919,231922],{"type":23,"value":231918},"Line-item totals are defined as",{"type":17,"tag":3891,"props":231920,"children":231921},{},[],{"type":17,"tag":6121,"props":231923,"children":231925},{"className":231924},[],[231926],{"type":23,"value":223782},{"type":17,"tag":29,"props":231928,"children":231929},{},[231930],{"type":23,"value":231931},"Provider behavior around validating or computing totals may vary. If you supply totals explicitly, ensure they align with provider expectations.",{"type":17,"tag":68,"props":231933,"children":231935},{"id":231934},"step-8-create-the-purchase-order",[231936],{"type":23,"value":231937},"Step 8: Create the purchase order",{"type":17,"tag":6893,"props":231939,"children":231942},{"className":231940,"code":231941,"language":18718,"meta":7},[18716],"const result = await sdk.accounting.createAccountingPurchaseorder({\n  connectionId: CONNECTION_ACCOUNTING!,\n  accountingPurchaseorder: purchaseOrder,\n});\n",[231943],{"type":17,"tag":6121,"props":231944,"children":231945},{"__ignoreMap":7},[231946],{"type":23,"value":231941},{"type":17,"tag":29,"props":231948,"children":231949},{},[231950,231951,231956],{"type":23,"value":223812},{"type":17,"tag":6121,"props":231952,"children":231954},{"className":231953},[],[231955],{"type":23,"value":231516},{"type":23,"value":107701},{"type":17,"tag":80,"props":231958,"children":231959},{},[231960,231970,231974,231979],{"type":17,"tag":84,"props":231961,"children":231962},{},[231963,231965],{"type":23,"value":231964},"the created ",{"type":17,"tag":6121,"props":231966,"children":231968},{"className":231967},[],[231969],{"type":23,"value":18766},{"type":17,"tag":84,"props":231971,"children":231972},{},[231973],{"type":23,"value":19954},{"type":17,"tag":84,"props":231975,"children":231976},{},[231977],{"type":23,"value":231978},"normalized status",{"type":17,"tag":84,"props":231980,"children":231981},{},[231982],{"type":23,"value":231983},"line items and totals as returned by the provider",{"type":17,"tag":68,"props":231985,"children":231987},{"id":231986},"optional-limit-returned-fields",[231988],{"type":23,"value":231989},"Optional: Limit returned fields",{"type":17,"tag":29,"props":231991,"children":231992},{},[231993,231995,232000],{"type":23,"value":231994},"If you only need a subset of fields, use the ",{"type":17,"tag":6121,"props":231996,"children":231998},{"className":231997},[],[231999],{"type":23,"value":39759},{"type":23,"value":232001}," parameter:",{"type":17,"tag":6893,"props":232003,"children":232006},{"className":232004,"code":232005,"language":18718,"meta":7},[18716],"const result = await sdk.accounting.createAccountingPurchaseorder({\n  connectionId: CONNECTION_ACCOUNTING!,\n  accountingPurchaseorder: purchaseOrder,\n  fields: [\"id\", \"status\", \"total_amount\"],\n});\n",[232007],{"type":17,"tag":6121,"props":232008,"children":232009},{"__ignoreMap":7},[232010],{"type":23,"value":232005},{"type":17,"tag":29,"props":232012,"children":232013},{},[232014,232019],{"type":17,"tag":6121,"props":232015,"children":232017},{"className":232016},[],[232018],{"type":23,"value":39759},{"type":23,"value":232020}," must be an array of strings. 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out;\n}\n\nasync function fetchAllCompanies(\n  opts?: ListBaseOpts & {\n    deal_id?: string;\n    contact_id?: string;\n    user_id?: string;\n  }\n) {\n  const pageSize = opts?.pageSize ?? 100;\n  let offset = 0;\n  const out: any[] = [];\n\n  while (true) {\n    const page = await sdk.crm.listCrmCompanies({\n      connectionId,\n      limit: pageSize,\n      offset,\n      updated_gte: opts?.updated_gte ?? \"\",\n      sort: opts?.sort ?? \"updated_at\",\n      order: opts?.order ?? \"asc\",\n      query: opts?.query ?? \"\",\n      deal_id: opts?.deal_id ?? \"\",\n      contact_id: opts?.contact_id ?? \"\",\n      user_id: opts?.user_id ?? \"\",\n      fields: opts?.fields ?? \"\",\n      raw: opts?.raw ?? \"\",\n    });\n\n    if (!page || page.length === 0) break;\n\n    out.push(...page);\n    if (page.length \u003C pageSize) break;\n    offset += pageSize;\n  }\n\n  return out;\n}\n",[233384],{"type":17,"tag":6121,"props":233385,"children":233386},{"__ignoreMap":7},[233387],{"type":23,"value":233382},{"type":17,"tag":68,"props":233389,"children":233391},{"id":233390},"step-5-index-contacts-and-companies-for-joins",[233392],{"type":23,"value":233393},"Step 5: Index contacts and companies for joins",{"type":17,"tag":29,"props":233395,"children":233396},{},[233397,233399,233404,233405,233410],{"type":23,"value":233398},"Deals link to contacts and companies via ID arrays (",{"type":17,"tag":6121,"props":233400,"children":233402},{"className":233401},[],[233403],{"type":23,"value":110157},{"type":23,"value":11826},{"type":17,"tag":6121,"props":233406,"children":233408},{"className":233407},[],[233409],{"type":23,"value":110146},{"type":23,"value":233411},"). Build lookup tables so joins are deterministic.",{"type":17,"tag":6893,"props":233413,"children":233416},{"className":233414,"code":233415,"language":18718,"meta":7},[18716],"function indexById\u003CT extends { id?: string }>(rows: T[]): Record\u003Cstring, T> {\n  const out: Record\u003Cstring, T> = {};\n  for (const r of rows) {\n    if (!r.id) continue;\n    out[r.id] = r;\n  }\n  return out;\n}\n",[233417],{"type":17,"tag":6121,"props":233418,"children":233419},{"__ignoreMap":7},[233420],{"type":23,"value":233415},{"type":17,"tag":68,"props":233422,"children":233424},{"id":233423},"step-6-decide-what-your-training-row-is",[233425],{"type":23,"value":233426},"Step 6: Decide what your 'training row' is",{"type":17,"tag":29,"props":233428,"children":233429},{},[233430],{"type":23,"value":233431},"A training row should be:",{"type":17,"tag":80,"props":233433,"children":233434},{},[233435,233439,233444,233449],{"type":17,"tag":84,"props":233436,"children":233437},{},[233438],{"type":23,"value":211735},{"type":17,"tag":84,"props":233440,"children":233441},{},[233442],{"type":23,"value":233443},"stable across runs",{"type":17,"tag":84,"props":233445,"children":233446},{},[233447],{"type":23,"value":233448},"based on fields that exist in the normalized schema",{"type":17,"tag":84,"props":233450,"children":233451},{},[233452],{"type":23,"value":233453},"explicit about missingness",{"type":17,"tag":29,"props":233455,"children":233456},{},[233457],{"type":23,"value":233458},"Below is a conservative row shape that stays within documented fields.",{"type":17,"tag":6893,"props":233460,"children":233463},{"className":233461,"code":233462,"language":18718,"meta":7},[18716],"type TrainingRow = {\n  deal_id: string;\n\n  deal_created_at?: string;\n  deal_updated_at?: string;\n\n  amount?: number;\n  currency?: string;\n\n  pipeline?: string;\n  pipeline_id?: string;\n  stage?: string;\n  stage_id?: string;\n\n  closing_at?: string;\n  closed_at?: string;\n\n  probability?: number;\n  source?: string;\n\n  owner_user_id?: string;\n\n  contact_count: number;\n  company_count: number;\n\n  primary_contact_id?: string;\n  primary_contact_title?: string;\n  primary_contact_department?: string;\n  primary_contact_email_type?: string;\n\n  primary_company_id?: string;\n  primary_company_industry?: string;\n  primary_company_employees?: number;\n  primary_company_is_active?: boolean;\n  primary_company_timezone?: string;\n\n  label?: \"CLOSED\" | \"OPEN\";\n};\n",[233464],{"type":17,"tag":6121,"props":233465,"children":233466},{"__ignoreMap":7},[233467],{"type":23,"value":233462},{"type":17,"tag":29,"props":233469,"children":233470},{},[233471],{"type":23,"value":233472},"Note: This uses a simple label definition:",{"type":17,"tag":80,"props":233474,"children":233475},{},[233476,233494],{"type":17,"tag":84,"props":233477,"children":233478},{},[233479,233485,233487,233492],{"type":17,"tag":6121,"props":233480,"children":233482},{"className":233481},[],[233483],{"type":23,"value":233484},"label = \"CLOSED\"",{"type":23,"value":233486}," when ",{"type":17,"tag":6121,"props":233488,"children":233490},{"className":233489},[],[233491],{"type":23,"value":62569},{"type":23,"value":233493}," exists",{"type":17,"tag":84,"props":233495,"children":233496},{},[233497,233499],{"type":23,"value":233498},"otherwise ",{"type":17,"tag":6121,"props":233500,"children":233502},{"className":233501},[],[233503],{"type":23,"value":233504},"label = \"OPEN\"",{"type":17,"tag":29,"props":233506,"children":233507},{},[233508,233510,233515],{"type":23,"value":233509},"That is safe because ",{"type":17,"tag":6121,"props":233511,"children":233513},{"className":233512},[],[233514],{"type":23,"value":62569},{"type":23,"value":233516}," is documented as 'the date that this deal closed.'",{"type":17,"tag":68,"props":233518,"children":233520},{"id":233519},"step-7-build-training-rows-from-deals-joins",[233521],{"type":23,"value":233522},"Step 7: Build training rows from deals + joins",{"type":17,"tag":29,"props":233524,"children":233525},{},[233526],{"type":23,"value":233527},"This step converts normalized CRM objects into training rows.",{"type":17,"tag":6893,"props":233529,"children":233532},{"className":233530,"code":233531,"language":18718,"meta":7},[18716],"function buildTrainingRows(input: {\n  deals: any[];\n  contactsById: Record\u003Cstring, any>;\n  companiesById: Record\u003Cstring, any>;\n}): TrainingRow[] {\n  const { deals, contactsById, companiesById } = input;\n\n  const rows: TrainingRow[] = [];\n\n  for (const d of deals) {\n    if (!d.id) continue;\n\n    const contactIds: string[] = Array.isArray(d.contact_ids) ? d.contact_ids : [];\n    const companyIds: string[] = Array.isArray(d.company_ids) ? d.company_ids : [];\n\n    const primaryContactId = contactIds[0];\n    const primaryCompanyId = companyIds[0];\n\n    const primaryContact = primaryContactId ? contactsById[primaryContactId] : undefined;\n    const primaryCompany = primaryCompanyId ? companiesById[primaryCompanyId] : undefined;\n\n    const primaryEmail = primaryContact?.emails?.[0];\n    const primaryEmailType = primaryEmail?.type;\n\n    const row: TrainingRow = {\n      deal_id: d.id,\n\n      deal_created_at: d.created_at,\n      deal_updated_at: d.updated_at,\n\n      amount: typeof d.amount === \"number\" ? d.amount : undefined,\n      currency: typeof d.currency === \"string\" ? d.currency : undefined,\n\n      pipeline: typeof d.pipeline === \"string\" ? d.pipeline : undefined,\n      pipeline_id: typeof d.pipeline_id === \"string\" ? d.pipeline_id : undefined,\n      stage: typeof d.stage === \"string\" ? d.stage : undefined,\n      stage_id: typeof d.stage_id === \"string\" ? d.stage_id : undefined,\n\n      closing_at: d.closing_at,\n      closed_at: d.closed_at,\n\n      probability: typeof d.probability === \"number\" ? d.probability : undefined,\n      source: typeof d.source === \"string\" ? d.source : undefined,\n\n      owner_user_id: typeof d.user_id === \"string\" ? d.user_id : undefined,\n\n      contact_count: contactIds.length,\n      company_count: companyIds.length,\n\n      primary_contact_id: primaryContactId,\n      primary_contact_title: primaryContact?.title,\n      primary_contact_department: primaryContact?.department,\n      primary_contact_email_type: primaryEmailType,\n\n      primary_company_id: primaryCompanyId,\n      primary_company_industry: primaryCompany?.industry,\n      primary_company_employees: typeof primaryCompany?.employees === \"number\" ? primaryCompany.employees : undefined,\n      primary_company_is_active: typeof primaryCompany?.is_active === \"boolean\" ? primaryCompany.is_active : undefined,\n      primary_company_timezone: primaryCompany?.timezone,\n\n      label: d.closed_at ? \"CLOSED\" : \"OPEN\",\n    };\n\n    rows.push(row);\n  }\n\n  return rows;\n}\n",[233533],{"type":17,"tag":6121,"props":233534,"children":233535},{"__ignoreMap":7},[233536],{"type":23,"value":233531},{"type":17,"tag":68,"props":233538,"children":233540},{"id":233539},"step-8-optional-enrichment-with-pipeline-stages",[233541],{"type":23,"value":233542},"Step 8: Optional enrichment with pipeline stages",{"type":17,"tag":29,"props":233544,"children":233545},{},[233546,233548,233553,233554,233559],{"type":23,"value":233547},"If you want stage metadata (like ",{"type":17,"tag":6121,"props":233549,"children":233551},{"className":233550},[],[233552],{"type":23,"value":212374},{"type":23,"value":75890},{"type":17,"tag":6121,"props":233555,"children":233557},{"className":233556},[],[233558],{"type":23,"value":62873},{"type":23,"value":233560},") you can pull pipelines and map:",{"type":17,"tag":80,"props":233562,"children":233563},{},[233564,233575],{"type":17,"tag":84,"props":233565,"children":233566},{},[233567,233573],{"type":17,"tag":6121,"props":233568,"children":233570},{"className":233569},[],[233571],{"type":23,"value":233572},"deal.pipeline_id",{"type":23,"value":233574}," → pipeline",{"type":17,"tag":84,"props":233576,"children":233577},{},[233578,233584,233586,233589],{"type":17,"tag":6121,"props":233579,"children":233581},{"className":233580},[],[233582],{"type":23,"value":233583},"deal.stage_id",{"type":23,"value":233585}," → pipeline.stages",{"type":17,"tag":22203,"props":233587,"children":233588},{},[],{"type":23,"value":233590},".id",{"type":17,"tag":6893,"props":233592,"children":233595},{"className":233593,"code":233594,"language":18718,"meta":7},[18716],"async function fetchAllPipelines(opts?: ListBaseOpts) {\n  const pageSize = opts?.pageSize ?? 100;\n  let offset = 0;\n  const out: any[] = [];\n\n  while (true) {\n    const page = await sdk.crm.listCrmPipelines({\n      connectionId,\n      limit: pageSize,\n      offset,\n      updated_gte: opts?.updated_gte ?? \"\",\n      sort: opts?.sort ?? \"updated_at\",\n      order: opts?.order ?? \"asc\",\n      query: opts?.query ?? \"\",\n      fields: opts?.fields ?? \"\",\n      raw: opts?.raw ?? \"\",\n    });\n\n    if (!page || page.length === 0) break;\n\n    out.push(...page);\n    if (page.length \u003C pageSize) break;\n    offset += pageSize;\n  }\n\n  return out;\n}\n\nfunction indexStagesByPipeline(pipelines: any[]) {\n  const out: Record\u003Cstring, Record\u003Cstring, any>> = {};\n  for (const p of pipelines) {\n    if (!p.id) continue;\n    const stages: any[] = Array.isArray(p.stages) ? p.stages : [];\n    out[p.id] = {};\n    for (const s of stages) {\n      if (!s.id) continue;\n      out[p.id][s.id] = s;\n    }\n  }\n  return out;\n}\n",[233596],{"type":17,"tag":6121,"props":233597,"children":233598},{"__ignoreMap":7},[233599],{"type":23,"value":233594},{"type":17,"tag":29,"props":233601,"children":233602},{},[233603],{"type":23,"value":233604},"You can then enrich each training row with stage attributes if both IDs exist.",{"type":17,"tag":68,"props":233606,"children":233608},{"id":233607},"step-9-optional-enrichment-with-events-engagement-signals",[233609],{"type":23,"value":233610},"Step 9: Optional enrichment with events (engagement signals)",{"type":17,"tag":29,"props":233612,"children":233613},{},[233614],{"type":23,"value":233615},"If you want engagement features, events are the normalized place to get them. You can filter events by:",{"type":17,"tag":80,"props":233617,"children":233618},{},[233619,233627,233635,233643],{"type":17,"tag":84,"props":233620,"children":233621},{},[233622],{"type":17,"tag":6121,"props":233623,"children":233625},{"className":233624},[],[233626],{"type":23,"value":27285},{"type":17,"tag":84,"props":233628,"children":233629},{},[233630],{"type":17,"tag":6121,"props":233631,"children":233633},{"className":233632},[],[233634],{"type":23,"value":26302},{"type":17,"tag":84,"props":233636,"children":233637},{},[233638],{"type":17,"tag":6121,"props":233639,"children":233641},{"className":233640},[],[233642],{"type":23,"value":27299},{"type":17,"tag":84,"props":233644,"children":233645},{},[233646],{"type":17,"tag":6121,"props":233647,"children":233649},{"className":233648},[],[233650],{"type":23,"value":27310},{"type":17,"tag":29,"props":233652,"children":233653},{},[233654],{"type":23,"value":233655},"This fetcher is identical to the other list helpers:",{"type":17,"tag":6893,"props":233657,"children":233660},{"className":233658,"code":233659,"language":18718,"meta":7},[18716],"async function fetchAllEvents(\n  opts?: ListBaseOpts & {\n    deal_id?: string;\n    contact_id?: string;\n    company_id?: string;\n    user_id?: string;\n    type?: string;\n    lead_id?: string;\n  }\n) {\n  const pageSize = opts?.pageSize ?? 100;\n  let offset = 0;\n  const out: any[] = [];\n\n  while (true) {\n    const page = await sdk.crm.listCrmEvents({\n      connectionId,\n      limit: pageSize,\n      offset,\n      updated_gte: opts?.updated_gte ?? \"\",\n      sort: opts?.sort ?? \"updated_at\",\n      order: opts?.order ?? \"asc\",\n      query: opts?.query ?? \"\",\n      deal_id: opts?.deal_id ?? \"\",\n      contact_id: opts?.contact_id ?? \"\",\n      company_id: opts?.company_id ?? \"\",\n      user_id: opts?.user_id ?? \"\",\n      type: opts?.type ?? \"\",\n      lead_id: opts?.lead_id ?? \"\",\n      fields: opts?.fields ?? \"\",\n      raw: opts?.raw ?? \"\",\n    });\n\n    if (!page || page.length === 0) break;\n\n    out.push(...page);\n    if (page.length \u003C pageSize) break;\n    offset += pageSize;\n  }\n\n  return out;\n}\n",[233661],{"type":17,"tag":6121,"props":233662,"children":233663},{"__ignoreMap":7},[233664],{"type":23,"value":233659},{"type":17,"tag":29,"props":233666,"children":233667},{},[233668],{"type":23,"value":233669},"A safe engagement feature you can compute without guessing semantics:",{"type":17,"tag":80,"props":233671,"children":233672},{},[233673],{"type":17,"tag":84,"props":233674,"children":233675},{},[233676,233678,233683,233685,233690,233691],{"type":23,"value":233677},"counts by ",{"type":17,"tag":6121,"props":233679,"children":233681},{"className":233680},[],[233682],{"type":23,"value":27310},{"type":23,"value":233684}," for a given ",{"type":17,"tag":6121,"props":233686,"children":233688},{"className":233687},[],[233689],{"type":23,"value":27285},{"type":23,"value":75890},{"type":17,"tag":6121,"props":233692,"children":233694},{"className":233693},[],[233695],{"type":23,"value":26302},{"type":17,"tag":68,"props":233697,"children":233699},{"id":233698},"step-10-putting-it-all-together",[233700],{"type":23,"value":233701},"Step 10: Putting it all together",{"type":17,"tag":29,"props":233703,"children":233704},{},[233705],{"type":23,"value":233706},"This pulls deals, contacts, companies, builds indexes, and produces training rows.",{"type":17,"tag":6893,"props":233708,"children":233711},{"className":233709,"code":233710,"language":18718,"meta":7},[18716],"async function main() {\n  const updated_gte = \"\"; // optionally set for incremental runs\n\n  const deals = await fetchAllDeals({\n    pageSize: 100,\n    updated_gte,\n    sort: \"updated_at\",\n    order: \"asc\",\n  });\n\n  const contacts = await fetchAllContacts({\n    pageSize: 100,\n    updated_gte,\n    sort: \"updated_at\",\n    order: \"asc\",\n  });\n\n  const companies = await fetchAllCompanies({\n    pageSize: 100,\n    updated_gte,\n    sort: \"updated_at\",\n    order: \"asc\",\n  });\n\n  const contactsById = indexById(contacts);\n  const companiesById = indexById(companies);\n\n  const trainingRows = buildTrainingRows({\n    deals,\n    contactsById,\n    companiesById,\n  });\n\n  console.log(\"Deals:\", deals.length);\n  console.log(\"Contacts:\", contacts.length);\n  console.log(\"Companies:\", companies.length);\n  console.log(\"Training rows:\", trainingRows.length);\n\n  // At this point:\n  // - write to a JSONL file\n  // - insert into your DB\n  // - send through an embedding pipeline\n  // - create a supervised dataset for classification/fine-tuning\n  console.log(\"Sample row:\", trainingRows[0]);\n}\n\nmain().catch((err) => {\n  console.error(err);\n  process.exit(1);\n});\n",[233712],{"type":17,"tag":6121,"props":233713,"children":233714},{"__ignoreMap":7},[233715],{"type":23,"value":233710},{"type":17,"tag":239,"props":233717,"children":233719},{"id":233718},"using-this-dataset-in-a-rag-pipeline",[233720],{"type":23,"value":233721},"Using This Dataset in a RAG Pipeline",{"type":17,"tag":29,"props":233723,"children":233724},{},[233725],{"type":23,"value":233726},"Beyond supervised training, the same normalized CRM objects can power a RAG architecture:",{"type":17,"tag":6154,"props":233728,"children":233729},{},[233730,233735,233764],{"type":17,"tag":84,"props":233731,"children":233732},{},[233733],{"type":23,"value":233734},"Chunk and embed textual CRM fields (deal names, notes, event summaries, company descriptions).",{"type":17,"tag":84,"props":233736,"children":233737},{},[233738,233740,233745,233746,233751,233752,233757,233758,233763],{"type":23,"value":233739},"Store embeddings in your vector database with identifiers like ",{"type":17,"tag":6121,"props":233741,"children":233743},{"className":233742},[],[233744],{"type":23,"value":25037},{"type":23,"value":11826},{"type":17,"tag":6121,"props":233747,"children":233749},{"className":233748},[],[233750],{"type":23,"value":27285},{"type":23,"value":11826},{"type":17,"tag":6121,"props":233753,"children":233755},{"className":233754},[],[233756],{"type":23,"value":26302},{"type":23,"value":12561},{"type":17,"tag":6121,"props":233759,"children":233761},{"className":233760},[],[233762],{"type":23,"value":25337},{"type":23,"value":54},{"type":17,"tag":84,"props":233765,"children":233766},{},[233767],{"type":23,"value":233768},"On user query ('What happened with Acme Corp?'), retrieve the most relevant deal, event, and note segments before generating a grounded response. Unified Use Case RAG Pipelines",{"type":17,"tag":29,"props":233770,"children":233771},{},[233772],{"type":23,"value":233773},"Unified handles ingestion, normalization, and real-time updates; embeddings and vector search remain in your infrastructure.",{"type":17,"tag":239,"props":233775,"children":233777},{"id":233776},"where-this-fits-in-an-ai-pipeline",[233778],{"type":23,"value":233779},"Where this fits in an AI pipeline",{"type":17,"tag":29,"props":233781,"children":233782},{},[233783,233785,233791],{"type":23,"value":233784},"Once you have ",{"type":17,"tag":6121,"props":233786,"children":233788},{"className":233787},[],[233789],{"type":23,"value":233790},"trainingRows",{"type":23,"value":233792},", you can:",{"type":17,"tag":80,"props":233794,"children":233795},{},[233796,233816,233834],{"type":17,"tag":84,"props":233797,"children":233798},{},[233799,233801,233807,233808,233814],{"type":23,"value":233800},"embed textual fields 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Each record includes:",{"type":17,"tag":80,"props":234310,"children":234311},{},[234312,234321,234335,234344],{"type":17,"tag":84,"props":234313,"children":234314},{},[234315],{"type":17,"tag":6121,"props":234316,"children":234318},{"className":234317},[],[234319],{"type":23,"value":234320},"employee_user_id",{"type":17,"tag":84,"props":234322,"children":234323},{},[234324,234329,234330],{"type":17,"tag":6121,"props":234325,"children":234327},{"className":234326},[],[234328],{"type":23,"value":21051},{"type":23,"value":11826},{"type":17,"tag":6121,"props":234331,"children":234333},{"className":234332},[],[234334],{"type":23,"value":21060},{"type":17,"tag":84,"props":234336,"children":234337},{},[234338],{"type":17,"tag":6121,"props":234339,"children":234341},{"className":234340},[],[234342],{"type":23,"value":234343},"hours",{"type":17,"tag":84,"props":234345,"children":234346},{},[234347],{"type":23,"value":234348},"Optional compensation entries",{"type":17,"tag":29,"props":234350,"children":234351},{},[234352],{"type":23,"value":234353},"Timeshifts are useful for hourly or shift-based analysis, but are provider-dependent and should be treated as optional.",{"type":17,"tag":29,"props":234355,"children":234356},{},[234357],{"type":17,"tag":33,"props":234358,"children":234359},{},[234360],{"type":23,"value":234361},"Note: Some HRIS providers may not support timeshifts or timeoff.",{"type":17,"tag":239,"props":234363,"children":234365},{"id":234364},"timeoff-hristimeoff",[234366,234368,234374],{"type":23,"value":234367},"Timeoff (",{"type":17,"tag":6121,"props":234369,"children":234371},{"className":234370},[],[234372],{"type":23,"value":234373},"HrisTimeoff",{"type":23,"value":12034},{"type":17,"tag":29,"props":234376,"children":234377},{},[234378],{"type":23,"value":234379},"Timeoff records represent leave events. They include:",{"type":17,"tag":80,"props":234381,"children":234382},{},[234383,234391,234405],{"type":17,"tag":84,"props":234384,"children":234385},{},[234386],{"type":17,"tag":6121,"props":234387,"children":234389},{"className":234388},[],[234390],{"type":23,"value":62582},{"type":17,"tag":84,"props":234392,"children":234393},{},[234394,234399,234400],{"type":17,"tag":6121,"props":234395,"children":234397},{"className":234396},[],[234398],{"type":23,"value":21051},{"type":23,"value":11826},{"type":17,"tag":6121,"props":234401,"children":234403},{"className":234402},[],[234404],{"type":23,"value":21060},{"type":17,"tag":84,"props":234406,"children":234407},{},[234408,234413,234414],{"type":17,"tag":6121,"props":234409,"children":234411},{"className":234410},[],[234412],{"type":23,"value":19949},{"type":23,"value":11826},{"type":17,"tag":6121,"props":234415,"children":234417},{"className":234416},[],[234418],{"type":23,"value":234419},"is_paid",{"type":17,"tag":29,"props":234421,"children":234422},{},[234423],{"type":23,"value":234424},"Timeoff can be used for availability or absence features, but is not required for payroll-based training.",{"type":17,"tag":68,"props":234426,"children":234428},{"id":234427},"step-4-fetch-employees",[234429],{"type":23,"value":234430},"Step 4: Fetch employees",{"type":17,"tag":29,"props":234432,"children":234433},{},[234434,234436,234441,234442,234447],{"type":23,"value":234435},"Employee lists are paginated using ",{"type":17,"tag":6121,"props":234437,"children":234439},{"className":234438},[],[234440],{"type":23,"value":48389},{"type":23,"value":34435},{"type":17,"tag":6121,"props":234443,"children":234445},{"className":234444},[],[234446],{"type":23,"value":48411},{"type":23,"value":234448},". The list endpoint returns a plain array, not a wrapped object.",{"type":17,"tag":6893,"props":234450,"children":234453},{"className":234451,"code":234452,"language":18718,"meta":7},[18716],"export async function fetchAllEmployees() {\n  const out = [];\n  let offset = 0;\n  const limit = 100;\n\n  while (true) {\n    const page = await sdk.hris.listHrisEmployees({\n      connectionId: CONNECTION_HRIS!,\n      limit,\n      offset,\n      sort: \"updated_at\",\n      order: \"asc\",\n    });\n\n    if (!page || page.length === 0) break;\n\n    out.push(...page);\n    offset += limit;\n  }\n\n  return out;\n}\n",[234454],{"type":17,"tag":6121,"props":234455,"children":234456},{"__ignoreMap":7},[234457],{"type":23,"value":234452},{"type":17,"tag":68,"props":234459,"children":234461},{"id":234460},"step-5-fetch-payslips-per-employee",[234462],{"type":23,"value":234463},"Step 5: Fetch payslips per employee",{"type":17,"tag":29,"props":234465,"children":234466},{},[234467,234469,234474],{"type":23,"value":234468},"Payslips can be filtered by employee using ",{"type":17,"tag":6121,"props":234470,"children":234472},{"className":234471},[],[234473],{"type":23,"value":62582},{"type":23,"value":54},{"type":17,"tag":6893,"props":234476,"children":234479},{"className":234477,"code":234478,"language":18718,"meta":7},[18716],"export async function fetchPayslipsForEmployee(employeeId: string) {\n  return await sdk.hris.listHrisPayslips({\n    connectionId: CONNECTION_HRIS!,\n    user_id: employeeId,\n    limit: 100,\n    offset: 0,\n    sort: \"updated_at\",\n    order: \"asc\",\n  });\n}\n",[234480],{"type":17,"tag":6121,"props":234481,"children":234482},{"__ignoreMap":7},[234483],{"type":23,"value":234478},{"type":17,"tag":29,"props":234485,"children":234486},{},[234487,234489,234494],{"type":23,"value":234488},"This returns an array of ",{"type":17,"tag":6121,"props":234490,"children":234492},{"className":234491},[],[234493],{"type":23,"value":234222},{"type":23,"value":54},{"type":17,"tag":68,"props":234496,"children":234498},{"id":234497},"step-6-optional-fetch-timeshifts",[234499],{"type":23,"value":234500},"Step 6: Optional — fetch timeshifts",{"type":17,"tag":29,"props":234502,"children":234503},{},[234504,234506,234511],{"type":23,"value":234505},"If your use case involves hourly analysis, timeshifts can be fetched and joined by ",{"type":17,"tag":6121,"props":234507,"children":234509},{"className":234508},[],[234510],{"type":23,"value":234320},{"type":23,"value":54},{"type":17,"tag":6893,"props":234513,"children":234516},{"className":234514,"code":234515,"language":18718,"meta":7},[18716],"export async function fetchTimeshifts(startGte?: string, endLt?: string) {\n  return await sdk.hris.listHrisTimeshifts({\n    connectionId: CONNECTION_HRIS!,\n    limit: 100,\n    offset: 0,\n    start_gte: startGte ?? \"\",\n    end_lt: endLt ?? \"\",\n  });\n}\n",[234517],{"type":17,"tag":6121,"props":234518,"children":234519},{"__ignoreMap":7},[234520],{"type":23,"value":234515},{"type":17,"tag":29,"props":234522,"children":234523},{},[234524],{"type":23,"value":234525},"Not all providers support timeshifts. Your pipeline should tolerate empty results.",{"type":17,"tag":68,"props":234527,"children":234529},{"id":234528},"step-7-normalize-employees-for-training",[234530],{"type":23,"value":234531},"Step 7: Normalize employees for training",{"type":17,"tag":29,"props":234533,"children":234534},{},[234535],{"type":23,"value":234536},"This step converts raw HRIS records into a stable shape for feature extraction.",{"type":17,"tag":6893,"props":234538,"children":234541},{"className":234539,"code":234540,"language":18718,"meta":7},[18716],"export function normalizeEmployee(e: any) {\n  return {\n    id: e.id,\n    status: e.employment_status,\n    type: e.employment_type,\n    hiredAt: e.hired_at,\n    terminatedAt: e.terminated_at,\n    compensation: (e.compensation ?? []).map((c: any) => ({\n      type: c.type,\n      amount: c.amount,\n      currency: c.currency,\n      frequency: c.frequency,\n    })),\n  };\n}\n",[234542],{"type":17,"tag":6121,"props":234543,"children":234544},{"__ignoreMap":7},[234545],{"type":23,"value":234540},{"type":17,"tag":29,"props":234547,"children":234548},{},[234549],{"type":23,"value":234550},"Do not annualize or convert currencies here. Compensation frequency and currency are explicitly modeled and should remain intact.",{"type":17,"tag":68,"props":234552,"children":234554},{"id":234553},"step-8-build-payroll-history-features",[234555],{"type":23,"value":234556},"Step 8: Build payroll history features",{"type":17,"tag":29,"props":234558,"children":234559},{},[234560],{"type":23,"value":234561},"Payslips provide historical labels and trends.",{"type":17,"tag":6893,"props":234563,"children":234566},{"className":234564,"code":234565,"language":18718,"meta":7},[18716],"export function aggregatePayroll(payslips: any[]) {\n  return payslips.map((p) => ({\n    startAt: p.start_at,\n    endAt: p.end_at,\n    gross: p.gross_amount,\n    net: p.net_amount,\n    currency: p.currency,\n  }));\n}\n",[234567],{"type":17,"tag":6121,"props":234568,"children":234569},{"__ignoreMap":7},[234570],{"type":23,"value":234565},{"type":17,"tag":29,"props":234572,"children":234573},{},[234574],{"type":23,"value":234575},"Group by month, quarter, or fiscal period depending on your model needs.",{"type":17,"tag":68,"props":234577,"children":234579},{"id":234578},"step-9-assemble-ai-ready-records",[234580],{"type":23,"value":234581},"Step 9: Assemble AI-ready records",{"type":17,"tag":29,"props":234583,"children":234584},{},[234585],{"type":23,"value":234586},"At this point, you can construct training rows that combine:",{"type":17,"tag":80,"props":234588,"children":234589},{},[234590,234595,234600,234605],{"type":17,"tag":84,"props":234591,"children":234592},{},[234593],{"type":23,"value":234594},"Current employee attributes",{"type":17,"tag":84,"props":234596,"children":234597},{},[234598],{"type":23,"value":234599},"Current compensation structure",{"type":17,"tag":84,"props":234601,"children":234602},{},[234603],{"type":23,"value":234604},"Historical payroll events",{"type":17,"tag":84,"props":234606,"children":234607},{},[234608],{"type":23,"value":234609},"Optional hours worked or timeoff signals",{"type":17,"tag":6893,"props":234611,"children":234614},{"className":234612,"code":234613,"language":18718,"meta":7},[18716],"export function buildTrainingRow(employee: any, payroll: any[]) {\n  return {\n    employeeId: employee.id,\n    status: employee.status,\n    employmentType: employee.type,\n    compensation: employee.compensation,\n    payrollHistory: payroll,\n  };\n}\n",[234615],{"type":17,"tag":6121,"props":234616,"children":234617},{"__ignoreMap":7},[234618],{"type":23,"value":234613},{"type":17,"tag":29,"props":234620,"children":234621},{},[234622],{"type":23,"value":234623},"These records can be serialized to JSONL, stored in a feature store, or streamed into a training job.",{"type":17,"tag":239,"props":234625,"children":234627},{"id":234626},"optional-using-hris-data-in-a-rag-architecture",[234628],{"type":23,"value":234629},"Optional: Using HRIS Data in a RAG Architecture",{"type":17,"tag":29,"props":234631,"children":234632},{},[234633],{"type":23,"value":234634},"Beyond structured model training, normalized HR records can also power RAG-based assistants:",{"type":17,"tag":6154,"props":234636,"children":234637},{},[234638,234643,234665],{"type":17,"tag":84,"props":234639,"children":234640},{},[234641],{"type":23,"value":234642},"Chunk and embed relevant HR fields (for example, job titles, department descriptions, policy documents linked to roles).",{"type":17,"tag":84,"props":234644,"children":234645},{},[234646,234647,234652,234653,234658,234659,234664],{"type":23,"value":233739},{"type":17,"tag":6121,"props":234648,"children":234650},{"className":234649},[],[234651],{"type":23,"value":25037},{"type":23,"value":11826},{"type":17,"tag":6121,"props":234654,"children":234656},{"className":234655},[],[234657],{"type":23,"value":189411},{"type":23,"value":12561},{"type":17,"tag":6121,"props":234660,"children":234662},{"className":234661},[],[234663],{"type":23,"value":25337},{"type":23,"value":54},{"type":17,"tag":84,"props":234666,"children":234667},{},[234668],{"type":23,"value":234669},"On user query ('What is this employee's tenure?' or 'What policies apply to contractors?'), retrieve relevant segments before generating a grounded response. Unified Use Case RAG Pipelines",{"type":17,"tag":29,"props":234671,"children":234672},{},[234673],{"type":23,"value":234674},"Unified handles ingestion and normalization across HR providers; embeddings and vector storage remain in your infrastructure.",{"type":17,"tag":68,"props":234676,"children":234677},{"id":132938},[234678],{"type":23,"value":136162},{"type":17,"tag":29,"props":234680,"children":234681},{},[234682],{"type":23,"value":234683},"AI features built on HR data fail when the data itself isn't reliable. Unified's HR & Directory API gives you a consistent, real-time foundation for employees, compensation, payroll, and time-based work across providers.",{"type":17,"tag":29,"props":234685,"children":234686},{},[234687],{"type":23,"value":234688},"Once the semantics are stable, the modeling becomes the easy part.",{"type":17,"tag":29,"props":234690,"children":234691},{},[234692],{"type":23,"value":234693},"If you're building AI features that depend on HR data, this is the layer that lets you do it once and scale it everywhere.",{"type":17,"tag":29,"props":234695,"children":234696},{},[234697,234698],{"type":23,"value":1609},{"type":17,"tag":133,"props":234699,"children":234701},{"href":1612,"rel":234700},[214],[234702],{"type":23,"value":1616},{"type":17,"tag":29,"props":234704,"children":234705},{},[234706,234707],{"type":23,"value":1609},{"type":17,"tag":133,"props":234708,"children":234710},{"href":1623,"rel":234709},[214],[234711],{"type":23,"value":1627},{"title":7,"searchDepth":1629,"depth":1629,"links":234713},[234714,234715,234716,234717,234726,234727,234728,234729,234730,234731,234734],{"id":141798,"depth":1635,"text":141801},{"id":211198,"depth":1629,"text":211201},{"id":211235,"depth":1629,"text":211238},{"id":234085,"depth":1629,"text":234088,"children":234718},[234719,234720,234722,234724],{"id":206590,"depth":1635,"text":207267},{"id":234213,"depth":1635,"text":234721},"Payslips (HrisPayslip)",{"id":234293,"depth":1635,"text":234723},"Timeshifts (HrisTimeshift)",{"id":234364,"depth":1635,"text":234725},"Timeoff (HrisTimeoff)",{"id":234427,"depth":1629,"text":234430},{"id":234460,"depth":1629,"text":234463},{"id":234497,"depth":1629,"text":234500},{"id":234528,"depth":1629,"text":234531},{"id":234553,"depth":1629,"text":234556},{"id":234578,"depth":1629,"text":234581,"children":234732},[234733],{"id":234626,"depth":1635,"text":234629},{"id":132938,"depth":1629,"text":136162},"content:blog:how_to_train_ai_with_hris_data_with_unified_hr_and_directory_api.md","blog/how_to_train_ai_with_hris_data_with_unified_hr_and_directory_api.md","blog/how_to_train_ai_with_hris_data_with_unified_hr_and_directory_api",{"_path":234739,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":234740,"description":234741,"img":234742,"date":234743,"tag":12,"body":234744,"_type":1677,"_id":235522,"_source":1679,"_file":235523,"_stem":235524,"_extension":1682},"/blog/how_to_analyze_compensation_with_unified_hr_and_directory_api","How to Analyze Compensation with Unified's HR & Directory API","Compensation analysis looks straightforward until you support more than one HR system.","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_analyze_compensation_with_unified_hr_and_directory_api-icon.png","2026-01-10T00:00:00.000Z",{"type":14,"children":234745,"toc":235502},[234746,234751,234754,234762,234766,234771,234776,234794,234799,234816,234821,234825,234860,234864,234873,234883,234891,234895,234904,234910,234921,234933,234938,235111,235117,235128,235268,235272,235296,235302,235311,235317,235326,235332,235337,235345,235354,235360,235372,235381,235387,235393,235402,235408,235417,235423,235432,235438,235447,235452,235456,235479,235484,235493],{"type":17,"tag":18,"props":234747,"children":234749},{"id":234748},"how-to-analyze-compensation-with-unifieds-hr-directory-api",[234750],{"type":23,"value":234740},{"type":17,"tag":25,"props":234752,"children":234753},{},[],{"type":17,"tag":29,"props":234755,"children":234756},{},[234757],{"type":17,"tag":33,"props":234758,"children":234759},{},[234760],{"type":23,"value":234761},"January 10, 2026",{"type":17,"tag":29,"props":234763,"children":234764},{},[234765],{"type":23,"value":234741},{"type":17,"tag":29,"props":234767,"children":234768},{},[234769],{"type":23,"value":234770},"Across HRIS platforms, 'employee pay' is modeled very differently. Some systems emphasize salary. Others break compensation into many components. Employment status, contractor treatment, and demographic fields vary in both structure and availability. Even when the data exists, it's often exposed inconsistently or buried behind vendor-specific assumptions.",{"type":17,"tag":29,"props":234772,"children":234773},{},[234774],{"type":23,"value":234775},"For a PM, this creates immediate ambiguity:",{"type":17,"tag":80,"props":234777,"children":234778},{},[234779,234784,234789],{"type":17,"tag":84,"props":234780,"children":234781},{},[234782],{"type":23,"value":234783},"Does 'total compensation' include bonuses, equity, or only base pay?",{"type":17,"tag":84,"props":234785,"children":234786},{},[234787],{"type":23,"value":234788},"Are we analyzing active employees only, or also recent terminations?",{"type":17,"tag":84,"props":234790,"children":234791},{},[234792],{"type":23,"value":234793},"Can averages and equity analyses be trusted across HRIS providers?",{"type":17,"tag":29,"props":234795,"children":234796},{},[234797],{"type":23,"value":234798},"Many products handle this by hardcoding assumptions per vendor or narrowing scope to a single HR system. That works until customers ask for broader support—or expect the numbers to line up across tools.",{"type":17,"tag":29,"props":234800,"children":234801},{},[234802,234803,234807,234809,234814],{"type":23,"value":25244},{"type":17,"tag":133,"props":234804,"children":234805},{"href":60186},[234806],{"type":23,"value":197036},{"type":23,"value":234808}," is designed to remove that fragmentation. It exposes employees and their ",{"type":17,"tag":48,"props":234810,"children":234811},{},[234812],{"type":23,"value":234813},"current compensation packages",{"type":23,"value":234815}," through a normalized Employee model, regardless of which HRIS your customer uses. Compensation components, employment status, and core demographics are structured consistently, while leaving normalization policy decisions (like annualization or inclusion rules) explicitly in your control.",{"type":17,"tag":29,"props":234817,"children":234818},{},[234819],{"type":23,"value":234820},"This guide shows how to build a compensation analysis module on top of that model—fetching employees, filtering active staff, normalizing compensation frequencies, and computing totals and averages—without maintaining vendor-specific connectors or embedding undocumented assumptions in your product logic.",{"type":17,"tag":68,"props":234822,"children":234823},{"id":141798},[234824],{"type":23,"value":141801},{"type":17,"tag":80,"props":234826,"children":234827},{},[234828,234832,234841,234851],{"type":17,"tag":84,"props":234829,"children":234830},{},[234831],{"type":23,"value":199683},{"type":17,"tag":84,"props":234833,"children":234834},{},[234835,234836,234840],{"type":23,"value":234004},{"type":17,"tag":48,"props":234837,"children":234838},{},[234839],{"type":23,"value":89846},{"type":23,"value":234010},{"type":17,"tag":84,"props":234842,"children":234843},{},[234844,234845,234849],{"type":23,"value":199693},{"type":17,"tag":133,"props":234846,"children":234847},{"href":7691},[234848],{"type":23,"value":7806},{"type":23,"value":234850}," key (JWT)",{"type":17,"tag":84,"props":234852,"children":234853},{},[234854,234855],{"type":23,"value":234019},{"type":17,"tag":6121,"props":234856,"children":234858},{"className":234857},[],[234859],{"type":23,"value":19766},{"type":17,"tag":68,"props":234861,"children":234862},{"id":211198},[234863],{"type":23,"value":211201},{"type":17,"tag":6893,"props":234865,"children":234868},{"className":234866,"code":234867,"language":48432,"meta":7},[48430],"mkdir compensation-analysis-demo\ncd compensation-analysis-demo\nnpm init -y\nnpm install @unified-api/typescript-sdk dotenv\n",[234869],{"type":17,"tag":6121,"props":234870,"children":234871},{"__ignoreMap":7},[234872],{"type":23,"value":234867},{"type":17,"tag":29,"props":234874,"children":234875},{},[234876,234877,234882],{"type":23,"value":211215},{"type":17,"tag":6121,"props":234878,"children":234880},{"className":234879},[],[234881],{"type":23,"value":211221},{"type":23,"value":211223},{"type":17,"tag":6893,"props":234884,"children":234886},{"className":234885,"code":234051,"language":20901,"meta":23},[20899],[234887],{"type":17,"tag":6121,"props":234888,"children":234889},{"__ignoreMap":7},[234890],{"type":23,"value":234051},{"type":17,"tag":68,"props":234892,"children":234893},{"id":211235},[234894],{"type":23,"value":211238},{"type":17,"tag":6893,"props":234896,"children":234899},{"className":234897,"code":234898,"language":18718,"meta":7},[18716],"import 'dotenv/config';\nimport { UnifiedTo } from '@unified-api/typescript-sdk';\n\nconst { UNIFIED_API_KEY, CONNECTION_HRIS } = process.env;\n\nconst sdk = new UnifiedTo({\n  security: { jwt: UNIFIED_API_KEY! },\n});\n",[234900],{"type":17,"tag":6121,"props":234901,"children":234902},{"__ignoreMap":7},[234903],{"type":23,"value":234898},{"type":17,"tag":68,"props":234905,"children":234907},{"id":234906},"step-3-understand-how-compensation-is-represented-in-unified",[234908],{"type":23,"value":234909},"Step 3: Understand how compensation is represented in Unified",{"type":17,"tag":29,"props":234911,"children":234912},{},[234913,234915,234919],{"type":23,"value":234914},"Unified exposes compensation data through the ",{"type":17,"tag":48,"props":234916,"children":234917},{},[234918],{"type":23,"value":61210},{"type":23,"value":234920}," object. There is no separate 'Employment' or 'Compensation' endpoint—everything you need for this use case is embedded in the employee record.",{"type":17,"tag":239,"props":234922,"children":234924},{"id":234923},"employee-hrisemployee",[234925,234927,234932],{"type":23,"value":234926},"Employee (",{"type":17,"tag":6121,"props":234928,"children":234930},{"className":234929},[],[234931],{"type":23,"value":206599},{"type":23,"value":12034},{"type":17,"tag":29,"props":234934,"children":234935},{},[234936],{"type":23,"value":234937},"Each employee 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entries",{"type":17,"tag":29,"props":235118,"children":235119},{},[235120,235122,235127],{"type":23,"value":235121},"Each item in ",{"type":17,"tag":6121,"props":235123,"children":235125},{"className":235124},[],[235126],{"type":23,"value":234198},{"type":23,"value":132329},{"type":17,"tag":80,"props":235129,"children":235130},{},[235131,235173,235183,235200,235258],{"type":17,"tag":84,"props":235132,"children":235133},{},[235134,235139,235141,235147,235148,235154,235155,235161,235162,235167,235168],{"type":17,"tag":6121,"props":235135,"children":235137},{"className":235136},[],[235138],{"type":23,"value":27310},{"type":23,"value":235140}," — ",{"type":17,"tag":6121,"props":235142,"children":235144},{"className":235143},[],[235145],{"type":23,"value":235146},"SALARY",{"type":23,"value":11826},{"type":17,"tag":6121,"props":235149,"children":235151},{"className":235150},[],[235152],{"type":23,"value":235153},"BONUS",{"type":23,"value":11826},{"type":17,"tag":6121,"props":235156,"children":235158},{"className":235157},[],[235159],{"type":23,"value":235160},"STOCK_OPTIONS",{"type":23,"value":11826},{"type":17,"tag":6121,"props":235163,"children":235165},{"className":235164},[],[235166],{"type":23,"value":219802},{"type":23,"value":11826},{"type":17,"tag":6121,"props":235169,"children":235171},{"className":235170},[],[235172],{"type":23,"value":149660},{"type":17,"tag":84,"props":235174,"children":235175},{},[235176,235181],{"type":17,"tag":6121,"props":235177,"children":235179},{"className":235178},[],[235180],{"type":23,"value":25890},{"type":23,"value":235182}," — numeric value",{"type":17,"tag":84,"props":235184,"children":235185},{},[235186,235191,235193,235199],{"type":17,"tag":6121,"props":235187,"children":235189},{"className":235188},[],[235190],{"type":23,"value":22296},{"type":23,"value":235192}," — ISO currency code (e.g. ",{"type":17,"tag":6121,"props":235194,"children":235196},{"className":235195},[],[235197],{"type":23,"value":235198},"USD",{"type":23,"value":12034},{"type":17,"tag":84,"props":235201,"children":235202},{},[235203,235209,235210,235216,235217,235223,235224,235230,235231,235237,235238,235244,235245,235251,235252],{"type":17,"tag":6121,"props":235204,"children":235206},{"className":235205},[],[235207],{"type":23,"value":235208},"frequency",{"type":23,"value":235140},{"type":17,"tag":6121,"props":235211,"children":235213},{"className":235212},[],[235214],{"type":23,"value":235215},"ONE_TIME",{"type":23,"value":11826},{"type":17,"tag":6121,"props":235218,"children":235220},{"className":235219},[],[235221],{"type":23,"value":235222},"DAY",{"type":23,"value":11826},{"type":17,"tag":6121,"props":235225,"children":235227},{"className":235226},[],[235228],{"type":23,"value":235229},"QUARTER",{"type":23,"value":11826},{"type":17,"tag":6121,"props":235232,"children":235234},{"className":235233},[],[235235],{"type":23,"value":235236},"YEAR",{"type":23,"value":11826},{"type":17,"tag":6121,"props":235239,"children":235241},{"className":235240},[],[235242],{"type":23,"value":235243},"HOUR",{"type":23,"value":11826},{"type":17,"tag":6121,"props":235246,"children":235248},{"className":235247},[],[235249],{"type":23,"value":235250},"MONTH",{"type":23,"value":11826},{"type":17,"tag":6121,"props":235253,"children":235255},{"className":235254},[],[235256],{"type":23,"value":235257},"WEEK",{"type":17,"tag":84,"props":235259,"children":235260},{},[235261,235266],{"type":17,"tag":6121,"props":235262,"children":235264},{"className":235263},[],[235265],{"type":23,"value":47281},{"type":23,"value":235267}," — optional reference to an HRIS group (e.g. department)",{"type":17,"tag":29,"props":235269,"children":235270},{},[235271],{"type":23,"value":194883},{"type":17,"tag":80,"props":235273,"children":235274},{},[235275,235286,235291],{"type":17,"tag":84,"props":235276,"children":235277},{},[235278,235280,235284],{"type":23,"value":235279},"Compensation entries represent the ",{"type":17,"tag":48,"props":235281,"children":235282},{},[235283],{"type":23,"value":10763},{"type":23,"value":235285},", not an effective-dated history.",{"type":17,"tag":84,"props":235287,"children":235288},{},[235289],{"type":23,"value":235290},"There are no start/end dates on compensation records.",{"type":17,"tag":84,"props":235292,"children":235293},{},[235294],{"type":23,"value":235295},"Multiple entries can exist per employee to represent different pay components (salary + bonus + equity).",{"type":17,"tag":68,"props":235297,"children":235299},{"id":235298},"step-4-fetch-all-employees-with-pagination",[235300],{"type":23,"value":235301},"Step 4: Fetch all employees (with pagination)",{"type":17,"tag":6893,"props":235303,"children":235306},{"className":235304,"code":235305,"language":18718,"meta":7},[18716],"type HrisEmployee = {\n  id?: string;\n  title?: string;\n  employment_status?: 'ACTIVE' | 'INACTIVE';\n  terminated_at?: string | null;\n  employment_type?: string;\n  gender?: string;\n  compensation?: {\n    type?: 'SALARY' | 'BONUS' | 'STOCK_OPTIONS' | 'EQUITY' | 'OTHER';\n    amount?: number;\n    currency?: string;\n    frequency?: 'ONE_TIME' | 'DAY' | 'QUARTER' | 'YEAR' | 'HOUR' | 'MONTH' | 'WEEK';\n  }[];\n};\n\nexport async function fetchAllEmployees(\n  connectionId: string,\n  pageSize = 100\n): Promise\u003CHrisEmployee[]> {\n  let offset = 0;\n  const employees: HrisEmployee[] = [];\n\n  while (true) {\n    const page = await sdk.hris.listHrisEmployees({\n      connectionId,\n      limit: pageSize,\n      offset,\n      fields: 'id,title,employment_status,terminated_at,employment_type,gender,compensation'\n    });\n\n    if (!page || page.length === 0) break;\n\n    employees.push(...page);\n    offset += pageSize;\n  }\n\n  return employees;\n}\n",[235307],{"type":17,"tag":6121,"props":235308,"children":235309},{"__ignoreMap":7},[235310],{"type":23,"value":235305},{"type":17,"tag":68,"props":235312,"children":235314},{"id":235313},"step-5-filter-active-employees",[235315],{"type":23,"value":235316},"Step 5: Filter active employees",{"type":17,"tag":6893,"props":235318,"children":235321},{"className":235319,"code":235320,"language":18718,"meta":7},[18716],"export function filterActiveEmployees(\n  employees: HrisEmployee[]\n): HrisEmployee[] {\n  return employees.filter(\n    (e) => e.employment_status === 'ACTIVE' && !e.terminated_at\n  );\n}\n",[235322],{"type":17,"tag":6121,"props":235323,"children":235324},{"__ignoreMap":7},[235325],{"type":23,"value":235320},{"type":17,"tag":68,"props":235327,"children":235329},{"id":235328},"step-6-normalize-compensation-amounts-policy-dependent",[235330],{"type":23,"value":235331},"Step 6: Normalize compensation amounts (policy-dependent)",{"type":17,"tag":29,"props":235333,"children":235334},{},[235335],{"type":23,"value":235336},"Compensation entries use different frequencies. To aggregate meaningfully, normalize amounts to a common time basis (for example, annualized).",{"type":17,"tag":3414,"props":235338,"children":235339},{},[235340],{"type":17,"tag":29,"props":235341,"children":235342},{},[235343],{"type":23,"value":235344},"Note: The multipliers below are defaults. You should adjust them to match your organization's working-hour and working-day policies.",{"type":17,"tag":6893,"props":235346,"children":235349},{"className":235347,"code":235348,"language":18718,"meta":7},[18716],"const frequencyMultiplier: Record\u003Cstring, number> = {\n  YEAR: 1,\n  QUARTER: 4,\n  MONTH: 12,\n  WEEK: 52,\n  DAY: 260,   // policy assumption\n  HOUR: 2080, // policy assumption\n  ONE_TIME: 1,\n};\n\nfunction normalizeAmount(amount: number, frequency: string): number {\n  return amount * (frequencyMultiplier[frequency] ?? 1);\n}\n",[235350],{"type":17,"tag":6121,"props":235351,"children":235352},{"__ignoreMap":7},[235353],{"type":23,"value":235348},{"type":17,"tag":68,"props":235355,"children":235357},{"id":235356},"step-7-aggregate-compensation-per-employee-currency-safe",[235358],{"type":23,"value":235359},"Step 7: Aggregate compensation per employee (currency-safe)",{"type":17,"tag":29,"props":235361,"children":235362},{},[235363,235365,235370],{"type":23,"value":235364},"Instead of aggregating per compensation record, first compute ",{"type":17,"tag":48,"props":235366,"children":235367},{},[235368],{"type":23,"value":235369},"total compensation per employee",{"type":23,"value":235371},", grouped by currency.",{"type":17,"tag":6893,"props":235373,"children":235376},{"className":235374,"code":235375,"language":18718,"meta":7},[18716],"type EmployeeCompTotal = {\n  employee_id: string;\n  title?: string;\n  employment_type?: string;\n  gender?: string;\n  totals_by_currency: Record\u003Cstring, number>;\n};\n\nexport function aggregatePerEmployee(\n  employees: HrisEmployee[]\n): EmployeeCompTotal[] {\n  const results: EmployeeCompTotal[] = [];\n\n  for (const e of employees) {\n    if (!e.id) continue;\n\n    const totals: Record\u003Cstring, number> = {};\n\n    for (const c of e.compensation ?? []) {\n      if (c.amount == null || !c.currency || !c.frequency) continue;\n\n      const normalized = normalizeAmount(c.amount, c.frequency);\n      totals[c.currency] = (totals[c.currency] ?? 0) + normalized;\n    }\n\n    results.push({\n      employee_id: e.id,\n      title: e.title,\n      employment_type: e.employment_type,\n      gender: e.gender,\n      totals_by_currency: totals,\n    });\n  }\n\n  return results;\n}\n",[235377],{"type":17,"tag":6121,"props":235378,"children":235379},{"__ignoreMap":7},[235380],{"type":23,"value":235375},{"type":17,"tag":68,"props":235382,"children":235384},{"id":235383},"step-8-compute-totals-and-averages",[235385],{"type":23,"value":235386},"Step 8: Compute totals and averages",{"type":17,"tag":239,"props":235388,"children":235390},{"id":235389},"total-compensation-by-currency",[235391],{"type":23,"value":235392},"Total compensation (by currency)",{"type":17,"tag":6893,"props":235394,"children":235397},{"className":235395,"code":235396,"language":18718,"meta":7},[18716],"export function totalCompensationByCurrency(\n  employees: EmployeeCompTotal[]\n): Record\u003Cstring, number> {\n  const totals: Record\u003Cstring, number> = {};\n\n  for (const e of employees) {\n    for (const [currency, amount] of Object.entries(e.totals_by_currency)) {\n      totals[currency] = (totals[currency] ?? 0) + amount;\n    }\n  }\n\n  return totals;\n}\n",[235398],{"type":17,"tag":6121,"props":235399,"children":235400},{"__ignoreMap":7},[235401],{"type":23,"value":235396},{"type":17,"tag":239,"props":235403,"children":235405},{"id":235404},"average-pay-by-role-per-employee",[235406],{"type":23,"value":235407},"Average pay by role (per employee)",{"type":17,"tag":6893,"props":235409,"children":235412},{"className":235410,"code":235411,"language":18718,"meta":7},[18716],"export function averagePayByRole(\n  employees: EmployeeCompTotal[]\n): Record\u003Cstring, Record\u003Cstring, number>> {\n  const totals: Record\u003Cstring, Record\u003Cstring, number>> = {};\n  const counts: Record\u003Cstring, number> = {};\n\n  for (const e of employees) {\n    const role = e.title ?? 'Unknown';\n    counts[role] = (counts[role] ?? 0) + 1;\n\n    for (const [currency, amount] of Object.entries(e.totals_by_currency)) {\n      totals[role] ??= {};\n      totals[role][currency] = (totals[role][currency] ?? 0) + amount;\n    }\n  }\n\n  const averages: Record\u003Cstring, Record\u003Cstring, number>> = {};\n  for (const role of Object.keys(totals)) {\n    averages[role] = {};\n    for (const [currency, total] of Object.entries(totals[role])) {\n      averages[role][currency] = total / counts[role];\n    }\n  }\n\n  return averages;\n}\n",[235413],{"type":17,"tag":6121,"props":235414,"children":235415},{"__ignoreMap":7},[235416],{"type":23,"value":235411},{"type":17,"tag":239,"props":235418,"children":235420},{"id":235419},"optional-breakdown-by-demographic-field",[235421],{"type":23,"value":235422},"Optional: breakdown by demographic field",{"type":17,"tag":6893,"props":235424,"children":235427},{"className":235425,"code":235426,"language":18718,"meta":7},[18716],"export function breakdownByField(\n  employees: EmployeeCompTotal[],\n  field: 'gender' | 'employment_type'\n): Record\u003Cstring, Record\u003Cstring, number>> {\n  const totals: Record\u003Cstring, Record\u003Cstring, number>> = {};\n\n  for (const e of employees) {\n    const key = (e as any)[field] ?? 'Unknown';\n\n    totals[key] ??= {};\n    for (const [currency, amount] of Object.entries(e.totals_by_currency)) {\n      totals[key][currency] = (totals[key][currency] ?? 0) + amount;\n    }\n  }\n\n  return totals;\n}\n",[235428],{"type":17,"tag":6121,"props":235429,"children":235430},{"__ignoreMap":7},[235431],{"type":23,"value":235426},{"type":17,"tag":68,"props":235433,"children":235435},{"id":235434},"step-9-putting-it-all-together",[235436],{"type":23,"value":235437},"Step 9: Putting it all together",{"type":17,"tag":6893,"props":235439,"children":235442},{"className":235440,"code":235441,"language":18718,"meta":7},[18716],"async function main() {\n  const employees = await fetchAllEmployees(CONNECTION_HRIS!);\n  const active = filterActiveEmployees(employees);\n  const perEmployee = aggregatePerEmployee(active);\n\n  console.log('Total compensation by currency:');\n  console.log(totalCompensationByCurrency(perEmployee));\n\n  console.log('Average pay by role:');\n  console.log(averagePayByRole(perEmployee));\n\n  console.log('Compensation by gender:');\n  console.log(breakdownByField(perEmployee, 'gender'));\n}\n\nmain().catch(console.error);\n",[235443],{"type":17,"tag":6121,"props":235444,"children":235445},{"__ignoreMap":7},[235446],{"type":23,"value":235441},{"type":17,"tag":29,"props":235448,"children":235449},{},[235450],{"type":23,"value":235451},"With Unified's HR & Directory API, compensation analysis becomes a straightforward data problem instead of a vendor-specific integration challenge. By relying on the normalized Employee model and its embedded compensation records, you can compute totals, averages, and demographic breakdowns across HRIS platforms using the same code path.",{"type":17,"tag":29,"props":235453,"children":235454},{},[235455],{"type":23,"value":2849},{"type":17,"tag":80,"props":235457,"children":235458},{},[235459,235464,235469,235474],{"type":17,"tag":84,"props":235460,"children":235461},{},[235462],{"type":23,"value":235463},"Real-time access to current compensation",{"type":17,"tag":84,"props":235465,"children":235466},{},[235467],{"type":23,"value":235468},"Currency-safe aggregation",{"type":17,"tag":84,"props":235470,"children":235471},{},[235472],{"type":23,"value":235473},"Explicit, policy-controlled normalization",{"type":17,"tag":84,"props":235475,"children":235476},{},[235477],{"type":23,"value":235478},"A clean foundation for FP&A, HR analytics, and pay-equity tooling",{"type":17,"tag":29,"props":235480,"children":235481},{},[235482],{"type":23,"value":235483},"From here, common extensions include grouping by department or location, incorporating benefits and deductions for total-rewards analysis, or layering in historical tracking using HRIS-specific metadata when available.",{"type":17,"tag":29,"props":235485,"children":235486},{},[235487,235488],{"type":23,"value":1609},{"type":17,"tag":133,"props":235489,"children":235491},{"href":1612,"rel":235490},[214],[235492],{"type":23,"value":1616},{"type":17,"tag":29,"props":235494,"children":235495},{},[235496,235497],{"type":23,"value":1609},{"type":17,"tag":133,"props":235498,"children":235500},{"href":1623,"rel":235499},[214],[235501],{"type":23,"value":1627},{"title":7,"searchDepth":1629,"depth":1629,"links":235503},[235504,235505,235506,235507,235512,235513,235514,235515,235516,235521],{"id":141798,"depth":1629,"text":141801},{"id":211198,"depth":1629,"text":211201},{"id":211235,"depth":1629,"text":211238},{"id":234906,"depth":1629,"text":234909,"children":235508},[235509,235511],{"id":234923,"depth":1635,"text":235510},"Employee (HrisEmployee)",{"id":235113,"depth":1635,"text":235116},{"id":235298,"depth":1629,"text":235301},{"id":235313,"depth":1629,"text":235316},{"id":235328,"depth":1629,"text":235331},{"id":235356,"depth":1629,"text":235359},{"id":235383,"depth":1629,"text":235386,"children":235517},[235518,235519,235520],{"id":235389,"depth":1635,"text":235392},{"id":235404,"depth":1635,"text":235407},{"id":235419,"depth":1635,"text":235422},{"id":235434,"depth":1629,"text":235437},"content:blog:how_to_analyze_compensation_with_unified_hr_and_directory_api.md","blog/how_to_analyze_compensation_with_unified_hr_and_directory_api.md","blog/how_to_analyze_compensation_with_unified_hr_and_directory_api",{"_path":235526,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":235527,"description":235528,"img":235529,"date":234743,"tag":12,"body":235530,"_type":1677,"_id":236080,"_source":1679,"_file":236081,"_stem":236082,"_extension":1682},"/blog/how_to_analyze_sales_rep_performance_with_unified_crm_api","How to Analyze Sales Rep Performance with Unified's CRM API","Sales performance features often start life as dashboards. They fail when the underlying data contract isn't stable.","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_analyze_sales_rep_performance_with_unified_crm_api-icon.png",{"type":14,"children":235531,"toc":236065},[235532,235537,235540,235547,235551,235556,235561,235579,235584,235594,235599,235603,235639,235647,235653,235661,235667,235672,235677,235686,235693,235754,235760,235772,235781,235787,235804,235813,235819,235831,235840,235846,235858,235864,235873,235879,235888,235900,235906,235911,235951,235957,235962,236005,236010,236014,236019,236047,236056],{"type":17,"tag":18,"props":235533,"children":235535},{"id":235534},"how-to-analyze-sales-rep-performance-with-unifieds-crm-api",[235536],{"type":23,"value":235527},{"type":17,"tag":25,"props":235538,"children":235539},{},[],{"type":17,"tag":29,"props":235541,"children":235542},{},[235543],{"type":17,"tag":33,"props":235544,"children":235545},{},[235546],{"type":23,"value":234761},{"type":17,"tag":29,"props":235548,"children":235549},{},[235550],{"type":23,"value":235528},{"type":17,"tag":29,"props":235552,"children":235553},{},[235554],{"type":23,"value":235555},"Once you support multiple CRMs, 'rep performance' stops meaning one thing. Ownership can be a user, a team, or reassigned mid-deal. Deal status isn't always explicit. Probability may be inferred from stage, overridden manually, or ignored entirely. Historical context may or may not exist depending on how the CRM was configured.",{"type":17,"tag":29,"props":235557,"children":235558},{},[235559],{"type":23,"value":235560},"For a PM, this creates sharp edges:",{"type":17,"tag":80,"props":235562,"children":235563},{},[235564,235569,235574],{"type":17,"tag":84,"props":235565,"children":235566},{},[235567],{"type":23,"value":235568},"Can performance metrics be trusted across Salesforce, HubSpot, and Zoho?",{"type":17,"tag":84,"props":235570,"children":235571},{},[235572],{"type":23,"value":235573},"Are reps being measured on closed revenue, pipeline, or a mix of both?",{"type":17,"tag":84,"props":235575,"children":235576},{},[235577],{"type":23,"value":235578},"Can you explain why a number changed if the CRM didn't record history?",{"type":17,"tag":29,"props":235580,"children":235581},{},[235582],{"type":23,"value":235583},"Many products quietly blur these distinctions. Metrics are computed from cached data, undocumented fields, or assumptions that only hold for one CRM. The result looks correct—until a customer asks how it was calculated.",{"type":17,"tag":29,"props":235585,"children":235586},{},[235587,235588,235592],{"type":23,"value":25244},{"type":17,"tag":133,"props":235589,"children":235590},{"href":61562},[235591],{"type":23,"value":61565},{"type":23,"value":235593}," is designed to make those boundaries explicit. It exposes a real-time, normalized view of deals and ownership, without storing snapshots or inventing state. What you compute is always based on the current CRM truth, using documented fields only.",{"type":17,"tag":29,"props":235595,"children":235596},{},[235597],{"type":23,"value":235598},"This guide shows how to analyze sales rep performance using that model—attributing deals to reps, calculating revenue and weighted pipeline, and optionally enriching reps via HRIS—while staying honest about what can and cannot be computed without your own storage layer.",{"type":17,"tag":68,"props":235600,"children":235601},{"id":141798},[235602],{"type":23,"value":141801},{"type":17,"tag":80,"props":235604,"children":235605},{},[235606,235610,235614,235618,235628],{"type":17,"tag":84,"props":235607,"children":235608},{},[235609],{"type":23,"value":219393},{"type":17,"tag":84,"props":235611,"children":235612},{},[235613],{"type":23,"value":199688},{"type":17,"tag":84,"props":235615,"children":235616},{},[235617],{"type":23,"value":224054},{"type":17,"tag":84,"props":235619,"children":235620},{},[235621,235623],{"type":23,"value":235622},"A CRM ",{"type":17,"tag":6121,"props":235624,"children":235626},{"className":235625},[],[235627],{"type":23,"value":25037},{"type":17,"tag":84,"props":235629,"children":235630},{},[235631,235637],{"type":17,"tag":6121,"props":235632,"children":235634},{"className":235633},[],[235635],{"type":23,"value":235636},"@unified-api/typescript-sdk",{"type":23,"value":235638}," (v2.82.14)",{"type":17,"tag":6893,"props":235640,"children":235642},{"className":235641,"code":224079,"language":48432,"meta":7},[48430],[235643],{"type":17,"tag":6121,"props":235644,"children":235645},{"__ignoreMap":7},[235646],{"type":23,"value":224079},{"type":17,"tag":68,"props":235648,"children":235650},{"id":235649},"initialize-the-sdk",[235651],{"type":23,"value":235652},"Initialize the SDK",{"type":17,"tag":6893,"props":235654,"children":235656},{"className":235655,"code":219429,"language":18718,"meta":7},[18716],[235657],{"type":17,"tag":6121,"props":235658,"children":235659},{"__ignoreMap":7},[235660],{"type":23,"value":219429},{"type":17,"tag":68,"props":235662,"children":235664},{"id":235663},"step-1-fetch-deals-real-time",[235665],{"type":23,"value":235666},"Step 1: Fetch Deals (Real-Time)",{"type":17,"tag":29,"props":235668,"children":235669},{},[235670],{"type":23,"value":235671},"Unified's CRM API is real-time passthrough. Every request hits the source CRM live; there are no cached snapshots.",{"type":17,"tag":29,"props":235673,"children":235674},{},[235675],{"type":23,"value":235676},"We'll fetch only the fields required for performance analysis.",{"type":17,"tag":6893,"props":235678,"children":235681},{"className":235679,"code":235680,"language":18718,"meta":7},[18716],"const connectionId = 'YOUR_CONNECTION_ID';\n\nconst deals = await sdk.crm.listCrmDeals({\n  connectionId,\n  limit: 100,\n  offset: 0,\n  // Optional incremental fetch:\n  // updated_gte: '2026-01-11T00:00:00Z',\n  fields: [\n    'id',\n    'user_id',\n    'amount',\n    'currency',\n    'probability',\n    'closed_at',\n    'closing_at',\n    'stage',\n    'pipeline',\n    'won_reason',\n    'lost_reason',\n  ],\n});\n",[235682],{"type":17,"tag":6121,"props":235683,"children":235684},{"__ignoreMap":7},[235685],{"type":23,"value":235680},{"type":17,"tag":29,"props":235687,"children":235688},{},[235689],{"type":17,"tag":48,"props":235690,"children":235691},{},[235692],{"type":23,"value":6701},{"type":17,"tag":80,"props":235694,"children":235695},{},[235696,235718,235738,235749],{"type":17,"tag":84,"props":235697,"children":235698},{},[235699,235701,235710,235711,235716],{"type":23,"value":235700},"Returns a ",{"type":17,"tag":48,"props":235702,"children":235703},{},[235704],{"type":17,"tag":6121,"props":235705,"children":235707},{"className":235706},[],[235708],{"type":23,"value":235709},"CrmDeal[]",{"type":23,"value":18757},{"type":17,"tag":48,"props":235712,"children":235713},{},[235714],{"type":23,"value":235715},"array",{"type":23,"value":235717}," (no cursor wrapper).",{"type":17,"tag":84,"props":235719,"children":235720},{},[235721,235725,235726,235731,235732,235737],{"type":17,"tag":133,"props":235722,"children":235723},{"href":1857},[235724],{"type":23,"value":2409},{"type":23,"value":219640},{"type":17,"tag":6121,"props":235727,"children":235729},{"className":235728},[],[235730],{"type":23,"value":48389},{"type":23,"value":89280},{"type":17,"tag":6121,"props":235733,"children":235735},{"className":235734},[],[235736],{"type":23,"value":48411},{"type":23,"value":54},{"type":17,"tag":84,"props":235739,"children":235740},{},[235741,235743,235748],{"type":23,"value":235742},"Filtering by rep is supported via ",{"type":17,"tag":6121,"props":235744,"children":235746},{"className":235745},[],[235747],{"type":23,"value":62582},{"type":23,"value":54},{"type":17,"tag":84,"props":235750,"children":235751},{},[235752],{"type":23,"value":235753},"There is no status filter; infer open/won/lost from fields.",{"type":17,"tag":68,"props":235755,"children":235757},{"id":235756},"step-2-attribute-deals-to-reps",[235758],{"type":23,"value":235759},"Step 2: Attribute Deals to Reps",{"type":17,"tag":29,"props":235761,"children":235762},{},[235763,235765,235770],{"type":23,"value":235764},"Each deal has ",{"type":17,"tag":6121,"props":235766,"children":235768},{"className":235767},[],[235769],{"type":23,"value":62582},{"type":23,"value":235771},", which references an HRIS employee.",{"type":17,"tag":6893,"props":235773,"children":235776},{"className":235774,"code":235775,"language":18718,"meta":7},[18716],"type Deal = typeof deals[number];\n\nfunction filterDealsByRep(allDeals: Deal[], repId: string): Deal[] {\n  return allDeals.filter(d => d.user_id === repId);\n}\n",[235777],{"type":17,"tag":6121,"props":235778,"children":235779},{"__ignoreMap":7},[235780],{"type":23,"value":235775},{"type":17,"tag":68,"props":235782,"children":235784},{"id":235783},"step-3-aggregate-revenue-currency-safe",[235785],{"type":23,"value":235786},"Step 3: Aggregate Revenue (Currency-Safe)",{"type":17,"tag":29,"props":235788,"children":235789},{},[235790,235792,235796,235798,235803],{"type":23,"value":235791},"Unified does ",{"type":17,"tag":48,"props":235793,"children":235794},{},[235795],{"type":23,"value":159475},{"type":23,"value":235797}," convert currencies. 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stage)",{"type":17,"tag":84,"props":236482,"children":236483},{},[236484,236489,236490],{"type":17,"tag":6121,"props":236485,"children":236487},{"className":236486},[],[236488],{"type":23,"value":174606},{"type":23,"value":11826},{"type":17,"tag":6121,"props":236491,"children":236493},{"className":236492},[],[236494],{"type":23,"value":62878},{"type":17,"tag":68,"props":236496,"children":236498},{"id":236497},"step-4-list-open-opportunities-deals",[236499],{"type":23,"value":236500},"Step 4: List open opportunities (deals)",{"type":17,"tag":29,"props":236502,"children":236503},{},[236504],{"type":23,"value":236505},"Unified's SDK lists deals via:",{"type":17,"tag":29,"props":236507,"children":236508},{},[236509,236515,236516],{"type":17,"tag":6121,"props":236510,"children":236512},{"className":236511},[],[236513],{"type":23,"value":236514},"GET /crm/{connection_id}/deal",{"type":23,"value":98082},{"type":17,"tag":6121,"props":236517,"children":236519},{"className":236518},[],[236520],{"type":23,"value":236521},"sdk.crm.listCrmDeals(...)",{"type":17,"tag":29,"props":236523,"children":236524},{},[236525,236527,236531,236532,236537,236538,236543,236545,236550,236551,236556,236557,236562],{"type":23,"value":236526},"It supports ",{"type":17,"tag":133,"props":236528,"children":236529},{"href":1857},[236530],{"type":23,"value":1860},{"type":23,"value":44573},{"type":17,"tag":6121,"props":236533,"children":236535},{"className":236534},[],[236536],{"type":23,"value":48389},{"type":23,"value":11826},{"type":17,"tag":6121,"props":236539,"children":236541},{"className":236540},[],[236542],{"type":23,"value":48411},{"type":23,"value":236544},") and filtering (e.g. ",{"type":17,"tag":6121,"props":236546,"children":236548},{"className":236547},[],[236549],{"type":23,"value":109074},{"type":23,"value":11826},{"type":17,"tag":6121,"props":236552,"children":236554},{"className":236553},[],[236555],{"type":23,"value":62582},{"type":23,"value":11826},{"type":17,"tag":6121,"props":236558,"children":236560},{"className":236559},[],[236561],{"type":23,"value":27299},{"type":23,"value":236563},", etc.).",{"type":17,"tag":29,"props":236565,"children":236566},{},[236567,236569,236574],{"type":23,"value":236568},"This function fetches all open deals by paging through results, then filtering out closed deals (anything with ",{"type":17,"tag":6121,"props":236570,"children":236572},{"className":236571},[],[236573],{"type":23,"value":62569},{"type":23,"value":236575}," set).",{"type":17,"tag":6893,"props":236577,"children":236580},{"className":236578,"code":236579,"language":18718,"meta":7},[18716],"type CrmDeal = {\n  id?: string;\n  amount?: number;\n  probability?: number;\n  closed_at?: string; // actual close date\n  stage_id?: string;\n  pipeline_id?: string;\n  metadata?: { slug?: string; value?: any }[];\n};\n\nexport async function listOpenDeals(\n  connectionId: string,\n  opts?: {\n    pipelineId?: string;\n    ownerId?: string;\n    pageSize?: number;\n  }\n): Promise\u003CCrmDeal[]> {\n  const pageSize = opts?.pageSize ?? 100;\n  let offset = 0;\n  const openDeals: CrmDeal[] = [];\n\n  while (true) {\n    const deals = await sdk.crm.listCrmDeals({\n      connectionId,\n      limit: pageSize,\n      offset,\n      pipeline_id: opts?.pipelineId,\n      user_id: opts?.ownerId,\n    });\n\n    if (!deals || deals.length === 0) break;\n\n    openDeals.push(...deals.filter((d) => !d.closed_at));\n    offset += pageSize;\n  }\n\n  return openDeals;\n}\n",[236581],{"type":17,"tag":6121,"props":236582,"children":236583},{"__ignoreMap":7},[236584],{"type":23,"value":236579},{"type":17,"tag":68,"props":236586,"children":236588},{"id":236587},"step-5-calculate-weighted-revenue-amount-probability",[236589],{"type":23,"value":236590},"Step 5: Calculate weighted revenue (amount × probability)",{"type":17,"tag":29,"props":236592,"children":236593},{},[236594],{"type":23,"value":236595},"Weighted revenue is the expected value of the pipeline:",{"type":17,"tag":29,"props":236597,"children":236598},{},[236599],{"type":17,"tag":6121,"props":236600,"children":236602},{"className":236601},[],[236603],{"type":23,"value":236604},"sum(amount × probability)",{"type":17,"tag":29,"props":236606,"children":236607},{},[236608,236610,236615,236617,236622,236623,236628],{"type":23,"value":236609},"Unified's normalized ",{"type":17,"tag":6121,"props":236611,"children":236613},{"className":236612},[],[236614],{"type":23,"value":212146},{"type":23,"value":236616}," includes both ",{"type":17,"tag":6121,"props":236618,"children":236620},{"className":236619},[],[236621],{"type":23,"value":25890},{"type":23,"value":34435},{"type":17,"tag":6121,"props":236624,"children":236626},{"className":236625},[],[236627],{"type":23,"value":25901},{"type":23,"value":236629},", so you can compute this consistently across CRM vendors.",{"type":17,"tag":6893,"props":236631,"children":236634},{"className":236632,"code":236633,"language":18718,"meta":7},[18716],"export function calculateWeightedRevenue(deals: CrmDeal[]): number {\n  return deals.reduce((total, deal) => {\n    const amount = Number(deal.amount ?? 0);\n    const probability = Number(deal.probability ?? 0);\n    return total + amount * probability;\n  }, 0);\n}\n",[236635],{"type":17,"tag":6121,"props":236636,"children":236637},{"__ignoreMap":7},[236638],{"type":23,"value":236633},{"type":17,"tag":68,"props":236640,"children":236642},{"id":236641},"step-6-group-forecast-by-expected-close-month-using-metadata",[236643,236645,236650],{"type":23,"value":236644},"Step 6: Group forecast by expected close month (using ",{"type":17,"tag":6121,"props":236646,"children":236648},{"className":236647},[],[236649],{"type":23,"value":23792},{"type":23,"value":12034},{"type":17,"tag":29,"props":236652,"children":236653},{},[236654,236655,236660,236662,236667,236669,236673,236675,236680],{"type":23,"value":135951},{"type":17,"tag":6121,"props":236656,"children":236658},{"className":236657},[],[236659],{"type":23,"value":62569},{"type":23,"value":236661}," is the date the deal ",{"type":17,"tag":48,"props":236663,"children":236664},{},[236665],{"type":23,"value":236666},"actually closed",{"type":23,"value":236668},", so it won't exist for open deals. CRMs usually store an ",{"type":17,"tag":33,"props":236670,"children":236671},{},[236672],{"type":23,"value":108719},{"type":23,"value":236674}," as a standard or custom field, which may not be part of Unified's normalized ",{"type":17,"tag":6121,"props":236676,"children":236678},{"className":236677},[],[236679],{"type":23,"value":212146},{"type":23,"value":236681}," fields.",{"type":17,"tag":29,"props":236683,"children":236684},{},[236685,236687,236692,236694,236700,236701,236707,236709,236715],{"type":23,"value":236686},"Unified exposes these extra fields through ",{"type":17,"tag":6121,"props":236688,"children":236690},{"className":236689},[],[236691],{"type":23,"value":133378},{"type":23,"value":236693},". If your CRM stores expected close date as a field (often ",{"type":17,"tag":6121,"props":236695,"children":236697},{"className":236696},[],[236698],{"type":23,"value":236699},"close_date",{"type":23,"value":11826},{"type":17,"tag":6121,"props":236702,"children":236704},{"className":236703},[],[236705],{"type":23,"value":236706},"expected_close_date",{"type":23,"value":236708},", etc.), you can group forecasts by month using the matching ",{"type":17,"tag":6121,"props":236710,"children":236712},{"className":236711},[],[236713],{"type":23,"value":236714},"metadata.slug",{"type":23,"value":54},{"type":17,"tag":239,"props":236717,"children":236719},{"id":236718},"helper-fetch-a-metadata-value-by-slug",[236720],{"type":23,"value":236721},"Helper: fetch a metadata value by slug",{"type":17,"tag":6893,"props":236723,"children":236726},{"className":236724,"code":236725,"language":18718,"meta":7},[18716],"function getMetadataValue(deal: CrmDeal, slug: string): any {\n  return deal.metadata?.find((m) => m.slug === slug)?.value;\n}\n\nfunction toMonthKey(dateStr: string): string | null {\n  // Accept ISO timestamps or YYYY-MM-DD strings\n  if (!dateStr) return null;\n  const s = String(dateStr);\n  if (s.length \u003C 7) return null;\n  return s.substring(0, 7); // YYYY-MM\n}\n",[236727],{"type":17,"tag":6121,"props":236728,"children":236729},{"__ignoreMap":7},[236730],{"type":23,"value":236725},{"type":17,"tag":239,"props":236732,"children":236734},{"id":236733},"group-by-expected-close-month",[236735],{"type":23,"value":236736},"Group by expected close month",{"type":17,"tag":6893,"props":236738,"children":236741},{"className":236739,"code":236740,"language":18718,"meta":7},[18716],"export function groupForecastByExpectedCloseMonth(\n  deals: CrmDeal[],\n  expectedCloseDateSlug = 'close_date' // replace with your actual slug if different\n): Record\u003Cstring, number> {\n  return deals.reduce((acc, deal) => {\n    const expectedClose = getMetadataValue(deal, expectedCloseDateSlug);\n    const monthKey = toMonthKey(expectedClose);\n    if (!monthKey) return acc;\n\n    const amount = Number(deal.amount ?? 0);\n    const probability = Number(deal.probability ?? 0);\n    const weighted = amount * probability;\n\n    acc[monthKey] = (acc[monthKey] || 0) + weighted;\n    return acc;\n  }, {} as Record\u003Cstring, number>);\n}\n",[236742],{"type":17,"tag":6121,"props":236743,"children":236744},{"__ignoreMap":7},[236745],{"type":23,"value":236740},{"type":17,"tag":29,"props":236747,"children":236748},{},[236749,236751,236756],{"type":23,"value":236750},"If you don't know the right slug yet, the fastest way to confirm is to inspect one returned deal's ",{"type":17,"tag":6121,"props":236752,"children":236754},{"className":236753},[],[236755],{"type":23,"value":133378},{"type":23,"value":236757}," in your logs and pick the slug that corresponds to expected close date.",{"type":17,"tag":68,"props":236759,"children":236761},{"id":236760},"step-7-list-pipelines-optional",[236762],{"type":23,"value":236763},"Step 7: List pipelines (optional)",{"type":17,"tag":29,"props":236765,"children":236766},{},[236767],{"type":23,"value":236768},"Pipelines are useful if you want to:",{"type":17,"tag":80,"props":236770,"children":236771},{},[236772,236777],{"type":17,"tag":84,"props":236773,"children":236774},{},[236775],{"type":23,"value":236776},"show pipeline options for filtering",{"type":17,"tag":84,"props":236778,"children":236779},{},[236780,236782,236787],{"type":23,"value":236781},"inspect stage configuration (",{"type":17,"tag":6121,"props":236783,"children":236785},{"className":236784},[],[236786],{"type":23,"value":62873},{"type":23,"value":236788},", closed stages, ordering)",{"type":17,"tag":29,"props":236790,"children":236791},{},[236792],{"type":23,"value":95512},{"type":17,"tag":29,"props":236794,"children":236795},{},[236796,236802,236803],{"type":17,"tag":6121,"props":236797,"children":236799},{"className":236798},[],[236800],{"type":23,"value":236801},"GET /crm/{connection_id}/pipeline",{"type":23,"value":98082},{"type":17,"tag":6121,"props":236804,"children":236806},{"className":236805},[],[236807],{"type":23,"value":236808},"sdk.crm.listCrmPipelines(...)",{"type":17,"tag":6893,"props":236810,"children":236813},{"className":236811,"code":236812,"language":18718,"meta":7},[18716],"export type CrmPipeline = {\n  id?: string;\n  name?: string;\n  is_active?: boolean;\n  deal_probability?: number;\n  display_order?: number;\n  stages?: {\n    id?: string;\n    name?: string;\n    active?: boolean;\n    deal_probability?: number;\n    is_closed?: boolean;\n    display_order?: number;\n  }[];\n};\n\nexport async function listPipelines(connectionId: string): Promise\u003CCrmPipeline[]> {\n  let offset = 0;\n  const pipelines: CrmPipeline[] = [];\n\n  while (true) {\n    const page = await sdk.crm.listCrmPipelines({\n      connectionId,\n      limit: 100,\n      offset,\n    });\n\n    if (!page || page.length === 0) break;\n\n    pipelines.push(...page);\n    offset += 100;\n  }\n\n  return pipelines;\n}\n",[236814],{"type":17,"tag":6121,"props":236815,"children":236816},{"__ignoreMap":7},[236817],{"type":23,"value":236812},{"type":17,"tag":68,"props":236819,"children":236821},{"id":236820},"step-8-update-a-deal-probability-optional",[236822],{"type":23,"value":236823},"Step 8: Update a deal probability (optional)",{"type":17,"tag":29,"props":236825,"children":236826},{},[236827],{"type":23,"value":236828},"If your product allows users (or automation) to override probability, Unified supports updating a deal with:",{"type":17,"tag":29,"props":236830,"children":236831},{},[236832,236837,236838],{"type":17,"tag":6121,"props":236833,"children":236835},{"className":236834},[],[236836],{"type":23,"value":110051},{"type":23,"value":98082},{"type":17,"tag":6121,"props":236839,"children":236841},{"className":236840},[],[236842],{"type":23,"value":236843},"sdk.crm.updateCrmDeal(...)",{"type":17,"tag":6893,"props":236845,"children":236848},{"className":236846,"code":236847,"language":18718,"meta":7},[18716],"export async function updateDealProbability(\n  connectionId: string,\n  dealId: string,\n  probability: number\n): Promise\u003Cvoid> {\n  await sdk.crm.updateCrmDeal({\n    connectionId,\n    id: dealId,\n    crmDeal: {\n      probability,\n    },\n  });\n}\n",[236849],{"type":17,"tag":6121,"props":236850,"children":236851},{"__ignoreMap":7},[236852],{"type":23,"value":236847},{"type":17,"tag":68,"props":236854,"children":236855},{"id":235434},[236856],{"type":23,"value":235437},{"type":17,"tag":29,"props":236858,"children":236859},{},[236860],{"type":23,"value":236861},"This example fetches open deals, computes total weighted revenue, and groups the forecast by expected close month using a metadata slug.",{"type":17,"tag":6893,"props":236863,"children":236866},{"className":236864,"code":236865,"language":18718,"meta":7},[18716],"async function main() {\n  const connectionId = CONNECTION_CRM!;\n  const expectedCloseDateSlug = 'close_date'; // replace if your slug differs\n\n  const openDeals = await listOpenDeals(connectionId, {\n    // pipelineId: '...',\n    // ownerId: '...',\n    pageSize: 100,\n  });\n\n  const totalWeighted = calculateWeightedRevenue(openDeals);\n  console.log('Total weighted revenue:', totalWeighted);\n\n  const forecastByMonth = groupForecastByExpectedCloseMonth(\n    openDeals,\n    expectedCloseDateSlug\n  );\n  console.log('Forecast by expected close month:', forecastByMonth);\n\n  // Optional: pipeline exploration\n  const pipelines = await listPipelines(connectionId);\n  console.log('Pipelines:', pipelines.map((p) => p.name));\n}\n\nmain().catch(console.error);\n",[236867],{"type":17,"tag":6121,"props":236868,"children":236869},{"__ignoreMap":7},[236870],{"type":23,"value":236865},{"type":17,"tag":29,"props":236872,"children":236873},{},[236874],{"type":23,"value":236875},"Unified's CRM API gives you a consistent deal and pipeline model across CRM vendors, so you can build forecasting logic once and apply it across Salesforce, HubSpot, Zoho and more.",{"type":17,"tag":29,"props":236877,"children":236878},{},[236879],{"type":23,"value":236880},"Key takeaways from this implementation:",{"type":17,"tag":80,"props":236882,"children":236883},{},[236884,236907,236919,236930,236948],{"type":17,"tag":84,"props":236885,"children":236886},{},[236887,236888,236893,236894,236899,236900,236905],{"type":23,"value":33722},{"type":17,"tag":6121,"props":236889,"children":236891},{"className":236890},[],[236892],{"type":23,"value":236521},{"type":23,"value":120761},{"type":17,"tag":6121,"props":236895,"children":236897},{"className":236896},[],[236898],{"type":23,"value":48389},{"type":23,"value":34435},{"type":17,"tag":6121,"props":236901,"children":236903},{"className":236902},[],[236904],{"type":23,"value":48411},{"type":23,"value":236906}," to page through all deals.",{"type":17,"tag":84,"props":236908,"children":236909},{},[236910,236912,236917],{"type":23,"value":236911},"Filter open deals using ",{"type":17,"tag":6121,"props":236913,"children":236915},{"className":236914},[],[236916],{"type":23,"value":62569},{"type":23,"value":236918}," (actual close timestamp).",{"type":17,"tag":84,"props":236920,"children":236921},{},[236922,236924,236929],{"type":23,"value":236923},"Calculate weighted revenue using ",{"type":17,"tag":6121,"props":236925,"children":236927},{"className":236926},[],[236928],{"type":23,"value":235828},{"type":23,"value":54},{"type":17,"tag":84,"props":236931,"children":236932},{},[236933,236935,236940,236942,236947],{"type":23,"value":236934},"Group by ",{"type":17,"tag":33,"props":236936,"children":236937},{},[236938],{"type":23,"value":236939},"expected",{"type":23,"value":236941}," close month using a close-date field exposed via ",{"type":17,"tag":6121,"props":236943,"children":236945},{"className":236944},[],[236946],{"type":23,"value":133378},{"type":23,"value":54},{"type":17,"tag":84,"props":236949,"children":236950},{},[236951,236952,236957],{"type":23,"value":33722},{"type":17,"tag":6121,"props":236953,"children":236955},{"className":236954},[],[236956],{"type":23,"value":236843},{"type":23,"value":236958}," to update probabilities when 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6: Group forecast by expected close month (using metadata)",[236991,236992],{"id":236718,"depth":1635,"text":236721},{"id":236733,"depth":1635,"text":236736},{"id":236760,"depth":1629,"text":236763},{"id":236820,"depth":1629,"text":236823},{"id":235434,"depth":1629,"text":235437},"content:blog:how_to_forecast_revenue_with_unified_crm_api.md","blog/how_to_forecast_revenue_with_unified_crm_api.md","blog/how_to_forecast_revenue_with_unified_crm_api",{"_path":237000,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":237001,"description":237002,"img":237003,"date":234743,"tag":12,"body":237004,"_type":1677,"_id":237713,"_source":1679,"_file":237714,"_stem":237715,"_extension":1682},"/blog/how_to_perform_financial_analysis_with_transaction_level_detail_using_unified_accounting_api","How to Perform Financial Analysis with Transaction-Level Detail Using Unified's Accounting API","Most budgeting and runway features fail long before the math.","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_perform_financial_analysis_with_transaction_level_detail_using_unified_accounting_api-icon.png",{"type":14,"children":237005,"toc":237691},[237006,237011,237014,237021,237025,237029,237034,237039,237044,237049,237067,237072,237082,237087,237091,237125,237129,237138,237148,237156,237160,237168,237174,237179,237190,237195,237274,237286,237298,237361,237374,237379,237401,237414,237419,237469,237475,237480,237489,237495,237504,237510,237519,237525,237537,237546,237552,237557,237566,237572,237597,237606,237610,237615,237624,237629,237661,237673,237682],{"type":17,"tag":18,"props":237007,"children":237009},{"id":237008},"how-to-perform-financial-analysis-with-transaction-level-detail-using-unifieds-accounting-api",[237010],{"type":23,"value":237001},{"type":17,"tag":25,"props":237012,"children":237013},{},[],{"type":17,"tag":29,"props":237015,"children":237016},{},[237017],{"type":17,"tag":33,"props":237018,"children":237019},{},[237020],{"type":23,"value":234761},{"type":17,"tag":11616,"props":237022,"children":237024},{"width":11618,"height":11619,"src":237023,"title":11621,"frameBorder":11622,"allow":11623,"referrerPolicy":11624,"allowFullScreen":11625},"https://www.youtube.com/embed/PA6gt_tzwwo",[],{"type":17,"tag":29,"props":237026,"children":237027},{},[237028],{"type":23,"value":237002},{"type":17,"tag":29,"props":237030,"children":237031},{},[237032],{"type":23,"value":237033},"On paper, financial analysis looks simple. Aggregate transactions. Group by account. Compare actuals to budget. Divide cash by burn. In practice, those steps only hold if the underlying ledger data is consistent across customers.",{"type":17,"tag":29,"props":237035,"children":237036},{},[237037],{"type":23,"value":237038},"That's where product complexity creeps in.",{"type":17,"tag":29,"props":237040,"children":237041},{},[237042],{"type":23,"value":237043},"Accounting platforms don't just differ in UI. They model transactions, accounts, balances, and even fiscal structure differently. Some systems expose clean transaction-level debits and credits. Others infer direction from context. Account hierarchies vary. Balance sheet snapshots may or may not align cleanly with transaction timelines.",{"type":17,"tag":29,"props":237045,"children":237046},{},[237047],{"type":23,"value":237048},"For a PM, this creates uncomfortable tradeoffs:",{"type":17,"tag":80,"props":237050,"children":237051},{},[237052,237057,237062],{"type":17,"tag":84,"props":237053,"children":237054},{},[237055],{"type":23,"value":237056},"Can we guarantee that budgets mean the same thing across accounting providers?",{"type":17,"tag":84,"props":237058,"children":237059},{},[237060],{"type":23,"value":237061},"Can runway be calculated consistently, or does it depend on which system the customer uses?",{"type":17,"tag":84,"props":237063,"children":237064},{},[237065],{"type":23,"value":237066},"Can we roll this feature out broadly, or only to a subset of 'well-behaved' integrations?",{"type":17,"tag":29,"props":237068,"children":237069},{},[237070],{"type":23,"value":237071},"Many products solve this by narrowing scope or hardcoding assumptions per vendor. That works early, but it limits who the feature works for and how confidently you can ship changes.",{"type":17,"tag":29,"props":237073,"children":237074},{},[237075,237076,237080],{"type":23,"value":25244},{"type":17,"tag":133,"props":237077,"children":237078},{"href":82425},[237079],{"type":23,"value":128616},{"type":23,"value":237081}," is designed to remove those constraints. Instead of reconciling accounting semantics downstream, Unified normalizes transactions, accounts, organizations, and balance sheets upstream. Signed amounts, account classifications, and timestamps behave consistently before your analysis logic ever runs.",{"type":17,"tag":29,"props":237083,"children":237084},{},[237085],{"type":23,"value":237086},"This guide shows how to build transaction-level financial analysis—monthly actuals, baseline budgets, and runway—on top of that normalized layer, without branching logic for QuickBooks vs. Xero vs. NetSuite, and without rewriting your analysis as new accounting systems are added.",{"type":17,"tag":239,"props":237088,"children":237089},{"id":141798},[237090],{"type":23,"value":141801},{"type":17,"tag":80,"props":237092,"children":237093},{},[237094,237098,237107,237116],{"type":17,"tag":84,"props":237095,"children":237096},{},[237097],{"type":23,"value":199683},{"type":17,"tag":84,"props":237099,"children":237100},{},[237101,237102,237106],{"type":23,"value":234004},{"type":17,"tag":48,"props":237103,"children":237104},{},[237105],{"type":23,"value":104365},{"type":23,"value":234010},{"type":17,"tag":84,"props":237108,"children":237109},{},[237110,237111,237115],{"type":23,"value":199693},{"type":17,"tag":133,"props":237112,"children":237113},{"href":7691},[237114],{"type":23,"value":7806},{"type":23,"value":199699},{"type":17,"tag":84,"props":237117,"children":237118},{},[237119,237120],{"type":23,"value":231444},{"type":17,"tag":6121,"props":237121,"children":237123},{"className":237122},[],[237124],{"type":23,"value":19766},{"type":17,"tag":68,"props":237126,"children":237127},{"id":211198},[237128],{"type":23,"value":211201},{"type":17,"tag":6893,"props":237130,"children":237133},{"className":237131,"code":237132,"language":48432,"meta":7},[48430],"mkdir transaction-finance-analysis-demo\ncd transaction-finance-analysis-demo\nnpm init -y\nnpm install @unified-api/typescript-sdk dotenv\n",[237134],{"type":17,"tag":6121,"props":237135,"children":237136},{"__ignoreMap":7},[237137],{"type":23,"value":237132},{"type":17,"tag":29,"props":237139,"children":237140},{},[237141,237142,237147],{"type":23,"value":211215},{"type":17,"tag":6121,"props":237143,"children":237145},{"className":237144},[],[237146],{"type":23,"value":211221},{"type":23,"value":211223},{"type":17,"tag":6893,"props":237149,"children":237151},{"className":237150,"code":231476,"language":20901,"meta":23},[20899],[237152],{"type":17,"tag":6121,"props":237153,"children":237154},{"__ignoreMap":7},[237155],{"type":23,"value":231476},{"type":17,"tag":68,"props":237157,"children":237158},{"id":211235},[237159],{"type":23,"value":211238},{"type":17,"tag":6893,"props":237161,"children":237163},{"className":237162,"code":231489,"language":18718,"meta":7},[18716],[237164],{"type":17,"tag":6121,"props":237165,"children":237166},{"__ignoreMap":7},[237167],{"type":23,"value":231489},{"type":17,"tag":68,"props":237169,"children":237171},{"id":237170},"step-3-understand-the-normalized-accounting-objects-critical",[237172],{"type":23,"value":237173},"Step 3: Understand the normalized Accounting objects (critical)",{"type":17,"tag":29,"props":237175,"children":237176},{},[237177],{"type":23,"value":237178},"Unified's Accounting models use snake_case field names in the API docs and TypeScript types shown here.",{"type":17,"tag":239,"props":237180,"children":237182},{"id":237181},"transactions-accountingtransaction",[237183,237184,237189],{"type":23,"value":222314},{"type":17,"tag":6121,"props":237185,"children":237187},{"className":237186},[],[237188],{"type":23,"value":219463},{"type":23,"value":12034},{"type":17,"tag":29,"props":237191,"children":237192},{},[237193],{"type":23,"value":237194},"Transactions are the lowest-level record of ledger activity. Useful fields include:",{"type":17,"tag":80,"props":237196,"children":237197},{},[237198,237208,237218,237226,237236,237258],{"type":17,"tag":84,"props":237199,"children":237200},{},[237201,237206],{"type":17,"tag":6121,"props":237202,"children":237204},{"className":237203},[],[237205],{"type":23,"value":219481},{"type":23,"value":237207}," (signed: negative for credit, positive for debit)",{"type":17,"tag":84,"props":237209,"children":237210},{},[237211,237216],{"type":17,"tag":6121,"props":237212,"children":237214},{"className":237213},[],[237215],{"type":23,"value":184840},{"type":23,"value":237217}," (where the transaction lands in the chart of 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",{"type":17,"tag":6121,"props":237247,"children":237249},{"className":237248},[],[237250],{"type":23,"value":221006},{"type":23,"value":11826},{"type":17,"tag":6121,"props":237253,"children":237255},{"className":237254},[],[237256],{"type":23,"value":220999},{"type":23,"value":12034},{"type":17,"tag":84,"props":237259,"children":237260},{},[237261,237266,237267,237272],{"type":17,"tag":6121,"props":237262,"children":237264},{"className":237263},[],[237265],{"type":23,"value":33446},{"type":23,"value":11826},{"type":17,"tag":6121,"props":237268,"children":237270},{"className":237269},[],[237271],{"type":23,"value":25337},{"type":23,"value":237273}," (timestamps for bucketing and incremental export)",{"type":17,"tag":239,"props":237275,"children":237277},{"id":237276},"accounts-accountingaccount",[237278,237280,237285],{"type":23,"value":237279},"Accounts 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balances:",{"type":17,"tag":80,"props":237420,"children":237421},{},[237422,237436],{"type":17,"tag":84,"props":237423,"children":237424},{},[237425,237430,237431],{"type":17,"tag":6121,"props":237426,"children":237428},{"className":237427},[],[237429],{"type":23,"value":22296},{"type":23,"value":11826},{"type":17,"tag":6121,"props":237432,"children":237434},{"className":237433},[],[237435],{"type":23,"value":220208},{"type":17,"tag":84,"props":237437,"children":237438},{},[237439,237444,237445,237450,237451,237457,237458,237463,237464],{"type":17,"tag":6121,"props":237440,"children":237442},{"className":237441},[],[237443],{"type":23,"value":220217},{"type":23,"value":11826},{"type":17,"tag":6121,"props":237446,"children":237448},{"className":237447},[],[237449],{"type":23,"value":220226},{"type":23,"value":11826},{"type":17,"tag":6121,"props":237452,"children":237454},{"className":237453},[],[237455],{"type":23,"value":237456},"equity[]",{"type":23,"value":120761},{"type":17,"tag":6121,"props":237459,"children":237461},{"className":237460},[],[237462],{"type":23,"value":184840},{"type":23,"value":11826},{"type":17,"tag":6121,"props":237465,"children":237467},{"className":237466},[],[237468],{"type":23,"value":25890},{"type":17,"tag":68,"props":237470,"children":237472},{"id":237471},"step-4-fetch-organizations-to-get-primary-currency-and-fiscal-year-end",[237473],{"type":23,"value":237474},"Step 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out: AccountingOrganization[] = [];\n\n  while (true) {\n    const page = await sdk.accounting.listAccountingOrganizations({\n      connectionId,\n      limit: pageSize,\n      offset,\n      updated_gte: opts?.updated_gte,\n      sort: opts?.sort ?? \"updated_at\",\n      order: opts?.order ?? \"asc\",\n      query: opts?.query ?? \"\",\n      fields: opts?.fields ?? \"\",\n      raw: opts?.raw ?? \"\",\n    });\n\n    if (!page || page.length === 0) break;\n\n    out.push(...page);\n    offset += pageSize;\n  }\n\n  return out;\n}\n\nexport function pickPrimaryOrganization(orgs: AccountingOrganization[]): AccountingOrganization | null {\n  if (!orgs || orgs.length === 0) return null;\n  // Use the first org by default. If you have a known org selection strategy, apply it here.\n  return orgs[0];\n}\n",[237485],{"type":17,"tag":6121,"props":237486,"children":237487},{"__ignoreMap":7},[237488],{"type":23,"value":237483},{"type":17,"tag":68,"props":237490,"children":237492},{"id":237491},"step-5-fetch-the-chart-of-accounts-for-classification",[237493],{"type":23,"value":237494},"Step 5: Fetch the chart of accounts (for classification)",{"type":17,"tag":6893,"props":237496,"children":237499},{"className":237497,"code":237498,"language":18718,"meta":7},[18716],"import type { UnifiedTo } from \"@unified-api/typescript-sdk\";\n\nexport type AccountingAccount = {\n  id?: string;\n  name?: string;\n  type?:\n    | \"ACCOUNTS_PAYABLE\"\n    | \"ACCOUNTS_RECEIVABLE\"\n    | \"BANK\"\n    | \"CREDIT_CARD\"\n    | \"FIXED_ASSET\"\n    | \"LIABILITY\"\n    | \"EQUITY\"\n    | \"EXPENSE\"\n    | \"REVENUE\"\n    | \"OTHER\";\n  parent_id?: string;\n  currency?: string;\n  balance?: number;\n};\n\nexport async function fetchAllAccounts(\n  sdk: UnifiedTo,\n  connectionId: string,\n  opts?: {\n    pageSize?: number;\n    updated_gte?: string;\n    sort?: \"name\" | \"updated_at\" | \"created_at\";\n    order?: \"asc\" | \"desc\";\n    query?: string;\n    org_id?: string;\n    fields?: string;\n    raw?: string;\n  }\n): Promise\u003CAccountingAccount[]> {\n  const pageSize = opts?.pageSize ?? 100;\n  let offset = 0;\n  const out: AccountingAccount[] = [];\n\n  while (true) {\n    const page = await sdk.accounting.listAccountingAccounts({\n      connectionId,\n      limit: pageSize,\n      offset,\n      updated_gte: opts?.updated_gte,\n      sort: opts?.sort ?? \"updated_at\",\n      order: opts?.order ?? \"asc\",\n      query: opts?.query ?? \"\",\n      org_id: opts?.org_id ?? \"\",\n      fields: opts?.fields ?? \"\",\n      raw: opts?.raw ?? \"\",\n    });\n\n    if (!page || page.length === 0) break;\n\n    out.push(...page);\n    offset += pageSize;\n  }\n\n  return out;\n}\n\nexport function indexAccounts(accounts: AccountingAccount[]): Record\u003Cstring, AccountingAccount> {\n  return Object.fromEntries(accounts.filter((a) => a.id).map((a) => [a.id!, a]));\n}\n",[237500],{"type":17,"tag":6121,"props":237501,"children":237502},{"__ignoreMap":7},[237503],{"type":23,"value":237498},{"type":17,"tag":68,"props":237505,"children":237507},{"id":237506},"step-6-fetch-all-transactions-transaction-level-detail",[237508],{"type":23,"value":237509},"Step 6: Fetch all transactions (transaction-level detail)",{"type":17,"tag":6893,"props":237511,"children":237514},{"className":237512,"code":237513,"language":18718,"meta":7},[18716],"import type { UnifiedTo } from \"@unified-api/typescript-sdk\";\n\nexport type AccountingTransaction = {\n  id?: string;\n  created_at?: string;\n  updated_at?: string;\n  memo?: string;\n  total_amount?: number; // negative for CREDIT, positive for DEBIT\n  currency?: string;\n  account_id?: string;\n  type?: string;\n  contacts?: {\n    id?: string;\n    is_customer?: boolean;\n    is_supplier?: boolean;\n  }[];\n};\n\nexport async function fetchAllTransactions(\n  sdk: UnifiedTo,\n  connectionId: string,\n  opts?: {\n    pageSize?: number;\n    updated_gte?: string;\n    sort?: \"name\" | \"updated_at\" | \"created_at\";\n    order?: \"asc\" | \"desc\";\n    query?: string;\n    contact_id?: string;\n    fields?: string;\n    raw?: string;\n  }\n): Promise\u003CAccountingTransaction[]> {\n  const pageSize = opts?.pageSize ?? 100;\n  let offset = 0;\n  const out: AccountingTransaction[] = [];\n\n  while (true) {\n    const page = await sdk.accounting.listAccountingTransactions({\n      connectionId,\n      limit: pageSize,\n      offset,\n      updated_gte: opts?.updated_gte,\n      sort: opts?.sort ?? \"updated_at\",\n      order: opts?.order ?? \"asc\",\n      query: opts?.query ?? \"\",\n      contact_id: opts?.contact_id ?? \"\",\n      fields: opts?.fields ?? \"\",\n      raw: opts?.raw ?? \"\",\n    });\n\n    if (!page || page.length === 0) break;\n\n    out.push(...page);\n    offset += pageSize;\n  }\n\n  return out;\n}\n",[237515],{"type":17,"tag":6121,"props":237516,"children":237517},{"__ignoreMap":7},[237518],{"type":23,"value":237513},{"type":17,"tag":68,"props":237520,"children":237522},{"id":237521},"step-7-build-monthly-actuals-by-account",[237523],{"type":23,"value":237524},"Step 7: Build monthly actuals (by account)",{"type":17,"tag":29,"props":237526,"children":237527},{},[237528,237530,237536],{"type":23,"value":237529},"This step turns transaction detail into a month-bucketed view of spend. For budgeting and runway, the most useful 'actuals' are typically expense accounts (",{"type":17,"tag":6121,"props":237531,"children":237533},{"className":237532},[],[237534],{"type":23,"value":237535},"AccountingAccount.type === \"EXPENSE\"",{"type":23,"value":129328},{"type":17,"tag":6893,"props":237538,"children":237541},{"className":237539,"code":237540,"language":18718,"meta":7},[18716],"export type MonthlyActuals = Record\u003Cstring, Record\u003Cstring, number>>;\n// monthKey -> accountId -> total_amount\n\nfunction toMonthKey(iso: string | undefined): string | null {\n  if (!iso) return null;\n  const s = String(iso);\n  if (s.length \u003C 7) return null;\n  return s.slice(0, 7); // YYYY-MM\n}\n\nexport function buildMonthlyExpenseActuals(\n  transactions: AccountingTransaction[],\n  accountIndex: Record\u003Cstring, { type?: string }>\n): MonthlyActuals {\n  const out: MonthlyActuals = {};\n\n  for (const t of transactions) {\n    const month = toMonthKey(t.created_at);\n    if (!month) continue;\n\n    const accountId = t.account_id;\n    if (!accountId) continue;\n\n    const acct = accountIndex[accountId];\n    if (!acct || acct.type !== \"EXPENSE\") continue;\n\n    const amt = Number(t.total_amount ?? 0);\n\n    out[month] ||= {};\n    out[month][accountId] = (out[month][accountId] ?? 0) + amt;\n  }\n\n  return out;\n}\n",[237542],{"type":17,"tag":6121,"props":237543,"children":237544},{"__ignoreMap":7},[237545],{"type":23,"value":237540},{"type":17,"tag":68,"props":237547,"children":237549},{"id":237548},"step-8-estimate-a-baseline-budget-from-trailing-averages",[237550],{"type":23,"value":237551},"Step 8: Estimate a baseline budget (from trailing averages)",{"type":17,"tag":29,"props":237553,"children":237554},{},[237555],{"type":23,"value":237556},"A simple baseline budget can be computed as the average monthly spend per expense account over the last N months.",{"type":17,"tag":6893,"props":237558,"children":237561},{"className":237559,"code":237560,"language":18718,"meta":7},[18716],"export function suggestMonthlyBudgets(\n  monthlyActuals: MonthlyActuals,\n  monthsBack = 3\n): Record\u003Cstring, number> {\n  const months = Object.keys(monthlyActuals).sort(); // YYYY-MM sort works lexicographically\n  const recent = months.slice(-monthsBack);\n\n  const sums: Record\u003Cstring, number> = {};\n  for (const m of recent) {\n    for (const [accountId, amt] of Object.entries(monthlyActuals[m] || {})) {\n      sums[accountId] = (sums[accountId] ?? 0) + Number(amt ?? 0);\n    }\n  }\n\n  const budgets: Record\u003Cstring, number> = {};\n  for (const [accountId, total] of Object.entries(sums)) {\n    budgets[accountId] = total / Math.max(1, recent.length);\n  }\n\n  return budgets;\n}\n",[237562],{"type":17,"tag":6121,"props":237563,"children":237564},{"__ignoreMap":7},[237565],{"type":23,"value":237560},{"type":17,"tag":68,"props":237567,"children":237569},{"id":237568},"step-9-fetch-the-latest-balance-sheet-and-calculate-runway",[237570],{"type":23,"value":237571},"Step 9: Fetch the latest balance sheet and calculate runway",{"type":17,"tag":29,"props":237573,"children":237574},{},[237575,237577,237582,237584,237590,237591,237596],{"type":23,"value":237576},"Runway requires a cash-on-hand estimate. This implementation uses balance sheet ",{"type":17,"tag":6121,"props":237578,"children":237580},{"className":237579},[],[237581],{"type":23,"value":220217},{"type":23,"value":237583}," and filters to accounts whose ",{"type":17,"tag":6121,"props":237585,"children":237587},{"className":237586},[],[237588],{"type":23,"value":237589},"AccountingAccount.type",{"type":23,"value":224475},{"type":17,"tag":6121,"props":237592,"children":237594},{"className":237593},[],[237595],{"type":23,"value":237342},{"type":23,"value":54},{"type":17,"tag":6893,"props":237598,"children":237601},{"className":237599,"code":237600,"language":18718,"meta":7},[18716],"import type { UnifiedTo } from \"@unified-api/typescript-sdk\";\n\nexport type AccountingBalancesheet = {\n  id?: string;\n  created_at?: string;\n  updated_at?: string;\n  start_at?: string;\n  end_at?: string;\n  currency?: string;\n  net_assets_amount?: number;\n  assets?: { account_id?: string; amount?: number; name?: string }[];\n};\n\nexport async function fetchLatestBalancesheet(\n  sdk: UnifiedTo,\n  connectionId: string\n): Promise\u003CAccountingBalancesheet | null> {\n  const page = await sdk.accounting.listAccountingBalancesheets({\n    connectionId,\n    limit: 1,\n    offset: 0,\n    sort: \"updated_at\",\n    order: \"desc\",\n    query: \"\",\n    start_gte: \"\",\n    end_lt: \"\",\n    end_le: \"\",\n    category_id: \"\",\n    contact_id: \"\",\n    fields: \"\",\n    raw: \"\",\n    updated_gte: \"\",\n  });\n\n  if (!page || page.length === 0) return null;\n  return page[0];\n}\n\nexport function estimateCashOnHand(\n  balancesheet: AccountingBalancesheet,\n  accountIndex: Record\u003Cstring, AccountingAccount>\n): number {\n  const assets = balancesheet.assets ?? [];\n  let cash = 0;\n\n  for (const a of assets) {\n    if (!a.account_id) continue;\n    const acct = accountIndex[a.account_id];\n    if (!acct) continue;\n\n    if (acct.type === \"BANK\") {\n      cash += Number(a.amount ?? 0);\n    }\n  }\n\n  return cash;\n}\n\nexport function estimateRunwayMonths(\n  cashOnHand: number,\n  monthlyExpenseBurn: number\n): number | null {\n  const burn = Number(monthlyExpenseBurn ?? 0);\n  if (burn \u003C= 0) return null;\n  return cashOnHand / burn;\n}\n",[237602],{"type":17,"tag":6121,"props":237603,"children":237604},{"__ignoreMap":7},[237605],{"type":23,"value":237600},{"type":17,"tag":68,"props":237607,"children":237608},{"id":233698},[237609],{"type":23,"value":233701},{"type":17,"tag":29,"props":237611,"children":237612},{},[237613],{"type":23,"value":237614},"This example pulls accounts + transactions, builds monthly actuals, suggests a baseline budget, fetches the latest balance sheet, and estimates runway.",{"type":17,"tag":6893,"props":237616,"children":237619},{"className":237617,"code":237618,"language":18718,"meta":7},[18716],"async function main() {\n  const connectionId = CONNECTION_ACCOUNTING!;\n  if (!connectionId) throw new Error(\"Missing CONNECTION_ACCOUNTING\");\n\n  const [orgs, accounts, transactions] = await Promise.all([\n    fetchAllOrganizations(sdk, connectionId, { pageSize: 50 }),\n    fetchAllAccounts(sdk, connectionId, { pageSize: 100 }),\n    fetchAllTransactions(sdk, connectionId, { pageSize: 100 }),\n  ]);\n\n  const org = pickPrimaryOrganization(orgs);\n  console.log(\"Organization:\", org?.name, org?.currency, org?.fiscal_year_end_month);\n\n  const accountIndex = indexAccounts(accounts);\n\n  const monthlyActuals = buildMonthlyExpenseActuals(transactions, accountIndex);\n  console.log(\"Monthly expense actuals (months):\", Object.keys(monthlyActuals));\n\n  const budgets = suggestMonthlyBudgets(monthlyActuals, 3);\n  console.log(\"Suggested monthly budgets (per account_id):\", budgets);\n\n  const latestBs = await fetchLatestBalancesheet(sdk, connectionId);\n  if (!latestBs) {\n    console.log(\"No balancesheet available.\");\n    return;\n  }\n\n  const cashOnHand = estimateCashOnHand(latestBs, accountIndex);\n\n  // Average monthly burn: sum of suggested budgets\n  const avgMonthlyBurn = Object.values(budgets).reduce((sum, v) => sum + Number(v ?? 0), 0);\n\n  const runway = estimateRunwayMonths(cashOnHand, avgMonthlyBurn);\n\n  console.log(\"Cash on hand:\", cashOnHand);\n  console.log(\"Avg monthly burn:\", avgMonthlyBurn);\n  console.log(\"Estimated runway (months):\", runway);\n}\n\nmain().catch(console.error);\n",[237620],{"type":17,"tag":6121,"props":237621,"children":237622},{"__ignoreMap":7},[237623],{"type":23,"value":237618},{"type":17,"tag":29,"props":237625,"children":237626},{},[237627],{"type":23,"value":237628},"You now have a transaction-level financial analysis flow that:",{"type":17,"tag":80,"props":237630,"children":237631},{},[237632,237641,237646,237651,237656],{"type":17,"tag":84,"props":237633,"children":237634},{},[237635,237637],{"type":23,"value":237636},"pulls normalized ledger transactions with ",{"type":17,"tag":133,"props":237638,"children":237639},{"href":1857},[237640],{"type":23,"value":1860},{"type":17,"tag":84,"props":237642,"children":237643},{},[237644],{"type":23,"value":237645},"labels transactions using the chart of accounts",{"type":17,"tag":84,"props":237647,"children":237648},{},[237649],{"type":23,"value":237650},"constructs month-bucketed actuals for budgets",{"type":17,"tag":84,"props":237652,"children":237653},{},[237654],{"type":23,"value":237655},"estimates baseline budgets from trailing averages",{"type":17,"tag":84,"props":237657,"children":237658},{},[237659],{"type":23,"value":237660},"fetches the latest balance sheet and computes runway from cash-on-hand and burn",{"type":17,"tag":29,"props":237662,"children":237663},{},[237664,237666,237671],{"type":23,"value":237665},"From here, you can extend the same dataset to support per-vendor spend views (via transaction ",{"type":17,"tag":6121,"props":237667,"children":237669},{"className":237668},[],[237670],{"type":23,"value":220991},{"type":23,"value":237672},"), budgeting by category trees, or cashflow-based runway calculations when your accounting integration supports those statements.",{"type":17,"tag":29,"props":237674,"children":237675},{},[237676,237677],{"type":23,"value":1609},{"type":17,"tag":133,"props":237678,"children":237680},{"href":1612,"rel":237679},[214],[237681],{"type":23,"value":1616},{"type":17,"tag":29,"props":237683,"children":237684},{},[237685,237686],{"type":23,"value":1609},{"type":17,"tag":133,"props":237687,"children":237689},{"href":1623,"rel":237688},[214],[237690],{"type":23,"value":1627},{"title":7,"searchDepth":1629,"depth":1629,"links":237692},[237693,237694,237695,237696,237706,237707,237708,237709,237710,237711,237712],{"id":141798,"depth":1635,"text":141801},{"id":211198,"depth":1629,"text":211201},{"id":211235,"depth":1629,"text":211238},{"id":237170,"depth":1629,"text":237173,"children":237697},[237698,237700,237702,237704],{"id":237181,"depth":1635,"text":237699},"Transactions (AccountingTransaction)",{"id":237276,"depth":1635,"text":237701},"Accounts (AccountingAccount)",{"id":237363,"depth":1635,"text":237703},"Organization (AccountingOrganization)",{"id":237403,"depth":1635,"text":237705},"Balance sheet (AccountingBalancesheet)",{"id":237471,"depth":1629,"text":237474},{"id":237491,"depth":1629,"text":237494},{"id":237506,"depth":1629,"text":237509},{"id":237521,"depth":1629,"text":237524},{"id":237548,"depth":1629,"text":237551},{"id":237568,"depth":1629,"text":237571},{"id":233698,"depth":1629,"text":233701},"content:blog:how_to_perform_financial_analysis_with_transaction_level_detail_using_unified_accounting_api.md","blog/how_to_perform_financial_analysis_with_transaction_level_detail_using_unified_accounting_api.md","blog/how_to_perform_financial_analysis_with_transaction_level_detail_using_unified_accounting_api",{"_path":237717,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":237718,"description":237719,"img":237720,"date":234743,"tag":12,"body":237721,"_type":1677,"_id":238628,"_source":1679,"_file":238629,"_stem":238630,"_extension":1682},"/blog/how_to_read_employee_payroll_history_with_unified","How to Read Employee Payroll History with Unified's","Payroll analysis breaks when products rely on inferred compensation instead of recorded payroll events.","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_read_employee_payroll_history_with_unified-icon.png",{"type":14,"children":237722,"toc":238602},[237723,237728,237731,237738,237742,237768,237773,237791,237796,237808,237813,237817,237853,237859,237864,237873,237879,237907,237929,237935,237940,237949,237954,237960,237971,237980,237986,238003,238067,238073,238082,238088,238100,238124,238130,238141,238150,238156,238167,238231,238237,238246,238271,238283,238296,238324,238340,238346,238358,238364,238430,238436,238445,238451,238456,238462,238517,238535,238539,238544,238579,238584,238593],{"type":17,"tag":18,"props":237724,"children":237726},{"id":237725},"how-to-read-employee-payroll-history-with-unifieds",[237727],{"type":23,"value":237718},{"type":17,"tag":25,"props":237729,"children":237730},{},[],{"type":17,"tag":29,"props":237732,"children":237733},{},[237734],{"type":17,"tag":33,"props":237735,"children":237736},{},[237737],{"type":23,"value":234761},{"type":17,"tag":29,"props":237739,"children":237740},{},[237741],{"type":23,"value":237719},{"type":17,"tag":29,"props":237743,"children":237744},{},[237745,237747,237752,237754,237759,237761,237766],{"type":23,"value":237746},"Across HR systems, 'pay history' is often implied rather than explicit. Employee records may show a current salary or hourly rate, but they rarely encode ",{"type":17,"tag":33,"props":237748,"children":237749},{},[237750],{"type":23,"value":237751},"when",{"type":23,"value":237753}," that compensation applied, ",{"type":17,"tag":33,"props":237755,"children":237756},{},[237757],{"type":23,"value":237758},"which period",{"type":23,"value":237760}," it covered, or ",{"type":17,"tag":33,"props":237762,"children":237763},{},[237764],{"type":23,"value":237765},"what was actually paid",{"type":23,"value":237767}," after deductions. Vendors expose this differently, and many don't expose it cleanly at all.",{"type":17,"tag":29,"props":237769,"children":237770},{},[237771],{"type":23,"value":237772},"For a PM, this creates real constraints:",{"type":17,"tag":80,"props":237774,"children":237775},{},[237776,237781,237786],{"type":17,"tag":84,"props":237777,"children":237778},{},[237779],{"type":23,"value":237780},"Can payroll analytics be trusted across HR systems with different data models?",{"type":17,"tag":84,"props":237782,"children":237783},{},[237784],{"type":23,"value":237785},"Can historical pay be reconstructed without guessing past compensation?",{"type":17,"tag":84,"props":237787,"children":237788},{},[237789],{"type":23,"value":237790},"Can you explain exactly where a number came from during audits or disputes?",{"type":17,"tag":29,"props":237792,"children":237793},{},[237794],{"type":23,"value":237795},"Many products solve this by storing snapshots, reconstructing history, or quietly falling back to current-state compensation fields. That approach works—until it doesn't, and correctness becomes hard to defend.",{"type":17,"tag":29,"props":237797,"children":237798},{},[237799,237801,237806],{"type":23,"value":237800},"Unified's HR API takes a stricter stance. It does not invent payroll history or mutate employee records. Instead, it exposes ",{"type":17,"tag":33,"props":237802,"children":237803},{},[237804],{"type":23,"value":237805},"documented payroll artifacts",{"type":23,"value":237807},"—payslips and timeshifts—when the underlying HR system supports them. These represent point-in-time payroll snapshots and time-window compensation records, respectively.",{"type":17,"tag":29,"props":237809,"children":237810},{},[237811],{"type":23,"value":237812},"This guide shows how to assemble employee payroll history using those primitives only—reading payslips and timeshifts, joining them to employees, and aggregating results client-side—without vendor-specific integrations, undocumented fields, or assumed compensation history.",{"type":17,"tag":68,"props":237814,"children":237815},{"id":141798},[237816],{"type":23,"value":141801},{"type":17,"tag":80,"props":237818,"children":237819},{},[237820,237824,237828,237833,237844],{"type":17,"tag":84,"props":237821,"children":237822},{},[237823],{"type":23,"value":219393},{"type":17,"tag":84,"props":237825,"children":237826},{},[237827],{"type":23,"value":219398},{"type":17,"tag":84,"props":237829,"children":237830},{},[237831],{"type":23,"value":237832},"An HR integration enabled for your customer",{"type":17,"tag":84,"props":237834,"children":237835},{},[237836,237837,237842],{"type":23,"value":9619},{"type":17,"tag":6121,"props":237838,"children":237840},{"className":237839},[],[237841],{"type":23,"value":19766},{"type":23,"value":237843}," created via Unified's auth flow",{"type":17,"tag":84,"props":237845,"children":237846},{},[237847,237848,237852],{"type":23,"value":9619},{"type":17,"tag":133,"props":237849,"children":237850},{"href":7691},[237851],{"type":23,"value":7806},{"type":23,"value":199699},{"type":17,"tag":68,"props":237854,"children":237856},{"id":237855},"step-1-fetch-employees",[237857],{"type":23,"value":237858},"Step 1: Fetch employees",{"type":17,"tag":29,"props":237860,"children":237861},{},[237862],{"type":23,"value":237863},"Employees are the anchor object for all HR data. 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string;\n    name?: string;\n    description?: string;\n  }[];\n};\n\nexport async function fetchAllTransactions(\n  sdk: UnifiedTo,\n  connectionId: string,\n  opts?: {\n    pageSize?: number;\n    updated_gte?: string;\n    sort?: \"name\" | \"updated_at\" | \"created_at\";\n    order?: \"asc\" | \"desc\";\n    query?: string;\n    contact_id?: string;\n    fields?: string;\n    raw?: string;\n  }\n): Promise\u003CAccountingTransaction[]> {\n  const pageSize = opts?.pageSize ?? 100;\n  let offset = 0;\n  const out: AccountingTransaction[] = [];\n\n  while (true) {\n    const page = await sdk.accounting.listAccountingTransactions({\n      connectionId,\n      limit: pageSize,\n      offset,\n      updated_gte: opts?.updated_gte,\n      sort: opts?.sort ?? \"updated_at\",\n      order: opts?.order ?? \"asc\",\n      query: opts?.query ?? \"\",\n      contact_id: opts?.contact_id ?? \"\",\n      fields: opts?.fields ?? \"\",\n      raw: opts?.raw ?? \"\",\n    });\n\n    if (!page || page.length === 0) break;\n\n    out.push(...page);\n    offset += pageSize;\n  }\n\n  return out;\n}\n",[239138],{"type":17,"tag":6121,"props":239139,"children":239140},{"__ignoreMap":7},[239141],{"type":23,"value":239136},{"type":17,"tag":68,"props":239143,"children":239145},{"id":239144},"step-5-fetch-accounts-for-labeling",[239146],{"type":23,"value":239147},"Step 5: Fetch accounts (for labeling)",{"type":17,"tag":6893,"props":239149,"children":239152},{"className":239150,"code":239151,"language":18718,"meta":7},[18716],"import type { UnifiedTo } from \"@unified-api/typescript-sdk\";\n\nexport type AccountingAccount = {\n  id?: string;\n  name?: string;\n  type?:\n    | \"ACCOUNTS_PAYABLE\"\n    | \"ACCOUNTS_RECEIVABLE\"\n    | \"BANK\"\n    | \"CREDIT_CARD\"\n    | \"FIXED_ASSET\"\n    | \"LIABILITY\"\n    | \"EQUITY\"\n    | \"EXPENSE\"\n    | \"REVENUE\"\n    | \"OTHER\";\n  parent_id?: string;\n};\n\nexport async function fetchAllAccounts(\n  sdk: UnifiedTo,\n  connectionId: string,\n  opts?: {\n    pageSize?: number;\n    updated_gte?: string;\n    sort?: \"name\" | \"updated_at\" | \"created_at\";\n    order?: \"asc\" | \"desc\";\n    query?: string;\n    fields?: string;\n    raw?: string;\n  }\n): Promise\u003CAccountingAccount[]> {\n  const pageSize = opts?.pageSize ?? 100;\n  let offset = 0;\n  const out: AccountingAccount[] = [];\n\n  while (true) {\n    const page = await sdk.accounting.listAccountingAccounts({\n      connectionId,\n      limit: pageSize,\n      offset,\n      updated_gte: opts?.updated_gte,\n      sort: opts?.sort ?? \"updated_at\",\n      order: opts?.order ?? \"asc\",\n      query: opts?.query ?? \"\",\n      fields: opts?.fields ?? \"\",\n      raw: opts?.raw ?? \"\",\n    });\n\n    if (!page || page.length === 0) break;\n\n    out.push(...page);\n    offset += pageSize;\n  }\n\n  return out;\n}\n",[239153],{"type":17,"tag":6121,"props":239154,"children":239155},{"__ignoreMap":7},[239156],{"type":23,"value":239151},{"type":17,"tag":68,"props":239158,"children":239160},{"id":239159},"step-6-convert-transactions-into-training-rows",[239161],{"type":23,"value":239162},"Step 6: Convert transactions into training rows",{"type":17,"tag":29,"props":239164,"children":239165},{},[239166],{"type":23,"value":239167},"This step turns raw accounting objects into a flat dataset suitable for model training. Each row is one normalized transaction with stable labels (account name/type) and optional vendor/customer hints.",{"type":17,"tag":29,"props":239169,"children":239170},{},[239171],{"type":23,"value":19821},{"type":17,"tag":80,"props":239173,"children":239174},{},[239175,239193,239204],{"type":17,"tag":84,"props":239176,"children":239177},{},[239178,239180,239185,239186,239191],{"type":23,"value":239179},"Keep ",{"type":17,"tag":6121,"props":239181,"children":239183},{"className":239182},[],[239184],{"type":23,"value":219481},{"type":23,"value":18757},{"type":17,"tag":48,"props":239187,"children":239188},{},[239189],{"type":23,"value":239190},"signed",{"type":23,"value":239192}," (negative credits, positive debits).",{"type":17,"tag":84,"props":239194,"children":239195},{},[239196,239197,239202],{"type":23,"value":239179},{"type":17,"tag":6121,"props":239198,"children":239200},{"className":239199},[],[239201],{"type":23,"value":22296},{"type":23,"value":239203}," as a feature. Don't sum across currencies unless you explicitly convert later.",{"type":17,"tag":84,"props":239205,"children":239206},{},[239207,239208,239213,239215,239220,239222,239227],{"type":23,"value":33722},{"type":17,"tag":6121,"props":239209,"children":239211},{"className":239210},[],[239212],{"type":23,"value":25337},{"type":23,"value":239214}," for incremental exports (",{"type":17,"tag":6121,"props":239216,"children":239218},{"className":239217},[],[239219],{"type":23,"value":26291},{"type":23,"value":239221},"), and keep ",{"type":17,"tag":6121,"props":239223,"children":239225},{"className":239224},[],[239226],{"type":23,"value":33446},{"type":23,"value":239228}," as an event timestamp feature.",{"type":17,"tag":6893,"props":239230,"children":239233},{"className":239231,"code":239232,"language":18718,"meta":7},[18716],"export type TrainingRow = {\n  transaction_id: string;\n  created_at: string | null;\n  updated_at: string | null;\n\n  amount: number;\n  currency: string | null;\n\n  transaction_type: string | null;\n  memo: string | null;\n  reference: string | null;\n\n  account_id: string | null;\n  account_name: string | null;\n  account_type: string | null;\n\n  // Supplier/customer hints from normalized contacts on the transaction\n  counterparty_contact_id: string | null;\n  counterparty_is_supplier: boolean | null;\n  counterparty_is_customer: boolean | null;\n};\n\nfunction indexAccounts(accounts: AccountingAccount[]): Record\u003Cstring, AccountingAccount> {\n  return Object.fromEntries(accounts.filter((a) => a.id).map((a) => [a.id!, a]));\n}\n\nfunction pickCounterparty(\n  tx: AccountingTransaction\n): { id: string | null; is_supplier: boolean | null; is_customer: boolean | null } {\n  // Prefer a supplier contact when present\n  const supplier = tx.contacts?.find((c) => c.id && c.is_supplier);\n  if (supplier?.id) return { id: supplier.id, is_supplier: true, is_customer: supplier.is_customer ?? null };\n\n  // Otherwise fall back to any contact ID if present\n  const any = tx.contacts?.find((c) => c.id);\n  if (any?.id) return { id: any.id, is_supplier: any.is_supplier ?? null, is_customer: any.is_customer ?? null };\n\n  return { id: null, is_supplier: null, is_customer: null };\n}\n\nexport function toTrainingRows(\n  transactions: AccountingTransaction[],\n  accounts: AccountingAccount[]\n): TrainingRow[] {\n  const accountIndex = indexAccounts(accounts);\n\n  return transactions\n    .filter((t) => t.id)\n    .map((t) => {\n      const acct = t.account_id ? accountIndex[t.account_id] : undefined;\n      const cp = pickCounterparty(t);\n\n      return {\n        transaction_id: t.id!,\n        created_at: t.created_at ?? null,\n        updated_at: t.updated_at ?? null,\n\n        amount: Number(t.total_amount ?? 0),\n        currency: t.currency ?? null,\n\n        transaction_type: t.type ?? null,\n        memo: t.memo ?? null,\n        reference: t.reference ?? null,\n\n        account_id: t.account_id ?? null,\n        account_name: acct?.name ?? null,\n        account_type: acct?.type ?? null,\n\n        counterparty_contact_id: cp.id,\n        counterparty_is_supplier: cp.is_supplier,\n        counterparty_is_customer: cp.is_customer,\n      };\n    });\n}\n",[239234],{"type":17,"tag":6121,"props":239235,"children":239236},{"__ignoreMap":7},[239237],{"type":23,"value":239232},{"type":17,"tag":68,"props":239239,"children":239241},{"id":239240},"step-7-optional-incremental-export-using-updated_gte",[239242,239244],{"type":23,"value":239243},"Step 7 (optional): Incremental export using ",{"type":17,"tag":6121,"props":239245,"children":239247},{"className":239246},[],[239248],{"type":23,"value":26291},{"type":17,"tag":29,"props":239250,"children":239251},{},[239252,239254,239259],{"type":23,"value":239253},"For training pipelines, you rarely want to rebuild the entire dataset on every run. Unified list endpoints support ",{"type":17,"tag":6121,"props":239255,"children":239257},{"className":239256},[],[239258],{"type":23,"value":26291},{"type":23,"value":239260},", so you can export only records that changed since your last successful run.",{"type":17,"tag":29,"props":239262,"children":239263},{},[239264],{"type":23,"value":239265},"Example usage:",{"type":17,"tag":6893,"props":239267,"children":239270},{"className":239268,"code":239269,"language":18718,"meta":7},[18716],"const lastRun = \"2025-12-01T00:00:00.000Z\";\n\nconst transactions = await fetchAllTransactions(sdk, connectionId, {\n  pageSize: 100,\n  updated_gte: lastRun,\n  sort: \"updated_at\",\n  order: \"asc\",\n});\n",[239271],{"type":17,"tag":6121,"props":239272,"children":239273},{"__ignoreMap":7},[239274],{"type":23,"value":239269},{"type":17,"tag":29,"props":239276,"children":239277},{},[239278,239279,239285],{"type":23,"value":209932},{"type":17,"tag":6121,"props":239280,"children":239282},{"className":239281},[],[239283],{"type":23,"value":239284},"lastRun",{"type":23,"value":239286}," in your system (DB, object storage, etc.) and advance it only after a successful export.",{"type":17,"tag":68,"props":239288,"children":239290},{"id":239289},"step-8-putting-it-all-together",[239291],{"type":23,"value":239292},"Step 8: Putting it all together",{"type":17,"tag":29,"props":239294,"children":239295},{},[239296],{"type":23,"value":239297},"This example fetches transactions + accounts, builds training rows, and prints a small sample.",{"type":17,"tag":6893,"props":239299,"children":239302},{"className":239300,"code":239301,"language":18718,"meta":7},[18716],"async function main() {\n  const connectionId = CONNECTION_ACCOUNTING!;\n  if (!connectionId) throw new Error(\"Missing CONNECTION_ACCOUNTING\");\n\n  const [transactions, accounts] = await Promise.all([\n    fetchAllTransactions(sdk, connectionId, { pageSize: 100, sort: \"updated_at\", order: \"asc\" }),\n    fetchAllAccounts(sdk, connectionId, { pageSize: 100, sort: \"updated_at\", order: \"asc\" }),\n  ]);\n\n  const rows = toTrainingRows(transactions, accounts);\n\n  console.log(\"Training rows (first 5):\", rows.slice(0, 5));\n  console.log(\"Row count:\", rows.length);\n}\n\nmain().catch(console.error);\n",[239303],{"type":17,"tag":6121,"props":239304,"children":239305},{"__ignoreMap":7},[239306],{"type":23,"value":239301},{"type":17,"tag":29,"props":239308,"children":239309},{},[239310],{"type":23,"value":239311},"You now have a repeatable export flow that pages through normalized accounting transactions, enriches them with account metadata, and outputs a consistent training dataset across accounting systems.",{"type":17,"tag":29,"props":239313,"children":239314},{},[239315],{"type":23,"value":239316},"This dataset is suitable for model training, evaluation, and retraining workflows without changing your integration logic per provider.",{"type":17,"tag":29,"props":239318,"children":239319},{},[239320,239322,239327],{"type":23,"value":239321},"Optional next steps are incremental exports using ",{"type":17,"tag":6121,"props":239323,"children":239325},{"className":239324},[],[239326],{"type":23,"value":26291},{"type":23,"value":239328},", adding contact enrichment for vendor names, and incorporating period-level labels from Profit & Loss or Cash Flow reports when your training objective requires it.",{"type":17,"tag":29,"props":239330,"children":239331},{},[239332,239333],{"type":23,"value":1609},{"type":17,"tag":133,"props":239334,"children":239336},{"href":1612,"rel":239335},[214],[239337],{"type":23,"value":1616},{"type":17,"tag":29,"props":239339,"children":239340},{},[239341,239342],{"type":23,"value":1609},{"type":17,"tag":133,"props":239343,"children":239345},{"href":1623,"rel":239344},[214],[239346],{"type":23,"value":1627},{"title":7,"searchDepth":1629,"depth":1629,"links":239348},[239349,239350,239351,239352,239358,239359,239360,239361,239363],{"id":141798,"depth":1635,"text":141801},{"id":211198,"depth":1629,"text":211201},{"id":211235,"depth":1629,"text":211238},{"id":238790,"depth":1629,"text":238793,"children":239353},[239354,239355,239356],{"id":237181,"depth":1635,"text":237699},{"id":237276,"depth":1635,"text":237701},{"id":239069,"depth":1635,"text":239357},"Contacts (AccountingContact) (optional but useful)",{"id":239125,"depth":1629,"text":239128},{"id":239144,"depth":1629,"text":239147},{"id":239159,"depth":1629,"text":239162},{"id":239240,"depth":1629,"text":239362},"Step 7 (optional): Incremental export using updated_gte",{"id":239289,"depth":1629,"text":239292},"content:blog:how_to_train_ai_on_accounting_data_with_unified_accounting_api.md","blog/how_to_train_ai_on_accounting_data_with_unified_accounting_api.md","blog/how_to_train_ai_on_accounting_data_with_unified_accounting_api",{"_path":239368,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":239369,"description":239370,"img":239371,"date":239372,"tag":12,"body":239373,"_type":1677,"_id":239591,"_source":1679,"_file":239592,"_stem":239593,"_extension":1682},"/blog/why_rag_breaks_in_execution_time_agent_workflows","Why RAG Breaks in Execution-Time Agent Workflows","Retrieval-augmented generation (RAG) solved a real problem. Instead of relying on model training data alone, we retrieve external context and ground responses...","https://s3.us-east-2.amazonaws.com/unified-article-images/why_rag_breaks_in_execution_time_agent_workflows-icon.png","2026-01-05T17:41:00.000Z",{"type":14,"children":239374,"toc":239572},[239375,239380,239383,239391,239400,239406,239411,239417,239422,239428,239433,239439,239444,239450,239455,239461,239466,239472,239477,239483,239488,239494,239499,239505,239510,239516,239521,239525,239530,239536,239541,239545,239550,239561],{"type":17,"tag":18,"props":239376,"children":239378},{"id":239377},"why-rag-breaks-in-execution-time-agent-workflows",[239379],{"type":23,"value":239369},{"type":17,"tag":25,"props":239381,"children":239382},{},[],{"type":17,"tag":29,"props":239384,"children":239385},{},[239386],{"type":17,"tag":33,"props":239387,"children":239388},{},[239389],{"type":23,"value":239390},"January 5, 2026",{"type":17,"tag":29,"props":239392,"children":239393},{},[239394,239398],{"type":17,"tag":133,"props":239395,"children":239396},{"href":77021},[239397],{"type":23,"value":137991},{"type":23,"value":239399}," (RAG) solved a real problem. Instead of relying on model training data alone, we retrieve external context and ground responses in real information. That works well for answering questions. It breaks when systems need to take action. As AI moves from copilots to agents, the gap becomes obvious. Execution-time workflows require current state, permissioned access, and deterministic outcomes. RAG was not designed for that.",{"type":17,"tag":68,"props":239401,"children":239403},{"id":239402},"rag-works-for-knowledge-not-state",[239404],{"type":23,"value":239405},"RAG Works for Knowledge, Not State",{"type":17,"tag":29,"props":239407,"children":239408},{},[239409],{"type":23,"value":239410},"RAG is effective when the goal is informational. It retrieves documents, injects them into a prompt, and lets the model generate a response. This works for enterprise search, support assistants, and summarization across internal knowledge. It assumes the retrieved context is 'good enough' to answer the question. That assumption fails when the system depends on real-time state. Pricing, inventory, deal stages, ticket status, and account balances change continuously. A retrieved snapshot is not the system of record.",{"type":17,"tag":68,"props":239412,"children":239414},{"id":239413},"execution-changes-the-requirements",[239415],{"type":23,"value":239416},"Execution Changes the Requirements",{"type":17,"tag":29,"props":239418,"children":239419},{},[239420],{"type":23,"value":239421},"Execution introduces constraints that retrieval alone does not handle. The system must guarantee that data is current, that the user is authorized to act, and that the operation is valid at the time of execution. In other words, the system is no longer generating answers. It is mutating state. This is where most RAG implementations break. The architecture is designed for reading, not acting.",{"type":17,"tag":239,"props":239423,"children":239425},{"id":239424},"_1-stale-context-breaks-correctness",[239426],{"type":23,"value":239427},"1. Stale Context Breaks Correctness",{"type":17,"tag":29,"props":239429,"children":239430},{},[239431],{"type":23,"value":239432},"RAG pipelines rely on indexed data. Even with frequent refresh cycles, there is always a gap between the indexed representation and the current system state. That gap creates failure modes in production. A well-known example is the Air Canada chatbot incident, where outdated policy information led to incorrect responses and legal consequences. Similar issues appear in pricing, inventory, and support systems, where even minutes of drift can produce incorrect outcomes. RAG does not guarantee freshness. Execution systems require it.",{"type":17,"tag":239,"props":239434,"children":239436},{"id":239435},"_2-rag-is-read-only",[239437],{"type":23,"value":239438},"2. RAG Is Read-Only",{"type":17,"tag":29,"props":239440,"children":239441},{},[239442],{"type":23,"value":239443},"RAG retrieves information. It does not execute actions. If a user asks, 'update this record' or 'close this ticket,' RAG can explain the process but cannot perform it. This limitation is structural. The system has no mechanism to call APIs, validate inputs, or commit changes. Extensions like CRUD-augmented generation (CRAG) attempt to address this, but they are not widely adopted in production. Execution requires tool access, not just retrieval.",{"type":17,"tag":239,"props":239445,"children":239447},{"id":239446},"_3-retrieved-context-executable-action",[239448],{"type":23,"value":239449},"3. Retrieved Context ≠ Executable Action",{"type":17,"tag":29,"props":239451,"children":239452},{},[239453],{"type":23,"value":239454},"RAG often returns text that describes what should happen. That is not the same as making it happen. Retrieving a refund policy does not process a refund. Retrieving a workflow description does not execute it. In execution systems, correctness depends on deterministic operations. APIs enforce validation, constraints, and business rules. Retrieval does not. This is why frameworks increasingly combine RAG with tool-calling, where the model decides when to invoke a function instead of generating text.",{"type":17,"tag":239,"props":239456,"children":239458},{"id":239457},"_4-retrieval-fails-silently",[239459],{"type":23,"value":239460},"4. Retrieval Fails Silently",{"type":17,"tag":29,"props":239462,"children":239463},{},[239464],{"type":23,"value":239465},"RAG systems depend on retrieval quality. When retrieval fails, the model still produces an answer. Common failure modes include vocabulary mismatch, ambiguous queries, irrelevant top results, and chunking artifacts. These issues are well documented in production RAG analyses like this guide. The problem is not just accuracy. It is invisibility. The system does not know it retrieved the wrong context, and the model cannot correct for missing information. In execution workflows, silent failures are unacceptable.",{"type":17,"tag":239,"props":239467,"children":239469},{"id":239468},"_5-embeddings-struggle-with-exactness-and-structure",[239470],{"type":23,"value":239471},"5. Embeddings Struggle with Exactness and Structure",{"type":17,"tag":29,"props":239473,"children":239474},{},[239475],{"type":23,"value":239476},"Vector search is optimized for semantic similarity, not precision. It performs poorly on exact identifiers, structured queries, and transactional data. Queries like 'invoice #8472' or 'Section 4.2.1' require exact matches. Systems relying solely on embeddings often miss these cases. Hybrid retrieval can mitigate this, but most RAG implementations are not designed for strict correctness. Execution systems depend on exact values and structured relationships.",{"type":17,"tag":239,"props":239478,"children":239480},{"id":239479},"_6-rag-breaks-on-multi-step-workflows",[239481],{"type":23,"value":239482},"6. RAG Breaks on Multi-Step Workflows",{"type":17,"tag":29,"props":239484,"children":239485},{},[239486],{"type":23,"value":239487},"Execution workflows are rarely single-step. They require sequencing: retrieve data, validate conditions, perform actions, and update state. RAG does not provide planning or orchestration. It retrieves context and generates a response in a single pass. Research from systems like PromptQL shows that multi-step reasoning often fails due to context limits, extraction errors, and incomplete computation. Agents require iterative reasoning and tool interaction. RAG alone cannot support that.",{"type":17,"tag":68,"props":239489,"children":239491},{"id":239490},"why-tool-calls-and-live-apis-win",[239492],{"type":23,"value":239493},"Why Tool Calls and Live APIs Win",{"type":17,"tag":29,"props":239495,"children":239496},{},[239497],{"type":23,"value":239498},"When correctness matters, systems rely on tools. Tool-calling allows models to invoke APIs, fetch live data, and execute actions. APIs return deterministic results, enforce permissions, and operate on current state. This is critical for workflows like scheduling, payments, and record updates. As outlined in this comparison, RAG is suited for knowledge, while tools are required for exact values, actions, and compliance. The distinction is not subtle. It defines whether a system can operate reliably.",{"type":17,"tag":239,"props":239500,"children":239502},{"id":239501},"the-real-architecture-retrieval-execution",[239503],{"type":23,"value":239504},"The Real Architecture: Retrieval + Execution",{"type":17,"tag":29,"props":239506,"children":239507},{},[239508],{"type":23,"value":239509},"Production systems increasingly adopt hybrid architectures. RAG handles unstructured knowledge and context. Live APIs handle structured data and actions. The system routes between them based on intent. Static documents are indexed. Dynamic data is retrieved in real time. Actions are executed through authenticated APIs. This separation is critical. Blurring it leads to stale answers, unauthorized actions, and incorrect behavior.",{"type":17,"tag":239,"props":239511,"children":239513},{"id":239512},"why-real-time-data-matters",[239514],{"type":23,"value":239515},"Why Real-Time Data Matters",{"type":17,"tag":29,"props":239517,"children":239518},{},[239519],{"type":23,"value":239520},"Execution depends on current state. A system cannot approve a transaction, update a record, or trigger a workflow based on cached data. Real-time access ensures correctness, enforces permissions, and reflects the latest changes. Streaming approaches can reduce staleness, but they do not eliminate the need for live reads. For operational systems, real-time data is not an optimization. It is a requirement.",{"type":17,"tag":68,"props":239522,"children":239523},{"id":1051},[239524],{"type":23,"value":4247},{"type":17,"tag":29,"props":239526,"children":239527},{},[239528],{"type":23,"value":239529},"Unified provides the data access layer required for this architecture. Instead of pre-indexing and storing customer data, Unified retrieves it directly from source systems in real time. It normalizes APIs across categories like CRM, ticketing, file storage, ATS, and HRIS. It also supports event-driven updates for systems that require indexing. In RAG systems, Unified powers retrieval. In agent systems, it enables authorized tool execution. It is not the model or the vector database. It is the interface to live SaaS data.",{"type":17,"tag":239,"props":239531,"children":239533},{"id":239532},"rag-vs-execution-systems-clear-boundary",[239534],{"type":23,"value":239535},"RAG vs Execution Systems (Clear Boundary)",{"type":17,"tag":29,"props":239537,"children":239538},{},[239539],{"type":23,"value":239540},"RAG retrieves context and generates responses. Execution systems retrieve context, call tools, and modify state. The difference is not incremental. It is architectural. Retrieval is about grounding. Execution is about correctness.",{"type":17,"tag":68,"props":239542,"children":239543},{"id":2316},[239544],{"type":23,"value":2319},{"type":17,"tag":29,"props":239546,"children":239547},{},[239548],{"type":23,"value":239549},"RAG is effective for answering questions grounded in external knowledge. It breaks when systems need to act on real-world data. Execution-time agent workflows require live state, deterministic tool access, and explicit authorization. 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Show totals in a dashboard.","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_analyze_spend_with_unified_accounting_api-icon.png","2025-12-30T19:36:00.000Z",{"type":14,"children":242873,"toc":243663},[242874,242879,242882,242890,242894,242899,242904,242909,242927,242932,242942,242947,242951,242985,242989,242998,243008,243016,243020,243028,243032,243036,243047,243052,243144,243156,243161,243227,243238,243243,243276,243288,243293,243320,243326,243338,243370,243375,243381,243388,243397,243403,243412,243423,243428,243470,243479,243488,243511,243520,243524,243533,243539,243544,243645,243654],{"type":17,"tag":18,"props":242875,"children":242877},{"id":242876},"how-to-analyze-spend-with-unifieds-accounting-api",[242878],{"type":23,"value":242868},{"type":17,"tag":25,"props":242880,"children":242881},{},[],{"type":17,"tag":29,"props":242883,"children":242884},{},[242885],{"type":17,"tag":33,"props":242886,"children":242887},{},[242888],{"type":23,"value":242889},"December 30, 2025",{"type":17,"tag":29,"props":242891,"children":242892},{},[242893],{"type":23,"value":242869},{"type":17,"tag":29,"props":242895,"children":242896},{},[242897],{"type":23,"value":242898},"In practice, this breaks down quickly once you support more than one accounting system.",{"type":17,"tag":29,"props":242900,"children":242901},{},[242902],{"type":23,"value":242903},"QuickBooks, Xero, NetSuite, Sage, and similar platforms all model spend differently. Some treat vendor bills and employee expenses as separate objects. Others blur the line. Categories live on headers in one system, line items in another. Vendor identity may be a contact, a supplier, or an implicit relationship on a transaction.",{"type":17,"tag":29,"props":242905,"children":242906},{},[242907],{"type":23,"value":242908},"For a PM, the problem isn't how to write the aggregation logic. It's deciding what your product can reliably promise:",{"type":17,"tag":80,"props":242910,"children":242911},{},[242912,242917,242922],{"type":17,"tag":84,"props":242913,"children":242914},{},[242915],{"type":23,"value":242916},"Can users expect consistent spend totals across accounting providers?",{"type":17,"tag":84,"props":242918,"children":242919},{},[242920],{"type":23,"value":242921},"Can you support vendor-level reporting without custom logic per integration?",{"type":17,"tag":84,"props":242923,"children":242924},{},[242925],{"type":23,"value":242926},"Can you roll this feature out broadly, or only for a short list of 'supported' systems?",{"type":17,"tag":29,"props":242928,"children":242929},{},[242930],{"type":23,"value":242931},"This is why many spend features quietly turn into one-off integrations, fragile mappings, or 'best-effort' reporting disclaimers.",{"type":17,"tag":29,"props":242933,"children":242934},{},[242935,242936,242940],{"type":23,"value":25244},{"type":17,"tag":133,"props":242937,"children":242938},{"href":82425},[242939],{"type":23,"value":128616},{"type":23,"value":242941}," exists to remove that decision from your roadmap. Instead of building spend logic vendor-by-vendor, you work against normalized bill, expense, contact, and category objects—so your product logic stays the same even as customers connect different accounting tools.",{"type":17,"tag":29,"props":242943,"children":242944},{},[242945],{"type":23,"value":242946},"The rest of this guide shows how that looks in practice: fetching bills and expenses through one SDK, then grouping spend by vendor and category using Unified's documented fields. No per-vendor branching. 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100;\n  let offset = 0;\n  const out: AccountingBill[] = [];\n\n  while (true) {\n    const page = await sdk.accounting.listAccountingBills({\n      connectionId,\n      limit: pageSize,\n      offset,\n      updated_gte: opts?.updated_gte,\n      sort: opts?.sort,\n      order: opts?.order,\n      query: opts?.query,\n      contact_id: opts?.contact_id,\n      fields: opts?.fields ?? \"\",\n      raw: opts?.raw ?? \"\",\n    });\n\n    if (!page || page.length === 0) break;\n\n    out.push(...page);\n    offset += pageSize;\n  }\n\n  return out;\n}\n",[243393],{"type":17,"tag":6121,"props":243394,"children":243395},{"__ignoreMap":7},[243396],{"type":23,"value":243391},{"type":17,"tag":68,"props":243398,"children":243400},{"id":243399},"step-5-fetch-all-expenses-with-pagination",[243401],{"type":23,"value":243402},"Step 5: Fetch all expenses (with pagination)",{"type":17,"tag":6893,"props":243404,"children":243407},{"className":243405,"code":243406,"language":18718,"meta":7},[18716],"import type { UnifiedTo } from \"@unified-api/typescript-sdk\";\n\nexport type AccountingExpense = {\n  id?: string;\n  user_id?: string;\n  currency?: string;\n  total_amount?: number;\n  lineitems?: {\n    total_amount?: number;\n    account_id?: string;\n    category_ids?: any;\n  }[];\n};\n\nexport async function fetchAllExpenses(\n  sdk: UnifiedTo,\n  connectionId: string,\n  opts?: {\n    pageSize?: number;\n    updated_gte?: string;\n    sort?: \"name\" | \"updated_at\" | \"created_at\";\n    order?: \"asc\" | \"desc\";\n    query?: string;\n    user_id?: string;\n    fields?: string;\n    raw?: string;\n  }\n): Promise\u003CAccountingExpense[]> {\n  const pageSize = opts?.pageSize ?? 100;\n  let offset = 0;\n  const out: AccountingExpense[] = [];\n\n  while (true) {\n    const page = await sdk.accounting.listAccountingExpenses({\n      connectionId,\n      limit: pageSize,\n      offset,\n      updated_gte: opts?.updated_gte,\n      sort: opts?.sort,\n      order: opts?.order,\n      query: opts?.query,\n      user_id: opts?.user_id,\n      fields: opts?.fields ?? \"\",\n      raw: opts?.raw ?? \"\",\n    });\n\n    if (!page || page.length === 0) break;\n\n    out.push(...page);\n    offset += pageSize;\n  }\n\n  return out;\n}\n",[243408],{"type":17,"tag":6121,"props":243409,"children":243410},{"__ignoreMap":7},[243411],{"type":23,"value":243406},{"type":17,"tag":239,"props":243413,"children":243415},{"id":243414},"step-6-aggregate-spend-by-vendor-and-category-using-line-items",[243416,243418],{"type":23,"value":243417},"Step 6: ",{"type":17,"tag":48,"props":243419,"children":243420},{},[243421],{"type":23,"value":243422},"Aggregate spend by vendor and category (using line items)",{"type":17,"tag":29,"props":243424,"children":243425},{},[243426],{"type":23,"value":243427},"This step uses only Unified's normalized fields:",{"type":17,"tag":80,"props":243429,"children":243430},{},[243431,243442,243454],{"type":17,"tag":84,"props":243432,"children":243433},{},[243434,243436,243441],{"type":23,"value":243435},"Bills: ",{"type":17,"tag":6121,"props":243437,"children":243439},{"className":243438},[],[243440],{"type":23,"value":26302},{"type":23,"value":222289},{"type":17,"tag":84,"props":243443,"children":243444},{},[243445,243447,243452],{"type":23,"value":243446},"Expenses: ",{"type":17,"tag":6121,"props":243448,"children":243450},{"className":243449},[],[243451],{"type":23,"value":62582},{"type":23,"value":243453}," (employee bucket)",{"type":17,"tag":84,"props":243455,"children":243456},{},[243457,243459,243464,243465],{"type":23,"value":243458},"Line items: ",{"type":17,"tag":6121,"props":243460,"children":243462},{"className":243461},[],[243463],{"type":23,"value":184840},{"type":23,"value":34435},{"type":17,"tag":6121,"props":243466,"children":243468},{"className":243467},[],[243469],{"type":23,"value":243359},{"type":17,"tag":6893,"props":243471,"children":243474},{"className":243472,"code":243473,"language":18718,"meta":7},[18716],"import type { AccountingBill } from \"./bills\";\nimport type { AccountingExpense } from \"./expenses\";\n\ntype SpendTotals = Record\u003Cstring, Record\u003Cstring, Record\u003Cstring, number>>>;\n// vendor_key -> bucket_key -> currency -> total_amount\n\nfunction addAmount(\n  acc: SpendTotals,\n  vendorKey: string,\n  bucketKey: string,\n  currency: string,\n  amount: number\n) {\n  if (!acc[vendorKey]) acc[vendorKey] = {};\n  if (!acc[vendorKey][bucketKey]) acc[vendorKey][bucketKey] = {};\n  acc[vendorKey][bucketKey][currency] = (acc[vendorKey][bucketKey][currency] ?? 0) + amount;\n}\n\nfunction normalizeCategoryIds(category_ids: any): string[] {\n  if (!category_ids) return [];\n  if (Array.isArray(category_ids)) return category_ids.map(String).filter(Boolean);\n  return [String(category_ids)].filter(Boolean);\n}\n\nexport function groupSpendByVendorAndCategory(input: {\n  bills: AccountingBill[];\n  expenses: AccountingExpense[];\n}): SpendTotals {\n  const totals: SpendTotals = {};\n\n  // Bills (vendor spend)\n  for (const b of input.bills) {\n    const vendorKey = b.contact_id ?? \"vendor:unknown\";\n    const currency = b.currency ?? \"UNKNOWN\";\n    const lineitems = b.lineitems ?? [];\n\n    if (lineitems.length > 0) {\n      for (const li of lineitems) {\n        const amt = Number(li.total_amount ?? 0);\n\n        if (li.account_id) {\n          addAmount(totals, vendorKey, `account:${li.account_id}`, currency, amt);\n          continue;\n        }\n\n        const cats = normalizeCategoryIds(li.category_ids);\n        if (cats.length > 0) {\n          for (const c of cats) addAmount(totals, vendorKey, `category:${c}`, currency, amt);\n          continue;\n        }\n\n        addAmount(totals, vendorKey, \"unattributed\", currency, amt);\n      }\n    } else {\n      addAmount(totals, vendorKey, \"unattributed\", currency, Number(b.total_amount ?? 0));\n    }\n  }\n\n  // Expenses (employee spend)\n  for (const e of input.expenses) {\n    const vendorKey = e.user_id ? `employee:${e.user_id}` : \"employee:unknown\";\n    const currency = e.currency ?? \"UNKNOWN\";\n    const lineitems = e.lineitems ?? [];\n\n    if (lineitems.length > 0) {\n      for (const li of lineitems) {\n        const amt = Number(li.total_amount ?? 0);\n\n        if (li.account_id) {\n          addAmount(totals, vendorKey, `account:${li.account_id}`, currency, amt);\n          continue;\n        }\n\n        const cats = normalizeCategoryIds(li.category_ids);\n        if (cats.length > 0) {\n          for (const c of cats) addAmount(totals, vendorKey, `category:${c}`, currency, amt);\n          continue;\n        }\n\n        addAmount(totals, vendorKey, \"unattributed\", currency, amt);\n      }\n    } else {\n      addAmount(totals, vendorKey, \"unattributed\", currency, Number(e.total_amount ?? 0));\n    }\n  }\n\n  return totals;\n}\n",[243475],{"type":17,"tag":6121,"props":243476,"children":243477},{"__ignoreMap":7},[243478],{"type":23,"value":243473},{"type":17,"tag":68,"props":243480,"children":243482},{"id":243481},"step-7-optional-fetch-vendors-to-display-names",[243483],{"type":17,"tag":48,"props":243484,"children":243485},{},[243486],{"type":23,"value":243487},"Step 7 (optional): Fetch vendors to display names",{"type":17,"tag":29,"props":243489,"children":243490},{},[243491,243493,243498,243499,243504,243505,243510],{"type":23,"value":243492},"Uses your Contact schema (",{"type":17,"tag":6121,"props":243494,"children":243496},{"className":243495},[],[243497],{"type":23,"value":221006},{"type":23,"value":11826},{"type":17,"tag":6121,"props":243500,"children":243502},{"className":243501},[],[243503],{"type":23,"value":62786},{"type":23,"value":11826},{"type":17,"tag":6121,"props":243506,"children":243508},{"className":243507},[],[243509],{"type":23,"value":18781},{"type":23,"value":129328},{"type":17,"tag":6893,"props":243512,"children":243515},{"className":243513,"code":243514,"language":18718,"meta":7},[18716],"import type { UnifiedTo } from \"@unified-api/typescript-sdk\";\n\nexport type AccountingContact = {\n  id?: string;\n  name?: string;\n  company_name?: string;\n  is_supplier?: boolean;\n};\n\nexport async function fetchAllVendors(\n  sdk: UnifiedTo,\n  connectionId: string,\n  opts?: {\n    pageSize?: number;\n    updated_gte?: string;\n    sort?: \"name\" | \"updated_at\" | \"created_at\";\n    order?: \"asc\" | \"desc\";\n    query?: string;\n    type?: string;\n    fields?: string;\n    raw?: string;\n  }\n): Promise\u003CAccountingContact[]> {\n  const pageSize = opts?.pageSize ?? 100;\n  let offset = 0;\n  const out: AccountingContact[] = [];\n\n  while (true) {\n    const page = await sdk.accounting.listAccountingContacts({\n      connectionId,\n      limit: pageSize,\n      offset,\n      updated_gte: opts?.updated_gte,\n      sort: opts?.sort,\n      order: opts?.order,\n      query: opts?.query,\n      type: opts?.type ?? \"\",\n      fields: opts?.fields ?? \"\",\n      raw: opts?.raw ?? \"\",\n    });\n\n    if (!page || page.length === 0) break;\n\n    out.push(...page);\n    offset += pageSize;\n  }\n\n  return out.filter((c) => c.is_supplier);\n}\n",[243516],{"type":17,"tag":6121,"props":243517,"children":243518},{"__ignoreMap":7},[243519],{"type":23,"value":243514},{"type":17,"tag":68,"props":243521,"children":243522},{"id":239289},[243523],{"type":23,"value":239292},{"type":17,"tag":6893,"props":243525,"children":243528},{"className":243526,"code":243527,"language":18718,"meta":7},[18716],"import \"dotenv/config\";\nimport { UnifiedTo } from \"@unified-api/typescript-sdk\";\n\nimport { fetchAllBills } from \"./bills\";\nimport { fetchAllExpenses } from \"./expenses\";\nimport { groupSpendByVendorAndCategory } from \"./aggregate\";\nimport { fetchAllVendors } from \"./vendors\";\n\nconst { UNIFIED_API_KEY, CONNECTION_ACCOUNTING } = process.env;\n\nconst sdk = new UnifiedTo({\n  security: { jwt: UNIFIED_API_KEY! },\n});\n\nfunction buildVendorIndex(vendors: { id?: string; company_name?: string; name?: string }[]) {\n  return Object.fromEntries(\n    vendors\n      .filter((v) => v.id)\n      .map((v) => [v.id!, v.company_name ?? v.name ?? v.id!])\n  );\n}\n\n/**\n * Pretty-print helper: replaces vendor IDs with names when possible.\n * Keeps the underlying totals structure intact.\n */\nfunction printSpendTotals(\n  totals: Record\u003Cstring, Record\u003Cstring, Record\u003Cstring, number>>>,\n  vendorIndex?: Record\u003Cstring, string>\n) {\n  const output: Record\u003Cstring, any> = {};\n\n  for (const [vendorKey, buckets] of Object.entries(totals)) {\n    const displayVendor =\n      vendorIndex && vendorKey in vendorIndex ? vendorIndex[vendorKey] : vendorKey;\n\n    output[displayVendor] = {};\n\n    for (const [bucketKey, byCurrency] of Object.entries(buckets)) {\n      // Round for readability; remove rounding if you want exact floats\n      output[displayVendor][bucketKey] = Object.fromEntries(\n        Object.entries(byCurrency).map(([currency, amount]) => [\n          currency,\n          Math.round(amount * 100) / 100,\n        ])\n      );\n    }\n  }\n\n  console.log(JSON.stringify(output, null, 2));\n}\n\nasync function main() {\n  const connectionId = CONNECTION_ACCOUNTING!;\n  if (!connectionId) throw new Error(\"Missing CONNECTION_ACCOUNTING\");\n\n  // Fetch core spend objects\n  const [bills, expenses] = await Promise.all([\n    fetchAllBills(sdk, connectionId, { pageSize: 100 }),\n    fetchAllExpenses(sdk, connectionId, { pageSize: 100 }),\n  ]);\n\n  // Aggregate (currency-safe)\n  const totals = groupSpendByVendorAndCategory({ bills, expenses });\n\n  console.log(\"Spend totals (IDs):\");\n  printSpendTotals(totals);\n\n  // Optional: fetch vendors (contacts) and resolve IDs to names\n  const vendors = await fetchAllVendors(sdk, connectionId, { pageSize: 100 });\n  const vendorIndex = buildVendorIndex(vendors);\n\n  console.log(\"Spend totals (vendor names where available):\");\n  printSpendTotals(totals, vendorIndex);\n}\n\nmain().catch(console.error);\n",[243529],{"type":17,"tag":6121,"props":243530,"children":243531},{"__ignoreMap":7},[243532],{"type":23,"value":243527},{"type":17,"tag":68,"props":243534,"children":243536},{"id":243535},"tldr",[243537],{"type":23,"value":243538},"TLDR;",{"type":17,"tag":29,"props":243540,"children":243541},{},[243542],{"type":23,"value":243543},"You now have a minimal, SDK-first spend analysis flow that:",{"type":17,"tag":80,"props":243545,"children":243546},{},[243547,243556,243597,243617,243635],{"type":17,"tag":84,"props":243548,"children":243549},{},[243550,243552],{"type":23,"value":243551},"Lists all bills and expenses with explicit ",{"type":17,"tag":133,"props":243553,"children":243554},{"href":1857},[243555],{"type":23,"value":1860},{"type":17,"tag":84,"props":243557,"children":243558},{},[243559,243561,243566,243567,243572,243573,243578,243579,243584,243585,243590,243591,243596],{"type":23,"value":243560},"Uses Unified's documented list params (",{"type":17,"tag":6121,"props":243562,"children":243564},{"className":243563},[],[243565],{"type":23,"value":48389},{"type":23,"value":11826},{"type":17,"tag":6121,"props":243568,"children":243570},{"className":243569},[],[243571],{"type":23,"value":48411},{"type":23,"value":11826},{"type":17,"tag":6121,"props":243574,"children":243576},{"className":243575},[],[243577],{"type":23,"value":26291},{"type":23,"value":11826},{"type":17,"tag":6121,"props":243580,"children":243582},{"className":243581},[],[243583],{"type":23,"value":225399},{"type":23,"value":11826},{"type":17,"tag":6121,"props":243586,"children":243588},{"className":243587},[],[243589],{"type":23,"value":75822},{"type":23,"value":11826},{"type":17,"tag":6121,"props":243592,"children":243594},{"className":243593},[],[243595],{"type":23,"value":48368},{"type":23,"value":149980},{"type":17,"tag":84,"props":243598,"children":243599},{},[243600,243602,243607,243609,243615],{"type":23,"value":243601},"Aggregates totals by vendor (",{"type":17,"tag":6121,"props":243603,"children":243605},{"className":243604},[],[243606],{"type":23,"value":26302},{"type":23,"value":243608}," for bills, ",{"type":17,"tag":6121,"props":243610,"children":243612},{"className":243611},[],[243613],{"type":23,"value":243614},"employee:\u003Cuser_id>",{"type":23,"value":243616}," buckets for expenses)",{"type":17,"tag":84,"props":243618,"children":243619},{},[243620,243622,243626,243628,243633],{"type":23,"value":243621},"Groups spend by ",{"type":17,"tag":48,"props":243623,"children":243624},{},[243625],{"type":23,"value":89108},{"type":23,"value":243627}," (preferred) and ",{"type":17,"tag":48,"props":243629,"children":243630},{},[243631],{"type":23,"value":243632},"category",{"type":23,"value":243634}," (fallback) using normalized line item fields",{"type":17,"tag":84,"props":243636,"children":243637},{},[243638,243640],{"type":23,"value":243639},"Optionally resolves vendor IDs to names by listing contacts filtered to ",{"type":17,"tag":6121,"props":243641,"children":243643},{"className":243642},[],[243644],{"type":23,"value":221006},{"type":17,"tag":29,"props":243646,"children":243647},{},[243648,243649],{"type":23,"value":1609},{"type":17,"tag":133,"props":243650,"children":243652},{"href":1612,"rel":243651},[214],[243653],{"type":23,"value":1616},{"type":17,"tag":29,"props":243655,"children":243656},{},[243657,243658],{"type":23,"value":1609},{"type":17,"tag":133,"props":243659,"children":243661},{"href":1623,"rel":243660},[214],[243662],{"type":23,"value":1627},{"title":7,"searchDepth":1629,"depth":1629,"links":243664},[243665,243666,243667,243668,243679,243680,243684,243685,243686],{"id":141798,"depth":1635,"text":141801},{"id":211198,"depth":1629,"text":211201},{"id":211235,"depth":1629,"text":211238},{"id":238790,"depth":1629,"text":238793,"children":243669},[243670,243672,243674,243676,243678],{"id":243038,"depth":1635,"text":243671},"Bills 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challenge: most LLM models struggle with large numbers of tools.",{"type":17,"tag":29,"props":243746,"children":243747},{},[243748],{"type":23,"value":243749},"While Unified can provide thousands of tools across different integrations, traditional approaches hit two key limitations:",{"type":17,"tag":80,"props":243751,"children":243752},{},[243753,243763],{"type":17,"tag":84,"props":243754,"children":243755},{},[243756,243761],{"type":17,"tag":48,"props":243757,"children":243758},{},[243759],{"type":23,"value":243760},"Context window bloat",{"type":23,"value":243762},": Tool definitions consume massive portions of your context (50 tools ≈ 10-20K tokens)",{"type":17,"tag":84,"props":243764,"children":243765},{},[243766,243771],{"type":17,"tag":48,"props":243767,"children":243768},{},[243769],{"type":23,"value":243770},"Tool selection degradation",{"type":23,"value":243772},": An LLM's ability to correctly select tools degrades significantly beyond 30-50 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For the demo we are using a in memory vector store)",{"type":17,"tag":68,"props":254668,"children":254670},{"id":254669},"step-1-setting-your-project-up",[254671],{"type":17,"tag":48,"props":254672,"children":254673},{},[254674],{"type":23,"value":254675},"Step 1: Setting your project up",{"type":17,"tag":6893,"props":254677,"children":254680},{"className":254678,"code":254679,"language":18718,"meta":7},[18716],"mkdir rag-bot\ncd rag-bot\nnpm init -y\nnpm install dotenv @unified-api/typescript-sdk\n",[254681],{"type":17,"tag":6121,"props":254682,"children":254683},{"__ignoreMap":7},[254684],{"type":23,"value":254679},{"type":17,"tag":29,"props":254686,"children":254687},{},[254688,254690,254695],{"type":23,"value":254689},"Add your credentials and keys to the ",{"type":17,"tag":6121,"props":254691,"children":254693},{"className":254692},[],[254694],{"type":23,"value":211221},{"type":23,"value":20456},{"type":17,"tag":6893,"props":254697,"children":254700},{"className":254698,"code":254699,"language":20901,"meta":23},[20899],"UNIFIED_API_KEY=your_unified_api_key\nCONNECTION_GOOGLEDRIVE=your_gdrive_connection_id\nCONNECTION_NOTION=your_notion_connection_id\nCONNECTION_GENAI=your_genai_connection_id\n",[254701],{"type":17,"tag":6121,"props":254702,"children":254703},{"__ignoreMap":7},[254704],{"type":23,"value":254699},{"type":17,"tag":68,"props":254706,"children":254707},{"id":211235},[254708],{"type":17,"tag":48,"props":254709,"children":254710},{},[254711],{"type":23,"value":211238},{"type":17,"tag":6893,"props":254713,"children":254716},{"className":254714,"code":254715,"language":18718,"meta":7},[18716],"import 'dotenv/config';\nimport { UnifiedTo } from '@unified-api/typescript-sdk';\n\nconst { UNIFIED_API_KEY, CONNECTION_GOOGLEDRIVE, CONNECTION_NOTION, CONNECTION_GENAI } = process.env;\n\nconst sdk = new UnifiedTo({\n  security: { jwt: UNIFIED_API_KEY! },\n});\n",[254717],{"type":17,"tag":6121,"props":254718,"children":254719},{"__ignoreMap":7},[254720],{"type":23,"value":254715},{"type":17,"tag":68,"props":254722,"children":254724},{"id":254723},"step-3-fetch-all-the-files-from-google-drive",[254725],{"type":17,"tag":48,"props":254726,"children":254727},{},[254728],{"type":23,"value":254729},"Step 3: Fetch all the files from Google Drive",{"type":17,"tag":29,"props":254731,"children":254732},{},[254733,254735,254739],{"type":23,"value":254734},"We will now use Unified's ",{"type":17,"tag":133,"props":254736,"children":254737},{"href":28977},[254738],{"type":23,"value":28980},{"type":23,"value":254740}," to retrieve files from a Google Drive.",{"type":17,"tag":6893,"props":254742,"children":254745},{"className":254743,"code":254744,"language":18718,"meta":7},[18716],"async function getAllGoogleDriveFiles(connectionId: string) {\n  const files: any[] = [];\n    let offset = 0;\n    const limit = 100;\n    let hasMore = true;\n    while (hasMore) {\n          const response = await sdk.storage.listStorageFiles({\n            connectionId,\n            offset,\n            limit,\n          });\n            pages.push(...(response.files || []));\n          hasMore = (response.files?.length || 0) === limit;\n          offset += limit;\n        }\n\n      return files;\n    }\n\n    const file = await sdk.storage.getStorageFile({ connectionId, id: fileId });\n\n    const downloadUrl = file.download_url;\n\n    const content = await fetch(downloadUrl).then(res => res.text());\n\n    return content;\n}\n",[254746],{"type":17,"tag":6121,"props":254747,"children":254748},{"__ignoreMap":7},[254749],{"type":23,"value":254744},{"type":17,"tag":68,"props":254751,"children":254753},{"id":254752},"step-4-fetch-notion-pages",[254754],{"type":17,"tag":48,"props":254755,"children":254756},{},[254757],{"type":23,"value":254758},"Step 4: Fetch Notion Pages",{"type":17,"tag":29,"props":254760,"children":254761},{},[254762],{"type":23,"value":254763},"Now that we have the data from Google Drive, we will use Unified's connection to Notion to fetch data from Notion as well.",{"type":17,"tag":6893,"props":254765,"children":254768},{"className":254766,"code":254767,"language":18718,"meta":7},[18716],"async function getAllNotionPages(connectionId: string) {\n  const pages: any[] = [];\n    let offset = 0;\n    const limit = 100;\n    let hasMore = true;\n    while (hasMore) {\n      const response = await sdk.storage.listStorageFiles({\n        connectionId,\n        offset,\n        limit,\n      });\n      files.push(...(response.files || []));\n      hasMore = (response.files?.length || 0) === limit;\n      offset += limit;\n    }\n\n  return pages;\n}\n\nasync function getNotionPageContent(connectionId: string, pageId: string) {\n  const page = await sdk.kms.getKmsPage({\n    connectionId,\n    id: pageId,\n  });\n\n const content = await fetch(page.download_url).then(r => r.text());\n return content;\n}\n",[254769],{"type":17,"tag":6121,"props":254770,"children":254771},{"__ignoreMap":7},[254772],{"type":23,"value":254767},{"type":17,"tag":68,"props":254774,"children":254776},{"id":254775},"step-5-building-the-vector-db",[254777],{"type":17,"tag":48,"props":254778,"children":254779},{},[254780],{"type":23,"value":254781},"Step 5: Building the vector DB",{"type":17,"tag":29,"props":254783,"children":254784},{},[254785],{"type":23,"value":254786},"For the purpose of the demo, we will be creating a simple in memory vector store. But for production, you would use a cloud-based vector database like Pinecone, Chroma or Weaviate.",{"type":17,"tag":6893,"props":254788,"children":254791},{"className":254789,"code":254790,"language":18718,"meta":7},[18716],"type Document = { id: string; source: string; content: string; embedding?: number[] };\nconst vectorDB: Document[] = [];\n",[254792],{"type":17,"tag":6121,"props":254793,"children":254794},{"__ignoreMap":7},[254795],{"type":23,"value":254790},{"type":17,"tag":68,"props":254797,"children":254799},{"id":254798},"step-6-embedding-the-documents",[254800],{"type":17,"tag":48,"props":254801,"children":254802},{},[254803],{"type":23,"value":254804},"Step 6: Embedding the documents",{"type":17,"tag":29,"props":254806,"children":254807},{},[254808,254810,254816],{"type":23,"value":254809},"For the purpose of the example, we will be using OpenAI as the embedding provider in this step.  Unified has ",{"type":17,"tag":133,"props":254811,"children":254813},{"href":254625,"rel":254812},[214],[254814],{"type":23,"value":254815},"many integrations",{"type":23,"value":254817}," that support embedding, but you can also use a single provider's SDK.  Please remember to chunk the content properly and not embed the entire content at once.",{"type":17,"tag":239,"props":254819,"children":254821},{"id":254820},"chunking-strategies",[254822],{"type":23,"value":254823},"Chunking strategies:",{"type":17,"tag":29,"props":254825,"children":254826},{},[254827],{"type":23,"value":254828},"Chunking large documents effectively is super important to maintain context and relevance. Here are a few best practices for chunking:",{"type":17,"tag":6154,"props":254830,"children":254831},{},[254832,254842,254852,254862,254872,254882],{"type":17,"tag":84,"props":254833,"children":254834},{},[254835,254840],{"type":17,"tag":48,"props":254836,"children":254837},{},[254838],{"type":23,"value":254839},"Semantic Chunking",{"type":23,"value":254841},": Instead of splitting by fixed lengths, break the document into chunks based on natural language boundaries, like paragraphs or sections, ensuring each chunk is coherent and meaningful.",{"type":17,"tag":84,"props":254843,"children":254844},{},[254845,254850],{"type":17,"tag":48,"props":254846,"children":254847},{},[254848],{"type":23,"value":254849},"Overlap Between Chunks",{"type":23,"value":254851},": Include a slight overlap between adjacent chunks. This helps maintain continuity and context, especially for complex ideas that span multiple chunks.",{"type":17,"tag":84,"props":254853,"children":254854},{},[254855,254860],{"type":17,"tag":48,"props":254856,"children":254857},{},[254858],{"type":23,"value":254859},"Fixed-Length Chunking",{"type":23,"value":254861},": If you use fixed-length chunking, aim for a length that balances between too small (losing context) and too large (losing efficiency). Typically, a few hundred tokens per chunk works well.",{"type":17,"tag":84,"props":254863,"children":254864},{},[254865,254870],{"type":17,"tag":48,"props":254866,"children":254867},{},[254868],{"type":23,"value":254869},"Using Document Structure",{"type":23,"value":254871},": If your document has headings, subheadings, or other structural elements, use those to guide the chunking. This ensures that each chunk is logically complete.",{"type":17,"tag":84,"props":254873,"children":254874},{},[254875,254880],{"type":17,"tag":48,"props":254876,"children":254877},{},[254878],{"type":23,"value":254879},"Contextual Embeddings",{"type":23,"value":254881},": Sometimes, you can embed the entire document first and then create embeddings for chunks that are derived from the document's embedding, ensuring that each chunk stays contextually relevant.",{"type":17,"tag":84,"props":254883,"children":254884},{},[254885,254890],{"type":17,"tag":48,"props":254886,"children":254887},{},[254888],{"type":23,"value":254889},"Pre-processing and Cleaning",{"type":23,"value":254891},": Before chunking, clean up the text by removing unnecessary whitespace, special characters, or any irrelevant information to improve the quality of the embeddings.",{"type":17,"tag":29,"props":254893,"children":254894},{},[254895],{"type":23,"value":254896},"By following these strategies, you'll maintain the semantic integrity of the document and ensure that the vector database can retrieve meaningful context.",{"type":17,"tag":29,"props":254898,"children":254899},{},[254900],{"type":23,"value":254901},"There are several popular libraries that help with chunking and embedding in a streamlined way. A few notable ones include:",{"type":17,"tag":6154,"props":254903,"children":254904},{},[254905,254915,254925,254935,254945],{"type":17,"tag":84,"props":254906,"children":254907},{},[254908,254913],{"type":17,"tag":48,"props":254909,"children":254910},{},[254911],{"type":23,"value":254912},"LangChain",{"type":23,"value":254914},": This is a popular framework that integrates various language models and vector databases. It provides built-in utilities for chunking, embedding, and storing data in vector stores.",{"type":17,"tag":84,"props":254916,"children":254917},{},[254918,254923],{"type":17,"tag":48,"props":254919,"children":254920},{},[254921],{"type":23,"value":254922},"Haystack",{"type":23,"value":254924},": Developed by deepset, Haystack is another robust framework for building search pipelines. It supports intelligent chunking, document retrieval, and integration with vector databases like FAISS, Milvus, and Pinecone.",{"type":17,"tag":84,"props":254926,"children":254927},{},[254928,254933],{"type":17,"tag":48,"props":254929,"children":254930},{},[254931],{"type":23,"value":254932},"Transformers and Datasets from Hugging Face",{"type":23,"value":254934},": Hugging Face offers tools that can help with both embedding and chunking. You can use their Transformers library for embedding and their Datasets library to preprocess and chunk documents.",{"type":17,"tag":84,"props":254936,"children":254937},{},[254938,254943],{"type":17,"tag":48,"props":254939,"children":254940},{},[254941],{"type":23,"value":254942},"SentenceTransformers",{"type":23,"value":254944},": This library is great for generating embeddings and can be combined with custom chunking logic to break documents into meaningful pieces before embedding.",{"type":17,"tag":84,"props":254946,"children":254947},{},[254948,254953],{"type":17,"tag":48,"props":254949,"children":254950},{},[254951],{"type":23,"value":254952},"GPT-Index (formerly LlamaIndex)",{"type":23,"value":254954},": This library is designed to help build large language model applications and provides utilities for chunking, indexing, and querying documents effectively.",{"type":17,"tag":29,"props":254956,"children":254957},{},[254958],{"type":23,"value":254959},"These libraries often provide a lot of built-in functionality, making it easier to handle complex documents and ensure that your embeddings and vector storage are efficient and meaningful.",{"type":17,"tag":6893,"props":254961,"children":254964},{"className":254962,"code":254963,"language":18718,"meta":7},[18716],"import { Configuration, OpenAIApi } from \"openai\";\nconst openai = new OpenAIApi(new Configuration({ apiKey: process.env.OPENAI_API_KEY }));\n\nasync function embedText(text: string): Promise\u003Cnumber[]> {\n  const response = await openai.createEmbedding({\n    model: \"text-embedding-3-large\", //You can choose to use text-embedding-3-small too\n    input: text,\n  });\n  return response.data.data[0].embedding;\n}\n",[254965],{"type":17,"tag":6121,"props":254966,"children":254967},{"__ignoreMap":7},[254968],{"type":23,"value":254963},{"type":17,"tag":68,"props":254970,"children":254972},{"id":254971},"step-7-indexing-everything",[254973],{"type":17,"tag":48,"props":254974,"children":254975},{},[254976],{"type":23,"value":254977},"Step 7: Indexing Everything",{"type":17,"tag":29,"props":254979,"children":254980},{},[254981],{"type":23,"value":254982},"Now that we have all the data collected, it is time to index all of it!",{"type":17,"tag":29,"props":254984,"children":254985},{},[254986,254988,254993],{"type":23,"value":254987},"When you store vectors in a vector database like Pinecone or Weaviate, you can attach ",{"type":17,"tag":6121,"props":254989,"children":254991},{"className":254990},[],[254992],{"type":23,"value":23792},{"type":23,"value":254994}," to each vector. This metadata can include things like a unique ID, the original text, source information, or any other relevant attributes.",{"type":17,"tag":29,"props":254996,"children":254997},{},[254998],{"type":23,"value":254999},"When you perform a similarity search and get the top matching vectors, the database returns the metadata along with the vectors. That way, you can easily link back to the original content.",{"type":17,"tag":29,"props":255001,"children":255002},{},[255003],{"type":23,"value":255004},"For instance, when you index a piece of text, you'd store the vector along with metadata like a document ID, the title, or even the source URL. When you retrieve the nearest neighbors, the metadata is returned, and you can use it to identify or fetch the original content from your database or any external source.",{"type":17,"tag":6893,"props":255006,"children":255009},{"className":255007,"code":255008,"language":18718,"meta":7},[18716],"async function indexAllContent() {\n  // Google Drive\n  const gdriveFiles = await getAllGoogleDriveFiles(CONNECTION_GOOGLEDRIVE!);\n  for (const file of gdriveFiles) {\n    const content = await getFileContent(CONNECTION_GOOGLEDRIVE!, file.id);\n    const embedding = await embedText(content);\n    vectorDB.push({\n            id: file.id,\n            source: \"gdrive\",\n            content,\n            embedding,\n            filename: file.name,\n            date_created: file.created_at,\n            owner_id: file.user_id, \n        });\n    }\n\n  // Notion\n  const notionPages = await getAllNotionPages(CONNECTION_NOTION!);\n  for (const page of notionPages) {\n    const content = await getNotionPageContent(CONNECTION_NOTION!, page.id);\n    const embedding = await embedText(content);\n    vectorDB.push({ id: page.id, source: \"notion\", content, embedding });\n  }\n}\n",[255010],{"type":17,"tag":6121,"props":255011,"children":255012},{"__ignoreMap":7},[255013],{"type":23,"value":255008},{"type":17,"tag":68,"props":255015,"children":255017},{"id":255016},"step-8-finding-answers",[255018],{"type":17,"tag":48,"props":255019,"children":255020},{},[255021],{"type":23,"value":255022},"Step 8: Finding Answers",{"type":17,"tag":29,"props":255024,"children":255025},{},[255026],{"type":23,"value":255027},"Now that we have the data ready, it is time to implement the Bot or enterprise search that will use this data to answer questions from a user.",{"type":17,"tag":29,"props":255029,"children":255030},{},[255031],{"type":23,"value":255032},"The basic flow would be:",{"type":17,"tag":6154,"props":255034,"children":255035},{},[255036,255041,255046,255058],{"type":17,"tag":84,"props":255037,"children":255038},{},[255039],{"type":23,"value":255040},"Embed the question asked",{"type":17,"tag":84,"props":255042,"children":255043},{},[255044],{"type":23,"value":255045},"Find similar docs in the Vector DB",{"type":17,"tag":84,"props":255047,"children":255048},{},[255049,255051,255056],{"type":23,"value":255050},"Send the top ",{"type":17,"tag":6121,"props":255052,"children":255054},{"className":255053},[],[255055],{"type":23,"value":230000},{"type":23,"value":255057}," amount of docs as context paired with the question to Unified's GenAI endpoint.",{"type":17,"tag":84,"props":255059,"children":255060},{},[255061],{"type":23,"value":255062},"Return the answer to the user.",{"type":17,"tag":29,"props":255064,"children":255065},{},[255066],{"type":23,"value":255067},"For the purpose of the example, we will be sending the top 3 most similar docs.",{"type":17,"tag":6893,"props":255069,"children":255072},{"className":255070,"code":255071,"language":18718,"meta":7},[18716],"function cosineSimilarity(a: number[], b: number[]) {\n  const dot = a.reduce((sum, ai, i) => sum + ai * b[i], 0);\n  const normA = Math.sqrt(a.reduce((sum, ai) => sum + ai * ai, 0));\n  const normB = Math.sqrt(b.reduce((sum, bi) => sum + bi * bi, 0));\n  return dot / (normA * normB);\n}\n\nasync function answerQuestion(question: string) {\n  const questionEmbedding = await embedText(question);\n\n  // For the purpose of the example we will be sending the top 3 docs\n  const scored = vectorDB.map(doc => ({\n    ...doc,\n    score: cosineSimilarity(questionEmbedding, doc.embedding!)\n  }));\n  const topDocs = scored.sort((a, b) => b.score - a.score).slice(0, 3);\n\n  const context = topDocs.map(doc => doc.content).join('\\n---\\n');\n \n  const prompt = `\nYou are a helpful company knowledge bot. Use the following context to answer the question.\n\nContext:\n${context}Question:\n${question}Answer in a concise and accurate way.\n  `;\n\n  const result = await sdk.genai.createGenaiPrompt({\n    connectionId: CONNECTION_GENAI!,\n    prompt: {\n      messages: [{ role: \"USER\", content: prompt }],\n      maxTokens: 256,\n      temperature: 0.2\n    }\n  });\n\n  return result.choices?.[0]?.message?.content || \"No answer generated.\";\n}\n",[255073],{"type":17,"tag":6121,"props":255074,"children":255075},{"__ignoreMap":7},[255076],{"type":23,"value":255071},{"type":17,"tag":68,"props":255078,"children":255080},{"id":255079},"step-9-usage",[255081],{"type":17,"tag":48,"props":255082,"children":255083},{},[255084],{"type":23,"value":255085},"Step 9: Usage",{"type":17,"tag":6893,"props":255087,"children":255090},{"className":255088,"code":255089,"language":18718,"meta":7},[18716],"(async () => {\n  await indexAllContent();\n  const answer = await answerQuestion(\"How do I request vacation days?\");\n  console.log(\"Bot answer:\", answer);\n})();\n",[255091],{"type":17,"tag":6121,"props":255092,"children":255093},{"__ignoreMap":7},[255094],{"type":23,"value":255089},{"type":17,"tag":29,"props":255096,"children":255097},{},[255098],{"type":23,"value":255099},"At Unified, most of our customers are using this simple RAG Pipeline flow to add AI-powered intelligence to their application.  It can be used across industries and verticals as Unified supports 21 B2B SaaS categories and more than 350 integrations to retrieve end-customer data from.",{"title":7,"searchDepth":1629,"depth":1629,"links":255101},[255102,255103,255104,255105,255106,255107,255108,255111,255112,255113],{"id":141798,"depth":1629,"text":141801},{"id":254669,"depth":1629,"text":254675},{"id":211235,"depth":1629,"text":211238},{"id":254723,"depth":1629,"text":254729},{"id":254752,"depth":1629,"text":254758},{"id":254775,"depth":1629,"text":254781},{"id":254798,"depth":1629,"text":254804,"children":255109},[255110],{"id":254820,"depth":1635,"text":254823},{"id":254971,"depth":1629,"text":254977},{"id":255016,"depth":1629,"text":255022},{"id":255079,"depth":1629,"text":255085},"content:blog:how_to_build_enterprise_search_using_rag.md","blog/how_to_build_enterprise_search_using_rag.md","blog/how_to_build_enterprise_search_using_rag",{"_path":255118,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":255119,"description":255120,"img":255121,"date":254558,"tag":12,"body":255122,"_type":1677,"_id":255397,"_source":1679,"_file":255398,"_stem":255399,"_extension":1682},"/blog/strengthening_our_security_posture_with_environment_restricted_api_keys","Strengthening Our Security Posture with Environment-Restricted API Keys","We're introducing API Keys with Environment Restrictions, a direct extension of our least-privilege approach to integrations.","https://s3.us-east-2.amazonaws.com/unified-article-images/strengthening_our_security_posture_with_environment_restricted_api_keys-icon.png",{"type":14,"children":255123,"toc":255392},[255124,255129,255132,255139,255147,255159,255164,255169,255175,255180,255217,255222,255227,255257,255262,255268,255273,255284,255289,255300,255305,255316,255321,255331,255336,255347,255352,255363,255368,255379],{"type":17,"tag":18,"props":255125,"children":255127},{"id":255126},"strengthening-our-security-posture-with-environment-restricted-api-keys",[255128],{"type":23,"value":255119},{"type":17,"tag":25,"props":255130,"children":255131},{},[],{"type":17,"tag":29,"props":255133,"children":255134},{},[255135],{"type":17,"tag":33,"props":255136,"children":255137},{},[255138],{"type":23,"value":254576},{"type":17,"tag":29,"props":255140,"children":255141},{},[255142],{"type":17,"tag":6438,"props":255143,"children":255146},{"alt":255144,"src":255145},"security.png","https://s3.us-east-2.amazonaws.com/unified-article-images/strengthening_our_security_posture_with_environment_restricted_api_keys-0.png",[],{"type":17,"tag":29,"props":255148,"children":255149},{},[255150,255152,255157],{"type":23,"value":255151},"We're 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This is a complete ",{"type":17,"tag":133,"props":276593,"children":276594},{"href":77021},[276595],{"type":23,"value":77024},{"type":23,"value":276597}," (RAG) pipeline for talent intelligence, powered by real-time ATS data.",{"type":17,"tag":29,"props":276599,"children":276600},{},[276601],{"type":23,"value":276602},"This guide shows you how to go from ATS to vector DB, step by step, using Unified, GenAI, and Pinecone.",{"type":17,"tag":239,"props":276604,"children":276606},{"id":276605},"what-this-rag-pipeline-does",[276607],{"type":23,"value":276608},"What This RAG Pipeline Does",{"type":17,"tag":29,"props":276610,"children":276611},{},[276612],{"type":23,"value":276613},"This guide walks through a full RAG architecture:",{"type":17,"tag":6154,"props":276615,"children":276616},{},[276617,276622,276627,276632,276637],{"type":17,"tag":84,"props":276618,"children":276619},{},[276620],{"type":23,"value":276621},"Fetch normalized candidate data from an ATS.",{"type":17,"tag":84,"props":276623,"children":276624},{},[276625],{"type":23,"value":276626},"Chunk and embed resume content.",{"type":17,"tag":84,"props":276628,"children":276629},{},[276630],{"type":23,"value":276631},"Store embeddings in a vector database.",{"type":17,"tag":84,"props":276633,"children":276634},{},[276635],{"type":23,"value":276636},"Retrieve the most relevant candidates at query time.",{"type":17,"tag":84,"props":276638,"children":276639},{},[276640],{"type":23,"value":276641},"Use retrieved context to power recruiter search, ranking, or AI agents. Unified Use Case RAG Pipelines",{"type":17,"tag":29,"props":276643,"children":276644},{},[276645],{"type":23,"value":276646},"Unified handles ingestion and real-time updates across ATS providers; embeddings and vector storage remain in your infrastructure.",{"type":17,"tag":25,"props":276648,"children":276649},{},[],{"type":17,"tag":68,"props":276651,"children":276652},{"id":141798},[276653],{"type":23,"value":141801},{"type":17,"tag":80,"props":276655,"children":276656},{},[276657,276662,276667,276675,276680,276685],{"type":17,"tag":84,"props":276658,"children":276659},{},[276660],{"type":23,"value":276661},"Node.js (v18+)",{"type":17,"tag":84,"props":276663,"children":276664},{},[276665],{"type":23,"value":276666},"Unified account with ATS integration enabled (e.g., Lever, Greenhouse)",{"type":17,"tag":84,"props":276668,"children":276669},{},[276670,276674],{"type":17,"tag":133,"props":276671,"children":276672},{"href":7691},[276673],{"type":23,"value":7806},{"type":23,"value":199699},{"type":17,"tag":84,"props":276676,"children":276677},{},[276678],{"type":23,"value":276679},"Your customer's ATS connection ID",{"type":17,"tag":84,"props":276681,"children":276682},{},[276683],{"type":23,"value":276684},"Unified GenAI connection ID (or OpenAI API key for embeddings)",{"type":17,"tag":84,"props":276686,"children":276687},{},[276688],{"type":23,"value":276689},"Pinecone API key and environment",{"type":17,"tag":25,"props":276691,"children":276692},{},[],{"type":17,"tag":68,"props":276694,"children":276696},{"id":276695},"step-1-setting-up-your-project",[276697],{"type":23,"value":276698},"Step 1: Setting up your project",{"type":17,"tag":29,"props":276700,"children":276701},{},[276702],{"type":23,"value":276703},"As always, let's get the basics out of the way!",{"type":17,"tag":6893,"props":276705,"children":276708},{"className":276706,"code":276707,"language":48432,"meta":7},[48430],"mkdir ats-vector-demo\ncd ats-vector-demo\nnpm init -y\nnpm install @unified-api/typescript-sdk dotenv @pinecone-database/pinecone openai\n",[276709],{"type":17,"tag":6121,"props":276710,"children":276711},{"__ignoreMap":7},[276712],{"type":23,"value":276707},{"type":17,"tag":29,"props":276714,"children":276715},{},[276716,276718,276723],{"type":23,"value":276717},"Add your credentials to ",{"type":17,"tag":6121,"props":276719,"children":276721},{"className":276720},[],[276722],{"type":23,"value":211221},{"type":23,"value":20456},{"type":17,"tag":6893,"props":276725,"children":276728},{"className":276726,"code":276727,"language":20901,"meta":23},[20899],"UNIFIED_API_KEY=your_unified_api_key\nCONNECTION_ATS=your_customer_ats_connection_id\nCONNECTION_GENAI=your_genai_connection_id\nPINECONE_API_KEY=your_pinecone_api_key\nPINECONE_ENVIRONMENT=your_pinecone_env\nPINECONE_INDEX=your_pinecone_index\n",[276729],{"type":17,"tag":6121,"props":276730,"children":276731},{"__ignoreMap":7},[276732],{"type":23,"value":276727},{"type":17,"tag":25,"props":276734,"children":276735},{},[],{"type":17,"tag":68,"props":276737,"children":276739},{"id":276738},"step-2-initialize-the-sdks",[276740],{"type":23,"value":276741},"Step 2: Initialize the SDKs",{"type":17,"tag":6893,"props":276743,"children":276746},{"className":276744,"code":276745,"language":18718,"meta":7},[18716],"import 'dotenv/config';\nimport { UnifiedTo } from '@unified-api/typescript-sdk';\nimport { Pinecone } from '@pinecone-database/pinecone';\n\nconst {\n  UNIFIED_API_KEY,\n  CONNECTION_ATS,\n  CONNECTION_GENAI,\n  PINECONE_API_KEY,\n  PINECONE_ENVIRONMENT,\n  PINECONE_INDEX\n} = process.env;\n\nconst sdk = new UnifiedTo({\n  security: { jwt: UNIFIED_API_KEY! },\n});\n\nconst pinecone = new Pinecone({\n  apiKey: PINECONE_API_KEY!,\n  environment: PINECONE_ENVIRONMENT!,\n});\nconst index = pinecone.Index(PINECONE_INDEX!);\n",[276747],{"type":17,"tag":6121,"props":276748,"children":276749},{"__ignoreMap":7},[276750],{"type":23,"value":276745},{"type":17,"tag":25,"props":276752,"children":276753},{},[],{"type":17,"tag":68,"props":276755,"children":276757},{"id":276756},"step-3-how-to-get-your-customers-connection-id",[276758],{"type":23,"value":276759},"Step 3: How to Get Your Customer's Connection ID",{"type":17,"tag":29,"props":276761,"children":276762},{},[276763],{"type":23,"value":276764},"Before you can fetch candidates, your customer must authorize your app to access their ATS (e.g., Lever, Greenhouse) via Unified's embedded authorization flow.",{"type":17,"tag":29,"props":276766,"children":276767},{},[276768,276770,276774],{"type":23,"value":276769},"Once authorized, you'll receive a ",{"type":17,"tag":48,"props":276771,"children":276772},{},[276773],{"type":23,"value":195321},{"type":23,"value":276775}," for that customer's integration.",{"type":17,"tag":29,"props":276777,"children":276778},{},[276779],{"type":23,"value":276780},"Store this connection ID securely and use it in all API calls for that customer.",{"type":17,"tag":25,"props":276782,"children":276783},{},[],{"type":17,"tag":68,"props":276785,"children":276787},{"id":276786},"step-4-fetch-and-normalize-candidate-records",[276788],{"type":23,"value":276789},"Step 4: Fetch and Normalize Candidate Records",{"type":17,"tag":29,"props":276791,"children":276792},{},[276793],{"type":23,"value":276794},"Fetch candidate records from the ATS and normalize their resumes for embedding. Normalizing resumes before embedding improves retrieval quality and ensures consistent embeddings across 60+ ATS providers.",{"type":17,"tag":6893,"props":276796,"children":276799},{"className":276797,"code":276798,"language":18718,"meta":7},[18716],"export async function fetchCandidates(connectionId: string) {\n  const candidatesResult = await sdk.ats.listAtsCandidates({\n    connectionId,\n    limit: 10,\n  });\n    return candidatesResult; // AtsCandidate[]\n}\n\nexport function normalizeResume(candidate: any): string {\n  return [\n    `Name: ${candidate.name}`,\n    `Email: ${candidate.emails?.[0]?.email || \"\"}`,\n    `Title: ${candidate.title || \"\"}`,\n    `Summary: ${candidate.summary || \"\"}`,\n    `Experience: ${(candidate.experiences || []).map((exp: any) => `${exp.title} at ${exp.company_name}`).join(\"; \")}`,\n    `Education: ${(candidate.education || []).map((edu: any) => `${edu.degree_name} from ${edu.institution_name}`).join(\"; \")}``\n  ].join('\\\\n');\n}\n",[276800],{"type":17,"tag":6121,"props":276801,"children":276802},{"__ignoreMap":7},[276803],{"type":23,"value":276798},{"type":17,"tag":25,"props":276805,"children":276806},{},[],{"type":17,"tag":68,"props":276808,"children":276810},{"id":276809},"step-5-embed-resumes-with-genai",[276811],{"type":23,"value":276812},"Step 5: Embed Resumes with GenAI",{"type":17,"tag":29,"props":276814,"children":276815},{},[276816],{"type":23,"value":276817},"Use Unified GenAI to embed the normalized resume text.",{"type":17,"tag":6893,"props":276819,"children":276822},{"className":276820,"code":276821,"language":18718,"meta":7},[18716],"export async function embedResume(resumeText: string) {\n  const result = await sdk.genai.createGenaiEmbedding({\n    connectionId: CONNECTION_GENAI!,\n    embedding: {\n      content: {\n        text: resumeText,\n      },\n      model_id: 'text-embedding-3-small',\n      maxTokens: 1024,\n      enconding_format: 'FLOAT'\n    },\n  });\n  return result.embeddings;\n}\n",[276823],{"type":17,"tag":6121,"props":276824,"children":276825},{"__ignoreMap":7},[276826],{"type":23,"value":276821},{"type":17,"tag":239,"props":276828,"children":276830},{"id":276829},"keeping-the-vector-index-up-to-date",[276831],{"type":23,"value":276832},"Keeping the Vector Index Up to Date",{"type":17,"tag":29,"props":276834,"children":276835},{},[276836],{"type":23,"value":276837},"To keep your RAG pipeline current, subscribe to ATS webhooks for candidate create or update events. When a resume changes, re-fetch the candidate, re-embed the content, and update the vector index.\nUnified Use Case RAG Pipelines",{"type":17,"tag":29,"props":276839,"children":276840},{},[276841],{"type":23,"value":276842},"This ensures your talent intelligence reflects the latest application data in real time.",{"type":17,"tag":25,"props":276844,"children":276845},{},[],{"type":17,"tag":68,"props":276847,"children":276849},{"id":276848},"step-6-push-embeddings-to-pinecone",[276850],{"type":23,"value":276851},"Step 6: Push Embeddings to Pinecone",{"type":17,"tag":6893,"props":276853,"children":276856},{"className":276854,"code":276855,"language":18718,"meta":7},[18716],"export async function upsertCandidateToPinecone(candidate: any, embedding: number[]) {\n  await index.upsert([\n    {\n      id: candidate.id,\n      values: embedding,\n      metadata: {\n        name: candidate.name,\n        email: candidate.emails?.[0]?.email || \"\",\n        candidate_id: candidate.id,\n      },\n    },\n  ]);\n}\n",[276857],{"type":17,"tag":6121,"props":276858,"children":276859},{"__ignoreMap":7},[276860],{"type":23,"value":276855},{"type":17,"tag":25,"props":276862,"children":276863},{},[],{"type":17,"tag":68,"props":276865,"children":276867},{"id":276866},"step-7-simple-retrieval-flow",[276868],{"type":23,"value":276869},"Step 7: Simple Retrieval Flow",{"type":17,"tag":29,"props":276871,"children":276872},{},[276873],{"type":23,"value":276874},"Given a recruiter query, embed it and search Pinecone for the most relevant candidates.",{"type":17,"tag":6893,"props":276876,"children":276879},{"className":276877,"code":276878,"language":18718,"meta":7},[18716],"export async function searchCandidates(query: string) {\n\n  const result = await sdk.genai.createGenaiPrompt({\n    connectionId: CONNECTION_GENAI!,\n    prompt: {\n      messages: [{ role: \"USER\", content: `Embed this query:\\\\n${query}` }],\n      maxTokens: 1024,\n      temperature: 0.0,\n      responseFormat: \"embedding\",\n    },\n  });\n  const queryEmbedding = result.choices?.[0]?.message?.embedding || [];\n\n\n  const pineconeResults = await index.query({\n    vector: queryEmbedding,\n    topK: 5,\n    includeMetadata: true,\n  });\n\n  return pineconeResults.matches;\n}\n",[276880],{"type":17,"tag":6121,"props":276881,"children":276882},{"__ignoreMap":7},[276883],{"type":23,"value":276878},{"type":17,"tag":25,"props":276885,"children":276886},{},[],{"type":17,"tag":68,"props":276888,"children":276890},{"id":276889},"step-8-example-usage",[276891],{"type":23,"value":276892},"Step 8: Example Usage",{"type":17,"tag":6893,"props":276894,"children":276897},{"className":276895,"code":276896,"language":18718,"meta":7},[18716],"async function main() {\n\n  const candidates = await fetchCandidates(CONNECTION_ATS!);\n  for (const candidate of candidates) {\n    const resumeText = normalizeResume(candidate);\n    const embedding = await embedResume(resumeText);\n    await upsertCandidateToPinecone(candidate, embedding);\n  }\n\n\n  const matches = await searchCandidates(\"Senior Python developer with fintech experience\");\n  console.log(\"Top matches:\", matches);\n}\n\nmain();\n",[276898],{"type":17,"tag":6121,"props":276899,"children":276900},{"__ignoreMap":7},[276901],{"type":23,"value":276896},{"type":17,"tag":25,"props":276903,"children":276904},{},[],{"type":17,"tag":68,"props":276906,"children":276908},{"id":276907},"what-just-happened",[276909],{"type":23,"value":276910},"What just happened?",{"type":17,"tag":80,"props":276912,"children":276913},{},[276914,276919,276924],{"type":17,"tag":84,"props":276915,"children":276916},{},[276917],{"type":23,"value":276918},"And just like that you can fetch candidate records from any ATS (Lever, Greenhouse, etc.) using a single API.",{"type":17,"tag":84,"props":276920,"children":276921},{},[276922],{"type":23,"value":276923},"You can then normalize and embed resumes with Unified GenAI, push them into Pinecone, and power a RAG-based recruiter search layer.",{"type":17,"tag":84,"props":276925,"children":276926},{},[276927],{"type":23,"value":276928},"Recruiters can then search for talent using natural language, and retrieve the most relevant candidates instantly.",{"type":17,"tag":29,"props":276930,"children":276931},{},[276932],{"type":23,"value":276933},"Happy Building! 🎉",{"title":7,"searchDepth":1629,"depth":1629,"links":276935},[276936,276937,276938,276939,276940,276941,276942,276945,276946,276947,276948],{"id":276605,"depth":1635,"text":276608},{"id":141798,"depth":1629,"text":141801},{"id":276695,"depth":1629,"text":276698},{"id":276738,"depth":1629,"text":276741},{"id":276756,"depth":1629,"text":276759},{"id":276786,"depth":1629,"text":276789},{"id":276809,"depth":1629,"text":276812,"children":276943},[276944],{"id":276829,"depth":1635,"text":276832},{"id":276848,"depth":1629,"text":276851},{"id":276866,"depth":1629,"text":276869},{"id":276889,"depth":1629,"text":276892},{"id":276907,"depth":1629,"text":276910},"content:blog:ats_to_vector_db_how_to_power_talent_intelligence_with_real_time_data.md","blog/ats_to_vector_db_how_to_power_talent_intelligence_with_real_time_data.md","blog/ats_to_vector_db_how_to_power_talent_intelligence_with_real_time_data",{"_path":276953,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":266545,"description":276954,"img":276955,"date":276564,"tag":12,"body":276956,"_type":1677,"_id":277170,"_source":1679,"_file":277171,"_stem":277172,"_extension":1682},"/blog/unified_is_now_hipaa_compliant","Healthcare accounts for nearly 17% of U.S. GDP, and the shift to digital delivery means APIs now move more patient data than ever. Protecting that data is no...","https://s3.us-east-2.amazonaws.com/unified-article-images/unified_is_now_hipaa_compliant-icon.png",{"type":14,"children":276957,"toc":277165},[276958,276963,276966,276973,276978,276990,276998,277041,277046,277051,277056,277061,277072,277078,277083,277087,277120,277124,277129,277134],{"type":17,"tag":18,"props":276959,"children":276961},{"id":276960},"unified-is-now-hipaa-compliant",[276962],{"type":23,"value":266545},{"type":17,"tag":25,"props":276964,"children":276965},{},[],{"type":17,"tag":29,"props":276967,"children":276968},{},[276969],{"type":17,"tag":33,"props":276970,"children":276971},{},[276972],{"type":23,"value":276582},{"type":17,"tag":29,"props":276974,"children":276975},{},[276976],{"type":23,"value":276977},"Healthcare accounts for nearly 17% of U.S. GDP, and the shift to digital delivery means APIs now move more patient data than ever. 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With ",{"type":17,"tag":133,"props":285384,"children":285386},{"href":212,"rel":285385},[214],[285387],{"type":23,"value":217},{"type":23,"value":285389},", you integrate once and unlock repository coverage that's ",{"type":17,"tag":48,"props":285391,"children":285392},{},[285393],{"type":23,"value":284028},{"type":23,"value":54},{"type":17,"tag":29,"props":285396,"children":285397},{},[285398,285400,285408,285409,285417],{"type":23,"value":285399},"If your roadmap includes DevOps, analytics, or AI copilots, ",{"type":17,"tag":133,"props":285401,"children":285403},{"href":1612,"rel":285402},[214],[285404],{"type":17,"tag":48,"props":285405,"children":285406},{},[285407],{"type":23,"value":283283},{"type":23,"value":75890},{"type":17,"tag":133,"props":285410,"children":285412},{"href":1623,"rel":285411},[214],[285413],{"type":17,"tag":48,"props":285414,"children":285415},{},[285416],{"type":23,"value":226481},{"type":23,"value":284714},{"title":7,"searchDepth":1629,"depth":1629,"links":285419},[285420,285421,285422,285423,285424],{"id":284778,"depth":1629,"text":284781},{"id":284846,"depth":1629,"text":284849},{"id":284940,"depth":1629,"text":284943},{"id":284996,"depth":1629,"text":285002},{"id":285288,"depth":1629,"text":285425},"Why Unified.to Leads in the Repository Category","content:blog:repository_unified_apis_what_to_look_for_use_cases_and_options.md","blog/repository_unified_apis_what_to_look_for_use_cases_and_options.md","blog/repository_unified_apis_what_to_look_for_use_cases_and_options",{"_path":285430,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":285431,"description":285432,"img":285433,"date":285434,"tag":12,"body":285435,"_type":1677,"_id":285779,"_source":1679,"_file":285780,"_stem":285781,"_extension":1682},"/blog/how_to_build_an_ai_powered_meeting_recording_summarization_with_unified","How to Build an AI-Powered Meeting Recording Summarization with Unified","With Unified, you can build AI powered meeting and call recording applications that work with all major meeting providers. With a single integration you can...","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_build_an_ai_powered_meeting_recording_summarization_with_unified-icon.png","2025-09-22T00:00:00.000Z",{"type":14,"children":285436,"toc":285768},[285437,285442,285445,285453,285458,285469,285479,285482,285486,285517,285520,285524,285529,285554,285563,285566,285570,285579,285589,285598,285601,285605,285614,285617,285621,285626,285632,285637,285646,285649,285655,285660,285669,285674,285683,285686,285692,285697,285706,285714,285738,285741,285747,285752,285761,285764],{"type":17,"tag":18,"props":285438,"children":285440},{"id":285439},"how-to-build-an-ai-powered-meeting-recording-summarization-with-unified",[285441],{"type":23,"value":285431},{"type":17,"tag":25,"props":285443,"children":285444},{},[],{"type":17,"tag":29,"props":285446,"children":285447},{},[285448],{"type":17,"tag":33,"props":285449,"children":285450},{},[285451],{"type":23,"value":285452},"September 22, 2025",{"type":17,"tag":29,"props":285454,"children":285455},{},[285456],{"type":23,"value":285457},"With Unified, you can build AI powered meeting and call recording applications that work with all major meeting providers. With a single integration you can fetch meetings, retrieve recordings, retrieve transcripts, and then use Unified's GenAI for summarization.",{"type":17,"tag":29,"props":285459,"children":285460},{},[285461,285463,285467],{"type":23,"value":285462},"This pattern is also the ingestion layer for a ",{"type":17,"tag":133,"props":285464,"children":285465},{"href":77021},[285466],{"type":23,"value":77024},{"type":23,"value":285468}," (RAG) pipeline, where transcripts are chunked, embedded, and retrieved at query time to ground AI outputs in the original meeting content.",{"type":17,"tag":29,"props":285470,"children":285471},{},[285472,285474,285478],{"type":23,"value":285473},"With this article you would be able to build a workflow that lists calendar events, retrieves transcripts and generates a summary using Unified's ",{"type":17,"tag":133,"props":285475,"children":285476},{"href":16186},[285477],{"type":23,"value":25249},{"type":23,"value":54},{"type":17,"tag":25,"props":285480,"children":285481},{},[],{"type":17,"tag":68,"props":285483,"children":285484},{"id":141798},[285485],{"type":23,"value":141801},{"type":17,"tag":80,"props":285487,"children":285488},{},[285489,285493,285498,285502,285507,285512],{"type":17,"tag":84,"props":285490,"children":285491},{},[285492],{"type":23,"value":276661},{"type":17,"tag":84,"props":285494,"children":285495},{},[285496],{"type":23,"value":285497},"Unified account with at least one calendar or UC integration enabled (e.g., Zoom, Google Meet, Webex)",{"type":17,"tag":84,"props":285499,"children":285500},{},[285501],{"type":23,"value":220751},{"type":17,"tag":84,"props":285503,"children":285504},{},[285505],{"type":23,"value":285506},"Your customer's calendar/UC connection ID (from Unified's embedded auth flow)",{"type":17,"tag":84,"props":285508,"children":285509},{},[285510],{"type":23,"value":285511},"Unified GenAI connection ID (if you are not using Unified's GenAI API, then substitute this code with your LLM API code)",{"type":17,"tag":84,"props":285513,"children":285514},{},[285515],{"type":23,"value":285516},"Optional (for RAG search/Q&A): a vector database (e.g., pgvector or Pinecone) and an embedding model to index transcript chunks.",{"type":17,"tag":25,"props":285518,"children":285519},{},[],{"type":17,"tag":68,"props":285521,"children":285522},{"id":269318},[285523],{"type":23,"value":269321},{"type":17,"tag":29,"props":285525,"children":285526},{},[285527],{"type":23,"value":285528},"Unified supports Calendar integrations including:",{"type":17,"tag":80,"props":285530,"children":285531},{},[285532,285536,285541,285546,285550],{"type":17,"tag":84,"props":285533,"children":285534},{},[285535],{"type":23,"value":14472},{"type":17,"tag":84,"props":285537,"children":285538},{},[285539],{"type":23,"value":285540},"Google Calendar/Meet",{"type":17,"tag":84,"props":285542,"children":285543},{},[285544],{"type":23,"value":285545},"Microsoft Outlook/Teams",{"type":17,"tag":84,"props":285547,"children":285548},{},[285549],{"type":23,"value":14129},{"type":17,"tag":84,"props":285551,"children":285552},{},[285553],{"type":23,"value":14150},{"type":17,"tag":29,"props":285555,"children":285556},{},[285557],{"type":17,"tag":133,"props":285558,"children":285560},{"href":99025,"rel":285559},[214],[285561],{"type":23,"value":285562},"See all supported calendar integrations",{"type":17,"tag":25,"props":285564,"children":285565},{},[],{"type":17,"tag":68,"props":285567,"children":285568},{"id":276695},[285569],{"type":23,"value":276698},{"type":17,"tag":6893,"props":285571,"children":285574},{"className":285572,"code":285573,"language":48432,"meta":7},[48430],"mkdir recordings-ai-demo\ncd recordings-ai-demo\nnpm init -y\nnpm install @unified-api/typescript-sdk dotenv\n",[285575],{"type":17,"tag":6121,"props":285576,"children":285577},{"__ignoreMap":7},[285578],{"type":23,"value":285573},{"type":17,"tag":29,"props":285580,"children":285581},{},[285582,285583,285588],{"type":23,"value":276717},{"type":17,"tag":6121,"props":285584,"children":285586},{"className":285585},[],[285587],{"type":23,"value":211221},{"type":23,"value":20456},{"type":17,"tag":6893,"props":285590,"children":285593},{"className":285591,"code":285592,"language":20901,"meta":23},[20899],"UNIFIED_API_KEY=your_unified_api_key\nCONNECTION_CALENDAR=your_customer_calendar_connection_id\nCONNECTION_GENAI=your_genai_connection_id\n",[285594],{"type":17,"tag":6121,"props":285595,"children":285596},{"__ignoreMap":7},[285597],{"type":23,"value":285592},{"type":17,"tag":25,"props":285599,"children":285600},{},[],{"type":17,"tag":68,"props":285602,"children":285603},{"id":211235},[285604],{"type":23,"value":211238},{"type":17,"tag":6893,"props":285606,"children":285609},{"className":285607,"code":285608,"language":18718,"meta":7},[18716],"import 'dotenv/config';\nimport { UnifiedTo } from '@unified-api/typescript-sdk';\n\nconst { UNIFIED_API_KEY, CONNECTION_CALENDAR, CONNECTION_GENAI } = process.env;\n\nconst sdk = new UnifiedTo({\n  security: { jwt: UNIFIED_API_KEY! },\n});\n",[285610],{"type":17,"tag":6121,"props":285611,"children":285612},{"__ignoreMap":7},[285613],{"type":23,"value":285608},{"type":17,"tag":25,"props":285615,"children":285616},{},[],{"type":17,"tag":68,"props":285618,"children":285619},{"id":276756},[285620],{"type":23,"value":276759},{"type":17,"tag":29,"props":285622,"children":285623},{},[285624],{"type":23,"value":285625},"Before you get started, your end customer must authorize your app to access their calendar integration via Unified's auth flow. Once authorized, you will receive a connection ID for that customer's integration. Store this carefully and use it in all API calls for that specific customer.",{"type":17,"tag":68,"props":285627,"children":285629},{"id":285628},"step-4-list-calendar-events",[285630],{"type":23,"value":285631},"Step 4: List Calendar Events",{"type":17,"tag":29,"props":285633,"children":285634},{},[285635],{"type":23,"value":285636},"Fetch recent or upcoming events for your customer:",{"type":17,"tag":6893,"props":285638,"children":285641},{"className":285639,"code":285640,"language":18718,"meta":7},[18716],"export async function listEvents(connectionId: string) {\n  const eventsResult = await sdk.calendar.listCalendarEvents({\n    connectionId,\n    limit: 10,\n  });\n  return eventsResult; // CalendarEvent[]\n}\n",[285642],{"type":17,"tag":6121,"props":285643,"children":285644},{"__ignoreMap":7},[285645],{"type":23,"value":285640},{"type":17,"tag":25,"props":285647,"children":285648},{},[],{"type":17,"tag":68,"props":285650,"children":285652},{"id":285651},"step-5-list-and-retrieve-recordings",[285653],{"type":23,"value":285654},"Step 5: List and Retrieve Recordings",{"type":17,"tag":29,"props":285656,"children":285657},{},[285658],{"type":23,"value":285659},"List all available recordings for your customer's connection:",{"type":17,"tag":6893,"props":285661,"children":285664},{"className":285662,"code":285663,"language":18718,"meta":7},[18716],"export async function listRecordings(connectionId: string) {\n  const recordingsResult = await sdk.calendar.listCalendarRecordings({\n    connectionId,\n    limit: 10,\n  });\n  return recordingResult; // CalendarRecording[]\n}\n",[285665],{"type":17,"tag":6121,"props":285666,"children":285667},{"__ignoreMap":7},[285668],{"type":23,"value":285663},{"type":17,"tag":29,"props":285670,"children":285671},{},[285672],{"type":23,"value":285673},"Retrieve a specific recording:",{"type":17,"tag":6893,"props":285675,"children":285678},{"className":285676,"code":285677,"language":18718,"meta":7},[18716],"export async function getRecording(connectionId: string, recordingId: string) {\n  const recordingResult = await sdk.calendar.getCalendarRecording({\n    connectionId,\n    id: recordingId,\n  });\n        return recordingResult; // CalendarRecording;\n}\n",[285679],{"type":17,"tag":6121,"props":285680,"children":285681},{"__ignoreMap":7},[285682],{"type":23,"value":285677},{"type":17,"tag":25,"props":285684,"children":285685},{},[],{"type":17,"tag":68,"props":285687,"children":285689},{"id":285688},"step-6-summarize-a-recording-with-unified-genai",[285690],{"type":23,"value":285691},"Step 6: Summarize a Recording with Unified GenAI",{"type":17,"tag":29,"props":285693,"children":285694},{},[285695],{"type":23,"value":285696},"Now you can send the transcript and use AI through Unified's GenAI integration to summarize it.",{"type":17,"tag":6893,"props":285698,"children":285701},{"className":285699,"code":285700,"language":18718,"meta":7},[18716],"export async function summarizeRecording(connectionId: string, genaiConnectionId: string, recordingId: string) {\n  const recording = await getRecording(connectionId, recordingId);\n\n  // Use transcript if available, otherwise fallback to media or metadata\n const transcript =\nrecording.media?.[0]?.transcripts?.[0]?.text\n?? recording.media?.[0]?.transcript_download_url?? \"\";\n  if (!transcript) {\n    throw new Error(\"No transcript available for this recording.\");\n  }\n\n  const prompt = `Summarize the following meeting transcript:\\\\n\\\\n${transcript}`;\n\n  const result = await sdk.genai.createGenaiPrompt({\n    connectionId: genaiConnectionId,\n    prompt: {\n      messages: [{ role: \"USER\", content: prompt }],\n      maxTokens: 512,\n      temperature: 0.2,\n    },\n  });\n\n  return result.choices?.[0]?.message?.content || \"\";\n}\n",[285702],{"type":17,"tag":6121,"props":285703,"children":285704},{"__ignoreMap":7},[285705],{"type":23,"value":285700},{"type":17,"tag":29,"props":285707,"children":285708},{},[285709],{"type":17,"tag":48,"props":285710,"children":285711},{},[285712],{"type":23,"value":285713},"Optional: Turn this into a RAG pipeline",{"type":17,"tag":29,"props":285715,"children":285716},{},[285717,285719,285724,285725,285730,285731,285736],{"type":23,"value":285718},"If you want search, Q&A, or 'ask about any past meeting' features, store transcript chunks in your vector database. On each new or updated recording, fetch the transcript, chunk it, generate embeddings, and upsert them with identifiers like ",{"type":17,"tag":6121,"props":285720,"children":285722},{"className":285721},[],[285723],{"type":23,"value":25037},{"type":23,"value":11826},{"type":17,"tag":6121,"props":285726,"children":285728},{"className":285727},[],[285729],{"type":23,"value":271952},{"type":23,"value":12561},{"type":17,"tag":6121,"props":285732,"children":285734},{"className":285733},[],[285735],{"type":23,"value":25337},{"type":23,"value":285737},". 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roadmap.",{"title":7,"searchDepth":1629,"depth":1629,"links":287167},[287168,287169,287170,287175,287182,287187,287188,287189,287190,287191,287192],{"id":98762,"depth":1629,"text":98765},{"id":285922,"depth":1629,"text":285925},{"id":286078,"depth":1629,"text":286081,"children":287171},[287172,287173,287174],{"id":99034,"depth":1635,"text":286091},{"id":99073,"depth":1635,"text":286137},{"id":99122,"depth":1635,"text":286190},{"id":99166,"depth":1629,"text":99169,"children":287176},[287177,287178,287179,287180,287181],{"id":286238,"depth":1635,"text":286241},{"id":99242,"depth":1635,"text":99245},{"id":286359,"depth":1635,"text":286362},{"id":286441,"depth":1635,"text":286444},{"id":286511,"depth":1635,"text":286514},{"id":286554,"depth":1629,"text":286557,"children":287183},[287184,287185,287186],{"id":286560,"depth":1635,"text":286563},{"id":286584,"depth":1635,"text":286587},{"id":175814,"depth":1635,"text":286610},{"id":286636,"depth":1629,"text":286639},{"id":103278,"depth":1629,"text":103281},{"id":286899,"depth":1629,"text":286902},{"id":99634,"depth":1629,"text":99637},{"id":287041,"depth":1629,"text":287044},{"id":7672,"depth":1629,"text":7675},"content:blog:calendar_unified_apis_features_use_cases_and_how_to_choose_the_right_one.md","blog/calendar_unified_apis_features_use_cases_and_how_to_choose_the_right_one.md","blog/calendar_unified_apis_features_use_cases_and_how_to_choose_the_right_one",{"_path":287197,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":287198,"description":287199,"img":287200,"date":287201,"tag":6341,"body":287202,"_type":1677,"_id":287486,"_source":1679,"_file":287487,"_stem":287488,"_extension":1682},"/blog/how_to_build_a_fintech_application_with_unified_payments_api","How to Build a Fintech Application with Unified's Payments API","With Unified, you can build fin-tech products that work with your end customers payment providers. With a single integration you can connect payment processors...","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_build_a_fintech_application_with_unified_payments_api-icon.png","2025-09-09T00:00:00.000Z",{"type":14,"children":287203,"toc":287474},[287204,287209,287212,287220,287226,287231,287236,287241,287251,287254,287258,287283,287286,287290,287295,287304,287314,287323,287326,287330,287339,287342,287346,287351,287356,287362,287371,287374,287380,287389,287392,287398,287407,287410,287416,287425,287428,287434,287443,287446,287452,287457,287466,287469],{"type":17,"tag":18,"props":287205,"children":287207},{"id":287206},"how-to-build-a-fintech-application-with-unifieds-payments-api",[287208],{"type":23,"value":287198},{"type":17,"tag":25,"props":287210,"children":287211},{},[],{"type":17,"tag":29,"props":287213,"children":287214},{},[287215],{"type":17,"tag":33,"props":287216,"children":287217},{},[287218],{"type":23,"value":287219},"September 9, 2025",{"type":17,"tag":18,"props":287221,"children":287223},{"id":287222},"introduction",[287224],{"type":23,"value":287225},"Introduction",{"type":17,"tag":29,"props":287227,"children":287228},{},[287229],{"type":23,"value":287230},"With Unified, you can build fin-tech products that work with your end customers payment providers. With a single integration you can connect payment processors like Stripe, PayPal, GoCardless and more!",{"type":17,"tag":29,"props":287232,"children":287233},{},[287234],{"type":23,"value":287235},"You can do various things such as creating payments, generating payment links, manage payouts and even handle refunds - all without building custom connectors for each payment provider.",{"type":17,"tag":29,"props":287237,"children":287238},{},[287239],{"type":23,"value":287240},"In this guide, we will show you how to create and list payments as well as some related data. For the example we will be using Stripe, but this approach works for any of the payment integrations supported by Unified.",{"type":17,"tag":29,"props":287242,"children":287243},{},[287244],{"type":17,"tag":133,"props":287245,"children":287248},{"href":287246,"rel":287247},"https://docs.unified.to/payment/integrations",[214],[287249],{"type":23,"value":287250},"See the full list of supported payment integrations.",{"type":17,"tag":25,"props":287252,"children":287253},{},[],{"type":17,"tag":68,"props":287255,"children":287256},{"id":141798},[287257],{"type":23,"value":141801},{"type":17,"tag":80,"props":287259,"children":287260},{},[287261,287265,287270,287278],{"type":17,"tag":84,"props":287262,"children":287263},{},[287264],{"type":23,"value":276661},{"type":17,"tag":84,"props":287266,"children":287267},{},[287268],{"type":23,"value":287269},"Unified account with a payment integration enabled (e.g., Stripe)",{"type":17,"tag":84,"props":287271,"children":287272},{},[287273,287277],{"type":17,"tag":133,"props":287274,"children":287275},{"href":7691},[287276],{"type":23,"value":7806},{"type":23,"value":199699},{"type":17,"tag":84,"props":287279,"children":287280},{},[287281],{"type":23,"value":287282},"Your customer's payment processor connection ID",{"type":17,"tag":25,"props":287284,"children":287285},{},[],{"type":17,"tag":68,"props":287287,"children":287288},{"id":276695},[287289],{"type":23,"value":276698},{"type":17,"tag":29,"props":287291,"children":287292},{},[287293],{"type":23,"value":287294},"Set up your dependencies",{"type":17,"tag":6893,"props":287296,"children":287299},{"className":287297,"code":287298,"language":48432,"meta":7},[48430],"mkdir payments-demo\ncd payments-demo\nnpm init -y\nnpm install @unified-api/typescript-sdk dotenv\n",[287300],{"type":17,"tag":6121,"props":287301,"children":287302},{"__ignoreMap":7},[287303],{"type":23,"value":287298},{"type":17,"tag":29,"props":287305,"children":287306},{},[287307,287308,287313],{"type":23,"value":276717},{"type":17,"tag":6121,"props":287309,"children":287311},{"className":287310},[],[287312],{"type":23,"value":211221},{"type":23,"value":20456},{"type":17,"tag":6893,"props":287315,"children":287318},{"className":287316,"code":287317,"language":20901,"meta":23},[20899],"UNIFIED_API_KEY=your_unified_api_key\nCONNECTION_STRIPE=your_customer_stripe_connection_id\n",[287319],{"type":17,"tag":6121,"props":287320,"children":287321},{"__ignoreMap":7},[287322],{"type":23,"value":287317},{"type":17,"tag":25,"props":287324,"children":287325},{},[],{"type":17,"tag":68,"props":287327,"children":287328},{"id":211235},[287329],{"type":23,"value":211238},{"type":17,"tag":6893,"props":287331,"children":287334},{"className":287332,"code":287333,"language":18718,"meta":7},[18716],"import 'dotenv/config';\nimport { UnifiedTo } from '@unified-api/typescript-sdk';\n\nconst { UNIFIED_API_KEY, CONNECTION_STRIPE } = process.env;\n\nconst sdk = new UnifiedTo({\n  security: { jwt: UNIFIED_API_KEY! },\n});\n",[287335],{"type":17,"tag":6121,"props":287336,"children":287337},{"__ignoreMap":7},[287338],{"type":23,"value":287333},{"type":17,"tag":25,"props":287340,"children":287341},{},[],{"type":17,"tag":68,"props":287343,"children":287344},{"id":276756},[287345],{"type":23,"value":276759},{"type":17,"tag":29,"props":287347,"children":287348},{},[287349],{"type":23,"value":287350},"Before you can list payments, your customer must authorize your app to access their payment provider via Unified's embedded auth flow.",{"type":17,"tag":29,"props":287352,"children":287353},{},[287354],{"type":23,"value":287355},"Once authorized, you'll receive a connection ID for each integrations.",{"type":17,"tag":68,"props":287357,"children":287359},{"id":287358},"step-4-listing-payments",[287360],{"type":23,"value":287361},"Step 4: Listing Payments",{"type":17,"tag":6893,"props":287363,"children":287366},{"className":287364,"code":287365,"language":18718,"meta":7},[18716],"export async function listPayments(connectionId: string) {\n  const payments = await sdk.payment.listPaymentPayments({\n    connectionId,\n    limit: 10,\n  });\n  return payments; // PaymentPayment[]\n}\n",[287367],{"type":17,"tag":6121,"props":287368,"children":287369},{"__ignoreMap":7},[287370],{"type":23,"value":287365},{"type":17,"tag":25,"props":287372,"children":287373},{},[],{"type":17,"tag":68,"props":287375,"children":287377},{"id":287376},"step-5-creating-a-payment-link",[287378],{"type":23,"value":287379},"Step 5: Creating a Payment Link",{"type":17,"tag":6893,"props":287381,"children":287384},{"className":287382,"code":287383,"language":18718,"meta":7},[18716],"export async function createPaymentLink(connectionId: string, amount: number, currency: string) {\n  const link = await sdk.link.createPaymentLink({\n    connectionId,\n    paymentLink: {\n      amount,\n      currency,\n      isActive: true,\n      successUrl: \"\u003Chttps://example.com/success>\",\n      // Stripe typically requires line items on links\n      lineitems: [\n        {\n          itemName: \"Order #123\",\n          unitAmount: amount,\n          unitQuantity: 1,\n          itemSku: \"SKU-123\",\n        },\n      ],\n    },\n  });\n  return link; // PaymentLink\n}\n",[287385],{"type":17,"tag":6121,"props":287386,"children":287387},{"__ignoreMap":7},[287388],{"type":23,"value":287383},{"type":17,"tag":25,"props":287390,"children":287391},{},[],{"type":17,"tag":68,"props":287393,"children":287395},{"id":287394},"step-6-listing-refunds",[287396],{"type":23,"value":287397},"Step 6: Listing Refunds",{"type":17,"tag":6893,"props":287399,"children":287402},{"className":287400,"code":287401,"language":18718,"meta":7},[18716],"export async function listRefunds(connectionId: string) {\n  const refunds = await sdk.refund.listPaymentRefunds({\n    connectionId,\n    limit: 10,\n  });\n  return refunds; // PaymentRefund[]\n}\n",[287403],{"type":17,"tag":6121,"props":287404,"children":287405},{"__ignoreMap":7},[287406],{"type":23,"value":287401},{"type":17,"tag":25,"props":287408,"children":287409},{},[],{"type":17,"tag":68,"props":287411,"children":287413},{"id":287412},"step-7-listing-payouts",[287414],{"type":23,"value":287415},"Step 7: Listing Payouts",{"type":17,"tag":6893,"props":287417,"children":287420},{"className":287418,"code":287419,"language":18718,"meta":7},[18716],"export async function listPayouts(connectionId: string) {\n  const payouts = await sdk.payout.listPaymentPayouts({\n    connectionId,\n    limit: 10,\n  });\n  return payouts; // PaymentPayout[]\n}\n",[287421],{"type":17,"tag":6121,"props":287422,"children":287423},{"__ignoreMap":7},[287424],{"type":23,"value":287419},{"type":17,"tag":25,"props":287426,"children":287427},{},[],{"type":17,"tag":68,"props":287429,"children":287431},{"id":287430},"step-8-listing-subscriptions",[287432],{"type":23,"value":287433},"Step 8: Listing Subscriptions",{"type":17,"tag":6893,"props":287435,"children":287438},{"className":287436,"code":287437,"language":18718,"meta":7},[18716],"export async function listSubscriptions(connectionId: string) {\n  const subs = await sdk.subscription.listPaymentSubscriptions({\n    connectionId,\n    limit: 10,\n  });\n  return subs; // PaymentSubscription[]\n}\n",[287439],{"type":17,"tag":6121,"props":287440,"children":287441},{"__ignoreMap":7},[287442],{"type":23,"value":287437},{"type":17,"tag":25,"props":287444,"children":287445},{},[],{"type":17,"tag":68,"props":287447,"children":287449},{"id":287448},"step-9-example-usage",[287450],{"type":23,"value":287451},"Step 9: Example Usage",{"type":17,"tag":29,"props":287453,"children":287454},{},[287455],{"type":23,"value":287456},"Here's how you might use these functions in your payment workflow:",{"type":17,"tag":6893,"props":287458,"children":287461},{"className":287459,"code":287460,"language":18718,"meta":7},[18716],"async function main() {\n  // 1. Create a payment\n  const payment = await createPayment(CONNECTION_STRIPE!, 1000, \"USD\");\n\n  // 2. List payments\n  const payments = await listPayments(CONNECTION_STRIPE!);\n\n  // 3. Create a payment link\n  const link = await createPaymentLink(CONNECTION_STRIPE!, 1000, \"USD\");\n\n  // 4. List links\n  const links = await sdk.link.listPaymentLinks({ connectionId: CONNECTION_STRIPE!, limit: 10 });\n\n  // 5. List refunds\n  const refunds = await listRefunds(CONNECTION_STRIPE!);\n\n  // 6. List payouts\n  const payouts = await listPayouts(CONNECTION_STRIPE!);\n\n  // 7. List subscriptions (creation may not be implemented for some providers)\n  const subscriptions = await listSubscriptions(CONNECTION_STRIPE!);\n\n  console.log(\"Payment:\", payment);\n  console.log(\"Payments count:\", payments.length);\n  console.log(\"Payment Link URL:\", link.url);\n  console.log(\"Links count:\", links.length);\n  console.log(\"Refunds count:\", refunds.length);\n  console.log(\"Payouts count:\", payouts.length);\n  console.log(\"Subscriptions count:\", subscriptions.length);\n}\n\nmain();\n",[287462],{"type":17,"tag":6121,"props":287463,"children":287464},{"__ignoreMap":7},[287465],{"type":23,"value":287460},{"type":17,"tag":25,"props":287467,"children":287468},{},[],{"type":17,"tag":29,"props":287470,"children":287471},{},[287472],{"type":23,"value":287473},"Happy building! 🎉",{"title":7,"searchDepth":1629,"depth":1629,"links":287475},[287476,287477,287478,287479,287480,287481,287482,287483,287484,287485],{"id":141798,"depth":1629,"text":141801},{"id":276695,"depth":1629,"text":276698},{"id":211235,"depth":1629,"text":211238},{"id":276756,"depth":1629,"text":276759},{"id":287358,"depth":1629,"text":287361},{"id":287376,"depth":1629,"text":287379},{"id":287394,"depth":1629,"text":287397},{"id":287412,"depth":1629,"text":287415},{"id":287430,"depth":1629,"text":287433},{"id":287448,"depth":1629,"text":287451},"content:blog:how_to_build_a_fintech_application_with_unified_payments_api.md","blog/how_to_build_a_fintech_application_with_unified_payments_api.md","blog/how_to_build_a_fintech_application_with_unified_payments_api",{"_path":287490,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":287491,"description":287492,"img":287493,"date":287494,"tag":12,"body":287495,"_type":1677,"_id":287893,"_source":1679,"_file":287894,"_stem":287895,"_extension":1682},"/blog/august_2025_product_updates","August 2025 product updates","Last month, we launched new integrations across HR, ticketing, CRM, and LMS; 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'dotenv/config';\n\nimport { UnifiedTo } from '@unified-api/typescript-sdk';\n\nconst { \n    UNIFIED_API_KEY, \n    CONNECTION_SHOPIFY, \n    CONNECTION_GENAI \n} = process.env;\n\nconst sdk = new UnifiedTo({\n    security: { jwt: UNIFIED_API_KEY! },\n});\n",[288021],{"type":17,"tag":6121,"props":288022,"children":288023},{"__ignoreMap":7},[288024],{"type":23,"value":288019},{"type":17,"tag":25,"props":288026,"children":288027},{},[],{"type":17,"tag":68,"props":288029,"children":288030},{"id":276756},[288031],{"type":23,"value":276759},{"type":17,"tag":29,"props":288033,"children":288034},{},[288035],{"type":23,"value":288036},"Before you can create or list products, your customer must authorize your app to access their e-commerce store via Unified's  authentication flow.",{"type":17,"tag":29,"props":288038,"children":288039},{},[288040,288041,288045],{"type":23,"value":276769},{"type":17,"tag":48,"props":288042,"children":288043},{},[288044],{"type":23,"value":195321},{"type":23,"value":288046}," for that customer's integration (e.g., Shopify).",{"type":17,"tag":29,"props":288048,"children":288049},{},[288050],{"type":23,"value":288051},"Store this connection ID securely as shown above and use it in all API calls for that customer.",{"type":17,"tag":29,"props":288053,"children":288054},{},[288055,288056,288062],{"type":23,"value":122275},{"type":17,"tag":133,"props":288057,"children":288059},{"href":19380,"rel":288058},[214],[288060],{"type":23,"value":288061},"full list of supported integrations",{"type":23,"value":54},{"type":17,"tag":25,"props":288064,"children":288065},{},[],{"type":17,"tag":68,"props":288067,"children":288069},{"id":288068},"step-4-generate-a-product-image-from-description-with-genai",[288070],{"type":23,"value":288071},"Step 4: Generate a Product Image from Description (with GenAI)",{"type":17,"tag":29,"props":288073,"children":288074},{},[288075],{"type":23,"value":288076},"You can use Unified GenAI to generate a product image based on the product description.",{"type":17,"tag":6893,"props":288078,"children":288081},{"className":288079,"code":288080,"language":18718,"meta":7},[18716],"export async function generateProductImage(description: string) {\n    const prompt = `Generate a high-quality product image for the following product description: ${description}`;\n\n    const result = await sdk.genai.createGenaiPrompt({\n        connectionId: CONNECTION_GENAI!,\n        prompt: {\n            messages: [{ role: \"USER\", content: prompt }],\n            maxTokens: 1024,\n            temperature: 0.7,\n            responseFormat: \"image_url\", // or whatever the GenAI API expects for image output\n        },\n    });\n\n    return result.choices?.[0]?.message?.content || \"\";\n}\n",[288082],{"type":17,"tag":6121,"props":288083,"children":288084},{"__ignoreMap":7},[288085],{"type":23,"value":288080},{"type":17,"tag":29,"props":288087,"children":288088},{},[288089],{"type":17,"tag":33,"props":288090,"children":288091},{},[288092],{"type":23,"value":288093},"Explanation:",{"type":17,"tag":80,"props":288095,"children":288096},{},[288097,288102],{"type":17,"tag":84,"props":288098,"children":288099},{},[288100],{"type":23,"value":288101},"This function sends the product description to Unified GenAI and gets back an image URL.",{"type":17,"tag":84,"props":288103,"children":288104},{},[288105],{"type":23,"value":288106},"You can use this image URL when creating the product in Shopify (or any other e-commerce platform).",{"type":17,"tag":25,"props":288108,"children":288109},{},[],{"type":17,"tag":68,"props":288111,"children":288113},{"id":288112},"step-5-create-a-product-with-ai-generated-image",[288114],{"type":23,"value":288115},"Step 5: Create a Product (with AI-generated Image)",{"type":17,"tag":29,"props":288117,"children":288118},{},[288119],{"type":23,"value":288120},"Here's how to create a product in Shopify, using the generated image.",{"type":17,"tag":6893,"props":288122,"children":288125},{"className":288123,"code":288124,"language":18718,"meta":7},[18716],"export async function createProduct(connectionId: string, name: string, description: string, price: number) {\n\n    // 1. Generate product image\n    const imageUrl = await generateProductImage(description);\n\n    // 2. Create the product\n    const createProductResult = await sdk.commerce.createCommerceItem({\n        connectionId,\n        commerceItem: {\n            name,\n            description,\n            price,\n            media: imageUrl ? [{ url: imageUrl }] : [],\n            isActive: true,\n            // Add any other fields as needed (e.g., tags, variants, metadata)\n        },\n    });\n\n    return createProductResult; // commerceItem\n}\n",[288126],{"type":17,"tag":6121,"props":288127,"children":288128},{"__ignoreMap":7},[288129],{"type":23,"value":288124},{"type":17,"tag":29,"props":288131,"children":288132},{},[288133],{"type":17,"tag":33,"props":288134,"children":288135},{},[288136],{"type":23,"value":288093},{"type":17,"tag":80,"props":288138,"children":288139},{},[288140,288145],{"type":17,"tag":84,"props":288141,"children":288142},{},[288143],{"type":23,"value":288144},"Generates an image from the description.",{"type":17,"tag":84,"props":288146,"children":288147},{},[288148],{"type":23,"value":288149},"Creates a product in Shopify (or any Unified-supported e-commerce platform) with the image and other details.",{"type":17,"tag":25,"props":288151,"children":288152},{},[],{"type":17,"tag":68,"props":288154,"children":288156},{"id":288155},"step-6-list-products",[288157],{"type":23,"value":288158},"Step 6: List Products",{"type":17,"tag":29,"props":288160,"children":288161},{},[288162],{"type":23,"value":288163},"You can list all products for a customer's e-commerce connection:",{"type":17,"tag":6893,"props":288165,"children":288168},{"className":288166,"code":288167,"language":18718,"meta":7},[18716],"export async function listProducts(connectionId: string) {\n\n    const productsResult = await sdk.commerce.listCommerceItems({\n        connectionId,\n        limit: 10,\n    });\n\n    return productsResult; // commerceItem[]\n}\n",[288169],{"type":17,"tag":6121,"props":288170,"children":288171},{"__ignoreMap":7},[288172],{"type":23,"value":288167},{"type":17,"tag":29,"props":288174,"children":288175},{},[288176],{"type":17,"tag":33,"props":288177,"children":288178},{},[288179],{"type":23,"value":288093},{"type":17,"tag":80,"props":288181,"children":288182},{},[288183,288188],{"type":17,"tag":84,"props":288184,"children":288185},{},[288186],{"type":23,"value":288187},"Fetches the first 10 products for the customer's store.",{"type":17,"tag":84,"props":288189,"children":288190},{},[288191],{"type":23,"value":288192},"You can filter, paginate, or sort as needed.",{"type":17,"tag":25,"props":288194,"children":288195},{},[],{"type":17,"tag":68,"props":288197,"children":288198},{"id":285743},[288199],{"type":23,"value":285746},{"type":17,"tag":29,"props":288201,"children":288202},{},[288203],{"type":23,"value":288204},"Here's how you might use these functions in your product workflow:",{"type":17,"tag":6893,"props":288206,"children":288209},{"className":288207,"code":288208,"language":18718,"meta":7},[18716],"async function main() {\n    const name = \"AI-Generated T-Shirt\";\n\n    const description = \"A stylish t-shirt with a unique, AI-generated design.\";\n\n    const price = 29.99;\n\n    // 1. Create the product with an AI-generated image\n    const product = await createProduct(CONNECTION_SHOPIFY!, name, description, price);\n\n    // 2. List products\n    const products = await listProducts(CONNECTION_SHOPIFY!);\n\n    console.log(\"Created product:\", product);\n    console.log(\"All products:\", products);\n}\n\nmain();\n",[288210],{"type":17,"tag":6121,"props":288211,"children":288212},{"__ignoreMap":7},[288213],{"type":23,"value":288208},{"type":17,"tag":25,"props":288215,"children":288216},{},[],{"title":7,"searchDepth":1629,"depth":1629,"links":288218},[288219,288220,288221,288222,288223,288224,288225,288226],{"id":287940,"depth":1629,"text":287943},{"id":276695,"depth":1629,"text":276698},{"id":211235,"depth":1629,"text":211238},{"id":276756,"depth":1629,"text":276759},{"id":288068,"depth":1629,"text":288071},{"id":288112,"depth":1629,"text":288115},{"id":288155,"depth":1629,"text":288158},{"id":285743,"depth":1629,"text":285746},"content:blog:how_to_build_an_e_commerce_product_integration_with_unified.md","blog/how_to_build_an_e_commerce_product_integration_with_unified.md","blog/how_to_build_an_e_commerce_product_integration_with_unified",{"_path":288231,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":288232,"description":288233,"img":288234,"date":288235,"tag":6341,"body":288236,"_type":1677,"_id":288978,"_source":1679,"_file":288979,"_stem":288980,"_extension":1682},"/blog/how_to_set_up_a_custom_api_url","How to set up a custom API URL","This guide will walk you through the process of setting up a custom CNAME (subdomain) for your Unified API workspace. This allows you to use your own domain...","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_set_up_a_custom_api_url-icon.webp","2025-09-05T00:00:00.000Z",{"type":14,"children":288237,"toc":288954},[288238,288243,288246,288254,288278,288286,288290,288308,288314,288319,288349,288355,288477,288483,288488,288511,288517,288522,288577,288583,288593,288599,288618,288626,288631,288640,288646,288688,288692,288698,288739,288744,288762,288768,288786,288790,288794,288880,288886,288897,288903,288912,288918,288927,288933,288942,288945],{"type":17,"tag":18,"props":288239,"children":288241},{"id":288240},"how-to-set-up-a-custom-api-url",[288242],{"type":23,"value":288232},{"type":17,"tag":25,"props":288244,"children":288245},{},[],{"type":17,"tag":29,"props":288247,"children":288248},{},[288249],{"type":17,"tag":33,"props":288250,"children":288251},{},[288252],{"type":23,"value":288253},"September 5, 2025",{"type":17,"tag":29,"props":288255,"children":288256},{},[288257,288259,288263,288265,288270,288272,288276],{"type":23,"value":288258},"This guide will walk you through the process of setting up a custom CNAME (subdomain) for your ",{"type":17,"tag":133,"props":288260,"children":288261},{"href":7691},[288262],{"type":23,"value":7806},{"type":23,"value":288264}," workspace. This allows you to use your own domain instead of the default ",{"type":17,"tag":6121,"props":288266,"children":288268},{"className":288267},[],[288269],{"type":23,"value":106694},{"type":23,"value":288271}," domain for all API calls and ",{"type":17,"tag":133,"props":288273,"children":288274},{"href":779},[288275],{"type":23,"value":782},{"type":23,"value":288277}," flows.",{"type":17,"tag":3414,"props":288279,"children":288280},{},[288281],{"type":17,"tag":29,"props":288282,"children":288283},{},[288284],{"type":23,"value":288285},"💡 This is mandatory when using Sensitive scopes in any of the Google integrations, doing this will allow the Google verification to pass.",{"type":17,"tag":68,"props":288287,"children":288288},{"id":141798},[288289],{"type":23,"value":141801},{"type":17,"tag":80,"props":288291,"children":288292},{},[288293,288298,288303],{"type":17,"tag":84,"props":288294,"children":288295},{},[288296],{"type":23,"value":288297},"You must have a paid Unified plan (custom domains are not available on the free/test plan)",{"type":17,"tag":84,"props":288299,"children":288300},{},[288301],{"type":23,"value":288302},"Access to your domain's DNS management console",{"type":17,"tag":84,"props":288304,"children":288305},{},[288306],{"type":23,"value":288307},"Admin access to your Unified workspace",{"type":17,"tag":68,"props":288309,"children":288311},{"id":288310},"step-1-choose-your-custom-subdomain",[288312],{"type":23,"value":288313},"Step 1: Choose Your Custom Subdomain",{"type":17,"tag":29,"props":288315,"children":288316},{},[288317],{"type":23,"value":288318},"Decide on a subdomain you want to use. For example:",{"type":17,"tag":80,"props":288320,"children":288321},{},[288322,288331,288340],{"type":17,"tag":84,"props":288323,"children":288324},{},[288325],{"type":17,"tag":6121,"props":288326,"children":288328},{"className":288327},[],[288329],{"type":23,"value":288330},"api.yourcompany.com",{"type":17,"tag":84,"props":288332,"children":288333},{},[288334],{"type":17,"tag":6121,"props":288335,"children":288337},{"className":288336},[],[288338],{"type":23,"value":288339},"unified-api.yourcompany.com",{"type":17,"tag":84,"props":288341,"children":288342},{},[288343],{"type":17,"tag":6121,"props":288344,"children":288346},{"className":288345},[],[288347],{"type":23,"value":288348},"integrations.yourcompany.com",{"type":17,"tag":68,"props":288350,"children":288352},{"id":288351},"step-2-configure-dns-cname-record",[288353],{"type":23,"value":288354},"Step 2: Configure DNS CNAME Record",{"type":17,"tag":6154,"props":288356,"children":288357},{},[288358,288368,288378,288469],{"type":17,"tag":84,"props":288359,"children":288360},{},[288361,288366],{"type":17,"tag":48,"props":288362,"children":288363},{},[288364],{"type":23,"value":288365},"Log into your domain registrar or DNS provider",{"type":23,"value":288367}," (e.g., Cloudflare, GoDaddy, Namecheap, AWS Route 53)",{"type":17,"tag":84,"props":288369,"children":288370},{},[288371,288376],{"type":17,"tag":48,"props":288372,"children":288373},{},[288374],{"type":23,"value":288375},"Navigate to DNS management",{"type":23,"value":288377}," for your domain",{"type":17,"tag":84,"props":288379,"children":288380},{},[288381,288386,288388],{"type":17,"tag":48,"props":288382,"children":288383},{},[288384],{"type":23,"value":288385},"Add a new CNAME record",{"type":23,"value":288387}," with the following settings:\n",{"type":17,"tag":80,"props":288389,"children":288390},{},[288391,288400,288423,288449,288459],{"type":17,"tag":84,"props":288392,"children":288393},{},[288394,288398],{"type":17,"tag":48,"props":288395,"children":288396},{},[288397],{"type":23,"value":47948},{"type":23,"value":288399},": CNAME",{"type":17,"tag":84,"props":288401,"children":288402},{},[288403,288408,288410,288415,288416,288422],{"type":17,"tag":48,"props":288404,"children":288405},{},[288406],{"type":23,"value":288407},"Name",{"type":23,"value":288409},": Your chosen subdomain (e.g., ",{"type":17,"tag":6121,"props":288411,"children":288413},{"className":288412},[],[288414],{"type":23,"value":144906},{"type":23,"value":75890},{"type":17,"tag":6121,"props":288417,"children":288419},{"className":288418},[],[288420],{"type":23,"value":288421},"unified-api",{"type":23,"value":12034},{"type":17,"tag":84,"props":288424,"children":288425},{},[288426,288431,288433,288440,288442],{"type":17,"tag":48,"props":288427,"children":288428},{},[288429],{"type":23,"value":288430},"Value/Target",{"type":23,"value":288432},":\nUS: ",{"type":17,"tag":133,"props":288434,"children":288437},{"href":288435,"rel":288436},"http://unified-domains-us-7d67c6f04efebb36.elb.us-east-1.amazonaws.com/",[214],[288438],{"type":23,"value":288439},"unified-domains-us-7d67c6f04efebb36.elb.us-east-1.amazonaws.com",{"type":23,"value":288441},"\nEU: ",{"type":17,"tag":133,"props":288443,"children":288446},{"href":288444,"rel":288445},"http://unified-domains-eu-a0f8a17b303a3c06.elb.eu-central-1.amazonaws.com/",[214],[288447],{"type":23,"value":288448},"unified-domains-eu-a0f8a17b303a3c06.elb.eu-central-1.amazonaws.com",{"type":17,"tag":84,"props":288450,"children":288451},{},[288452,288457],{"type":17,"tag":48,"props":288453,"children":288454},{},[288455],{"type":23,"value":288456},"TTL",{"type":23,"value":288458},": 3600 (or default)",{"type":17,"tag":84,"props":288460,"children":288461},{},[288462,288467],{"type":17,"tag":48,"props":288463,"children":288464},{},[288465],{"type":23,"value":288466},"Proxy status",{"type":23,"value":288468},": Disabled (if using Cloudflare)",{"type":17,"tag":84,"props":288470,"children":288471},{},[288472],{"type":17,"tag":48,"props":288473,"children":288474},{},[288475],{"type":23,"value":288476},"Save the CNAME record",{"type":17,"tag":68,"props":288478,"children":288480},{"id":288479},"step-3-wait-for-dns-propagation",[288481],{"type":23,"value":288482},"Step 3: Wait for DNS Propagation",{"type":17,"tag":29,"props":288484,"children":288485},{},[288486],{"type":23,"value":288487},"DNS changes can take anywhere from a few minutes to 48 hours to propagate globally. You can check propagation using tools like:",{"type":17,"tag":80,"props":288489,"children":288490},{},[288491,288501],{"type":17,"tag":84,"props":288492,"children":288493},{},[288494],{"type":17,"tag":133,"props":288495,"children":288498},{"href":288496,"rel":288497},"https://whatsmydns.net/",[214],[288499],{"type":23,"value":288500},"whatsmydns.net",{"type":17,"tag":84,"props":288502,"children":288503},{},[288504],{"type":17,"tag":133,"props":288505,"children":288508},{"href":288506,"rel":288507},"https://dnschecker.org/",[214],[288509],{"type":23,"value":288510},"dnschecker.org",{"type":17,"tag":68,"props":288512,"children":288514},{"id":288513},"step-4-contact-unified-support",[288515],{"type":23,"value":288516},"Step 4: Contact Unified Support",{"type":17,"tag":29,"props":288518,"children":288519},{},[288520],{"type":23,"value":288521},"Once your CNAME is configured and propagated:",{"type":17,"tag":6154,"props":288523,"children":288524},{},[288525,288535,288567],{"type":17,"tag":84,"props":288526,"children":288527},{},[288528,288533],{"type":17,"tag":48,"props":288529,"children":288530},{},[288531],{"type":23,"value":288532},"Contact Unified Support",{"type":23,"value":288534}," through your preferred channel",{"type":17,"tag":84,"props":288536,"children":288537},{},[288538,288543,288544],{"type":17,"tag":48,"props":288539,"children":288540},{},[288541],{"type":23,"value":288542},"Provide the following information",{"type":23,"value":282122},{"type":17,"tag":80,"props":288545,"children":288546},{},[288547,288552,288557],{"type":17,"tag":84,"props":288548,"children":288549},{},[288550],{"type":23,"value":288551},"Your workspace name/ID",{"type":17,"tag":84,"props":288553,"children":288554},{},[288555],{"type":23,"value":288556},"The custom subdomain you want to 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from:",{"type":17,"tag":6893,"props":288619,"children":288621},{"className":288620,"code":71416,"language":20901,"meta":23},[20899],[288622],{"type":17,"tag":6121,"props":288623,"children":288624},{"__ignoreMap":7},[288625],{"type":23,"value":71416},{"type":17,"tag":29,"props":288627,"children":288628},{},[288629],{"type":23,"value":288630},"to:",{"type":17,"tag":6893,"props":288632,"children":288635},{"className":288633,"code":288634,"language":20901,"meta":23},[20899],"https://your-custom-domain.com/oauth/code\n",[288636],{"type":17,"tag":6121,"props":288637,"children":288638},{"__ignoreMap":7},[288639],{"type":23,"value":288634},{"type":17,"tag":68,"props":288641,"children":288643},{"id":288642},"step-6-verify-the-setup",[288644],{"type":23,"value":288645},"Step 6: Verify the 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where your unified account was created\nconst dc = 'us';\n// Optional: list of specific tools that you want to use\nconst toolIds = ['get_messaging_message','list_messaging_message']\n\nconst params = new URLSearchParams({\n    token: process.env.UNIFIED_API_KEY || '',\n    connection,\n    dc,\n    include_external_tools: includeExternal ? 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The Unified MCP URL with your token\n    }],\n    tool_choice=\"auto\"\n)\n\nprint(response.choices[0].message.content)\n",[291825],{"type":17,"tag":6121,"props":291826,"children":291827},{"__ignoreMap":7},[291828],{"type":23,"value":291823},{"type":17,"tag":29,"props":291830,"children":291831},{},[291832,291834,291838],{"type":23,"value":291833},"No backend glue code required—OpenAI orchestrates the tool calls via ",{"type":17,"tag":133,"props":291835,"children":291836},{"href":326},[291837],{"type":23,"value":45418},{"type":23,"value":54},{"type":17,"tag":68,"props":291840,"children":291841},{"id":291105},[291842],{"type":23,"value":291108},{"type":17,"tag":29,"props":291844,"children":291845},{},[291846],{"type":23,"value":291847},"Unified.to MCP gives you granular control over how tools are exposed to OpenAI:",{"type":17,"tag":80,"props":291849,"children":291850},{},[291851,291860,291869,291879,291888],{"type":17,"tag":84,"props":291852,"children":291853},{},[291854,291859],{"type":17,"tag":6121,"props":291855,"children":291857},{"className":291856},[],[291858],{"type":23,"value":24204},{"type":23,"value":290645},{"type":17,"tag":84,"props":291861,"children":291862},{},[291863,291868],{"type":17,"tag":6121,"props":291864,"children":291866},{"className":291865},[],[291867],{"type":23,"value":131599},{"type":23,"value":290655},{"type":17,"tag":84,"props":291870,"children":291871},{},[291872,291877],{"type":17,"tag":6121,"props":291873,"children":291875},{"className":291874},[],[291876],{"type":23,"value":240884},{"type":23,"value":291878}," → add synonyms so OpenAI better matches tool names.",{"type":17,"tag":84,"props":291880,"children":291881},{},[291882,291887],{"type":17,"tag":6121,"props":291883,"children":291885},{"className":291884},[],[291886],{"type":23,"value":141531},{"type":23,"value":290675},{"type":17,"tag":84,"props":291889,"children":291890},{},[291891,291896],{"type":17,"tag":6121,"props":291892,"children":291894},{"className":291893},[],[291895],{"type":23,"value":142274},{"type":23,"value":290685},{"type":17,"tag":29,"props":291898,"children":291899},{},[291900],{"type":23,"value":291901},"These options help you keep OpenAI outputs predictable and secure in production-grade workflows.",{"type":17,"tag":239,"props":291903,"children":291904},{"id":290693},[291905],{"type":23,"value":290696},{"type":17,"tag":6893,"props":291907,"children":291910},{"className":291908,"code":291909,"language":6898,"meta":7},[6896],"import OpenAI from 'openai';\n\nimport Anthropic from '@anthropic-ai/sdk';\n// OpenAI model version\nconst modelVersion = 'latest';\n// Unified connection Id that you want to have the mcp to use tools for\nconst connection = 'UNIFIED_CONNECTION_ID';\n // location from where your unified account was created\nconst dc = 'us';\n// Optional: list of specific tools that you want to use\nconst toolIds = ['get_messaging_message','list_messaging_message']\n\nconst openai = new OpenAI({\n    apiKey: process.env.OPENAI_API_KEY || '',\n});\nconst params = new URLSearchParams({\n    token: process.env.UNIFIED_API_KEY || '',\n    type: 'openai',\n    dc,\n    connection,\n    include_external_tools: includeExternal ? 'true' : 'false',\n});\n\nif (toolIds.length > 0) {\n    params.append('tools', toolIds.join(','));\n}\n\nconst serverUrl = `${process.env.UNIFIED_MCP_URL}/sse?${params.toString()}`;\n\n\nlet latestModel;\nif (modelVersion === 'latest') {\n    // get the latest model from open ai\n    const models = await openai.models.list();\n    latestModel = models.data[0].id;\n} else {\n    latestModel = modelVersion;\n}\n\nconst completion = await openai.responses.create({\n    model: latestModel,\n    tools: [\n        {\n            type: 'mcp',\n            server_label: 'unifiedMCP',\n            server_url: serverUrl, // change url as needed\n            require_approval: 'never',\n        },\n    ],\n    instructions: `You are a helpful assistant`,\n    input: message,\n});\n\nfor await (const chunk of completion.output) {\n    console.log('chunk', chunk);\n    console.log(JSON.stringify(chunk, null, 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Management Systems Unified APIs: Features, Use Cases, and Options","Enterprise knowledge lives everywhere, Confluence wikis, Notion pages, Guru cards, ServiceNow articles, Freshdesk solutions, Helpscout docs, and 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knowledge lives everywhere: Confluence wikis, Notion pages, Guru cards, ServiceNow articles, Freshdesk solutions, Helpscout docs, and countless other sources.",{"type":17,"tag":29,"props":292058,"children":292059},{},[292060],{"type":23,"value":292061},"For product managers and engineers, this fragmentation creates a predictable set of problems:",{"type":17,"tag":80,"props":292063,"children":292064},{},[292065,292070,292075],{"type":17,"tag":84,"props":292066,"children":292067},{},[292068],{"type":23,"value":292069},"Customers demand integrations with multiple knowledge systems.",{"type":17,"tag":84,"props":292071,"children":292072},{},[292073],{"type":23,"value":292074},"AI copilots and enterprise search workflows break without unified data access.",{"type":17,"tag":84,"props":292076,"children":292077},{},[292078,292080,292084],{"type":23,"value":292079},"Embedding pipelines and ",{"type":17,"tag":133,"props":292081,"children":292082},{"href":5201},[292083],{"type":23,"value":5204},{"type":23,"value":292085}," systems require real-time data freshness — stale content leads to wrong answers.",{"type":17,"tag":29,"props":292087,"children":292088},{},[292089,292091,292100],{"type":23,"value":292090},"That's where ",{"type":17,"tag":133,"props":292092,"children":292094},{"href":23930,"rel":292093},[214],[292095],{"type":17,"tag":48,"props":292096,"children":292097},{},[292098],{"type":23,"value":292099},"KMS unified APIs",{"type":23,"value":292101}," come in. Instead of building brittle, one-off connectors for each platform, you connect once to a provider's API and gain access to multiple knowledge base systems through a normalized schema.",{"type":17,"tag":29,"props":292103,"children":292104},{},[292105],{"type":23,"value":292106},"But not all KMS APIs are created equal. Some focus on real-time delivery; others on normalization and compliance. 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ID.",{"type":17,"tag":29,"props":297088,"children":297089},{},[297090],{"type":17,"tag":33,"props":297091,"children":297092},{},[297093],{"type":23,"value":19878},{"type":17,"tag":6893,"props":297095,"children":297098},{"className":297096,"code":297097,"language":20901,"meta":23},[20899],"\u003Chttps://mcp-api.unified.to/mcp?token=>\u003CYOUR_API_KEY>&connection=\u003CCONNECTION_ID>\n```\n\n\n_Note: Do not expose this token publicly._\n\n\n## Building the application with an LLM API and MCP\n\n\nIf your application is using an LLM API that supports MCP (like OpenAI), you can use the [`mcp-use`](https://github.com/mcp-use/mcp-use) Python package to connect to Unified MCP and access your customer's data and actions.\n\n\n### Dependencies\n\n\nThe full list of dependencies and setup you need to do to get things running.\n\n\n```bash\nmkdir unified-mcp-client\ncd unified-mcp-client\npython -m venv .venv\nsource .venv/bin/activate\npip install mcp-use python-dotenv requests openai\ntouch client.py\n",[297099],{"type":17,"tag":6121,"props":297100,"children":297101},{"__ignoreMap":7},[297102],{"type":23,"value":297097},{"type":17,"tag":239,"props":297104,"children":297106},{"id":297105},"setting-up-your-secrets",[297107],{"type":23,"value":297108},"Setting up your secrets",{"type":17,"tag":29,"props":297110,"children":297111},{},[297112,297114,297118,297120,297125],{"type":23,"value":297113},"Add your ",{"type":17,"tag":133,"props":297115,"children":297116},{"href":7691},[297117],{"type":23,"value":7806},{"type":23,"value":297119}," key, your customer's connection ID, and your workspace secret to a ",{"type":17,"tag":6121,"props":297121,"children":297123},{"className":297122},[],[297124],{"type":23,"value":211221},{"type":23,"value":211223},{"type":17,"tag":6893,"props":297127,"children":297130},{"className":297128,"code":297129,"language":48432,"meta":7},[48430],"echo \"UNIFIED_API_KEY=\u003Cyour Unified API key here>\" >> .env\necho \"CONNECTION_ID=\u003Cyour Unified 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As they...","https://s3.us-east-2.amazonaws.com/unified-article-images/how_interstellar_labs_scaled_their_agent_platform_to_enterprise_with_unified-icon.png","2025-08-20T00:00:00.000Z",{"type":14,"children":299203,"toc":299625},[299204,299209,299212,299220,299238,299245,299255,299264,299274,299283,299293,299301,299310,299315,299320,299331,299336,299342,299353,299373,299391,299403,299412,299430,299435,299444,299453,299458,299476,299485,299490,299533,299545,299554,299566,299599,299613],{"type":17,"tag":18,"props":299205,"children":299207},{"id":299206},"how-interstellar-labs-scaled-their-agent-platform-to-enterprise-with-unifiedto",[299208],{"type":23,"value":299198},{"type":17,"tag":25,"props":299210,"children":299211},{},[],{"type":17,"tag":29,"props":299213,"children":299214},{},[299215],{"type":17,"tag":33,"props":299216,"children":299217},{},[299218],{"type":23,"value":299219},"August 20, 2025",{"type":17,"tag":29,"props":299221,"children":299222},{},[299223,299225,299230,299232,299236],{"type":23,"value":299224},"Interstellar Labs builds AI agents for mid-market and enterprise companies, helping teams orchestrate complex workflows across fragmented SaaS stacks. 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To support enterprise clients at scale, they chose ",{"type":17,"tag":133,"props":299226,"children":299228},{"href":42620,"rel":299227},[214],[299229],{"type":23,"value":217},{"type":23,"value":299231}," as their ",{"type":17,"tag":133,"props":299233,"children":299234},{"href":7691},[299235],{"type":23,"value":7459},{"type":23,"value":299237}," platform.",{"type":17,"tag":239,"props":299239,"children":299240},{"id":44585},[299241],{"type":17,"tag":48,"props":299242,"children":299243},{},[299244],{"type":23,"value":44588},{"type":17,"tag":29,"props":299246,"children":299247},{},[299248,299253],{"type":17,"tag":48,"props":299249,"children":299250},{},[299251],{"type":23,"value":299252},"Company:",{"type":23,"value":299254}," Interstellar Labs - Agent Platform",{"type":17,"tag":29,"props":299256,"children":299257},{},[299258,299262],{"type":17,"tag":48,"props":299259,"children":299260},{},[299261],{"type":23,"value":71985},{"type":23,"value":299263}," Enable AI agents to orchestrate workflows across enterprise SaaS ecosystems",{"type":17,"tag":29,"props":299265,"children":299266},{},[299267,299272],{"type":17,"tag":48,"props":299268,"children":299269},{},[299270],{"type":23,"value":299271},"Objective:",{"type":23,"value":299273}," Support any enterprise tech stack without building or maintaining individual integrations",{"type":17,"tag":29,"props":299275,"children":299276},{},[299277,299281],{"type":17,"tag":48,"props":299278,"children":299279},{},[299280],{"type":23,"value":290097},{"type":23,"value":299282}," 2+ years of engineering time avoided",{"type":17,"tag":29,"props":299284,"children":299285},{},[299286,299291],{"type":17,"tag":48,"props":299287,"children":299288},{},[299289],{"type":23,"value":299290},"Results:",{"type":23,"value":299292}," Secured a full-scale enterprise deployment with a Fortune 500 client after removing integration friction during the POC",{"type":17,"tag":29,"props":299294,"children":299295},{},[299296],{"type":17,"tag":6438,"props":299297,"children":299300},{"alt":299298,"src":299299},"Interstellar.png","https://s3.us-east-2.amazonaws.com/unified-article-images/how_interstellar_labs_scaled_their_agent_platform_to_enterprise_with_unified-0.png",[],{"type":17,"tag":68,"props":299302,"children":299304},{"id":299303},"integration-demands-were-blocking-enterprise-sales",[299305],{"type":17,"tag":48,"props":299306,"children":299307},{},[299308],{"type":23,"value":299309},"Integration Demands Were Blocking Enterprise Sales",{"type":17,"tag":29,"props":299311,"children":299312},{},[299313],{"type":23,"value":299314},"In early 2025, Interstellar Labs was gaining traction with its AI Agent platform—AI agents that orchestrate intelligent automation across enterprise stacks. 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With ",{"type":17,"tag":133,"props":299619,"children":299621},{"href":42620,"rel":299620},[214],[299622],{"type":23,"value":217},{"type":23,"value":299624},", they can confidently scale their AI agents across any enterprise stack—faster, more reliably, and with far less engineering effort.",{"title":7,"searchDepth":1629,"depth":1629,"links":299626},[299627,299628],{"id":44585,"depth":1635,"text":44588},{"id":299303,"depth":1629,"text":299309,"children":299629},[299630,299631,299632,299633,299634],{"id":299338,"depth":1635,"text":299341},{"id":299405,"depth":1635,"text":299411},{"id":299446,"depth":1635,"text":299452},{"id":299478,"depth":1635,"text":299484},{"id":299547,"depth":1635,"text":299553},"content:blog:how_interstellar_labs_scaled_their_agent_platform_to_enterprise_with_unified.md","blog/how_interstellar_labs_scaled_their_agent_platform_to_enterprise_with_unified.md","blog/how_interstellar_labs_scaled_their_agent_platform_to_enterprise_with_unified",{"_path":299639,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":299640,"description":299641,"img":299642,"date":299643,"tag":6341,"body":299644,"_type":1677,"_id":299949,"_source":1679,"_file":299950,"_stem":299951,"_extension":1682},"/blog/how_to_use_user_provisioning_and_verification_with_unified","How to use User Provisioning and Verification with Unified","With Unified's SCIM API devs can build use provisioning features that work with any HRIS integration like BambooHR, Workday and any other ATS integration that...","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_use_user_provisioning_and_verification_with_unified-icon.png","2025-08-10T00:00:00.000Z",{"type":14,"children":299645,"toc":299936},[299646,299651,299654,299662,299667,299680,299685,299689,299714,299718,299723,299733,299743,299746,299750,299759,299769,299778,299781,299785,299794,299797,299801,299806,299811,299814,299820,299829,299832,299838,299847,299850,299856,299865,299868,299874,299883,299886,299892,299903,299912,299915,299919,299928,299931],{"type":17,"tag":18,"props":299647,"children":299649},{"id":299648},"how-to-use-user-provisioning-and-verification-with-unified",[299650],{"type":23,"value":299640},{"type":17,"tag":25,"props":299652,"children":299653},{},[],{"type":17,"tag":29,"props":299655,"children":299656},{},[299657],{"type":17,"tag":33,"props":299658,"children":299659},{},[299660],{"type":23,"value":299661},"August 10, 2025",{"type":17,"tag":18,"props":299663,"children":299665},{"id":299664},"user-provisioning-and-verification-with-unified",[299666],{"type":23,"value":266574},{"type":17,"tag":29,"props":299668,"children":299669},{},[299670,299672,299678],{"type":23,"value":299671},"With Unified's ",{"type":17,"tag":133,"props":299673,"children":299675},{"href":299674},"/scim",[299676],{"type":23,"value":299677},"SCIM API",{"type":23,"value":299679}," devs can build use provisioning features that work with any HRIS integration like BambooHR, Workday and any other ATS integration that Unified connects to. You can create, update, list and delete users in your customers employee directories.",{"type":17,"tag":29,"props":299681,"children":299682},{},[299683],{"type":23,"value":299684},"In this guide, I will show you how to provision users using the SDK, with BambooHR as an example. The same approach works for all Unified HR integrations.",{"type":17,"tag":68,"props":299686,"children":299687},{"id":141798},[299688],{"type":23,"value":141801},{"type":17,"tag":80,"props":299690,"children":299691},{},[299692,299696,299701,299709],{"type":17,"tag":84,"props":299693,"children":299694},{},[299695],{"type":23,"value":276661},{"type":17,"tag":84,"props":299697,"children":299698},{},[299699],{"type":23,"value":299700},"Unified account with at least one HR integration enabled (e.g. for this example we are using BambooHR)",{"type":17,"tag":84,"props":299702,"children":299703},{},[299704,299708],{"type":17,"tag":133,"props":299705,"children":299706},{"href":7691},[299707],{"type":23,"value":7806},{"type":23,"value":199699},{"type":17,"tag":84,"props":299710,"children":299711},{},[299712],{"type":23,"value":299713},"Your customer's HR connection ID",{"type":17,"tag":68,"props":299715,"children":299716},{"id":269318},[299717],{"type":23,"value":269321},{"type":17,"tag":29,"props":299719,"children":299720},{},[299721],{"type":23,"value":299722},"Unified's API works with 170+ HR integrations (BambooHR, Workday, HiBob, Gusto, etc.) and 5+ verification providers (Certn, Checkr, First Advantage, Verifiable, Yardstik).",{"type":17,"tag":29,"props":299724,"children":299725},{},[299726],{"type":17,"tag":133,"props":299727,"children":299730},{"href":299728,"rel":299729},"https://docs.unified.to/hris/integrations",[214],[299731],{"type":23,"value":299732},"See all HR integrations",{"type":17,"tag":29,"props":299734,"children":299735},{},[299736],{"type":17,"tag":133,"props":299737,"children":299740},{"href":299738,"rel":299739},"https://docs.unified.to/verification/integrations",[214],[299741],{"type":23,"value":299742},"See all verification integrations",{"type":17,"tag":25,"props":299744,"children":299745},{},[],{"type":17,"tag":68,"props":299747,"children":299748},{"id":276695},[299749],{"type":23,"value":276698},{"type":17,"tag":6893,"props":299751,"children":299754},{"className":299752,"code":299753,"language":48432,"meta":7},[48430],"mkdir user-verification-demo\ncd user-verification-demo\nnpm init -y\nnpm install @unified-api/typescript-sdk dotenv\n",[299755],{"type":17,"tag":6121,"props":299756,"children":299757},{"__ignoreMap":7},[299758],{"type":23,"value":299753},{"type":17,"tag":29,"props":299760,"children":299761},{},[299762,299763,299768],{"type":23,"value":276717},{"type":17,"tag":6121,"props":299764,"children":299766},{"className":299765},[],[299767],{"type":23,"value":211221},{"type":23,"value":20456},{"type":17,"tag":6893,"props":299770,"children":299773},{"className":299771,"code":299772,"language":20901,"meta":23},[20899],"UNIFIED_API_KEY=your_unified_api_key\nCONNECTION_BAMBOOHR=your_customer_bamboohr_connection_id\nCONNECTION_VERIFICATION=your_customer_verification_connection_id\n",[299774],{"type":17,"tag":6121,"props":299775,"children":299776},{"__ignoreMap":7},[299777],{"type":23,"value":299772},{"type":17,"tag":25,"props":299779,"children":299780},{},[],{"type":17,"tag":68,"props":299782,"children":299783},{"id":211235},[299784],{"type":23,"value":211238},{"type":17,"tag":6893,"props":299786,"children":299789},{"className":299787,"code":299788,"language":18718,"meta":7},[18716],"import 'dotenv/config';\nimport { UnifiedTo } from '@unified-api/typescript-sdk';\n\nconst { UNIFIED_API_KEY, CONNECTION_BAMBOOHR, CONNECTION_VERIFICATION } = process.env;\n\nconst sdk = new UnifiedTo({\n  security: { jwt: UNIFIED_API_KEY! },\n});\n",[299790],{"type":17,"tag":6121,"props":299791,"children":299792},{"__ignoreMap":7},[299793],{"type":23,"value":299788},{"type":17,"tag":25,"props":299795,"children":299796},{},[],{"type":17,"tag":68,"props":299798,"children":299799},{"id":276756},[299800],{"type":23,"value":276759},{"type":17,"tag":29,"props":299802,"children":299803},{},[299804],{"type":23,"value":299805},"Before you get started, your end customer must authorize your app to access their HRIs integration via Unified's auth flow.",{"type":17,"tag":29,"props":299807,"children":299808},{},[299809],{"type":23,"value":299810},"Once authorized, you will receive a connection ID for that customer's integration. Store this carefully and use it in all API calls for that specific customer.",{"type":17,"tag":25,"props":299812,"children":299813},{},[],{"type":17,"tag":68,"props":299815,"children":299817},{"id":299816},"step-4-creating-a-user-provisioning",[299818],{"type":23,"value":299819},"Step 4: Creating a User (Provisioning)",{"type":17,"tag":6893,"props":299821,"children":299824},{"className":299822,"code":299823,"language":18718,"meta":7},[18716],"export async function createUser(connectionId: string, email: string, firstName: string, lastName: string) {\n  const employee = await sdk.hris.createHrisEmployee({\n    connectionId,\n    hrisEmployee: {\n      name: `${firstName} ${lastName}`,\n      emails: [{ email }],\n      firstName,\n      lastName,\n      employmentStatus: \"ACTIVE\",\n    },\n  });\n  return employee; // HrisEmployee\n}\n",[299825],{"type":17,"tag":6121,"props":299826,"children":299827},{"__ignoreMap":7},[299828],{"type":23,"value":299823},{"type":17,"tag":25,"props":299830,"children":299831},{},[],{"type":17,"tag":68,"props":299833,"children":299835},{"id":299834},"step-5-listing-users",[299836],{"type":23,"value":299837},"Step 5: Listing Users",{"type":17,"tag":6893,"props":299839,"children":299842},{"className":299840,"code":299841,"language":18718,"meta":7},[18716],"export async function listUsers(connectionId: string) {\n  const employees = await sdk.hris.listHrisEmployees({\n    connectionId,\n    limit: 10,\n  });\n  return employees; // HrisEmployee[]\n}\n",[299843],{"type":17,"tag":6121,"props":299844,"children":299845},{"__ignoreMap":7},[299846],{"type":23,"value":299841},{"type":17,"tag":25,"props":299848,"children":299849},{},[],{"type":17,"tag":68,"props":299851,"children":299853},{"id":299852},"step-6-updating-a-user",[299854],{"type":23,"value":299855},"Step 6: Updating a User",{"type":17,"tag":6893,"props":299857,"children":299860},{"className":299858,"code":299859,"language":18718,"meta":7},[18716],"export async function updateUserStatus(connectionId: string, userId: string, status: \"ACTIVE\" | \"INACTIVE\") {\n  const updated = await sdk.hris.updateHrisEmployee({\n    connectionId,\n    id: userId,\n    hrisEmployee: { employmentStatus: status },\n  });\n  return updated; // HrisEmployee\n}\n",[299861],{"type":17,"tag":6121,"props":299862,"children":299863},{"__ignoreMap":7},[299864],{"type":23,"value":299859},{"type":17,"tag":25,"props":299866,"children":299867},{},[],{"type":17,"tag":68,"props":299869,"children":299871},{"id":299870},"step-7-deactivating-a-user-recommended",[299872],{"type":23,"value":299873},"Step 7: Deactivating a User (Recommended)",{"type":17,"tag":6893,"props":299875,"children":299878},{"className":299876,"code":299877,"language":18718,"meta":7},[18716],"export async function deactivateUser(connectionId: string, userId: string) {\n  // Some providers (e.g., BambooHR) do not support delete; set status to INACTIVE instead\n  const updated = await sdk.hris.updateHrisEmployee({\n    connectionId,\n    id: userId,\n    hrisEmployee: { employmentStatus: \"INACTIVE\" },\n  });\n  return updated;\n}\n",[299879],{"type":17,"tag":6121,"props":299880,"children":299881},{"__ignoreMap":7},[299882],{"type":23,"value":299877},{"type":17,"tag":25,"props":299884,"children":299885},{},[],{"type":17,"tag":68,"props":299887,"children":299889},{"id":299888},"step-8-verifying-a-user-background-check-license-etc",[299890],{"type":23,"value":299891},"Step 8: Verifying a User (Background Check, License, etc.)",{"type":17,"tag":29,"props":299893,"children":299894},{},[299895,299897,299901],{"type":23,"value":299896},"Unified's new ",{"type":17,"tag":133,"props":299898,"children":299899},{"href":53443},[299900],{"type":23,"value":54031},{"type":23,"value":299902}," lets you trigger background checks, license verifications, and more, using providers like Certn, Checkr, and others.",{"type":17,"tag":6893,"props":299904,"children":299907},{"className":299905,"code":299906,"language":18718,"meta":7},[18716],"export async function listVerificationRequests(connectionId: string) {\n  // Listing requests is supported across providers; creation may vary by provider/package\n  const requests = await sdk.verification.listVerificationRequests({\n    connectionId,\n    limit: 10,\n  });\n  return requests;\n}\n",[299908],{"type":17,"tag":6121,"props":299909,"children":299910},{"__ignoreMap":7},[299911],{"type":23,"value":299906},{"type":17,"tag":25,"props":299913,"children":299914},{},[],{"type":17,"tag":68,"props":299916,"children":299917},{"id":287448},[299918],{"type":23,"value":287451},{"type":17,"tag":6893,"props":299920,"children":299923},{"className":299921,"code":299922,"language":18718,"meta":7},[18716],"async function main() {\n  // 1. Create a user\n  const user = await createUser(CONNECTION_BAMBOOHR!, \"jane.doe@example.com\", \"Jane\", \"Doe\");\n\n  // 2. List users\n  const users = await listUsers(CONNECTION_BAMBOOHR!);\n\n  // 3. Update (deactivate) user\n  if (user?.id) {\n    const updated = await updateUserStatus(CONNECTION_BAMBOOHR!, user.id, \"INACTIVE\");\n    console.log(\"Updated user:\", updated);\n  }\n\n  // 4. List verification requests (optional)\n  if (CONNECTION_VERIFICATION) {\n    const requests = await listVerificationRequests(CONNECTION_VERIFICATION!);\n    console.log(\"Verification requests:\", requests.length);\n  }\n\n  console.log(\"Users:\", users.length);\n}\n\nmain();\n",[299924],{"type":17,"tag":6121,"props":299925,"children":299926},{"__ignoreMap":7},[299927],{"type":23,"value":299922},{"type":17,"tag":25,"props":299929,"children":299930},{},[],{"type":17,"tag":29,"props":299932,"children":299933},{},[299934],{"type":23,"value":299935},"And that's it - **Happy Building ** 🎉",{"title":7,"searchDepth":1629,"depth":1629,"links":299937},[299938,299939,299940,299941,299942,299943,299944,299945,299946,299947,299948],{"id":141798,"depth":1629,"text":141801},{"id":269318,"depth":1629,"text":269321},{"id":276695,"depth":1629,"text":276698},{"id":211235,"depth":1629,"text":211238},{"id":276756,"depth":1629,"text":276759},{"id":299816,"depth":1629,"text":299819},{"id":299834,"depth":1629,"text":299837},{"id":299852,"depth":1629,"text":299855},{"id":299870,"depth":1629,"text":299873},{"id":299888,"depth":1629,"text":299891},{"id":287448,"depth":1629,"text":287451},"content:blog:how_to_use_user_provisioning_and_verification_with_unified.md","blog/how_to_use_user_provisioning_and_verification_with_unified.md","blog/how_to_use_user_provisioning_and_verification_with_unified",{"_path":299953,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":299954,"description":299955,"img":299956,"date":299957,"tag":6341,"body":299958,"_type":1677,"_id":300461,"_source":1679,"_file":300462,"_stem":300463,"_extension":1682},"/blog/how_to_handle_attachments_in_invoice_bill_and_credit_memo","How to Handle Attachments in Invoice, Bill and Credit Memo","Unified.to provides a standardized way to read, upload, and manage attachments (e.g., invoices, receipts, contracts) across various integrations like...","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_handle_attachments_in_invoice_bill_and_credit_memo-icon.png","2025-08-05T00:00:00.000Z",{"type":14,"children":299959,"toc":300451},[299960,299965,299968,299976,299988,299991,299997,300002,300060,300078,300081,300087,300092,300107,300137,300140,300146,300151,300182,300186,300195,300198,300204,300209,300241,300244,300250,300262,300284,300287,300293,300298,300332,300336,300390,300395,300399,300408,300411,300417,300429,300432,300438],{"type":17,"tag":18,"props":299961,"children":299963},{"id":299962},"how-to-handle-attachments-in-invoice-bill-and-credit-memo",[299964],{"type":23,"value":299954},{"type":17,"tag":25,"props":299966,"children":299967},{},[],{"type":17,"tag":29,"props":299969,"children":299970},{},[299971],{"type":17,"tag":33,"props":299972,"children":299973},{},[299974],{"type":23,"value":299975},"August 5, 2025",{"type":17,"tag":29,"props":299977,"children":299978},{},[299979,299981,299987],{"type":23,"value":299980},"Unified.to provides a standardized way to read, upload, and manage attachments (e.g., invoices, receipts, contracts) across various integrations like accounting, CRM, and etc platforms. 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MCP works best for controlled tool access and rapid prototyping, while business logic, data access, and system behavior should remain in your backend for reliability, security, and observability.",{"type":17,"tag":239,"props":324697,"children":324698},{"id":7672},[324699],{"type":23,"value":7675},{"type":17,"tag":80,"props":324701,"children":324702},{},[324703,324708,324713,324718],{"type":17,"tag":84,"props":324704,"children":324705},{},[324706],{"type":23,"value":324707},"MCP is a tool-access protocol, not a replacement for backend logic",{"type":17,"tag":84,"props":324709,"children":324710},{},[324711],{"type":23,"value":324712},"LLM-driven orchestration reduces reliability in production systems",{"type":17,"tag":84,"props":324714,"children":324715},{},[324716],{"type":23,"value":324717},"AI features perform better when built on structured, controlled data access",{"type":17,"tag":84,"props":324719,"children":324720},{},[324721],{"type":23,"value":324722},"The strongest architecture combines deterministic systems with LLM capabilities",{"type":17,"tag":29,"props":324724,"children":324725},{},[324726,324728,324733],{"type":23,"value":324727},"As LLM capabilities evolve beyond just generation, developers are exploring how to use chains of prompts and tools to plan, fetch, execute, and respond—especially across APIs and third-party systems. That's the core promise of MCPs: ",{"type":17,"tag":48,"props":324729,"children":324730},{},[324731],{"type":23,"value":324732},"offload orchestration into the LLM",{"type":23,"value":324734},", turning your prompt into the brain of your product.",{"type":17,"tag":29,"props":324736,"children":324737},{},[324738,324740,324746],{"type":23,"value":324739},"MCP (",{"type":17,"tag":133,"props":324741,"children":324744},{"href":324742,"rel":324743},"https://www.anthropic.com/news/model-context-protocol",[214],[324745],{"type":23,"value":44580},{"type":23,"value":324747},") is an open protocol for connecting LLM clients to external tools and data sources through an MCP server, using structured tool definitions and standardized transport.",{"type":17,"tag":29,"props":324749,"children":324750},{},[324751],{"type":23,"value":324752},"MCP now has broad ecosystem support across model APIs and agent clients. In practice, teams are using it to connect LLMs to real tools without inventing a one-off tool schema for every integration.",{"type":17,"tag":29,"props":324754,"children":324755},{},[324756],{"type":23,"value":324757},"And to be clear—there are cases where this makes sense.",{"type":17,"tag":29,"props":324759,"children":324760},{},[324761],{"type":23,"value":324762},"If you're building an internal AI agent, a low-stakes automation, or a prototype that needs to call multiple APIs in sequence, MCPs can accelerate development dramatically. The flexibility and abstraction are powerful. You can sketch out entire workflows in natural language and ship something useful within hours.",{"type":17,"tag":29,"props":324764,"children":324765},{},[324766],{"type":23,"value":324767},"But that doesn't mean MCPs should become the foundation of your application—or your AI agent.",{"type":17,"tag":29,"props":324769,"children":324770},{},[324771,324773],{"type":23,"value":324772},"At Unified.to, we work with dozens of companies building AI-native products, vertical SaaS tools, and customer-facing assistants. What we're seeing across the board: ",{"type":17,"tag":48,"props":324774,"children":324775},{},[324776],{"type":23,"value":324777},"developers are overestimating what MCPs are good at, and underestimating the risks of offloading too much.",{"type":17,"tag":29,"props":324779,"children":324780},{},[324781],{"type":23,"value":324782},"Here's why.",{"type":17,"tag":68,"props":324784,"children":324786},{"id":324785},"_1-should-mcp-be-used-as-an-orchestration-layer",[324787,324788],{"type":23,"value":262081},{"type":17,"tag":48,"props":324789,"children":324790},{},[324791],{"type":23,"value":324792},"Should MCP be used as an orchestration layer?",{"type":17,"tag":29,"props":324794,"children":324795},{},[324796],{"type":23,"value":324797},"LLMs are amazing at pattern recognition, text generation, and fuzzy reasoning. But they're not built for deterministic logic, predictable routing, or reliable orchestration. 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But the more core functionality you shift into the LLM, the less your application owns—and the less value you have.",{"type":17,"tag":80,"props":324872,"children":324873},{},[324874,324879,324884],{"type":17,"tag":84,"props":324875,"children":324876},{},[324877],{"type":23,"value":324878},"You're not designing workflows—you're prompting them.",{"type":17,"tag":84,"props":324880,"children":324881},{},[324882],{"type":23,"value":324883},"You're not orchestrating—you're hoping the model gets it right.",{"type":17,"tag":84,"props":324885,"children":324886},{},[324887],{"type":23,"value":324888},"You're not building an opinionated product—you're handing that over to someone else's general-purpose model.",{"type":17,"tag":29,"props":324890,"children":324891},{},[324892,324894,324899,324901,324906],{"type":23,"value":324893},"This leads to thinner applications that rely too heavily on ",{"type":17,"tag":33,"props":324895,"children":324896},{},[324897],{"type":23,"value":324898},"external orchestration",{"type":23,"value":324900},", not ",{"type":17,"tag":33,"props":324902,"children":324903},{},[324904],{"type":23,"value":324905},"external data",{"type":23,"value":324907},". 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We'll pull content from your customers' knowledge management system (like Notion) through Unified.to, process it with Langbase's Memory Agents, and make it available to a Discord bot, powered by Unified.to's ",{"type":17,"tag":133,"props":329378,"children":329379},{"href":14913},[329380],{"type":23,"value":27356},{"type":23,"value":329382},", so it can answer support questions.",{"type":17,"tag":29,"props":329384,"children":329385},{},[329386],{"type":23,"value":329387},"We'll be using React and Typescript in these examples, which you can adapt to fit your framework of choice.",{"type":17,"tag":68,"props":329389,"children":329390},{"id":42649},[329391],{"type":23,"value":42652},{"type":17,"tag":29,"props":329393,"children":329394},{},[329395],{"type":23,"value":329396},"This guide walks you through how to:",{"type":17,"tag":80,"props":329398,"children":329399},{},[329400,329409,329414,329419],{"type":17,"tag":84,"props":329401,"children":329402},{},[329403,329405],{"type":23,"value":329404},"Pull knowledge base content using Unified.to's ",{"type":17,"tag":133,"props":329406,"children":329407},{"href":24227},[329408],{"type":23,"value":24230},{"type":17,"tag":84,"props":329410,"children":329411},{},[329412],{"type":23,"value":329413},"Process and prepare this content using Langbase's Memory Agents",{"type":17,"tag":84,"props":329415,"children":329416},{},[329417],{"type":23,"value":329418},"Create an AI agent using Langbase Pipes",{"type":17,"tag":84,"props":329420,"children":329421},{},[329422],{"type":23,"value":329423},"Send responses through Discord using Unified.to's Messaging API",{"type":17,"tag":29,"props":329425,"children":329426},{},[329427],{"type":23,"value":329428},"By combining Unified.to's unified APIs with Langbase's AI capabilities, we get the best of both worlds: easy access to your data sources and powerful AI features without the complexity of building everything from scratch.",{"type":17,"tag":68,"props":329430,"children":329431},{"id":177146},[329432],{"type":23,"value":177149},{"type":17,"tag":29,"props":329434,"children":329435},{},[329436],{"type":23,"value":328875},{"type":17,"tag":80,"props":329438,"children":329439},{},[329440,329451,329462,329475],{"type":17,"tag":84,"props":329441,"children":329442},{},[329443,329444,329449],{"type":23,"value":9619},{"type":17,"tag":133,"props":329445,"children":329447},{"href":158861,"rel":329446},[214],[329448],{"type":23,"value":217},{"type":23,"value":329450}," account",{"type":17,"tag":84,"props":329452,"children":329453},{},[329454,329455,329461],{"type":23,"value":9619},{"type":17,"tag":133,"props":329456,"children":329458},{"href":326001,"rel":329457},[214],[329459],{"type":23,"value":329460},"Langbase",{"type":23,"value":329450},{"type":17,"tag":84,"props":329463,"children":329464},{},[329465,329467],{"type":23,"value":329466},"Access to a knowledge management system (e.g., Notion) containing your support content\n",{"type":17,"tag":80,"props":329468,"children":329469},{},[329470],{"type":17,"tag":84,"props":329471,"children":329472},{},[329473],{"type":23,"value":329474},"Unified.to allows you to easily access your customers' data and that's normally what you would use in production, but for the purposes of this guide you can follow along with your own Notion account",{"type":17,"tag":84,"props":329476,"children":329477},{},[329478],{"type":23,"value":329479},"A Discord server where you want to deploy your bot",{"type":17,"tag":3414,"props":329481,"children":329482},{},[329483],{"type":17,"tag":29,"props":329484,"children":329485},{},[329486,329488,329495],{"type":23,"value":329487},"If you don't want to use real data from Notion or Discord, you can also take advantage of Unified.to's ",{"type":17,"tag":133,"props":329489,"children":329492},{"href":329490,"rel":329491},"https://docs.unified.to/concepts/sandbox",[214],[329493],{"type":23,"value":329494},"sandbox environment",{"type":23,"value":329496}," and work with synthetic data instead.",{"type":17,"tag":29,"props":329498,"children":329499},{},[329500,329502,329509],{"type":23,"value":329501},"The following steps assume you already have your Unified.to account with your workspace ID and API key available. If you're new, check out our ",{"type":17,"tag":133,"props":329503,"children":329506},{"href":329504,"rel":329505},"https://docs.unified.to/quick-start",[214],[329507],{"type":23,"value":329508},"Quick Start guide",{"type":23,"value":329510}," to get familiar with the platform.",{"type":17,"tag":68,"props":329512,"children":329514},{"id":329513},"set-up-your-connections",[329515],{"type":23,"value":329516},"Set up your connections",{"type":17,"tag":29,"props":329518,"children":329519},{},[329520,329522,329527],{"type":23,"value":329521},"The first thing you'll do is activate your preferred KMS platform to be the source of data for your bot. We'll use Notion in this guide, but our ",{"type":17,"tag":133,"props":329523,"children":329525},{"href":23930,"rel":329524},[214],[329526],{"type":23,"value":24230},{"type":23,"value":329528}," supports 8 platforms today and more are being added on a regular basis.",{"type":17,"tag":29,"props":329530,"children":329531},{},[329532,329536,329538,329542,329544,329550],{"type":17,"tag":48,"props":329533,"children":329534},{},[329535],{"type":23,"value":103346},{"type":23,"value":329537}," If you're using the sandbox environment, for the steps below that ask you to enter your ",{"type":17,"tag":133,"props":329539,"children":329540},{"href":779},[329541],{"type":23,"value":782},{"type":23,"value":329543}," 2 credentials, just enter any random value e.g., ",{"type":17,"tag":6121,"props":329545,"children":329547},{"className":329546},[],[329548],{"type":23,"value":329549},"test123",{"type":23,"value":54},{"type":17,"tag":239,"props":329552,"children":329554},{"id":329553},"activate-notion-and-discord-integrations",[329555],{"type":23,"value":329556},"Activate Notion and Discord integrations",{"type":17,"tag":6154,"props":329558,"children":329559},{},[329560,329572,329577],{"type":17,"tag":84,"props":329561,"children":329562},{},[329563,329565],{"type":23,"value":329564},"On app.unified.to, go to the ",{"type":17,"tag":133,"props":329566,"children":329569},{"href":329567,"rel":329568},"https://app.unified.to/integrations",[214],[329570],{"type":23,"value":329571},"Integrations page",{"type":17,"tag":84,"props":329573,"children":329574},{},[329575],{"type":23,"value":329576},"Search for and select Notion",{"type":17,"tag":84,"props":329578,"children":329579},{},[329580,329582],{"type":23,"value":329581},"Choose OAuth 2, enter your credentials (which can be anything if you're using the sandbox environment), and then click ",{"type":17,"tag":48,"props":329583,"children":329584},{},[329585],{"type":23,"value":6634},{"type":17,"tag":29,"props":329587,"children":329588},{},[329589],{"type":23,"value":329590},"Repeat steps 1-3 but for Discord. If you want to use real data from Notion and Discord, check out our how-to guides on setting up with them:",{"type":17,"tag":80,"props":329592,"children":329593},{},[329594,329604],{"type":17,"tag":84,"props":329595,"children":329596},{},[329597],{"type":17,"tag":133,"props":329598,"children":329601},{"href":329599,"rel":329600},"https://docs.unified.to/guides/how_to_set_up_and_configure_notion",[214],[329602],{"type":23,"value":329603},"How to set up and configure Notion",{"type":17,"tag":84,"props":329605,"children":329606},{},[329607],{"type":17,"tag":133,"props":329608,"children":329611},{"href":329609,"rel":329610},"https://docs.unified.to/guides/how_to_get_your_discord_oauth_2_credentials_and_bot_token",[214],[329612],{"type":23,"value":329613},"How to get your Discord OAuth 2 credentials and bot token",{"type":17,"tag":239,"props":329615,"children":329617},{"id":329616},"sandbox-environment-create-a-test-connection-from-the-web-app",[329618],{"type":23,"value":329619},"(Sandbox environment) Create a test connection from the web app",{"type":17,"tag":29,"props":329621,"children":329622},{},[329623],{"type":23,"value":329624},"If you're using the sandbox environment, then you can create test connections easily from the web app.",{"type":17,"tag":6154,"props":329626,"children":329627},{},[329628,329641,329652,329668],{"type":17,"tag":84,"props":329629,"children":329630},{},[329631,329632,329639],{"type":23,"value":329564},{"type":17,"tag":133,"props":329633,"children":329636},{"href":329634,"rel":329635},"https://app.unified.to/connections",[214],[329637],{"type":23,"value":329638},"Connections",{"type":23,"value":329640}," page",{"type":17,"tag":84,"props":329642,"children":329643},{},[329644,329645,329650],{"type":23,"value":278103},{"type":17,"tag":48,"props":329646,"children":329647},{},[329648],{"type":23,"value":329649},"Create test connection",{"type":23,"value":329651}," at the top right corner of the page (note: this will only show up if your current environment is the sandbox environment)",{"type":17,"tag":84,"props":329653,"children":329654},{},[329655,329657,329661,329662,329666],{"type":23,"value":329656},"Click on the ",{"type":17,"tag":48,"props":329658,"children":329659},{},[329660],{"type":23,"value":23053},{"type":23,"value":34435},{"type":17,"tag":48,"props":329663,"children":329664},{},[329665],{"type":23,"value":15720},{"type":23,"value":329667}," integrations",{"type":17,"tag":84,"props":329669,"children":329670},{},[329671,329672,329677,329680],{"type":23,"value":6629},{"type":17,"tag":48,"props":329673,"children":329674},{},[329675],{"type":23,"value":329676},"Done",{"type":17,"tag":3891,"props":329678,"children":329679},{},[],{"type":17,"tag":6438,"props":329681,"children":329684},{"alt":329682,"src":329683},"Screenshot_2024-12-12_at_10.58.17_AM.png","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_build_a_discord_support_bot_with_unified_and_langbase-0.png",[],{"type":17,"tag":29,"props":329686,"children":329687},{},[329688],{"type":23,"value":329689},"Skip ahead to the 'Pull content from your knowledge base' step below.",{"type":17,"tag":239,"props":329691,"children":329693},{"id":329692},"production-environments-add-the-authorization-component-to-your-app",[329694],{"type":23,"value":329695},"(Production environments) Add the Authorization component to your app",{"type":17,"tag":29,"props":329697,"children":329698},{},[329699],{"type":23,"value":329700},"To ask for your customers' permission to access their Notion and Discord accounts, you can add Unified.to's Authorization component to your front-end:",{"type":17,"tag":6154,"props":329702,"children":329703},{},[329704],{"type":17,"tag":84,"props":329705,"children":329706},{},[329707,329709,329715],{"type":23,"value":329708},"Add the following React component to your app. Make sure to replace ",{"type":17,"tag":6121,"props":329710,"children":329712},{"className":329711},[],[329713],{"type":23,"value":329714},"WORKSPACE_ID",{"type":23,"value":329716}," with your actual workspace ID.",{"type":17,"tag":6893,"props":329718,"children":329721},{"className":329719,"code":329720,"language":6898,"meta":7},[6896],"// TODO: Make sure to run 'npm install @unified-api/react-directory'\nimport UnifiedDirectory from '@unified-api/react-directory';\n\n\u003CUnifiedDirectory workspace_id={WORKSPACE_ID}/>\n",[329722],{"type":17,"tag":6121,"props":329723,"children":329724},{"__ignoreMap":7},[329725],{"type":23,"value":329720},{"type":17,"tag":29,"props":329727,"children":329728},{},[329729,329731,329737],{"type":23,"value":329730},"We also offer pre-built embedded components in Angular, Vue, and Svelte. See other ways to display the Authorization component in your app ",{"type":17,"tag":133,"props":329732,"children":329735},{"href":329733,"rel":329734},"https://app.unified.to/embed?tab=Authorization",[214],[329736],{"type":23,"value":243989},{"type":23,"value":54},{"type":17,"tag":80,"props":329739,"children":329740},{},[329741],{"type":17,"tag":84,"props":329742,"children":329743},{},[329744],{"type":23,"value":329745},"If your customers' mainly interact with you through message-based platforms, you could even send them the Authorization URL through an AI chat agent instead of a web front-end!",{"type":17,"tag":29,"props":329747,"children":329748},{},[329749],{"type":23,"value":329750},"The Authorization component displays a list of your integrations. When your user clicks on one of these integrations, the authorization flow will open up in a new tab. Your users will follow the steps to grant you access to their accounts. When that is done, they will be redirected back to your app (the default success URL location).",{"type":17,"tag":6154,"props":329752,"children":329753},{},[329754],{"type":17,"tag":84,"props":329755,"children":329756},{},[329757],{"type":23,"value":329758},"Handle the callback after a user authorizes an integration. The connection ID will be sent back in the success URL - we need to save this to make API calls later on. In this example, we'll save the connection ID to local storage:",{"type":17,"tag":6893,"props":329760,"children":329763},{"className":329761,"code":329762,"language":6898,"meta":7},[6896],"function handleAuthCallback() {\n  const urlParams = new URLSearchParams(window.location.search);\n  const connectionId = urlParams.get('id');\n\n  if (connectionId) {\n    console.log('New connection created:', connectionId);\n// Store this connection ID securely - you'll need it for API calls\n    localStorage.setItem('unifiedConnectionId', connectionId);\n  }\n}\n\nwindow.addEventListener('load', handleAuthCallback);\n",[329764],{"type":17,"tag":6121,"props":329765,"children":329766},{"__ignoreMap":7},[329767],{"type":23,"value":329762},{"type":17,"tag":29,"props":329769,"children":329770},{},[329771],{"type":23,"value":329772},"For this guide, you can be your own test user:",{"type":17,"tag":6154,"props":329774,"children":329775},{},[329776,329781,329786,329791],{"type":17,"tag":84,"props":329777,"children":329778},{},[329779],{"type":23,"value":329780},"Click on the Notion integration in the Authorization component",{"type":17,"tag":84,"props":329782,"children":329783},{},[329784],{"type":23,"value":329785},"Grant access to your Notion workspace",{"type":17,"tag":84,"props":329787,"children":329788},{},[329789],{"type":23,"value":329790},"Repeat for Discord",{"type":17,"tag":84,"props":329792,"children":329793},{},[329794],{"type":23,"value":329795},"Save both connection IDs - you'll need them for the next steps",{"type":17,"tag":29,"props":329797,"children":329798},{},[329799,329801,329808],{"type":23,"value":329800},"Note: In production, you should associate these connection IDs with your user's account in your database. For more information, see our guide on ",{"type":17,"tag":133,"props":329802,"children":329805},{"href":329803,"rel":329804},"https://docs.unified.to/guides/how_to_associate_a_connection_id_with_your_end_user",[214],[329806],{"type":23,"value":329807},"How to associate connection IDs with your users",{"type":23,"value":54},{"type":17,"tag":68,"props":329810,"children":329812},{"id":329811},"pull-content-from-your-knowledge-base",[329813],{"type":23,"value":329814},"Pull content from your knowledge base",{"type":17,"tag":29,"props":329816,"children":329817},{},[329818],{"type":23,"value":329819},"Now that you've got a connection ID, we can start making calls to the Unified API!",{"type":17,"tag":29,"props":329821,"children":329822},{},[329823],{"type":23,"value":329824},"First, let's write some functions to recursively fetch all content from your KMS:",{"type":17,"tag":6893,"props":329826,"children":329829},{"className":329827,"code":329828,"language":6898,"meta":7},[6896],"async function fetchContent(connectionId: string, apiKey: string) {\n  const spaces = await fetchAllSpaces(connectionId, apiKey);\n  const allContent = [];\n\n  for (const space of spaces) {\n    const pages = await fetchPagesInSpace(connectionId, apiKey, space.id);\n    allContent.push(...pages);\n  }\n\n  return allContent;\n}\n\nasync function fetchAllSpaces(connectionId: string, apiKey: string) {\n  const response = await fetch(\n    `https://api.unified.to/kms/${connectionId}/space?limit=100`,\n    {\n      headers: {\n        Authorization: `Bearer ${apiKey}`,\n      }\n    }\n  );\n\n  if (!response.ok) {\n    throw new Error(`Failed to fetch spaces: ${response.statusText}`);\n  }\n\n  return response.json();\n}\n\nasync function fetchPagesInSpace(connectionId: string, apiKey: string, spaceId: string) {\n  const response = await fetch(\n    `https://api.unified.to/kms/${connectionId}/page?limit=100&space_id=${spaceId}`,\n    {\n      headers: {\n        Authorization: `Bearer ${apiKey}`,\n      }\n    }\n  );\n\n  if (!response.ok) {\n    throw new Error(`Failed to fetch pages: ${response.statusText}`);\n  }\n\n  return response.json();\n}\n\n// Usage\nconst content = await fetchContent(CONNECTION_ID, API_KEY);\n",[329830],{"type":17,"tag":6121,"props":329831,"children":329832},{"__ignoreMap":7},[329833],{"type":23,"value":329828},{"type":17,"tag":29,"props":329835,"children":329836},{},[329837,329842,329843],{"type":17,"tag":48,"props":329838,"children":329839},{},[329840],{"type":23,"value":329841},"API reference",{"type":23,"value":49318},{"type":17,"tag":133,"props":329844,"children":329846},{"href":163519,"rel":329845},[214],[329847],{"type":23,"value":163836},{"type":17,"tag":29,"props":329849,"children":329850},{},[329851,329852,329858,329860,329866],{"type":23,"value":232104},{"type":17,"tag":6121,"props":329853,"children":329855},{"className":329854},[],[329856],{"type":23,"value":329857},"fetchContent",{"type":23,"value":329859}," in your app to see the results. You should see a collection of ",{"type":17,"tag":133,"props":329861,"children":329864},{"href":329862,"rel":329863},"https://docs.unified.to/kms/page/model",[214],[329865],{"type":23,"value":173306},{"type":23,"value":54},{"type":17,"tag":68,"props":329868,"children":329870},{"id":329869},"process-the-content-with-langbase-memory-agents",[329871],{"type":23,"value":329872},"Process the content with Langbase Memory Agents",{"type":17,"tag":29,"props":329874,"children":329875},{},[329876,329878,329884],{"type":23,"value":329877},"Now that we have our knowledge base content, we need to prepare it for AI consumption. Instead of building a complex RAG pipeline ourselves, we'll use Langbase's ",{"type":17,"tag":133,"props":329879,"children":329881},{"href":325864,"rel":329880},[214],[329882],{"type":23,"value":329883},"Memory Agents",{"type":23,"value":329885}," to handle all the heavy lifting - from text processing to embedding generation and storage.",{"type":17,"tag":29,"props":329887,"children":329888},{},[329889],{"type":23,"value":329890},"First, let's install the Langbase SDK:",{"type":17,"tag":6893,"props":329892,"children":329895},{"className":329893,"code":329894,"language":288003,"meta":7},[288001],"npm install langbase\n",[329896],{"type":17,"tag":6121,"props":329897,"children":329898},{"__ignoreMap":7},[329899],{"type":23,"value":329894},{"type":17,"tag":29,"props":329901,"children":329902},{},[329903],{"type":23,"value":329904},"Now we can create memory to store our knowledge base:",{"type":17,"tag":6893,"props":329906,"children":329909},{"className":329907,"code":329908,"language":18718,"meta":7},[18716],"import { Langbase } from 'langbase';\n\nconst langbase = new Langbase({\n  apiKey: process.env.LANGBASE_API_KEY!,\n});\n\nasync function createKnowledgeBase() {\n// Create a new memory\n  const memory = await langbase.memory.create({\n    name: 'support-bot-knowledge',\n    description: 'Knowledge base for our support bot',\n    embedding_model: 'openai:text-embedding-3-large'// Using OpenAI's latest model\n  });\n\n  return memory;\n}\n",[329910],{"type":17,"tag":6121,"props":329911,"children":329912},{"__ignoreMap":7},[329913],{"type":23,"value":329908},{"type":17,"tag":29,"props":329915,"children":329916},{},[329917,329922,329923],{"type":17,"tag":48,"props":329918,"children":329919},{},[329920],{"type":23,"value":329921},"API reference:",{"type":23,"value":18757},{"type":17,"tag":133,"props":329924,"children":329927},{"href":329925,"rel":329926},"https://langbase.com/docs/sdk/memory/create",[214],[329928],{"type":23,"value":329929},"Create memory",{"type":17,"tag":29,"props":329931,"children":329932},{},[329933],{"type":23,"value":329934},"Now let's process our Unified.to content and upload it to Langbase:",{"type":17,"tag":6893,"props":329936,"children":329939},{"className":329937,"code":329938,"language":18718,"meta":7},[18716],"async function uploadContentToMemory(pages, memoryName: string) {\n  for (const page of pages) {\n    // Download the page content from Unified.to's download_url\n    const content = await fetch(page.download_url).then(res => res.text());\n    \n    // Create a buffer from the content\n    const documentBuffer = Buffer.from(content);\n    \n    // Upload to Langbase with metadata\n    await langbase.memory.documents.upload({\n      memoryName,\n      documentName: page.title,\n      document: documentBuffer,\n      contentType: 'text/markdown', // Adjust based on your content type\n      meta: {\n        source: 'unified_kms',\n        created_at: page.created_at,\n        updated_at: page.updated_at,\n        space_id: page.space_id\n      }\n    });\n  }\n}\n",[329940],{"type":17,"tag":6121,"props":329941,"children":329942},{"__ignoreMap":7},[329943],{"type":23,"value":329938},{"type":17,"tag":29,"props":329945,"children":329946},{},[329947,329951,329952],{"type":17,"tag":48,"props":329948,"children":329949},{},[329950],{"type":23,"value":329921},{"type":23,"value":18757},{"type":17,"tag":133,"props":329953,"children":329956},{"href":329954,"rel":329955},"https://langbase.com/docs/sdk/memory/document-upload",[214],[329957],{"type":23,"value":329958},"Upload document",{"type":17,"tag":29,"props":329960,"children":329961},{},[329962],{"type":23,"value":329963},"Langbase's Memory Agents will automatically:",{"type":17,"tag":6154,"props":329965,"children":329966},{},[329967,329972,329977,329982],{"type":17,"tag":84,"props":329968,"children":329969},{},[329970],{"type":23,"value":329971},"Process the text (Unified.to's data models have already cleaned the data for you!)",{"type":17,"tag":84,"props":329973,"children":329974},{},[329975],{"type":23,"value":329976},"Split content into optimal chunks",{"type":17,"tag":84,"props":329978,"children":329979},{},[329980],{"type":23,"value":329981},"Generate embeddings using state-of-the-art models",{"type":17,"tag":84,"props":329983,"children":329984},{},[329985],{"type":23,"value":329986},"Store and index everything for fast retrieval",{"type":17,"tag":29,"props":329988,"children":329989},{},[329990],{"type":23,"value":329991},"Once your content is uploaded, you can create a Pipe to handle natural language interactions. Pipes are custom AI agents that can be exposed as APIs, making them perfect for our Discord bot:",{"type":17,"tag":6893,"props":329993,"children":329996},{"className":329994,"code":329995,"language":18718,"meta":7},[18716],"async function createSupportBotPipe(memoryName: string) {\n  const pipe = await langbase.pipe.create({\n    name: 'Support Bot',\n    type: 'chat',\n    memory: memoryName,\n    description: 'Support bot powered by our knowledge base'\n  });\n\n  return pipe;\n}\n",[329997],{"type":17,"tag":6121,"props":329998,"children":329999},{"__ignoreMap":7},[330000],{"type":23,"value":329995},{"type":17,"tag":29,"props":330002,"children":330003},{},[330004,330008,330009],{"type":17,"tag":48,"props":330005,"children":330006},{},[330007],{"type":23,"value":329841},{"type":23,"value":49318},{"type":17,"tag":133,"props":330010,"children":330013},{"href":330011,"rel":330012},"https://langbase.com/docs/sdk/pipe/create",[214],[330014],{"type":23,"value":330015},"Create pipe",{"type":17,"tag":29,"props":330017,"children":330018},{},[330019],{"type":23,"value":330020},"This gives you a fully-functional RAG system with just a few API calls. No need to manage embeddings, vector stores, or complex AI infrastructure - Langbase handles all of that for you.",{"type":17,"tag":68,"props":330022,"children":330024},{"id":330023},"set-up-real-time-message-monitoring",[330025],{"type":23,"value":330026},"Set up real-time message monitoring",{"type":17,"tag":29,"props":330028,"children":330029},{},[330030],{"type":23,"value":330031},"To make your support bot responsive, you'll need to set up webhooks to receive notifications when users send messages in Discord channels.",{"type":17,"tag":6154,"props":330033,"children":330034},{},[330035],{"type":17,"tag":84,"props":330036,"children":330037},{},[330038],{"type":23,"value":330039},"Create a webhook to monitor Discord messages:",{"type":17,"tag":6893,"props":330041,"children":330044},{"className":330042,"code":330043,"language":6898,"meta":7},[6896],"async function createDiscordWebhook(connectionId: string, apiKey: string, hookUrl: string) {\n  const response = await fetch(\n    'https://api.unified.to/unified/webhook',\n    {\n      method: 'POST',\n      headers: {\n        'Authorization': `Bearer ${apiKey}`,\n        'Content-Type': 'application/json'\n      },\n      body: JSON.stringify({\n        connection_id: connectionId,\n        hook_url: hookUrl,\n        object_type: 'messaging_message',\n        event: 'created'\n      })\n    }\n  );\n\n  if (!response.ok) {\n    throw new Error(`Failed to create webhook: ${response.statusText}`);\n  }\n\n  return response.json();\n}\n\ncreateDiscordWebhook(CONNECTION_ID, API_KEY, 'https://localhost:8000/webhook')\n",[330045],{"type":17,"tag":6121,"props":330046,"children":330047},{"__ignoreMap":7},[330048],{"type":23,"value":330043},{"type":17,"tag":29,"props":330050,"children":330051},{},[330052,330056,330057],{"type":17,"tag":48,"props":330053,"children":330054},{},[330055],{"type":23,"value":329841},{"type":23,"value":49318},{"type":17,"tag":133,"props":330058,"children":330061},{"href":330059,"rel":330060},"https://docs.unified.to/unified/webhook/Create_webhook_subscription",[214],[330062],{"type":23,"value":330063},"Create a webhook",{"type":17,"tag":6154,"props":330065,"children":330066},{},[330067],{"type":17,"tag":84,"props":330068,"children":330069},{},[330070],{"type":23,"value":330071},"Set up an endpoint on your server to handle incoming webhook events. For example:",{"type":17,"tag":6893,"props":330073,"children":330076},{"className":330074,"code":330075,"language":6898,"meta":7},[6896],"app.post('/webhook', async (req, res) => {\n    // Verify webhook signature\n  const { data, webhook, nonce, sig } = req.body;\n\n    // Handle new messages\n  for (const message of data) {\n        // Ignore messages from the bot itself\n    if (message.author_member.id === BOT_USER_ID) continue;\n\n        // Process the message and generate a response\n    const response = await generateBotResponse(message.message);\n\n        // Send the response back to the channel\n    await sendDiscordResponse(\n      DISCORD_CONNECTION_ID,\n      API_KEY,\n      message.channel_id,\n      response\n    );\n  }\n\n  res.sendStatus(200);\n});\n",[330077],{"type":17,"tag":6121,"props":330078,"children":330079},{"__ignoreMap":7},[330080],{"type":23,"value":330075},{"type":17,"tag":6154,"props":330082,"children":330083},{},[330084],{"type":17,"tag":84,"props":330085,"children":330086},{},[330087],{"type":23,"value":330088},"Validate incoming webhooks (recommended):",{"type":17,"tag":6893,"props":330090,"children":330093},{"className":330091,"code":330092,"language":6898,"meta":7},[6896],"const crypto = require('crypto');\n\nfunction verifyWebhookSignature(data, nonce, signature, workspaceSecret) {\n  const hmac = crypto.createHmac('sha1', workspaceSecret);\n  const calculatedSignature = hmac\n    .update(JSON.stringify(data) + nonce)\n    .digest('base64');\n\n  return calculatedSignature === signature;\n}\n",[330094],{"type":17,"tag":6121,"props":330095,"children":330096},{"__ignoreMap":7},[330097],{"type":23,"value":330092},{"type":17,"tag":29,"props":330099,"children":330100},{},[330101],{"type":23,"value":330102},"With this setup, your bot can:",{"type":17,"tag":6154,"props":330104,"children":330105},{},[330106,330111,330116],{"type":17,"tag":84,"props":330107,"children":330108},{},[330109],{"type":23,"value":330110},"Receive notifications whenever a new message is sent in the monitored channels",{"type":17,"tag":84,"props":330112,"children":330113},{},[330114],{"type":23,"value":330115},"Process those messages through your AI pipeline",{"type":17,"tag":84,"props":330117,"children":330118},{},[330119],{"type":23,"value":330120},"Send responses back to the appropriate channel",{"type":17,"tag":29,"props":330122,"children":330123},{},[330124,330126,330133],{"type":23,"value":330125},"For more details on webhooks at Unified.to, see our ",{"type":17,"tag":133,"props":330127,"children":330130},{"href":330128,"rel":330129},"https://docs.unified.to/reference/webhooks",[214],[330131],{"type":23,"value":330132},"guide to webhooks",{"type":23,"value":54},{"type":17,"tag":68,"props":330135,"children":330137},{"id":330136},"send-responses-through-discord",[330138],{"type":23,"value":330139},"Send responses through Discord",{"type":17,"tag":29,"props":330141,"children":330142},{},[330143],{"type":23,"value":330144},"When you're ready to respond to a user's question, use our Messaging API to send the message back to Discord. Here's an example implementation with error handling and message formatting:",{"type":17,"tag":6893,"props":330146,"children":330149},{"className":330147,"code":330148,"language":6898,"meta":7},[6896],"async function sendDiscordResponse(connectionId: string, apiKey: string, channelId: string, response: string) {\n  const formattedResponse = formatDiscordMessage(response);\n\n  const apiResponse = await fetch(\n    `https://api.unified.to/messaging/${connectionId}/message`,\n    {\n      method: 'POST',\n      headers: {\n        'Authorization': `Bearer ${apiKey}`,\n        'Content-Type': 'application/json'\n      },\n      body: JSON.stringify({\n        channel_id: channelId,\n        message: formattedResponse,\n        message_html: formattedResponse, // Optional: Use for formatted text\n      })\n    }\n  );\n\n  if (!apiResponse.ok) {\n    if (apiResponse.status === 401) {\n      throw new Error('Authentication failed - check your API key');\n    } else if (apiResponse.status === 404) {\n      throw new Error('Channel not found - verify channel ID');\n    }\n    throw new Error(`Failed to send message: ${apiResponse.statusText}`);\n  }\n\n  return apiResponse.json();\n}\n\nfunction formatDiscordMessage(response) {\n  // Example formatting for Discord markdown\n  return `**Bot Response:**\\n${response}`;\n}\n\n// Example usage with different message types\nasync function sendBotResponses(connectionId, apiKey, channelId) {\n  // Simple text response\n  await sendDiscordResponse(\n    connectionId,\n    apiKey,\n    channelId,\n    'Here is the answer to your question...'\n  );\n\n  // Response with code block\n  await sendDiscordResponse(\n    connectionId,\n    apiKey,\n    channelId,\n    '```javascript\\nconst example = \"code block\";\\n```'\n  );\n\n  // Response with rich formatting\n  await sendDiscordResponse(\n    connectionId,\n    apiKey,\n    channelId,\n    '**Bold text** and *italic text* with a [link](https://example.com)'\n  );\n}\n",[330150],{"type":17,"tag":6121,"props":330151,"children":330152},{"__ignoreMap":7},[330153],{"type":23,"value":330148},{"type":17,"tag":29,"props":330155,"children":330156},{},[330157,330161,330162],{"type":17,"tag":48,"props":330158,"children":330159},{},[330160],{"type":23,"value":329841},{"type":23,"value":49318},{"type":17,"tag":133,"props":330163,"children":330165},{"href":107070,"rel":330164},[214],[330166],{"type":23,"value":24559},{"type":17,"tag":68,"props":330168,"children":330170},{"id":330169},"putting-it-all-together",[330171],{"type":23,"value":330172},"Putting it all together",{"type":17,"tag":29,"props":330174,"children":330175},{},[330176],{"type":23,"value":330177},"Here's a high-level overview of how to combine all the components into a working support bot:",{"type":17,"tag":6893,"props":330179,"children":330182},{"className":330180,"code":330181,"language":18718,"meta":7},[18716],"import { Langbase } from 'langbase';\n\nasync function initializeSupportBot() {\n    // Initialize APIs\n  const langbase = new Langbase({\n    apiKey: process.env.LANGBASE_API_KEY!\n  });\n\n    // Get connection IDs - implement these based on how you manage your users\n  const KMS_CONNECTION_ID = await getKMSConnection(user_id);\n  const DISCORD_CONNECTION_ID = await getDiscordConnection(user_id);\n  const UNIFIED_API_KEY = process.env.UNIFIED_API_KEY;\n\n    // Step 1: Fetch content from KMS\n  const kmsContent = await fetchContent(KMS_CONNECTION_ID, UNIFIED_API_KEY);\n\n    // Step 2: Set up Langbase Memory and upload content\n  const memory = await langbase.memory.create({\n    name: `support-kb-${user_id}`,\n    description: 'Knowledge base for support bot'\n  });\n\n  await uploadContentToMemory(kmsContent, memory.name);\n\n    // Step 3: Create an AI agent using Langbase Pipe\n  const pipe = await langbase.pipe.create({\n    name: `discord-support-bot`,\n    type: 'chat',\n    memory: memory.name,\n    description: 'Support bot powered by our knowledge base'\n  });\n\n    // Step 4: Set up Discord webhook for real-time messages\n  const webhook = await createDiscordWebhook(\n    DISCORD_CONNECTION_ID,\n    UNIFIED_API_KEY,\n    'https://your-server.com/webhook'\n  );\n\n    // Step 5: Handle incoming questions\n  async function handleQuestion(channelId: string, question: string) {\n    try {\n            // Use the Pipe to generate a response\n      const response = await langbase.pipe.chat({\n        pipe: pipe.name,\n        messages: [{ role: 'user', content: question }]\n      });\n\n            // Send the response back to Discord\n      await sendDiscordResponse(\n        DISCORD_CONNECTION_ID,\n        UNIFIED_API_KEY,\n        channelId,\n        response.message\n      );\n    } catch (error) {\n      console.error('Error handling question:', error);\n    }\n  }\n\n  return {\n    memory,\n    pipe,\n    webhook,\n    handleQuestion\n  };\n}\n\n// Usage example\nasync function startBot() {\n  const bot = await initializeSupportBot();\n\n    // Your webhook endpoint would call this when receiving messages\n  app.post('/webhook', async (req, res) => {\n    const { data, webhook, nonce, sig } = req.body;\n\n        // Handle new messages\n    for (const message of data) {\n            // Ignore messages from the bot itself\n      if (message.author_member.id === BOT_USER_ID) continue;\n\n      await bot.handleQuestion(message.channel_id, message.message);\n    }\n\n    res.sendStatus(200);\n  });\n}\n",[330183],{"type":17,"tag":6121,"props":330184,"children":330185},{"__ignoreMap":7},[330186],{"type":23,"value":330181},{"type":17,"tag":29,"props":330188,"children":330189},{},[330190],{"type":23,"value":330191},"This implementation:",{"type":17,"tag":6154,"props":330193,"children":330194},{},[330195,330200,330205,330210],{"type":17,"tag":84,"props":330196,"children":330197},{},[330198],{"type":23,"value":330199},"Initializes both Unified.to and Langbase clients",{"type":17,"tag":84,"props":330201,"children":330202},{},[330203],{"type":23,"value":330204},"Creates a Memory AGent to store your knowledge base content",{"type":17,"tag":84,"props":330206,"children":330207},{},[330208],{"type":23,"value":330209},"Sets up a Pipe to handle natural language interactions",{"type":17,"tag":84,"props":330211,"children":330212},{},[330213],{"type":23,"value":330214},"Configures Discord webhooks for real-time messaging",{"type":17,"tag":29,"props":330216,"children":330217},{},[330218],{"type":23,"value":330219},"The bot will now:",{"type":17,"tag":80,"props":330221,"children":330222},{},[330223,330228,330233],{"type":17,"tag":84,"props":330224,"children":330225},{},[330226],{"type":23,"value":330227},"Automatically receive messages from Discord through webhooks",{"type":17,"tag":84,"props":330229,"children":330230},{},[330231],{"type":23,"value":330232},"Process questions using your knowledge base through Langbase Pipes",{"type":17,"tag":84,"props":330234,"children":330235},{},[330236],{"type":23,"value":330237},"Send responses back to the appropriate Discord channel",{"type":17,"tag":29,"props":330239,"children":330240},{},[330241],{"type":23,"value":330242},"All of this happens with minimal infrastructure management on your part - Unified.to handles the integrations while Langbase manages the AI components.",{"type":17,"tag":68,"props":330244,"children":330245},{"id":256460},[330246],{"type":23,"value":256463},{"type":17,"tag":29,"props":330248,"children":330249},{},[330250],{"type":23,"value":330251},"Congratulations! You've built a powerful support bot by combining Unified.to's integration capabilities with Langbase's AI features. In this guide, you learned how to:",{"type":17,"tag":80,"props":330253,"children":330254},{},[330255,330260,330265,330269],{"type":17,"tag":84,"props":330256,"children":330257},{},[330258],{"type":23,"value":330259},"Pull knowledge base content from any system using Unified.to's KMS API",{"type":17,"tag":84,"props":330261,"children":330262},{},[330263],{"type":23,"value":330264},"Process and embed that content using Langbase Memory Agents",{"type":17,"tag":84,"props":330266,"children":330267},{},[330268],{"type":23,"value":329418},{"type":17,"tag":84,"props":330270,"children":330271},{},[330272],{"type":23,"value":330273},"Handle real-time messages through Discord using Unified.to's Messaging API and webhooks",{"type":17,"tag":29,"props":330275,"children":330276},{},[330277],{"type":23,"value":330278},"As an added bonus, this architecture is incredibly flexible. Since you're using Unified.to's APIs, you can easily expand your knowledge sources - want to pull content from Confluence instead of Notion? Or deploy your bot on Slack? It's just a matter of changing the connection - your core logic stays the same.",{"type":17,"tag":29,"props":330280,"children":330281},{},[330282],{"type":23,"value":330283},"And with Langbase handling the AI components, you can enhance your bot's capabilities without managing complex infrastructure:",{"type":17,"tag":80,"props":330285,"children":330286},{},[330287,330292,330297],{"type":17,"tag":84,"props":330288,"children":330289},{},[330290],{"type":23,"value":330291},"Experiment with multiple Memory Agents for different types of content",{"type":17,"tag":84,"props":330293,"children":330294},{},[330295],{"type":23,"value":330296},"Customize your Pipe's behaviour through prompt engineering",{"type":17,"tag":84,"props":330298,"children":330299},{},[330300],{"type":23,"value":330301},"Scale your bot without worrying about vector store 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Looking for another learning platform? ",{"type":17,"tag":133,"props":331551,"children":331553},{"href":215330,"rel":331552},[214],[331554],{"type":23,"value":331555},"Share your integration request",{"type":23,"value":54},{"type":17,"tag":29,"props":331558,"children":331559},{},[331560],{"type":23,"value":331561},"In this article, you'll learn about leading LMS platforms, practical use cases, and how Unified.to's LMS API can streamline your integration development.",{"type":17,"tag":68,"props":331563,"children":331565},{"id":331564},"supported-lms-platforms",[331566],{"type":23,"value":331567},"Supported LMS platforms",{"type":17,"tag":29,"props":331569,"children":331570},{},[331571],{"type":23,"value":331572},"Learning Management Systems serve as the backbone of modern education and corporate training, providing course management, student tracking, and learning analytics. 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})\n});\n",[332067],{"type":17,"tag":6121,"props":332068,"children":332069},{"__ignoreMap":7},[332070],{"type":23,"value":332065},{"type":17,"tag":239,"props":332072,"children":332074},{"id":332073},"using-the-unifiedto-sdk",[332075,332076,332081],{"type":23,"value":18449},{"type":17,"tag":133,"props":332077,"children":332079},{"href":42620,"rel":332078},[214],[332080],{"type":23,"value":217},{"type":23,"value":332082}," SDK",{"type":17,"tag":6893,"props":332084,"children":332087},{"className":332085,"code":332086,"language":6898,"meta":7},[6896],"// GET request\nconst response = await unified.passthrough.listPassthroughs({\n  connectionId: 'YOUR_CONNECTION_ID',\n  path: '/v2/customers'\n});\n\n// POST request\nconst response = await unified.passthrough.createPassthrough({\n  connectionId: 'YOUR_CONNECTION_ID',\n  path: '/v2/customers',\n  data: {\n    name: 'John Doe',\n    email: 'john@example.com'\n  }\n});\n\n// With custom headers\nconst response = await 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Our report covers the trust services criteria for security, confidentiality, and availability, underscoring our dedication to exceeding standard security benchmarks.",{"type":17,"tag":29,"props":333672,"children":333673},{},[333674,333676,333680],{"type":23,"value":333675},"As global software companies rely on Unified.to's real-time ",{"type":17,"tag":133,"props":333677,"children":333678},{"href":7691},[333679],{"type":23,"value":7459},{"type":23,"value":333681}," platform to manage hundreds of integrations for their customers, we dedicate substantial resources to maintaining a best-in-class security posture and practices.",{"type":17,"tag":68,"props":333683,"children":333685},{"id":333684},"what-is-soc-2",[333686],{"type":23,"value":333687},"What is SOC 2?",{"type":17,"tag":29,"props":333689,"children":333690},{},[333691],{"type":23,"value":333692},"SOC 2 is a compliance standard from the American Institute of CPAs (AICPA) that outlines guidelines for SaaS companies to protect customer data. It assesses organizations based on five Trust Services Criteria: security, availability and confidentiality. SOC 2 compliance requires an external audit and includes two types of reports:",{"type":17,"tag":80,"props":333694,"children":333695},{},[333696,333706],{"type":17,"tag":84,"props":333697,"children":333698},{},[333699,333704],{"type":17,"tag":48,"props":333700,"children":333701},{},[333702],{"type":23,"value":333703},"SOC 2 Type 1",{"type":23,"value":333705},": Verifies a company's compliance at a single point in time.",{"type":17,"tag":84,"props":333707,"children":333708},{},[333709,333714],{"type":17,"tag":48,"props":333710,"children":333711},{},[333712],{"type":23,"value":333713},"SOC 2 Type 2",{"type":23,"value":333715},": Assesses if a company maintains compliance over an extended period, typically 3 to 12 months.",{"type":17,"tag":68,"props":333717,"children":333719},{"id":333718},"why-soc-2-compliance-matters-to-us",[333720],{"type":23,"value":333721},"Why SOC 2 compliance matters to us",{"type":17,"tag":29,"props":333723,"children":333724},{},[333725],{"type":23,"value":333726},"We pursued SOC 2 compliance to reinforce our commitment to building trust with our customers. As an API integration infrastructure company, we understand that customers entrust us with their own customers' data. That's why we adopted a zero-liability principle—avoiding any caching or storage of your customers' third-party data on our servers—significantly reducing liability and enhancing data protection. This approach helped us meet SOC 2 confidentiality requirements seamlessly. Our dedication to high security standards enabled us not only to fulfill the core Security requirement but also to include Confidentiality and Availability in our report.",{"type":17,"tag":68,"props":333728,"children":333730},{"id":333729},"security-assessment",[333731],{"type":23,"value":333732},"Security assessment",{"type":17,"tag":29,"props":333734,"children":333735},{},[333736],{"type":23,"value":333737},"As part of the compliance process, Unified.to underwent a thorough independent security assessment. This evaluation included an extensive review of our security protocols, infrastructure, and data handling practices to ensure alignment with SOC 2 standards",{"type":17,"tag":68,"props":333739,"children":333741},{"id":333740},"trust-center",[333742],{"type":23,"value":252641},{"type":17,"tag":29,"props":333744,"children":333745},{},[333746,333748,333754,333760,333762,333768],{"type":23,"value":333747},"Today, we're also introducing our ",{"type":17,"tag":133,"props":333749,"children":333751},{"href":267279,"rel":333750},[214],[333752],{"type":23,"value":333753},"Trust ",{"type":17,"tag":133,"props":333755,"children":333757},{"href":252637,"rel":333756},[214],[333758],{"type":23,"value":333759},"Center",{"type":23,"value":333761},", where you can explore our compliance journey, data security practices, and privacy policy. We'll continue to make updates to this portal. Here, you can also access our audit report or ",{"type":17,"tag":133,"props":333763,"children":333765},{"href":215330,"rel":333764},[214],[333766],{"type":23,"value":333767},"get in touch with our team",{"type":23,"value":333769}," for more information.",{"type":17,"tag":68,"props":333771,"children":333773},{"id":333772},"what-our-soc-2-compliance-means-for-you",[333774],{"type":23,"value":333775},"What our SOC 2 compliance means for you",{"type":17,"tag":29,"props":333777,"children":333778},{},[333779],{"type":23,"value":333780},"By partnering with a SOC 2-compliant platform, you strengthen your own compliance posture, easing the burden of due diligence and meeting internal and regulatory requirements more easily.",{"type":17,"tag":29,"props":333782,"children":333783},{},[333784],{"type":23,"value":333785},"SOC 2 compliance is essential for industries like finance, e-commerce, and HR, where data protection and privacy standards are non-negotiable. With Unified.to's SOC 2 compliance, you're backed by robust security across use cases in recruitment, sales, HR, customer support and payments. As we've shared, our zero-liability approach means we don't store or cache your customers' third-party data, reinforcing limited data exposure and offering you peace of mind about data integrity.",{"type":17,"tag":68,"props":333787,"children":333788},{"id":326027},[333789],{"type":23,"value":326030},{"type":17,"tag":29,"props":333791,"children":333792},{},[333793],{"type":23,"value":333794},"We're dedicated to continuously enhancing our security and compliance efforts. With our SOC 2 Type 2 compliance, we have validated our ability to uphold rigorous standards over time. These initiatives ensure our standards not only meet but exceed industry expectations.",{"type":17,"tag":29,"props":333796,"children":333797},{},[333798,333800,333806],{"type":23,"value":333799},"If you'd like to learn more about our SOC 2 compliance, ",{"type":17,"tag":133,"props":333801,"children":333803},{"href":215330,"rel":333802},[214],[333804],{"type":23,"value":333805},"reach out to our team",{"type":23,"value":333807},". We're always  happy to discuss how we can support your security and privacy needs.",{"title":7,"searchDepth":1629,"depth":1629,"links":333809},[333810,333811,333812,333813,333814,333815],{"id":333684,"depth":1629,"text":333687},{"id":333718,"depth":1629,"text":333721},{"id":333729,"depth":1629,"text":333732},{"id":333740,"depth":1629,"text":252641},{"id":333772,"depth":1629,"text":333775},{"id":326027,"depth":1629,"text":326030},"content:blog:unified_is_soc_2_compliant.md","blog/unified_is_soc_2_compliant.md","blog/unified_is_soc_2_compliant",{"_path":333820,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":333821,"description":333822,"img":333823,"date":333617,"tag":6341,"body":333824,"_type":1677,"_id":334326,"_source":1679,"_file":334327,"_stem":334328,"_extension":1682},"/blog/working_with_hierarchical_tree_data_in_storage_messaging_and_kms_apis","Working with hierarchical tree data in Storage, Messaging, and KMS APIs","This guide explains how to retrieve and traverse hierarchical data structures (i.e., trees) when working with APIs that support parent-child relationships.","https://s3.us-east-2.amazonaws.com/unified-article-images/working_with_hierarchical_tree_data_in_storage_messaging_and_kms_apis-icon.png",{"type":14,"children":333825,"toc":334313},[333826,333831,333834,333841,333845,333849,333854,333904,333909,333913,333917,333932,333938,333950,334007,334013,334018,334064,334073,334086,334092,334097,334106,334130,334135,334140,334166,334175,334198,334204,334210,334215,334248,334253,334271,334278,334296,334300],{"type":17,"tag":18,"props":333827,"children":333829},{"id":333828},"working-with-hierarchical-tree-data-in-storage-messaging-and-kms-apis",[333830],{"type":23,"value":333821},{"type":17,"tag":25,"props":333832,"children":333833},{},[],{"type":17,"tag":29,"props":333835,"children":333836},{},[333837],{"type":17,"tag":33,"props":333838,"children":333839},{},[333840],{"type":23,"value":333635},{"type":17,"tag":29,"props":333842,"children":333843},{},[333844],{"type":23,"value":333822},{"type":17,"tag":68,"props":333846,"children":333847},{"id":42649},[333848],{"type":23,"value":42652},{"type":17,"tag":29,"props":333850,"children":333851},{},[333852],{"type":23,"value":333853},"Many APIs organize their data in tree-like structures, where records can have parent-child relationships with each other.",{"type":17,"tag":6154,"props":333855,"children":333856},{},[333857,333874,333893],{"type":17,"tag":84,"props":333858,"children":333859},{},[333860,333861,333872],{"type":23,"value":6712},{"type":17,"tag":48,"props":333862,"children":333863},{},[333864,333866,333870],{"type":23,"value":333865},"[File ",{"type":17,"tag":133,"props":333867,"children":333868},{"href":28977},[333869],{"type":23,"value":72479},{"type":23,"value":333871},"](/storage)",{"type":23,"value":333873}," represents both folders and files as a single object type, making tree traversal straightforward. 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While most KMS platforms use a simple tree structure (like Confluence), some (like Notion) support this more flexible mesh-like organization.",{"type":17,"tag":29,"props":333905,"children":333906},{},[333907],{"type":23,"value":333908},"This guide will show you how to efficiently traverse these hierarchical structures to retrieve all the data you need.",{"type":17,"tag":68,"props":333910,"children":333911},{"id":177146},[333912],{"type":23,"value":177149},{"type":17,"tag":29,"props":333914,"children":333915},{},[333916],{"type":23,"value":333379},{"type":17,"tag":80,"props":333918,"children":333919},{},[333920],{"type":17,"tag":84,"props":333921,"children":333922},{},[333923,333925],{"type":23,"value":333924},"Basic understanding of ",{"type":17,"tag":133,"props":333926,"children":333929},{"href":333927,"rel":333928},"https://en.wikipedia.org/wiki/Tree_(abstract_data_type)",[214],[333930],{"type":23,"value":333931},"tree data structures",{"type":17,"tag":68,"props":333933,"children":333935},{"id":333934},"understanding-parent-child-relationships",[333936],{"type":23,"value":333937},"Understanding parent-child relationships",{"type":17,"tag":29,"props":333939,"children":333940},{},[333941,333943,333948],{"type":23,"value":333942},"When an API endpoint supports a ",{"type":17,"tag":6121,"props":333944,"children":333946},{"className":333945},[],[333947],{"type":23,"value":15863},{"type":23,"value":333949}," parameter, it typically indicates that the data is organized in a hierarchical structure. To fully traverse this structure, you'll need to:",{"type":17,"tag":6154,"props":333951,"children":333952},{},[333953,333958,333963,333968],{"type":17,"tag":84,"props":333954,"children":333955},{},[333956],{"type":23,"value":333957},"Get the top-level entities (parent nodes)",{"type":17,"tag":84,"props":333959,"children":333960},{},[333961],{"type":23,"value":333962},"For each parent, retrieve its children by passing the parent's ID",{"type":17,"tag":84,"props":333964,"children":333965},{},[333966],{"type":23,"value":333967},"Recursively repeat this process for any children that can also be parents",{"type":17,"tag":84,"props":333969,"children":333970},{},[333971,333973,333978,333980,333985,333987,333992,333994,334000,334002],{"type":23,"value":333972},"For KMS Page, you can use its ",{"type":17,"tag":6121,"props":333974,"children":333976},{"className":333975},[],[333977],{"type":23,"value":160848},{"type":23,"value":333979}," field to determine if there are children pages to query. 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Unified.to supports two main authentication flows:",{"type":17,"tag":239,"props":335655,"children":335657},{"id":335656},"api-token-authentication",[335658],{"type":23,"value":335659},"API token authentication",{"type":17,"tag":80,"props":335661,"children":335662},{},[335663,335668],{"type":17,"tag":84,"props":335664,"children":335665},{},[335666],{"type":23,"value":335667},"Simple token: Requires a single token or key.",{"type":17,"tag":84,"props":335669,"children":335670},{},[335671],{"type":23,"value":335672},"Multi-field token: Requires multiple credentials (e.g. API key + domain).",{"type":17,"tag":239,"props":335674,"children":335676},{"id":335675},"oauth-2-authentication",[335677],{"type":23,"value":335678},"OAuth 2 authentication",{"type":17,"tag":80,"props":335680,"children":335681},{},[335682,335687,335692],{"type":17,"tag":84,"props":335683,"children":335684},{},[335685],{"type":23,"value":335686},"Requires client credentials (client ID and secret).",{"type":17,"tag":84,"props":335688,"children":335689},{},[335690],{"type":23,"value":335691},"Requires access tokens and optional refresh tokens.",{"type":17,"tag":84,"props":335693,"children":335694},{},[335695],{"type":23,"value":335696},"May include additional user information e.g. emails, names.",{"type":17,"tag":68,"props":335698,"children":335700},{"id":335699},"check-instructions-for-the-integration-you-want-to-import",[335701],{"type":23,"value":335702},"Check instructions for the integration you want to import",{"type":17,"tag":29,"props":335704,"children":335705},{},[335706],{"type":23,"value":335707},"The Unified.to Core API contains information that will help you determine what you need to successfully import your integrations.",{"type":17,"tag":6154,"props":335709,"children":335710},{},[335711,335724],{"type":17,"tag":84,"props":335712,"children":335713},{},[335714,335716,335722],{"type":23,"value":335715},"Make a GET request to the ",{"type":17,"tag":6121,"props":335717,"children":335719},{"className":335718},[],[335720],{"type":23,"value":335721},"/unified/integration",{"type":23,"value":335723}," endpoint to get information about the integration you want to import, passing in the categories and/or names of the integrations you are interested in.",{"type":17,"tag":84,"props":335725,"children":335726},{},[335727,335729],{"type":23,"value":335728},"Check the following fields in the response:\n",{"type":17,"tag":80,"props":335730,"children":335731},{},[335732,335743],{"type":17,"tag":84,"props":335733,"children":335734},{},[335735,335741],{"type":17,"tag":6121,"props":335736,"children":335738},{"className":335737},[],[335739],{"type":23,"value":335740},"token_names",{"type":23,"value":335742},": Lists required credential fields for API token authentication.",{"type":17,"tag":84,"props":335744,"children":335745},{},[335746,335752],{"type":17,"tag":6121,"props":335747,"children":335749},{"className":335748},[],[335750],{"type":23,"value":335751},"token_instructions",{"type":23,"value":335753},": Provides guidance on where to find these credentials.",{"type":17,"tag":29,"props":335755,"children":335756},{},[335757],{"type":23,"value":3258},{"type":17,"tag":6893,"props":335759,"children":335762},{"className":335760,"code":335761,"language":6898,"meta":7},[6896],"const baseUrl = 'https://api.unified.to/unified/integration';\nconst params = new URLSearchParams({\n  categories: ['ats', 'crm'].join(',')\n});\nconst url = `${baseUrl}?${params}`;\n\n// Make the request\nfetch(url, {\n  method: 'GET',\n  headers: {\n    'Authorization': `Bearer ${YOUR_API_KEY}`,\n    'Accept': 'application/json'\n  }\n})\n.then(response => {\n  if (!response.ok) {\n    throw new Error(`HTTP error! status: ${response.status}`);\n  }\n  return response.json();\n})\n.then(integrations => {\n  // Loop through each integration and log its auth details\n  integrations.forEach(integration => {\n    console.log(`\\n=== ${integration.name} ===`);\n    \n    // Log token information if it exists\n    if (integration.token_names && integration.token_names.length > 0) {\n      console.log('Required credentials:', integration.token_names);\n      console.log('How to find credentials:');\n      integration.token_instructions?.forEach((instruction, index) => {\n        console.log(`${index + 1}. ${instruction}`);\n      });\n    } else {\n      console.log('No token credentials required (likely uses OAuth)');\n    }\n  });\n})\n.catch(error => {\n  console.error('Error fetching integrations:', error);\n});\n\n/* Example output:\n\n=== ActiveCampaign ===\nRequired credentials: [\"API Key\", \"Domain\"]\nHow to find credentials:\n1. Your API key can be found in your account on the Settings page under the \"Developer\" tab...\n2. Your API URL can be found in your account on the My Settings page under the \"Developer\" tab...\n\n=== HubSpot ===\nNo token credentials required (likely uses OAuth)\n\n*/\n",[335763],{"type":17,"tag":6121,"props":335764,"children":335765},{"__ignoreMap":7},[335766],{"type":23,"value":335761},{"type":17,"tag":29,"props":335768,"children":335769},{},[335770,335774,335775,335782],{"type":17,"tag":48,"props":335771,"children":335772},{},[335773],{"type":23,"value":329921},{"type":23,"value":18757},{"type":17,"tag":133,"props":335776,"children":335779},{"href":335777,"rel":335778},"https://docs.unified.to/unified/integration/Returns_all_integrations",[214],[335780],{"type":23,"value":335781},"Get all integrations",{"type":23,"value":54},{"type":17,"tag":68,"props":335784,"children":335786},{"id":335785},"import-an-api-token-integration",[335787],{"type":23,"value":335788},"Import an API token integration",{"type":17,"tag":29,"props":335790,"children":335791},{},[335792],{"type":23,"value":335793},"For single-token integrations, construct your connection object:",{"type":17,"tag":6893,"props":335795,"children":335798},{"className":335796,"code":335797,"language":22503,"meta":7},[22501],"{\n  \"integration_type\": NAME_OF_INTEGRATION,\n  \"permissions\": [PERMISSIONS],\n  \"categories\": [CATEGORIES],\n  \"environment\": \"Production\", // or any other non-sandbox environment\n  \"auth\": {\n    \"token\": \"your_customer_token\"\n  }\n}\n",[335799],{"type":17,"tag":6121,"props":335800,"children":335801},{"__ignoreMap":7},[335802],{"type":23,"value":335797},{"type":17,"tag":29,"props":335804,"children":335805},{},[335806,335808,335814],{"type":23,"value":335807},"For multi-field token integrations, use the ",{"type":17,"tag":6121,"props":335809,"children":335811},{"className":335810},[],[335812],{"type":23,"value":335813},"other_auth_info",{"type":23,"value":335815}," array:",{"type":17,"tag":6893,"props":335817,"children":335820},{"className":335818,"code":335819,"language":22503,"meta":7},[22501],"{\n  \"integration_type\": NAME_OF_INTEGRATION,\n  \"permissions\": [PERMISSIONS],\n  \"categories\": [CATEGORIES],\n  \"environment\": \"Production\", //  or any other non-sandbox environment\n  \"auth\": {\n    \"token\": \"your_customer_token\"\n    \"other_auth_info\": [\n      \"first_credential\",\n      \"second_credential\"\n    ]\n  }\n}\n",[335821],{"type":17,"tag":6121,"props":335822,"children":335823},{"__ignoreMap":7},[335824],{"type":23,"value":335819},{"type":17,"tag":29,"props":335826,"children":335827},{},[335828,335832,335834,335839,335841,335846],{"type":17,"tag":48,"props":335829,"children":335830},{},[335831],{"type":23,"value":18744},{"type":23,"value":335833},": The order of credentials in ",{"type":17,"tag":6121,"props":335835,"children":335837},{"className":335836},[],[335838],{"type":23,"value":335813},{"type":23,"value":335840}," must match the order of the ",{"type":17,"tag":6121,"props":335842,"children":335844},{"className":335843},[],[335845],{"type":23,"value":335740},{"type":23,"value":335847}," from the integration instructions (see above).",{"type":17,"tag":68,"props":335849,"children":335851},{"id":335850},"import-an-oauth-20-integration",[335852],{"type":23,"value":335853},"Import an OAuth 2.0 integration",{"type":17,"tag":6154,"props":335855,"children":335856},{},[335857],{"type":17,"tag":84,"props":335858,"children":335859},{},[335860,335862,335866],{"type":23,"value":335861},"Construct your connection object with the ",{"type":17,"tag":133,"props":335863,"children":335864},{"href":779},[335865],{"type":23,"value":782},{"type":23,"value":335867}," credentials:",{"type":17,"tag":6893,"props":335869,"children":335872},{"className":335870,"code":335871,"language":22503,"meta":7},[22501],"{\n  \"integration_type\": NAME_OF_INTEGRATION,\n  \"permissions\": [PERMISSIONS],\n  \"categories\": [CATEGORIES],\n  \"environment\": \"Production\", //  or any other non-sandbox environment\n  \"auth\": {\n    \"access_token\": \"customer_access_token\",\n    \"refresh_token\": \"customer_refresh_token\",\n    \"expiry_date\": \"2024-12-31T23:59:59Z\",\n    \"emails\": [\"user@example.com\"],\n    \"name\": \"User Name\"\n  }\n}\n",[335873],{"type":17,"tag":6121,"props":335874,"children":335875},{"__ignoreMap":7},[335876],{"type":23,"value":335871},{"type":17,"tag":6154,"props":335878,"children":335879},{},[335880],{"type":17,"tag":84,"props":335881,"children":335882},{},[335883,335885],{"type":23,"value":335884},"Log into the developer account for the provider whose integrations you are importing. 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We'll walk you through how to interpret error messages, check connection status, and implement solutions to get your integrations running smoothly again.",{"type":17,"tag":68,"props":338218,"children":338219},{"id":177146},[338220],{"type":23,"value":177149},{"type":17,"tag":29,"props":338222,"children":338223},{},[338224],{"type":23,"value":338225},"This guide assumes you have a basic understanding of:",{"type":17,"tag":80,"props":338227,"children":338228},{},[338229],{"type":17,"tag":84,"props":338230,"children":338231},{},[338232],{"type":17,"tag":133,"props":338233,"children":338235},{"href":337112,"rel":338234},[214],[338236],{"type":23,"value":42815},{"type":17,"tag":68,"props":338238,"children":338240},{"id":338239},"connection-lifecycle",[338241],{"type":23,"value":338242},"Connection lifecycle",{"type":17,"tag":29,"props":338244,"children":338245},{},[338246],{"type":23,"value":338247},"Understanding the connection lifecycle can help in troubleshooting:",{"type":17,"tag":6154,"props":338249,"children":338250},{},[338251,338256,338261,338272,338277],{"type":17,"tag":84,"props":338252,"children":338253},{},[338254],{"type":23,"value":338255},"Your customer selects an integration from your app to authorize.",{"type":17,"tag":84,"props":338257,"children":338258},{},[338259],{"type":23,"value":338260},"Your customer is directed to the authorization page for that integration.",{"type":17,"tag":84,"props":338262,"children":338263},{},[338264,338266,338270],{"type":23,"value":338265},"Unified.to determines what to display on the page (e.g. ",{"type":17,"tag":133,"props":338267,"children":338268},{"href":779},[338269],{"type":23,"value":782},{"type":23,"value":338271}," vs API token)",{"type":17,"tag":84,"props":338273,"children":338274},{},[338275],{"type":23,"value":338276},"Your customer grants access to their account.",{"type":17,"tag":84,"props":338278,"children":338279},{},[338280,338282],{"type":23,"value":338281},"Unified.to's server creates a connection in memory and attempts to test it immediately.\n",{"type":17,"tag":6154,"props":338283,"children":338284},{},[338285,338290],{"type":17,"tag":84,"props":338286,"children":338287},{},[338288],{"type":23,"value":338289},"If tests pass, the connection is created in our database and your customer is redirected to the success URL you specified (defaults to the page they were on when they started the auth flow).",{"type":17,"tag":84,"props":338291,"children":338292},{},[338293,338295],{"type":23,"value":338294},"If tests fail, the customer is redirected to the failure URL you specified with error details in the query parameters. See the below section: ",{"type":17,"tag":48,"props":338296,"children":338297},{},[338298],{"type":23,"value":338299},"Handle errors during connection creation",{"type":17,"tag":68,"props":338301,"children":338303},{"id":338302},"understanding-connection-health",[338304],{"type":23,"value":338305},"Understanding connection health",{"type":17,"tag":29,"props":338307,"children":338308},{},[338309],{"type":23,"value":338310},"Connections in Unified.to have different health statuses based on their recent activity:",{"type":17,"tag":80,"props":338312,"children":338313},{},[338314,338324,338334,338344],{"type":17,"tag":84,"props":338315,"children":338316},{},[338317,338322],{"type":17,"tag":48,"props":338318,"children":338319},{},[338320],{"type":23,"value":338321},"Healthy",{"type":23,"value":338323},": The connection is working as expected.",{"type":17,"tag":84,"props":338325,"children":338326},{},[338327,338332],{"type":17,"tag":48,"props":338328,"children":338329},{},[338330],{"type":23,"value":338331},"Unhealthy",{"type":23,"value":338333},": The connection has failed and hasn't had a successful call since.",{"type":17,"tag":84,"props":338335,"children":338336},{},[338337,338342],{"type":17,"tag":48,"props":338338,"children":338339},{},[338340],{"type":23,"value":338341},"Unhealthy now",{"type":23,"value":338343},": The connection has had a recent failure after previous successes.",{"type":17,"tag":84,"props":338345,"children":338346},{},[338347,338352],{"type":17,"tag":48,"props":338348,"children":338349},{},[338350],{"type":23,"value":338351},"New",{"type":23,"value":338353},": The connection has been created but hasn't been used yet.",{"type":17,"tag":29,"props":338355,"children":338356},{},[338357],{"type":23,"value":338358},"It's important to note that a connection can represent multiple objects and endpoints, each with its own potential for errors. Not all errors are terminal or indicative of a broken connection.",{"type":17,"tag":68,"props":338360,"children":338362},{"id":338361},"handle-errors-during-connection-creation",[338363],{"type":23,"value":338299},{"type":17,"tag":29,"props":338365,"children":338366},{},[338367],{"type":23,"value":338368},"When a connection fails to be created, we redirect users to the failure URL (this defaults to the page where the auth flow was initiated). The redirect URL includes two query parameters:",{"type":17,"tag":80,"props":338370,"children":338371},{},[338372,338383],{"type":17,"tag":84,"props":338373,"children":338374},{},[338375,338381],{"type":17,"tag":6121,"props":338376,"children":338378},{"className":338377},[],[338379],{"type":23,"value":338380},"error",{"type":23,"value":338382},": An error message",{"type":17,"tag":84,"props":338384,"children":338385},{},[338386,338392],{"type":17,"tag":6121,"props":338387,"children":338389},{"className":338388},[],[338390],{"type":23,"value":338391},"log_id",{"type":23,"value":338393},": The ID of the API call log entry for this failure",{"type":17,"tag":29,"props":338395,"children":338396},{},[338397],{"type":23,"value":338398},"To properly handle these errors in your application:",{"type":17,"tag":6154,"props":338400,"children":338401},{},[338402,338446],{"type":17,"tag":84,"props":338403,"children":338404},{},[338405,338410],{"type":17,"tag":48,"props":338406,"children":338407},{},[338408],{"type":23,"value":338409},"Review the API call log:",{"type":17,"tag":80,"props":338411,"children":338412},{},[338413,338429,338441],{"type":17,"tag":84,"props":338414,"children":338415},{},[338416,338417,338427],{"type":23,"value":6661},{"type":17,"tag":133,"props":338418,"children":338421},{"href":338419,"rel":338420},"https://app.unified.to/logs",[214],[338422],{"type":17,"tag":48,"props":338423,"children":338424},{},[338425],{"type":23,"value":338426},"API Call Logs",{"type":23,"value":338428}," in your Unified.to dashboard",{"type":17,"tag":84,"props":338430,"children":338431},{},[338432,338434,338439],{"type":23,"value":338433},"Look up the log entry using the ",{"type":17,"tag":6121,"props":338435,"children":338437},{"className":338436},[],[338438],{"type":23,"value":338391},{"type":23,"value":338440}," from the URL",{"type":17,"tag":84,"props":338442,"children":338443},{},[338444],{"type":23,"value":338445},"Examine the error message and status code to understand what went wrong",{"type":17,"tag":84,"props":338447,"children":338448},{},[338449,338454],{"type":17,"tag":48,"props":338450,"children":338451},{},[338452],{"type":23,"value":338453},"Implement error handling in your app",{"type":17,"tag":6154,"props":338455,"children":338456},{},[338457],{"type":17,"tag":84,"props":338458,"children":338459},{},[338460],{"type":23,"value":338461},"For example, you may want to display a friendly message to your users, log the error in your monitoring tool, or invite them to contact support",{"type":17,"tag":29,"props":338463,"children":338464},{},[338465],{"type":23,"value":338466},"Review the section below, 'Troubleshooting by connection error codes', for a detailed walkthrough of the possible error codes and how to handle them.",{"type":17,"tag":68,"props":338468,"children":338470},{"id":338469},"handle-errors-after-a-connection-is-created",[338471],{"type":23,"value":338472},"Handle errors after a connection is created",{"type":17,"tag":29,"props":338474,"children":338475},{},[338476],{"type":23,"value":338477},"When a connection is created successfully but becomes unhealthy later on, the first place to look for debugging information is in the API call logs.",{"type":17,"tag":239,"props":338479,"children":338481},{"id":338480},"_1-check-the-connection-status",[338482],{"type":23,"value":338483},"1. Check the connection status",{"type":17,"tag":6154,"props":338485,"children":338486},{},[338487,338500],{"type":17,"tag":84,"props":338488,"children":338489},{},[338490,338491,338499],{"type":23,"value":42715},{"type":17,"tag":133,"props":338492,"children":338494},{"href":329634,"rel":338493},[214],[338495],{"type":17,"tag":48,"props":338496,"children":338497},{},[338498],{"type":23,"value":329638},{"type":23,"value":329640},{"type":17,"tag":84,"props":338501,"children":338502},{},[338503,338505,338509,338510,338514],{"type":23,"value":338504},"Look for connections marked as ",{"type":17,"tag":48,"props":338506,"children":338507},{},[338508],{"type":23,"value":338331},{"type":23,"value":75890},{"type":17,"tag":48,"props":338511,"children":338512},{},[338513],{"type":23,"value":338341},{"type":23,"value":54},{"type":17,"tag":239,"props":338516,"children":338518},{"id":338517},"_2-review-api-call-logs",[338519],{"type":23,"value":338520},"2. 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Pass the ",{"type":17,"tag":6121,"props":338564,"children":338566},{"className":338565},[],[338567],{"type":23,"value":25037},{"type":23,"value":338569}," to the API calls endpoint to filter by that connection.",{"type":17,"tag":29,"props":338571,"children":338572},{},[338573,338577,338578,338585,338586],{"type":17,"tag":48,"props":338574,"children":338575},{},[338576],{"type":23,"value":329921},{"type":23,"value":18757},{"type":17,"tag":133,"props":338579,"children":338582},{"href":338580,"rel":338581},"https://docs.unified.to/unified/connection/List_all_connections",[214],[338583],{"type":23,"value":338584},"List all connections",{"type":23,"value":11826},{"type":17,"tag":133,"props":338587,"children":338590},{"href":338588,"rel":338589},"https://docs.unified.to/unified/apicall/Returns_API_Calls",[214],[338591],{"type":23,"value":338592},"List all API calls",{"type":17,"tag":68,"props":338594,"children":338596},{"id":338595},"troubleshooting-by-connection-error-codes",[338597],{"type":23,"value":338598},"Troubleshooting by connection error codes",{"type":17,"tag":239,"props":338600,"children":338602},{"id":338601},"authentication-401",[338603],{"type":23,"value":338604},"Authentication (401)",{"type":17,"tag":29,"props":338606,"children":338607},{},[338608],{"type":23,"value":338609},"A 401 error is likely indicative that the connection is broken and requires recreation.",{"type":17,"tag":29,"props":338611,"children":338612},{},[338613],{"type":17,"tag":48,"props":338614,"children":338615},{},[338616],{"type":23,"value":338617},"Possible causes:",{"type":17,"tag":80,"props":338619,"children":338620},{},[338621,338626],{"type":17,"tag":84,"props":338622,"children":338623},{},[338624],{"type":23,"value":338625},"Your app's access to the provider has been revoked.",{"type":17,"tag":84,"props":338627,"children":338628},{},[338629],{"type":23,"value":338630},"In non-OAuth flows that ask your customers to input an API key or other information, they may have input the wrong values.",{"type":17,"tag":29,"props":338632,"children":338633},{},[338634],{"type":17,"tag":48,"props":338635,"children":338636},{},[338637],{"type":23,"value":338638},"Solutions:",{"type":17,"tag":80,"props":338640,"children":338641},{},[338642,338647,338652,338657],{"type":17,"tag":84,"props":338643,"children":338644},{},[338645],{"type":23,"value":338646},"Double check that your app still has access to the API provider.",{"type":17,"tag":84,"props":338648,"children":338649},{},[338650],{"type":23,"value":338651},"Ensure that your customers are entering the correctly values during the authorization flow.",{"type":17,"tag":84,"props":338653,"children":338654},{},[338655],{"type":23,"value":338656},"After doing the above, recreate the connection to refresh the authentication",{"type":17,"tag":84,"props":338658,"children":338659},{},[338660],{"type":23,"value":338661},"If the issue persists for specific endpoints, contact Unified.to support for assistance.",{"type":17,"tag":239,"props":338663,"children":338665},{"id":338664},"permissions-403",[338666],{"type":23,"value":338667},"Permissions (403)",{"type":17,"tag":29,"props":338669,"children":338670},{},[338671,338673,338678],{"type":23,"value":338672},"A 403 error is likely indicative that one or more data objects is not working as expected, usually due to misconfigured ",{"type":17,"tag":133,"props":338674,"children":338676},{"href":337112,"rel":338675},[214],[338677],{"type":23,"value":77613},{"type":23,"value":54},{"type":17,"tag":29,"props":338680,"children":338681},{},[338682],{"type":17,"tag":48,"props":338683,"children":338684},{},[338685],{"type":23,"value":338617},{"type":17,"tag":80,"props":338687,"children":338688},{},[338689],{"type":17,"tag":84,"props":338690,"children":338691},{},[338692,338694],{"type":23,"value":338693},"Mismatch between the scopes that the provider expects and what Unified.to is requesting. This can happen when:\n",{"type":17,"tag":80,"props":338695,"children":338696},{},[338697,338702],{"type":17,"tag":84,"props":338698,"children":338699},{},[338700],{"type":23,"value":338701},"Scopes have been changed or disabled on the provider's end i.e. in your developer account, or",{"type":17,"tag":84,"props":338703,"children":338704},{},[338705,338707,338714,338716,338723],{"type":23,"value":338706},"The proper scopes are not being requested when setting up the ",{"type":17,"tag":133,"props":338708,"children":338711},{"href":338709,"rel":338710},"https://app.unified.to/settings/embed?tab=Authorization",[214],[338712],{"type":23,"value":338713},"Authorization embedded component ",{"type":23,"value":338715},"or when generating an ",{"type":17,"tag":133,"props":338717,"children":338720},{"href":338718,"rel":338719},"https://docs.unified.to/unified/integration/Create_connection_indirectly",[214],[338721],{"type":23,"value":338722},"authorization URL",{"type":23,"value":54},{"type":17,"tag":29,"props":338725,"children":338726},{},[338727],{"type":17,"tag":48,"props":338728,"children":338729},{},[338730],{"type":23,"value":338638},{"type":17,"tag":6154,"props":338732,"children":338733},{},[338734,338762],{"type":17,"tag":84,"props":338735,"children":338736},{},[338737,338739],{"type":23,"value":338738},"Double check your scope settings in your developer account\n",{"type":17,"tag":6154,"props":338740,"children":338741},{},[338742,338747,338752,338757],{"type":17,"tag":84,"props":338743,"children":338744},{},[338745],{"type":23,"value":338746},"Log into your developer account for the API you're trying to access.",{"type":17,"tag":84,"props":338748,"children":338749},{},[338750],{"type":23,"value":338751},"Navigate to the settings page where your app's authorization options are found.",{"type":17,"tag":84,"props":338753,"children":338754},{},[338755],{"type":23,"value":338756},"Ensure that all necessary scopes are enabled (see note below on different integrations and how they handle scopes)",{"type":17,"tag":84,"props":338758,"children":338759},{},[338760],{"type":23,"value":338761},"Make a note of the scopes that are enabled.",{"type":17,"tag":84,"props":338763,"children":338764},{},[338765],{"type":23,"value":338766},"Double check your scope settings on Unified.to",{"type":17,"tag":29,"props":338768,"children":338769},{},[338770],{"type":23,"value":338771},"If you are using our embedded components to create connections, you'll need to ensure that the scopes on Unified.to match the ones you enabled in the API provider.",{"type":17,"tag":6154,"props":338773,"children":338774},{},[338775,338786,338795,338800,338817],{"type":17,"tag":84,"props":338776,"children":338777},{},[338778,338779,338785],{"type":23,"value":42715},{"type":17,"tag":133,"props":338780,"children":338782},{"href":329733,"rel":338781},[214],[338783],{"type":23,"value":338784},"Embedded components",{"type":23,"value":329640},{"type":17,"tag":84,"props":338787,"children":338788},{},[338789,338790],{"type":23,"value":6629},{"type":17,"tag":48,"props":338791,"children":338792},{},[338793],{"type":23,"value":338794},"Permission Scopes",{"type":17,"tag":84,"props":338796,"children":338797},{},[338798],{"type":23,"value":338799},"Select the scopes that match the scopes you enabled in the developer account (see note below on mappings)",{"type":17,"tag":84,"props":338801,"children":338802},{},[338803,338805,338809,338811,338815],{"type":23,"value":338804},"(Optional, only if you are using ",{"type":17,"tag":133,"props":338806,"children":338807},{"href":4999},[338808],{"type":23,"value":5002},{"type":23,"value":338810},") Select the ",{"type":17,"tag":48,"props":338812,"children":338813},{},[338814],{"type":23,"value":124562},{"type":23,"value":338816}," scope",{"type":17,"tag":84,"props":338818,"children":338819},{},[338820],{"type":23,"value":338821},"If the issue still persists, contact Unified.to support for assistance",{"type":17,"tag":29,"props":338823,"children":338824},{},[338825,338827,338832],{"type":23,"value":338826},"If you are generating an auth URL to redirect your customers to our auth flow, include ",{"type":17,"tag":6121,"props":338828,"children":338830},{"className":338829},[],[338831],{"type":23,"value":77613},{"type":23,"value":338833}," as a query parameter and list all the Unified scopes you need. 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For example:",{"type":17,"tag":6893,"props":338835,"children":338838},{"className":338836,"code":338837,"language":6898,"meta":7},[6896],"https://api.unified.to/unified/integration/auth/\n{WORKSPACE_ID}/{INTEGRATION e.g. hubspot}?redirect=true\n&scopes=webhook,{YOUR_SCOPES e.g. crm_deal_read, crm_event_read}\n",[338839],{"type":17,"tag":6121,"props":338840,"children":338841},{"__ignoreMap":7},[338842],{"type":23,"value":338837},{"type":17,"tag":29,"props":338844,"children":338845},{},[338846,338850,338851],{"type":17,"tag":48,"props":338847,"children":338848},{},[338849],{"type":23,"value":329921},{"type":23,"value":18757},{"type":17,"tag":133,"props":338852,"children":338854},{"href":338718,"rel":338853},[214],[338855],{"type":23,"value":338856},"Create an authorization URL",{"type":17,"tag":29,"props":338858,"children":338859},{},[338860],{"type":23,"value":338861},"After addressing these issues, re-create the connection and/or webhook and then try again.",{"type":17,"tag":29,"props":338863,"children":338864},{},[338865],{"type":17,"tag":48,"props":338866,"children":338867},{},[338868],{"type":23,"value":338869},"A note on mappings:",{"type":17,"tag":29,"props":338871,"children":338872},{},[338873,338875,338880,338882,338888,338890,338895],{"type":23,"value":338874},"A mapping of the Unified scopes to the API provider (i.e. integration's) scopes can be found on the integration details page under the ",{"type":17,"tag":48,"props":338876,"children":338877},{},[338878],{"type":23,"value":338879},"OAuth 2 Credentials tab",{"type":23,"value":338881}," e.g. ",{"type":17,"tag":133,"props":338883,"children":338886},{"href":338884,"rel":338885},"https://app.unified.to/integrations/hubspot?tab=oauth2",[214],[338887],{"type":23,"value":243989},{"type":23,"value":338889}," are the mappings fo",{"type":17,"tag":48,"props":338891,"children":338892},{},[338893],{"type":23,"value":338894},"r",{"type":23,"value":338896}," HubSpot scopes.",{"type":17,"tag":29,"props":338898,"children":338899},{},[338900],{"type":17,"tag":48,"props":338901,"children":338902},{},[338903],{"type":23,"value":338904},"A note on integration-specific scopes:",{"type":17,"tag":29,"props":338906,"children":338907},{},[338908],{"type":23,"value":338909},"Different integrations may handle scopes in different ways - sometimes you can request a subset of the scopes enabled in the developer account, other times you must request all the scopes that have been enabled, and in the case of Hubspot, scopes are divided into Required and Optional scopes. 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In cases where the issue is on our end, however, we will attempt to make that clear in the error message.",{"type":17,"tag":29,"props":339012,"children":339013},{},[339014],{"type":17,"tag":48,"props":339015,"children":339016},{},[339017],{"type":23,"value":338617},{"type":17,"tag":80,"props":339019,"children":339020},{},[339021,339026],{"type":17,"tag":84,"props":339022,"children":339023},{},[339024],{"type":23,"value":339025},"Temporary issues with the third-party service",{"type":17,"tag":84,"props":339027,"children":339028},{},[339029],{"type":23,"value":339030},"Bugs",{"type":17,"tag":29,"props":339032,"children":339033},{},[339034],{"type":17,"tag":48,"props":339035,"children":339036},{},[339037],{"type":23,"value":338638},{"type":17,"tag":80,"props":339039,"children":339040},{},[339041,339046,339051],{"type":17,"tag":84,"props":339042,"children":339043},{},[339044],{"type":23,"value":339045},"Check the status page of the third-party service for any ongoing issues.",{"type":17,"tag":84,"props":339047,"children":339048},{},[339049],{"type":23,"value":339050},"Retry the request after a short delay.",{"type":17,"tag":84,"props":339052,"children":339053},{},[339054],{"type":23,"value":339055},"If the issue still persists or if you've discovered a bug, contact Unified.to support for assistance. Thank you!",{"type":17,"tag":239,"props":339057,"children":339059},{"id":339058},"not-implemented-501",[339060],{"type":23,"value":339061},"Not implemented (501)",{"type":17,"tag":29,"props":339063,"children":339064},{},[339065],{"type":23,"value":339066},"501 errors are treated as successful responses by Unified.to. 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Not all errors indicate a broken connection, and some error types are treated as successful responses in certain contexts.",{"title":7,"searchDepth":1629,"depth":1629,"links":339237},[339238,339239,339240,339241,339242,339246,339254,339255],{"id":177146,"depth":1629,"text":177149},{"id":338239,"depth":1629,"text":338242},{"id":338302,"depth":1629,"text":338305},{"id":338361,"depth":1629,"text":338299},{"id":338469,"depth":1629,"text":338472,"children":339243},[339244,339245],{"id":338480,"depth":1635,"text":338483},{"id":338517,"depth":1635,"text":338520},{"id":338595,"depth":1629,"text":338598,"children":339247},[339248,339249,339250,339251,339252,339253],{"id":338601,"depth":1635,"text":338604},{"id":338664,"depth":1635,"text":338667},{"id":338912,"depth":1635,"text":338915},{"id":338943,"depth":1635,"text":338946},{"id":339002,"depth":1635,"text":339005},{"id":339058,"depth":1635,"text":339061},{"id":339090,"depth":1629,"text":339093},{"id":44469,"depth":1629,"text":339202},"content:blog:how_to_troubleshoot_unhealthy_connections.md","blog/how_to_troubleshoot_unhealthy_connections.md","blog/how_to_troubleshoot_unhealthy_connections",{"_path":339260,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":333322,"description":339261,"img":339262,"date":339263,"tag":6341,"body":339264,"_type":1677,"_id":340317,"_source":1679,"_file":340318,"_stem":340319,"_extension":1682},"/blog/how_to_create_and_configure_webhooks","This guide goes over how to create and configure webhooks with Unified.to. 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Webhooks allow you to receive real-time data events when there are updates in your customers' accounts.",{"type":17,"tag":29,"props":339294,"children":339295},{},[339296,339298,339303],{"type":23,"value":339297},"Looking for help with troubleshooting webhook issues? See: ",{"type":17,"tag":133,"props":339299,"children":339301},{"href":333328,"rel":339300},[214],[339302],{"type":23,"value":333332},{"type":23,"value":54},{"type":17,"tag":68,"props":339305,"children":339306},{"id":177146},[339307],{"type":23,"value":177149},{"type":17,"tag":29,"props":339309,"children":339310},{},[339311,339313,339318],{"type":23,"value":339312},"This guide assumes you have a basic understanding of ",{"type":17,"tag":133,"props":339314,"children":339316},{"href":333054,"rel":339315},[214],[339317],{"type":23,"value":5002},{"type":23,"value":54},{"type":17,"tag":68,"props":339320,"children":339322},{"id":339321},"create-a-webhook",[339323],{"type":23,"value":330063},{"type":17,"tag":29,"props":339325,"children":339326},{},[339327],{"type":23,"value":339328},"Webhooks and connections are closely related; webhooks can only be created from existing connections and you can create multiple webhooks off a single connection. 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Select the connection from which you want to create a webhook.",{"type":17,"tag":84,"props":339672,"children":339673},{},[339674],{"type":23,"value":339675},"Choose how to configure your webhook (see below).",{"type":17,"tag":84,"props":339677,"children":339678},{},[339679,339680,339684],{"type":23,"value":6629},{"type":17,"tag":48,"props":339681,"children":339682},{},[339683],{"type":23,"value":169347},{"type":23,"value":54},{"type":17,"tag":29,"props":339686,"children":339687},{},[339688],{"type":23,"value":339689},"Information about the other fields can be found under their respective tooltips in the UI.",{"type":17,"tag":239,"props":339691,"children":339693},{"id":339692},"webhook-configuration-options",[339694],{"type":23,"value":339695},"Webhook configuration options",{"type":17,"tag":29,"props":339697,"children":339698},{},[339699],{"type":23,"value":339700},"Whether you use the API or our web UI, these are the configuration options you can specify when creating a webhook:",{"type":17,"tag":6154,"props":339702,"children":339703},{},[339704,339714,339735,339758,339775,339793],{"type":17,"tag":84,"props":339705,"children":339706},{},[339707,339712],{"type":17,"tag":48,"props":339708,"children":339709},{},[339710],{"type":23,"value":339711},"Object:",{"type":23,"value":339713}," The data you are interested in e.g. Deal, Company, Application, etc.",{"type":17,"tag":84,"props":339715,"children":339716},{},[339717,339722,339724,339728,339730,339734],{"type":17,"tag":48,"props":339718,"children":339719},{},[339720],{"type":23,"value":339721},"Event:",{"type":23,"value":339723}," The events you want to subscribe to. Note: The ",{"type":17,"tag":33,"props":339725,"children":339726},{},[339727],{"type":23,"value":109214},{"type":23,"value":339729}," event will also be sent when the data object is first ",{"type":17,"tag":33,"props":339731,"children":339732},{},[339733],{"type":23,"value":109207},{"type":23,"value":54},{"type":17,"tag":84,"props":339736,"children":339737},{},[339738,339742,339744,339748,339750,339757],{"type":17,"tag":48,"props":339739,"children":339740},{},[339741],{"type":23,"value":334804},{"type":23,"value":339743}," For integrations that support both native and ",{"type":17,"tag":133,"props":339745,"children":339746},{"href":9007},[339747],{"type":23,"value":46572},{"type":23,"value":339749},", select the type of webhook you want. Virtual webhooks are our way of supporting webhooks for API providers that don't offer them. For more details, see: ",{"type":17,"tag":133,"props":339751,"children":339754},{"href":339752,"rel":339753},"https://docs.unified.to/guides/understanding_virtual_webhooks#understanding-native-and-virtual-webhooks",[214],[339755],{"type":23,"value":339756},"Understanding virtual webhooks",{"type":23,"value":54},{"type":17,"tag":84,"props":339759,"children":339760},{},[339761,339766,339768],{"type":17,"tag":48,"props":339762,"children":339763},{},[339764],{"type":23,"value":339765},"Filter (optional):",{"type":23,"value":339767}," Specify any properties you want to filter incoming events by. See: ",{"type":17,"tag":133,"props":339769,"children":339772},{"href":339770,"rel":339771},"https://docs.unified.to/guides/how_to_create_and_configure_webhooks#use-filters-to-refine-webhook-events",[214],[339773],{"type":23,"value":339774},"Use filters to refine webhook events",{"type":17,"tag":84,"props":339776,"children":339777},{},[339778,339783,339785,339792],{"type":17,"tag":48,"props":339779,"children":339780},{},[339781],{"type":23,"value":339782},"Fields (optional):",{"type":23,"value":339784},"  Comma-separated list of fields to include in the webhook payload. Leave blank to include all fields. The 'raw' field is NOT included by default. If you want to include all fields as well raw, just enter 'raw'. To read more about raw fields, see: ",{"type":17,"tag":133,"props":339786,"children":339789},{"href":339787,"rel":339788},"https://docs.unified.to/reference/fields",[214],[339790],{"type":23,"value":339791},"Raw and custom fields",{"type":23,"value":54},{"type":17,"tag":84,"props":339794,"children":339795},{},[339796,339801],{"type":17,"tag":48,"props":339797,"children":339798},{},[339799],{"type":23,"value":339800},"Interval (virtual webhooks only):",{"type":23,"value":339802}," Specify how often you want Unified.to to poll the API provider for new data.",{"type":17,"tag":68,"props":339804,"children":339806},{"id":339805},"list-your-webhooks",[339807],{"type":23,"value":339808},"List your webhooks",{"type":17,"tag":29,"props":339810,"children":339811},{},[339812,339814,339819,339821,339826,339828,339836],{"type":23,"value":339813},"To view your webhooks, make a GET request to ",{"type":17,"tag":6121,"props":339815,"children":339817},{"className":339816},[],[339818],{"type":23,"value":339350},{"type":23,"value":339820}," or visit ",{"type":17,"tag":133,"props":339822,"children":339824},{"href":158861,"rel":339823},[214],[339825],{"type":23,"value":106701},{"type":23,"value":339827}," and navigate to Integrations > ",{"type":17,"tag":133,"props":339829,"children":339831},{"href":339648,"rel":339830},[214],[339832],{"type":17,"tag":48,"props":339833,"children":339834},{},[339835],{"type":23,"value":43896},{"type":23,"value":54},{"type":17,"tag":29,"props":339838,"children":339839},{},[339840,339844,339845],{"type":17,"tag":48,"props":339841,"children":339842},{},[339843],{"type":23,"value":329921},{"type":23,"value":18757},{"type":17,"tag":133,"props":339846,"children":339849},{"href":339847,"rel":339848},"https://docs.unified.to/unified/webhook/Returns_all_registered_webhooks",[214],[339850],{"type":23,"value":339851},"Get all webhooks",{"type":17,"tag":68,"props":339853,"children":339855},{"id":339854},"get-all-initial-data-for-a-connection",[339856],{"type":23,"value":339857},"Get all initial data for a connection",{"type":17,"tag":29,"props":339859,"children":339860},{},[339861],{"type":23,"value":339862},"When you create a webhook, you can choose to fetch all existing data immediately.",{"type":17,"tag":6154,"props":339864,"children":339865},{},[339866,339878],{"type":17,"tag":84,"props":339867,"children":339868},{},[339869,339871,339876],{"type":23,"value":339870},"If you are using the API, add the ",{"type":17,"tag":6121,"props":339872,"children":339874},{"className":339873},[],[339875],{"type":23,"value":339385},{"type":23,"value":339877}," query parameter when creating the webhook.",{"type":17,"tag":84,"props":339879,"children":339880},{},[339881,339883,339888],{"type":23,"value":339882},"If you are using the UI, check off ",{"type":17,"tag":48,"props":339884,"children":339885},{},[339886],{"type":23,"value":339887},"Initially sync all data",{"type":23,"value":339889}," in the configuration options.",{"type":17,"tag":29,"props":339891,"children":339892},{},[339893,339895,339901],{"type":23,"value":339894},"Once the initial sync is complete, you will receive a final payload with ",{"type":17,"tag":6121,"props":339896,"children":339898},{"className":339897},[],[339899],{"type":23,"value":339900},"type: INITIAL-COMPLETE",{"type":23,"value":339902}," and the requested webhook will continue to work as normal.",{"type":17,"tag":29,"props":339904,"children":339905},{},[339906,339910,339911],{"type":17,"tag":48,"props":339907,"children":339908},{},[339909],{"type":23,"value":329921},{"type":23,"value":18757},{"type":17,"tag":133,"props":339912,"children":339914},{"href":330059,"rel":339913},[214],[339915],{"type":23,"value":339916},"Create a webhook subscription",{"type":17,"tag":68,"props":339918,"children":339920},{"id":339919},"a-note-on-retrieving-webhook-data",[339921],{"type":23,"value":339922},"A note on retrieving webhook data",{"type":17,"tag":29,"props":339924,"children":339925},{},[339926,339928,339933],{"type":23,"value":339927},"Our system will POST initial data to your webhook in chunk sizes up to the limit supported by the integration. The limit can be found on the integration details page under ",{"type":17,"tag":48,"props":339929,"children":339930},{},[339931],{"type":23,"value":339932},"Feature support",{"type":23,"value":54},{"type":17,"tag":29,"props":339935,"children":339936},{},[339937,339939,339944],{"type":23,"value":339938},"When performing the initial retrieval, depending on the amount of data being sent, the integration's API's rate-limiting rules, and your server's performance, it could take a very long time. 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If there are more entries than the limit, then your webhook URL will be POSTed to multiple times.",{"type":17,"tag":29,"props":339952,"children":339953},{},[339954,339956,339963],{"type":23,"value":339955},"For details about the webhook payload that is sent to your server, ",{"type":17,"tag":133,"props":339957,"children":339960},{"href":339958,"rel":339959},"https://docs.unified.to/concepts/webhooks#webhook-payload",[214],[339961],{"type":23,"value":339962},"click here",{"type":23,"value":54},{"type":17,"tag":68,"props":339965,"children":339967},{"id":339966},"specify-which-fields-to-receive-from-a-webhook",[339968],{"type":23,"value":339969},"Specify which fields to receive from a webhook",{"type":17,"tag":29,"props":339971,"children":339972},{},[339973,339975,339980,339982,339987],{"type":23,"value":339974},"If you only want a subset of fields when receiving updated data, you can define them with the ",{"type":17,"tag":6121,"props":339976,"children":339978},{"className":339977},[],[339979],{"type":23,"value":39759},{"type":23,"value":339981}," parameter in both the API and the UI. This is useful if you don't want the entire payload being sent to your servers. For more details, see: ",{"type":17,"tag":133,"props":339983,"children":339985},{"href":339787,"rel":339984},[214],[339986],{"type":23,"value":226977},{"type":23,"value":54},{"type":17,"tag":29,"props":339989,"children":339990},{},[339991,339995,339996],{"type":17,"tag":48,"props":339992,"children":339993},{},[339994],{"type":23,"value":329921},{"type":23,"value":18757},{"type":17,"tag":133,"props":339997,"children":339999},{"href":330059,"rel":339998},[214],[340000],{"type":23,"value":339916},{"type":17,"tag":68,"props":340002,"children":340004},{"id":340003},"use-filters-to-refine-webhook-events",[340005],{"type":23,"value":339774},{"type":17,"tag":29,"props":340007,"children":340008},{},[340009,340014,340015],{"type":17,"tag":33,"props":340010,"children":340011},{},[340012],{"type":23,"value":340013},"Note: This feature is only available for virtual webhooks. 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Parameters that end in ",{"type":17,"tag":6121,"props":340054,"children":340056},{"className":340055},[],[340057],{"type":23,"value":201682},{"type":23,"value":75890},{"type":17,"tag":6121,"props":340060,"children":340062},{"className":340061},[],[340063],{"type":23,"value":27310},{"type":23,"value":340065}," can be used as filter options when creating a webhook, helping you tailor your subscriptions to your specific needs.",{"type":17,"tag":68,"props":340067,"children":340069},{"id":340068},"trigger-webhooks-manually",[340070],{"type":23,"value":340071},"Trigger webhooks manually",{"type":17,"tag":29,"props":340073,"children":340074},{},[340075],{"type":23,"value":340076},"If you don't want to wait for an event to come in while testing webhooks on a Tester plan, you can trigger a webhook call right away.",{"type":17,"tag":6154,"props":340078,"children":340079},{},[340080,340091],{"type":17,"tag":84,"props":340081,"children":340082},{},[340083,340085,340090],{"type":23,"value":340084},"In the web app, navigate to ",{"type":17,"tag":133,"props":340086,"children":340088},{"href":339648,"rel":340087},[214],[340089],{"type":23,"value":43896},{"type":23,"value":54},{"type":17,"tag":84,"props":340092,"children":340093},{},[340094,340095,340099,340101,340104],{"type":23,"value":217756},{"type":17,"tag":48,"props":340096,"children":340097},{},[340098],{"type":23,"value":249234},{"type":23,"value":340100}," icon next to your webhook:",{"type":17,"tag":3891,"props":340102,"children":340103},{},[],{"type":17,"tag":6438,"props":340105,"children":340107},{"alt":318119,"src":340106},"https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_create_and_configure_webhooks-0.png",[],{"type":17,"tag":29,"props":340109,"children":340110},{},[340111],{"type":23,"value":340112},"This can also be accomplished with the API.",{"type":17,"tag":29,"props":340114,"children":340115},{},[340116,340120,340121],{"type":17,"tag":48,"props":340117,"children":340118},{},[340119],{"type":23,"value":329921},{"type":23,"value":18757},{"type":17,"tag":133,"props":340122,"children":340125},{"href":340123,"rel":340124},"https://docs.unified.to/unified/webhook/Trigger_webhook",[214],[340126],{"type":23,"value":340127},"Trigger a webhook",{"type":17,"tag":29,"props":340129,"children":340130},{},[340131],{"type":23,"value":340132},"Note**:** When you trigger a webhook, we will schedule the next dispatch event to go out right away - this is treated like a regular webhook event. 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You can see that limit under the ",{"type":17,"tag":48,"props":340161,"children":340162},{},[340163],{"type":23,"value":211607},{"type":23,"value":340165}," tab on the integration details page**.** You don't have to set limits for webhooks; they will use the integration's max limit.",{"type":17,"tag":29,"props":340167,"children":340168},{},[340169],{"type":17,"tag":48,"props":340170,"children":340171},{},[340172],{"type":23,"value":340173},"Does changing the interval for virtual webhooks affect the initial retrieval?",{"type":17,"tag":29,"props":340175,"children":340176},{},[340177],{"type":23,"value":340178},"Increasing frequency of virtual webhooks has no effect on the initial retrieval of historical data. Each page read is scheduled to be read one after another as soon as possible.",{"type":17,"tag":29,"props":340180,"children":340181},{},[340182],{"type":17,"tag":48,"props":340183,"children":340184},{},[340185],{"type":23,"value":340186},"How do I distinguish between an updated event and a created event?",{"type":17,"tag":29,"props":340188,"children":340189},{},[340190,340192,340197,340198,340203],{"type":23,"value":340191},"When a new data object is created, it triggers both created and updated events. If you want to track both of these events but also tell them apart, we recommend subscribing to the updated event and then compare ",{"type":17,"tag":6121,"props":340193,"children":340195},{"className":340194},[],[340196],{"type":23,"value":33446},{"type":23,"value":34435},{"type":17,"tag":6121,"props":340199,"children":340201},{"className":340200},[],[340202],{"type":23,"value":25337},{"type":23,"value":340204}," for incoming data. If they are the same, that means the data object was newly created.",{"type":17,"tag":29,"props":340206,"children":340207},{},[340208],{"type":17,"tag":48,"props":340209,"children":340210},{},[340211],{"type":23,"value":340212},"What happens if the webhook dispatch fails? Is there a retry mechanism in place?",{"type":17,"tag":29,"props":340214,"children":340215},{},[340216,340218,340224],{"type":23,"value":340217},"Our retry mechanism will retry 3 times immediately before using a Fibonacci backoff strategy. Read more about it ",{"type":17,"tag":133,"props":340219,"children":340222},{"href":340220,"rel":340221},"https://docs.unified.to/guides/how_to_troubleshoot_unhealthy_webhooks#a-note-on-our-webhook-retry-mechanism",[214],[340223],{"type":23,"value":243989},{"type":23,"value":54},{"type":17,"tag":29,"props":340226,"children":340227},{},[340228],{"type":17,"tag":48,"props":340229,"children":340230},{},[340231],{"type":23,"value":340232},"Why do I receive duplicate webhook events and how should I handle them?",{"type":17,"tag":29,"props":340234,"children":340235},{},[340236],{"type":23,"value":340237},"Duplicate webhook events can occur for several reasons:",{"type":17,"tag":80,"props":340239,"children":340240},{},[340241,340246],{"type":17,"tag":84,"props":340242,"children":340243},{},[340244],{"type":23,"value":340245},"Some integrations (like HubSpot) trigger separate events for each property change on an object",{"type":17,"tag":84,"props":340247,"children":340248},{},[340249],{"type":23,"value":340250},"Rapid changes to objects can trigger multiple events that may arrive out of order due to network conditions",{"type":17,"tag":29,"props":340252,"children":340253},{},[340254],{"type":23,"value":340255},"To handle duplicates effectively:",{"type":17,"tag":6154,"props":340257,"children":340258},{},[340259,340264],{"type":17,"tag":84,"props":340260,"children":340261},{},[340262],{"type":23,"value":340263},"Always use the object's latest state when updating your database",{"type":17,"tag":84,"props":340265,"children":340266},{},[340267],{"type":23,"value":340268},"Implement atomic writes to avoid race conditions. Only update records if the incoming data is newer:",{"type":17,"tag":6893,"props":340270,"children":340273},{"className":340271,"code":340272,"language":6898,"meta":7},[6896],"-- Pseudo-code example\nIF incoming_object.updated_at >= stored_object.updated_at THEN\n    UPDATE record\nELSE\n    -- Skip update as we already have newer data\nEND IF\n",[340274],{"type":17,"tag":6121,"props":340275,"children":340276},{"__ignoreMap":7},[340277],{"type":23,"value":340272},{"type":17,"tag":68,"props":340279,"children":340280},{"id":332205},[340281],{"type":23,"value":332208},{"type":17,"tag":80,"props":340283,"children":340284},{},[340285,340293],{"type":17,"tag":84,"props":340286,"children":340287},{},[340288],{"type":17,"tag":133,"props":340289,"children":340291},{"href":333328,"rel":340290},[214],[340292],{"type":23,"value":333332},{"type":17,"tag":84,"props":340294,"children":340295},{},[340296],{"type":17,"tag":133,"props":340297,"children":340299},{"href":339752,"rel":340298},[214],[340300],{"type":23,"value":339756},{"title":7,"searchDepth":1629,"depth":1629,"links":340302},[340303,340304,340309,340310,340311,340312,340313,340314,340315,340316],{"id":177146,"depth":1629,"text":177149},{"id":339321,"depth":1629,"text":330063,"children":340305},[340306,340307,340308],{"id":339336,"depth":1635,"text":339339},{"id":339619,"depth":1635,"text":339622},{"id":339692,"depth":1635,"text":339695},{"id":339805,"depth":1629,"text":339808},{"id":339854,"depth":1629,"text":339857},{"id":339919,"depth":1629,"text":339922},{"id":339966,"depth":1629,"text":339969},{"id":340003,"depth":1629,"text":339774},{"id":340068,"depth":1629,"text":340071},{"id":340135,"depth":1629,"text":340138},{"id":332205,"depth":1629,"text":332208},"content:blog:how_to_create_and_configure_webhooks.md","blog/how_to_create_and_configure_webhooks.md","blog/how_to_create_and_configure_webhooks",{"_path":340321,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":333332,"description":340322,"img":340323,"date":339263,"tag":6341,"body":340324,"_type":1677,"_id":340894,"_source":1679,"_file":340895,"_stem":340896,"_extension":1682},"/blog/how_to_troubleshoot_unhealthy_webhooks","Webhooks are a powerful tool for getting real-time notifications about changes to the data you care about. When something goes wrong, however, we will mark...","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_troubleshoot_unhealthy_webhooks-icon.png",{"type":14,"children":340325,"toc":340873},[340326,340331,340334,340341,340350,340354,340358,340384,340390,340395,340401,340435,340439,340496,340506,340526,340532,340538,340558,340564,340569,340574,340586,340592,340604,340676,340682,340687,340693,340698,340703,340709,340714,340719,340725,340730,340734,340740,340745,340757,340762,340768,340773,340779,340784,340792,340823,340831,340842,340846],{"type":17,"tag":18,"props":340327,"children":340329},{"id":340328},"how-to-troubleshoot-unhealthy-webhooks",[340330],{"type":23,"value":333332},{"type":17,"tag":25,"props":340332,"children":340333},{},[],{"type":17,"tag":29,"props":340335,"children":340336},{},[340337],{"type":17,"tag":33,"props":340338,"children":340339},{},[340340],{"type":23,"value":339281},{"type":17,"tag":29,"props":340342,"children":340343},{},[340344,340348],{"type":17,"tag":133,"props":340345,"children":340346},{"href":4999},[340347],{"type":23,"value":43896},{"type":23,"value":340349}," are a powerful tool for getting real-time notifications about changes to the data you care about. When something goes wrong, however, we will mark those webhooks as unhealthy. This guide explains how to diagnose and troubleshoot unhealthy webhooks at Unified.to.",{"type":17,"tag":68,"props":340351,"children":340352},{"id":177146},[340353],{"type":23,"value":177149},{"type":17,"tag":29,"props":340355,"children":340356},{},[340357],{"type":23,"value":338225},{"type":17,"tag":80,"props":340359,"children":340360},{},[340361,340376],{"type":17,"tag":84,"props":340362,"children":340363},{},[340364,340369,340370],{"type":17,"tag":133,"props":340365,"children":340367},{"href":333054,"rel":340366},[214],[340368],{"type":23,"value":43896},{"type":23,"value":34435},{"type":17,"tag":133,"props":340371,"children":340374},{"href":340372,"rel":340373},"https://docs.unified.to/guides/understanding_virtual_webhooks#understanding-virtual-webhooks",[214],[340375],{"type":23,"value":46572},{"type":17,"tag":84,"props":340377,"children":340378},{},[340379],{"type":17,"tag":133,"props":340380,"children":340382},{"href":337112,"rel":340381},[214],[340383],{"type":23,"value":42815},{"type":17,"tag":68,"props":340385,"children":340387},{"id":340386},"diagnose-the-webhook",[340388],{"type":23,"value":340389},"Diagnose the webhook",{"type":17,"tag":29,"props":340391,"children":340392},{},[340393],{"type":23,"value":340394},"The first place to look for debugging information is in the API call logs.",{"type":17,"tag":239,"props":340396,"children":340398},{"id":340397},"_1-check-the-webhook-status",[340399],{"type":23,"value":340400},"1. 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You should see a list of API calls attempted by the webhook (note: we only store logs from the past 60 days).",{"type":17,"tag":84,"props":340461,"children":340462},{},[340463,340465,340469],{"type":23,"value":340464},"Click on the latest log entry that threw an error - the ",{"type":17,"tag":48,"props":340466,"children":340467},{},[340468],{"type":23,"value":19949},{"type":23,"value":340470}," column will display an error code.",{"type":17,"tag":84,"props":340472,"children":340473},{},[340474,340476,340480,340482,340486,340488,340491],{"type":23,"value":340475},"Details about the API call will be shown. The ",{"type":17,"tag":48,"props":340477,"children":340478},{},[340479],{"type":23,"value":24525},{"type":23,"value":340481}," field will detail the reason the webhook failed and the ",{"type":17,"tag":48,"props":340483,"children":340484},{},[340485],{"type":23,"value":20328},{"type":23,"value":340487}," field will show the specific error code itself. For example:",{"type":17,"tag":3891,"props":340489,"children":340490},{},[],{"type":17,"tag":6438,"props":340492,"children":340495},{"alt":340493,"src":340494},"Screenshot_2024-09-05_at_1.33.44_PM.png","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_troubleshoot_unhealthy_webhooks-0.png",[],{"type":17,"tag":29,"props":340497,"children":340498},{},[340499,340500,340504],{"type":23,"value":338556},{"type":17,"tag":133,"props":340501,"children":340502},{"href":7691},[340503],{"type":23,"value":7806},{"type":23,"value":340505}," to retrieve a list of your webhooks and API call logs.",{"type":17,"tag":29,"props":340507,"children":340508},{},[340509,340513,340514,340520,340521],{"type":17,"tag":48,"props":340510,"children":340511},{},[340512],{"type":23,"value":329921},{"type":23,"value":18757},{"type":17,"tag":133,"props":340515,"children":340517},{"href":339847,"rel":340516},[214],[340518],{"type":23,"value":340519},"List all webhooks",{"type":23,"value":11826},{"type":17,"tag":133,"props":340522,"children":340524},{"href":338588,"rel":340523},[214],[340525],{"type":23,"value":338592},{"type":17,"tag":68,"props":340527,"children":340529},{"id":340528},"troubleshooting-webhook-error-codes",[340530],{"type":23,"value":340531},"Troubleshooting webhook error codes",{"type":17,"tag":239,"props":340533,"children":340535},{"id":340534},"bad-request-400-errors",[340536],{"type":23,"value":340537},"Bad request (400) errors",{"type":17,"tag":29,"props":340539,"children":340540},{},[340541,340543,340549,340551,340556],{"type":23,"value":340542},"These errors indicate that something is wrong with the request - in this case, it is likely not a scope or authentication issue but a problem with the integration itself. Please ",{"type":17,"tag":133,"props":340544,"children":340546},{"href":215330,"rel":340545},[214],[340547],{"type":23,"value":340548},"reach out to us",{"type":23,"value":340550}," or let us know in our ",{"type":17,"tag":133,"props":340552,"children":340554},{"href":339212,"rel":340553},[214],[340555],{"type":23,"value":15720},{"type":23,"value":340557}," server. Thank you!",{"type":17,"tag":239,"props":340559,"children":340561},{"id":340560},"authentication-401-and-permission-403-errors",[340562],{"type":23,"value":340563},"Authentication (401) and permission (403) errors",{"type":17,"tag":29,"props":340565,"children":340566},{},[340567],{"type":23,"value":340568},"A 401 error may indicate that the connection's auth credentials were entered incorrectly, whether it be the API token, a secret, or another value depending on the integration.",{"type":17,"tag":29,"props":340570,"children":340571},{},[340572],{"type":23,"value":340573},"A 403 error is often indicative of scope mismatches with the API provider, with Unified.to, or both.",{"type":17,"tag":29,"props":340575,"children":340576},{},[340577,340579],{"type":23,"value":340578},"Both of these errors are indicative of an issue with the connection itself, rather than the webhook. Please see: ",{"type":17,"tag":133,"props":340580,"children":340583},{"href":340581,"rel":340582},"https://docs.unified.to/guides/how_to_troubleshoot_unhealthy_connections#troubleshooting-the-error-codes",[214],[340584],{"type":23,"value":340585},"How to troubleshoot unhealthy connections ",{"type":17,"tag":68,"props":340587,"children":340589},{"id":340588},"subscribe-to-the-notifications-webhook-to-be-alerted-when-your-webhooks-fail",[340590],{"type":23,"value":340591},"Subscribe to the notifications webhook to be alerted when your webhooks fail",{"type":17,"tag":29,"props":340593,"children":340594},{},[340595,340597,340602],{"type":23,"value":340596},"To learn about any webhook errors as soon as they occur, we recommend that you subscribe to our ",{"type":17,"tag":48,"props":340598,"children":340599},{},[340600],{"type":23,"value":340601},"Notifications webhook",{"type":23,"value":340603}," to get real-time updates about your webhooks' statuses.",{"type":17,"tag":6154,"props":340605,"children":340606},{},[340607,340628,340655,340671],{"type":17,"tag":84,"props":340608,"children":340609},{},[340610,340611,340615,340616,340624],{"type":23,"value":42939},{"type":17,"tag":48,"props":340612,"children":340613},{},[340614],{"type":23,"value":158746},{"type":23,"value":317743},{"type":17,"tag":133,"props":340617,"children":340619},{"href":339114,"rel":340618},[214],[340620],{"type":17,"tag":48,"props":340621,"children":340622},{},[340623],{"type":23,"value":339121},{"type":17,"tag":48,"props":340625,"children":340626},{},[340627],{"type":23,"value":54},{"type":17,"tag":84,"props":340629,"children":340630},{},[340631,340632,340636,340638],{"type":23,"value":146715},{"type":17,"tag":48,"props":340633,"children":340634},{},[340635],{"type":23,"value":339131},{"type":23,"value":340637},", enter the URL of the endpoint where you would like to receive notifications.",{"type":17,"tag":6154,"props":340639,"children":340640},{},[340641],{"type":17,"tag":84,"props":340642,"children":340643},{},[340644,340646],{"type":23,"value":340645},"The payload that will be sent to this endpoint contains:",{"type":17,"tag":6893,"props":340647,"children":340650},{"className":340648,"code":340649,"language":6898,"meta":7},[6896],"id: string // the id of the object or the integration's type\nnonce: string // random string\nsig: string // base64( hmac-sha1( id + nonce + event, workspace.secret ) )\nsig256: string // base64( hmac-sha256( id + nonce + event, workspace.secret ) )\nevent: enum //the event that was triggered\n",[340651],{"type":17,"tag":6121,"props":340652,"children":340653},{"__ignoreMap":7},[340654],{"type":23,"value":340649},{"type":17,"tag":84,"props":340656,"children":340657},{},[340658,340659,340663,340665],{"type":23,"value":146715},{"type":17,"tag":48,"props":340660,"children":340661},{},[340662],{"type":23,"value":339142},{"type":23,"value":340664},", select the events you want to be alerted to e.g. ",{"type":17,"tag":6121,"props":340666,"children":340668},{"className":340667},[],[340669],{"type":23,"value":340670},"WEBHOOK_UNHEALTHY",{"type":17,"tag":84,"props":340672,"children":340673},{},[340674],{"type":23,"value":340675},"On your server, handle incoming notifications as you see fit e.g. set up logging, send a message to the engineering team, post on Slack or Discord, etc.",{"type":17,"tag":68,"props":340677,"children":340679},{"id":340678},"understanding-why-webhooks-fail",[340680],{"type":23,"value":340681},"Understanding why webhooks fail",{"type":17,"tag":29,"props":340683,"children":340684},{},[340685],{"type":23,"value":340686},"This section will go over why webhooks fail to provide a deeper understanding of how our webhooks work.",{"type":17,"tag":239,"props":340688,"children":340690},{"id":340689},"failed-to-subscribe",[340691],{"type":23,"value":340692},"Failed to subscribe",{"type":17,"tag":29,"props":340694,"children":340695},{},[340696],{"type":23,"value":340697},"Failing to subscribe happens during webhook creation and can be due to multiple reasons: the integration isn't available, insufficient permissions (i.e. scopes mismatch), or bugs.",{"type":17,"tag":29,"props":340699,"children":340700},{},[340701],{"type":23,"value":340702},"Note: This only applies to native webhooks.",{"type":17,"tag":239,"props":340704,"children":340706},{"id":340705},"failed-to-refresh-token",[340707],{"type":23,"value":340708},"Failed to refresh token",{"type":17,"tag":29,"props":340710,"children":340711},{},[340712],{"type":23,"value":340713},"Failing to refresh the auth token happens when we attempt to communicate with the API provider unsuccessfully. 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You'll need these credentials in order to...","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_get_your_oauth_2_credentials_in_pipedrive-icon.jpg","2024-08-26T00:00:00.000Z",{"type":14,"children":340904,"toc":341231},[340905,340910,340913,340921,340932,340947,340951,340956,340972,340978,341010,341016,341095,341101,341161,341167],{"type":17,"tag":18,"props":340906,"children":340908},{"id":340907},"how-to-get-your-oauth-2-credentials-in-pipedrive",[340909],{"type":23,"value":340899},{"type":17,"tag":25,"props":340911,"children":340912},{},[],{"type":17,"tag":29,"props":340914,"children":340915},{},[340916],{"type":17,"tag":33,"props":340917,"children":340918},{},[340919],{"type":23,"value":340920},"August 26, 2024",{"type":17,"tag":29,"props":340922,"children":340923},{},[340924,340926,340930],{"type":23,"value":340925},"This guide explains how to create a public developer app in Pipedrive and obtain your ",{"type":17,"tag":133,"props":340927,"children":340928},{"href":779},[340929],{"type":23,"value":782},{"type":23,"value":340931}," 2 credentials. You'll need these credentials in order to authenticate your app with Unified.to.",{"type":17,"tag":29,"props":340933,"children":340934},{},[340935],{"type":17,"tag":33,"props":340936,"children":340937},{},[340938,340940,340946],{"type":23,"value":340939},"Note: The state parameter is not automatically available in Marketplace Manager. To enable it for your app, please write to ",{"type":17,"tag":133,"props":340941,"children":340943},{"href":340942},"mailto:marketplace.devs@pipedrive.com",[340944],{"type":23,"value":340945},"marketplace.devs@pipedrive.com",{"type":23,"value":54},{"type":17,"tag":68,"props":340948,"children":340949},{"id":177146},[340950],{"type":23,"value":177149},{"type":17,"tag":29,"props":340952,"children":340953},{},[340954],{"type":23,"value":340955},"Before you create a developer app in Pipedrive, ensure:",{"type":17,"tag":80,"props":340957,"children":340958},{},[340959],{"type":17,"tag":84,"props":340960,"children":340961},{},[340962,340964,340971],{"type":23,"value":340963},"You have a Pipedrive developer sandbox account. If you don't have one, sign up at ",{"type":17,"tag":133,"props":340965,"children":340968},{"href":340966,"rel":340967},"https://developers.pipedrive.com/",[214],[340969],{"type":23,"value":340970},"Pipedrive's developer portal",{"type":23,"value":54},{"type":17,"tag":68,"props":340973,"children":340975},{"id":340974},"access-the-developer-hub",[340976],{"type":23,"value":340977},"Access the Developer Hub",{"type":17,"tag":6154,"props":340979,"children":340980},{},[340981,340986,340991],{"type":17,"tag":84,"props":340982,"children":340983},{},[340984],{"type":23,"value":340985},"Log in to your Pipedrive account.",{"type":17,"tag":84,"props":340987,"children":340988},{},[340989],{"type":23,"value":340990},"Click on your profile name in the upper right corner of the top navigation bar.",{"type":17,"tag":84,"props":340992,"children":340993},{},[340994,340995,341000,341002,341005],{"type":23,"value":42950},{"type":17,"tag":48,"props":340996,"children":340997},{},[340998],{"type":23,"value":340999},"Developer Hub",{"type":23,"value":341001}," from the drop-down menu.",{"type":17,"tag":3891,"props":341003,"children":341004},{},[],{"type":17,"tag":6438,"props":341006,"children":341009},{"alt":341007,"src":341008},"Screenshot_2024-08-26_at_3.02.21_PM.png","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_get_your_oauth_2_credentials_in_pipedrive-0.png",[],{"type":17,"tag":68,"props":341011,"children":341013},{"id":341012},"create-a-pipedrive-public-app",[341014],{"type":23,"value":341015},"Create a Pipedrive public app",{"type":17,"tag":6154,"props":341017,"children":341018},{},[341019,341030,341040,341077],{"type":17,"tag":84,"props":341020,"children":341021},{},[341022,341023,341028],{"type":23,"value":6629},{"type":17,"tag":48,"props":341024,"children":341025},{},[341026],{"type":23,"value":341027},"Create an app",{"type":23,"value":341029}," (or \"+ Create an app\" if you have existing apps).",{"type":17,"tag":84,"props":341031,"children":341032},{},[341033,341034,341039],{"type":23,"value":42950},{"type":17,"tag":48,"props":341035,"children":341036},{},[341037],{"type":23,"value":341038},"Create public app",{"type":23,"value":54},{"type":17,"tag":84,"props":341041,"children":341042},{},[341043,341045,341050,341051,341069,341072],{"type":23,"value":341044},"Fill in your app details under ",{"type":17,"tag":48,"props":341046,"children":341047},{},[341048],{"type":23,"value":341049},"Basic info",{"type":23,"value":54},{"type":17,"tag":6154,"props":341052,"children":341053},{},[341054],{"type":17,"tag":84,"props":341055,"children":341056},{},[341057,341058,341062,341064],{"type":23,"value":123278},{"type":17,"tag":48,"props":341059,"children":341060},{},[341061],{"type":23,"value":144881},{"type":23,"value":341063}," field, enter: ",{"type":17,"tag":6121,"props":341065,"children":341067},{"className":341066},[],[341068],{"type":23,"value":42417},{"type":17,"tag":3891,"props":341070,"children":341071},{},[],{"type":17,"tag":6438,"props":341073,"children":341076},{"alt":341074,"src":341075},"Screenshot_2024-08-26_at_3.06.15_PM.png","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_get_your_oauth_2_credentials_in_pipedrive-1.png",[],{"type":17,"tag":84,"props":341078,"children":341079},{},[341080,341081,341086,341088,341093],{"type":23,"value":6629},{"type":17,"tag":48,"props":341082,"children":341083},{},[341084],{"type":23,"value":341085},"Save.",{"type":23,"value":341087}," You will be redirected to the ",{"type":17,"tag":48,"props":341089,"children":341090},{},[341091],{"type":23,"value":341092},"OAuth & access scopes",{"type":23,"value":341094}," page after your app is created.",{"type":17,"tag":68,"props":341096,"children":341098},{"id":341097},"configure-scopes-and-get-your-oauth-2-credentials",[341099],{"type":23,"value":341100},"Configure scopes and get your OAuth 2 credentials",{"type":17,"tag":6154,"props":341102,"children":341103},{},[341104,341123,341134,341152],{"type":17,"tag":84,"props":341105,"children":341106},{},[341107,341109],{"type":23,"value":341108},"Select the scopes your app requires. 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This will return you to the ",{"type":17,"tag":48,"props":346914,"children":346915},{},[346916],{"type":23,"value":42944},{"type":23,"value":346918}," page, where you'll see that the ",{"type":17,"tag":48,"props":346920,"children":346921},{},[346922],{"type":23,"value":16112},{"type":23,"value":346924}," item is now marked 'active:'",{"type":17,"tag":29,"props":346926,"children":346927},{},[346928],{"type":17,"tag":6438,"props":346929,"children":346932},{"alt":346930,"src":346931},"Updated_GenAI_integrations_page.png","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_use_unified_generative_ai_api_with_openai_and_claude-3.png",[],{"type":17,"tag":29,"props":346934,"children":346935},{},[346936,346938,346942],{"type":23,"value":346937},"Now click on the ",{"type":17,"tag":48,"props":346939,"children":346940},{},[346941],{"type":23,"value":16104},{"type":23,"value":346892},{"type":17,"tag":29,"props":346944,"children":346945},{},[346946],{"type":17,"tag":6438,"props":346947,"children":346950},{"alt":346948,"src":346949},"Integrate_OpenAI.png","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_use_unified_generative_ai_api_with_openai_and_claude-4.png",[],{"type":17,"tag":29,"props":346952,"children":346953},{},[346954,346956,346960,346962,346966,346967,346971],{"type":23,"value":346955},"Activate the OpenAI integration by clicking the ",{"type":17,"tag":48,"props":346957,"children":346958},{},[346959],{"type":23,"value":346910},{"type":23,"value":346961}," button. Once again, you'll return to the ",{"type":17,"tag":48,"props":346963,"children":346964},{},[346965],{"type":23,"value":42944},{"type":23,"value":346918},{"type":17,"tag":48,"props":346968,"children":346969},{},[346970],{"type":23,"value":16104},{"type":23,"value":346972}," item is also marked 'active:'",{"type":17,"tag":29,"props":346974,"children":346975},{},[346976],{"type":17,"tag":6438,"props":346977,"children":346980},{"alt":346978,"src":346979},"Final_GenAI_integrations_page.png","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_use_unified_generative_ai_api_with_openai_and_claude-5.png",[],{"type":17,"tag":68,"props":346982,"children":346984},{"id":346983},"create-the-connections-and-copy-the-connection-ids",[346985],{"type":23,"value":346986},"Create the connections and copy the connection IDs",{"type":17,"tag":29,"props":346988,"children":346989},{},[346990,346992,346997,346998,347002,347003,347008],{"type":23,"value":346991},"The next step is to create connections for Claude and OpenAI. Navigate to the ",{"type":17,"tag":48,"props":346993,"children":346994},{},[346995],{"type":23,"value":346996},"Embedded Authorization",{"type":23,"value":346845},{"type":17,"tag":48,"props":346999,"children":347000},{},[347001],{"type":23,"value":158746},{"type":23,"value":98082},{"type":17,"tag":48,"props":347004,"children":347005},{},[347006],{"type":23,"value":347007},"Embedded Authorizations",{"type":23,"value":347009}," from the menu bar:",{"type":17,"tag":29,"props":347011,"children":347012},{},[347013],{"type":17,"tag":6438,"props":347014,"children":347017},{"alt":347015,"src":347016},"Embedded_authorization_page_1.png","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_use_unified_generative_ai_api_with_openai_and_claude-6.png",[],{"type":17,"tag":29,"props":347019,"children":347020},{},[347021,347023,347027,347029],{"type":23,"value":347022},"First, create a Claude connection by clicking the ",{"type":17,"tag":48,"props":347024,"children":347025},{},[347026],{"type":23,"value":16112},{"type":23,"value":347028}," item in the ",{"type":17,"tag":48,"props":347030,"children":347031},{},[347032],{"type":23,"value":347033},"End-User Preview.",{"type":17,"tag":29,"props":347035,"children":347036},{},[347037,347039,347043],{"type":23,"value":347038},"When you arrive at the Claude authorization page, paste your Claude API key into the text field provided, then click the ",{"type":17,"tag":48,"props":347040,"children":347041},{},[347042],{"type":23,"value":264949},{"type":23,"value":347044}," button:",{"type":17,"tag":29,"props":347046,"children":347047},{},[347048],{"type":17,"tag":6438,"props":347049,"children":347052},{"alt":347050,"src":347051},"Paste_Anthropic_API_token.png","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_use_unified_generative_ai_api_with_openai_and_claude-7.png",[],{"type":17,"tag":29,"props":347054,"children":347055},{},[347056,347058,347062],{"type":23,"value":347057},"This will create a Claude connection and send you to the ",{"type":17,"tag":48,"props":347059,"children":347060},{},[347061],{"type":23,"value":329638},{"type":23,"value":347063}," page, where you'll see a list of your connections, with the newly-created Claude connection at the top:",{"type":17,"tag":29,"props":347065,"children":347066},{},[347067],{"type":17,"tag":6438,"props":347068,"children":347071},{"alt":347069,"src":347070},"New_Claude_connection.png","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_use_unified_generative_ai_api_with_openai_and_claude-8.png",[],{"type":17,"tag":29,"props":347073,"children":347074},{},[347075],{"type":23,"value":347076},"Copy the ID value for the Claude connection you just created; you'll need it after creating the connections.",{"type":17,"tag":29,"props":347078,"children":347079},{},[347080,347082,347086,347088,347092,347093,347097],{"type":23,"value":347081},"Return to the ",{"type":17,"tag":48,"props":347083,"children":347084},{},[347085],{"type":23,"value":346996},{"type":23,"value":347087}," page (",{"type":17,"tag":48,"props":347089,"children":347090},{},[347091],{"type":23,"value":158746},{"type":23,"value":98082},{"type":17,"tag":48,"props":347094,"children":347095},{},[347096],{"type":23,"value":347007},{"type":23,"value":347098},")…",{"type":17,"tag":29,"props":347100,"children":347101},{},[347102],{"type":17,"tag":6438,"props":347103,"children":347106},{"alt":347104,"src":347105},"Embedded_authorization_page_2.png","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_use_unified_generative_ai_api_with_openai_and_claude-9.png",[],{"type":17,"tag":29,"props":347108,"children":347109},{},[347110,347112,347116,347117,347121,347123,347127],{"type":23,"value":347111},"…then create an OpenAI connection by clicking the ",{"type":17,"tag":48,"props":347113,"children":347114},{},[347115],{"type":23,"value":16104},{"type":23,"value":347028},{"type":17,"tag":48,"props":347118,"children":347119},{},[347120],{"type":23,"value":347033},{"type":23,"value":347122}," You'll repeat the same steps you took for the Claude connection, where you'll paste your OpenAI API key into the text field provided and click ",{"type":17,"tag":48,"props":347124,"children":347125},{},[347126],{"type":23,"value":264949},{"type":23,"value":347128}," to create the connection:",{"type":17,"tag":29,"props":347130,"children":347131},{},[347132],{"type":17,"tag":6438,"props":347133,"children":347136},{"alt":347134,"src":347135},"Paste_OpenAI_API_token.png","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_use_unified_generative_ai_api_with_openai_and_claude-10.png",[],{"type":17,"tag":29,"props":347138,"children":347139},{},[347140,347142,347146],{"type":23,"value":347141},"This will create an OpenAI connection and once again, you will be sent to the ",{"type":17,"tag":48,"props":347143,"children":347144},{},[347145],{"type":23,"value":329638},{"type":23,"value":347147}," page, where you'll see the newly-created OpenAI connection at the top of the list:",{"type":17,"tag":29,"props":347149,"children":347150},{},[347151],{"type":17,"tag":6438,"props":347152,"children":347155},{"alt":347153,"src":347154},"New_OpenAI_connection.png","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_use_unified_generative_ai_api_with_openai_and_claude-11.png",[],{"type":17,"tag":29,"props":347157,"children":347158},{},[347159],{"type":23,"value":347160},"As you did with the Claude connection, copy the ID value for the new OpenAI connection.",{"type":17,"tag":68,"props":347162,"children":347164},{"id":347163},"copy-your-unifiedto-api-token",[347165],{"type":23,"value":347166},"Copy your Unified.to API token",{"type":17,"tag":29,"props":347168,"children":347169},{},[347170,347172,347177,347179,347184],{"type":23,"value":347171},"In order to access the ",{"type":17,"tag":133,"props":347173,"children":347175},{"href":42620,"rel":347174},[214],[347176],{"type":23,"value":217},{"type":23,"value":347178}," API, you need the Unified.to API token for your account. You can copy this value from the ",{"type":17,"tag":48,"props":347180,"children":347181},{},[347182],{"type":23,"value":347183},"API Information",{"type":23,"value":347185}," page, which you can navigate to by selecting Settings → API Information from the Unified.to menu bar:",{"type":17,"tag":29,"props":347187,"children":347188},{},[347189],{"type":17,"tag":6438,"props":347190,"children":347193},{"alt":347191,"src":347192},"settings_page.png","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_use_unified_generative_ai_api_with_openai_and_claude-12.png",[],{"type":17,"tag":68,"props":347195,"children":347197},{"id":347196},"create-an-env-file-with-your-unifiedto-api-token-and-generative-ai-connection-ids",[347198],{"type":23,"value":347199},"Create an .env file with your Unified.to API token and generative AI connection IDs",{"type":17,"tag":29,"props":347201,"children":347202},{},[347203],{"type":23,"value":347204},"While it would be simplest to hard-code your Unified.to API token and the IDs for your generative AI connections, it doesn't take significantly more work to put these values into a .env (environment variable) file. By putting these sensitive values into their own file and separate from the code, you reduce the risk of accidentally exposing sensitive data when sharing code or checking your code into version control.",{"type":17,"tag":29,"props":347206,"children":347207},{},[347208,347210,347214],{"type":23,"value":347209},"Create a file named ",{"type":17,"tag":48,"props":347211,"children":347212},{},[347213],{"type":23,"value":211221},{"type":23,"value":347215}," in a new directory with the following content:",{"type":17,"tag":6893,"props":347217,"children":347220},{"className":347218,"code":347219,"language":20901,"meta":23},[20899],"# .env file\n\nUNIFIED_API_TOKEN={Paste your Unified.to API token here}\nOPENAI_CONNECTION_ID={Paste your OpenAI connection ID here}\nCLAUDE_CONNECTION_ID={Paste your Claude connection ID here}\n",[347221],{"type":17,"tag":6121,"props":347222,"children":347223},{"__ignoreMap":7},[347224],{"type":23,"value":347219},{"type":17,"tag":29,"props":347226,"children":347227},{},[347228,347230,347236,347238,347244],{"type":23,"value":347229},"Replace the text in ",{"type":17,"tag":6121,"props":347231,"children":347233},{"className":347232},[],[347234],{"type":23,"value":347235},"{",{"type":23,"value":347237}," braces ",{"type":17,"tag":6121,"props":347239,"children":347241},{"className":347240},[],[347242],{"type":23,"value":347243},"}",{"type":23,"value":347245}," with the appropriate values.",{"type":17,"tag":68,"props":347247,"children":347249},{"id":347248},"install-the-unifiedto-python-sdk-package",[347250],{"type":23,"value":347251},"Install the Unified.to Python SDK package",{"type":17,"tag":29,"props":347253,"children":347254},{},[347255,347257,347261,347263,347270,347272,347278],{"type":23,"value":347256},"While it's possible to call the ",{"type":17,"tag":133,"props":347258,"children":347259},{"href":7691},[347260],{"type":23,"value":7459},{"type":23,"value":347262}," by using the requests library and assembling the headers yourself, your code will be much simpler and more readable if you use Unified.to's Python SDK package. ",{"type":17,"tag":133,"props":347264,"children":347267},{"href":347265,"rel":347266},"https://github.com/unified-to/unified-python-sdk",[214],[347268],{"type":23,"value":347269},"You can find its code on GitHub",{"type":23,"value":347271},", and you can install it with ",{"type":17,"tag":6121,"props":347273,"children":347275},{"className":347274},[],[347276],{"type":23,"value":347277},"pip",{"type":23,"value":347279},", the Python package installer, using the following command:",{"type":17,"tag":6893,"props":347281,"children":347284},{"className":347282,"code":347283,"language":288003,"meta":7},[288001],"pip install Unified-python-sdk\n",[347285],{"type":17,"tag":6121,"props":347286,"children":347287},{"__ignoreMap":7},[347288],{"type":23,"value":347283},{"type":17,"tag":68,"props":347290,"children":347292},{"id":347291},"chat-with-claude-and-openai-via-unifiedtos-unified-api",[347293],{"type":23,"value":347294},"Chat with Claude and OpenAI via Unified.to's unified API",{"type":17,"tag":29,"props":347296,"children":347297},{},[347298],{"type":23,"value":347299},"Now that all the preliminary work is done, you can start coding. You have a couple of options at this point:",{"type":17,"tag":80,"props":347301,"children":347302},{},[347303,347308],{"type":17,"tag":84,"props":347304,"children":347305},{},[347306],{"type":23,"value":347307},"You can create a new Jupyter notebook and start entering code into it, adding each bit of code presented below into its own cell, or",{"type":17,"tag":84,"props":347309,"children":347310},{},[347311],{"type":23,"value":347312},"you can create a new Python file, adding each bit of code presented below into the file.",{"type":17,"tag":29,"props":347314,"children":347315},{},[347316],{"type":17,"tag":48,"props":347317,"children":347318},{},[347319],{"type":23,"value":347320},"Define constants and the API object",{"type":17,"tag":29,"props":347322,"children":347323},{},[347324,347326,347330],{"type":23,"value":347325},"Create a new Jupyter Notebook in the directory where you saved the ",{"type":17,"tag":48,"props":347327,"children":347328},{},[347329],{"type":23,"value":211221},{"type":23,"value":347331}," file and enter the following into a new cell. This code defines the constants that hold your Unified.to API key and your connection IDs as well as the object for calling the unified API:",{"type":17,"tag":6893,"props":347333,"children":347336},{"className":347334,"code":347335,"language":127595,"meta":7},[127593],"import os\nimport unified_to\nfrom unified_to.models import operations, shared\n\n# Load the contents of the .env file\n%reload_ext dotenv\n%dotenv\n\nUNIFIED_API_TOKEN    = os.environ.get('UNIFIED_API_TOKEN')\nOPENAI_CONNECTION_ID = os.environ.get('OPENAI_CONNECTION_ID')\nCLAUDE_CONNECTION_ID = os.environ.get('CLAUDE_CONNECTION_ID')\n\napi = unified_to.UnifiedTo(\n    security=shared.Security(\n        jwt=os.environ.get('UNIFIED_API_TOKEN'),\n    ),\n)\n",[347337],{"type":17,"tag":6121,"props":347338,"children":347339},{"__ignoreMap":7},[347340],{"type":23,"value":347335},{"type":17,"tag":29,"props":347342,"children":347343},{},[347344,347346,347351],{"type":23,"value":347345},"You'll use the ",{"type":17,"tag":6121,"props":347347,"children":347349},{"className":347348},[],[347350],{"type":23,"value":144906},{"type":23,"value":347352}," object to send requests to and receive responses from the Unified.to API.",{"type":17,"tag":29,"props":347354,"children":347355},{},[347356],{"type":17,"tag":48,"props":347357,"children":347358},{},[347359],{"type":23,"value":347360},"Create a prompt and send it to Claude",{"type":17,"tag":29,"props":347362,"children":347363},{},[347364],{"type":23,"value":347365},"Enter the following into its own Jupyter notebook cell. This code builds a prompt and sends it to Claude, then displays the resulting response:",{"type":17,"tag":6893,"props":347367,"children":347370},{"className":347368,"code":347369,"language":127595,"meta":7},[127593],"my_request = operations.CreateGenaiPromptRequest(\n    connection_id = CLAUDE_CONNECTION_ID,\n    genai_prompt = {\n        'messages' : [\n            {\n                'role': 'user',\n                'content': \"Which LLM model am I talking to right now?\"\n            }\n        ]\n    }\n)\nresponse = api.genai.create_genai_prompt(request=my_request)\n\nif response.genai_prompt is not None:\n    print(response)\nelse:\n    print(\"No response.\")\n",[347371],{"type":17,"tag":6121,"props":347372,"children":347373},{"__ignoreMap":7},[347374],{"type":23,"value":347369},{"type":17,"tag":80,"props":347376,"children":347377},{},[347378,347398,347431,347532],{"type":17,"tag":84,"props":347379,"children":347380},{},[347381,347382,347388,347390,347396],{"type":23,"value":6712},{"type":17,"tag":6121,"props":347383,"children":347385},{"className":347384},[],[347386],{"type":23,"value":347387},"my_request",{"type":23,"value":347389}," variable is assigned a request object using the ",{"type":17,"tag":6121,"props":347391,"children":347393},{"className":347392},[],[347394],{"type":23,"value":347395},"CreateGenaiPromptRequest()",{"type":23,"value":347397}," method of the operations class, which contains methods for creating requests and responses for the Unified API.",{"type":17,"tag":84,"props":347399,"children":347400},{},[347401,347406,347408],{"type":17,"tag":6121,"props":347402,"children":347404},{"className":347403},[],[347405],{"type":23,"value":347395},{"type":23,"value":347407}," takes two arguments:\n",{"type":17,"tag":80,"props":347409,"children":347410},{},[347411,347421],{"type":17,"tag":84,"props":347412,"children":347413},{},[347414,347419],{"type":17,"tag":6121,"props":347415,"children":347417},{"className":347416},[],[347418],{"type":23,"value":25037},{"type":23,"value":347420},": The ID of the connection for the generative AI that will receive the prompt",{"type":17,"tag":84,"props":347422,"children":347423},{},[347424,347429],{"type":17,"tag":6121,"props":347425,"children":347427},{"className":347426},[],[347428],{"type":23,"value":74651},{"type":23,"value":347430},": A dictionary containing the parameters defining the prompt to be sent to the generative AI",{"type":17,"tag":84,"props":347432,"children":347433},{},[347434,347436,347441,347443,347449,347451],{"type":23,"value":347435},"At the very least, the ",{"type":17,"tag":6121,"props":347437,"children":347439},{"className":347438},[],[347440],{"type":23,"value":74651},{"type":23,"value":347442}," dictionary must contain a key named ",{"type":17,"tag":6121,"props":347444,"children":347446},{"className":347445},[],[347447],{"type":23,"value":347448},"'messages'",{"type":23,"value":347450},". The corresponding value must be an array of dictionaries with the following keys:\n",{"type":17,"tag":80,"props":347452,"children":347453},{},[347454,347481],{"type":17,"tag":84,"props":347455,"children":347456},{},[347457,347463,347465,347471,347473,347479],{"type":17,"tag":6121,"props":347458,"children":347460},{"className":347459},[],[347461],{"type":23,"value":347462},"'role'",{"type":23,"value":347464},":  The corresponding value can be either ",{"type":17,"tag":6121,"props":347466,"children":347468},{"className":347467},[],[347469],{"type":23,"value":347470},"'user'",{"type":23,"value":347472},", which means that the message is from the human interacting with the AI, or ",{"type":17,"tag":6121,"props":347474,"children":347476},{"className":347475},[],[347477],{"type":23,"value":347478},"'system'",{"type":23,"value":347480},", which means that the message is meant as instructions for the AI.",{"type":17,"tag":84,"props":347482,"children":347483},{},[347484,347490,347492,347497,347499,347504,347506,347511,347513,347518,347519,347524,347525,347530],{"type":17,"tag":6121,"props":347485,"children":347487},{"className":347486},[],[347488],{"type":23,"value":347489},"'content'",{"type":23,"value":347491},":  The corresponding value is the actual content of the message. If the ",{"type":17,"tag":6121,"props":347493,"children":347495},{"className":347494},[],[347496],{"type":23,"value":347462},{"type":23,"value":347498}," value is ",{"type":17,"tag":6121,"props":347500,"children":347502},{"className":347501},[],[347503],{"type":23,"value":347470},{"type":23,"value":347505},", this value is the text of the ",{"type":17,"tag":33,"props":347507,"children":347508},{},[347509],{"type":23,"value":347510},"user's",{"type":23,"value":347512}," message to the AI. If the ",{"type":17,"tag":6121,"props":347514,"children":347516},{"className":347515},[],[347517],{"type":23,"value":347462},{"type":23,"value":347498},{"type":17,"tag":6121,"props":347520,"children":347522},{"className":347521},[],[347523],{"type":23,"value":347478},{"type":23,"value":347505},{"type":17,"tag":33,"props":347526,"children":347527},{},[347528],{"type":23,"value":347529},"application's",{"type":23,"value":347531}," message to the AI.",{"type":17,"tag":84,"props":347533,"children":347534},{},[347535,347537,347543,347545,347550],{"type":23,"value":347536},"The response variable gets the AI's response using the ",{"type":17,"tag":6121,"props":347538,"children":347540},{"className":347539},[],[347541],{"type":23,"value":347542},"genai.create_genai_prompt()",{"type":23,"value":347544}," method, which takes the request contained in ",{"type":17,"tag":6121,"props":347546,"children":347548},{"className":347547},[],[347549],{"type":23,"value":347387},{"type":23,"value":347551},", sends it to Unified.to, and returns Unified.to's response.",{"type":17,"tag":29,"props":347553,"children":347554},{},[347555],{"type":23,"value":347556},"Run the cell. You should get output that looks like this (the output below has been formatted with line breaks to make it easier to read):",{"type":17,"tag":6893,"props":347558,"children":347561},{"className":347559,"code":347560,"language":127595,"meta":7},[127593],"CreateGenaiPromptResponse(\n    content_type='application/json; charset=utf-8', \n    status_code=200, \n    raw_response=\u003CResponse [200]>, \n    genai_prompt=GenaiPrompt(\n        max_tokens=None, \n        messages=None, \n        model_id=None, \n        raw=None, \n        responses=['I am an AI assistant called Claude. I was created by Anthropic, PBC to be helpful, harmless, and honest.'], \n        temperature=None\n    )\n)\n",[347562],{"type":17,"tag":6121,"props":347563,"children":347564},{"__ignoreMap":7},[347565],{"type":23,"value":347560},{"type":17,"tag":29,"props":347567,"children":347568},{},[347569],{"type":23,"value":347570},"To get only the responses, access the responses property of the GenAiPrompt object. Here's a quick example:",{"type":17,"tag":6893,"props":347572,"children":347575},{"className":347573,"code":347574,"language":127595,"meta":7},[127593],"print(response.genai_prompt.responses)\n",[347576],{"type":17,"tag":6121,"props":347577,"children":347578},{"__ignoreMap":7},[347579],{"type":23,"value":347574},{"type":17,"tag":29,"props":347581,"children":347582},{},[347583],{"type":23,"value":347584},"You should a result similar to this:",{"type":17,"tag":6893,"props":347586,"children":347589},{"className":347587,"code":347588,"language":127595,"meta":7},[127593],"['I am an AI assistant called Claude. I was created by Anthropic, PBC to be helpful, harmless, and honest.']\n",[347590],{"type":17,"tag":6121,"props":347591,"children":347592},{"__ignoreMap":7},[347593],{"type":23,"value":347588},{"type":17,"tag":29,"props":347595,"children":347596},{},[347597],{"type":17,"tag":48,"props":347598,"children":347599},{},[347600],{"type":23,"value":347601},"Create a prompt and send it to OpenAI",{"type":17,"tag":29,"props":347603,"children":347604},{},[347605],{"type":23,"value":347606},"With a single change, you can send a message to OpenAI instead of Claude. Copy the code from the previous cell, paste it into a new cell and change this line…",{"type":17,"tag":6893,"props":347608,"children":347611},{"className":347609,"code":347610,"language":127595,"meta":7},[127593],"connection_id = CLAUDE_CONNECTION_ID,\n",[347612],{"type":17,"tag":6121,"props":347613,"children":347614},{"__ignoreMap":7},[347615],{"type":23,"value":347610},{"type":17,"tag":29,"props":347617,"children":347618},{},[347619],{"type":23,"value":347620},"…to this:",{"type":17,"tag":6893,"props":347622,"children":347625},{"className":347623,"code":347624,"language":127595,"meta":7},[127593],"connection_id = OPENAI_CONNECTION_ID,\n",[347626],{"type":17,"tag":6121,"props":347627,"children":347628},{"__ignoreMap":7},[347629],{"type":23,"value":347624},{"type":17,"tag":29,"props":347631,"children":347632},{},[347633],{"type":23,"value":347634},"The new cell should now look like this:",{"type":17,"tag":6893,"props":347636,"children":347639},{"className":347637,"code":347638,"language":127595,"meta":7},[127593],"request = operations.CreateGenaiPromptRequest(\n    connection_id = OPENAI_CONNECTION_ID,\n    genai_prompt = {\n        'messages' : [\n            {\n                'role': 'user',\n                'content': \"Which LLM model am I talking to right now?\"\n            }\n        ]\n    }\n)\nresponse = api.genai.create_genai_prompt(request)\n\nif response.genai_prompt is not None:\n    print(response)\nelse:\n    print(\"No response.\")\n",[347640],{"type":17,"tag":6121,"props":347641,"children":347642},{"__ignoreMap":7},[347643],{"type":23,"value":347638},{"type":17,"tag":29,"props":347645,"children":347646},{},[347647],{"type":23,"value":347556},{"type":17,"tag":6893,"props":347649,"children":347652},{"className":347650,"code":347651,"language":127595,"meta":7},[127593],"CreateGenaiPromptResponse(\n    content_type='application/json; charset=utf-8', \n    status_code=200, \n    raw_response=\u003CResponse [200]>, \n    genai_prompt=GenaiPrompt(\n        max_tokens=None, \n        messages=None, \n        model_id=None, \n        raw=None, \n        responses=[\"As an AI developed by OpenAI, I don't have a specific LLM model version. I'm based on GPT-3, a language prediction model.\"], \n        temperature=None\n    )\n)\n",[347653],{"type":17,"tag":6121,"props":347654,"children":347655},{"__ignoreMap":7},[347656],{"type":23,"value":347651},{"type":17,"tag":29,"props":347658,"children":347659},{},[347660],{"type":23,"value":347661},"As with the Claude version, you can get only the responses with code like this…",{"type":17,"tag":6893,"props":347663,"children":347665},{"className":347664,"code":347574,"language":127595,"meta":7},[127593],[347666],{"type":17,"tag":6121,"props":347667,"children":347668},{"__ignoreMap":7},[347669],{"type":23,"value":347574},{"type":17,"tag":29,"props":347671,"children":347672},{},[347673],{"type":23,"value":347674},"…which will produce results like this:",{"type":17,"tag":6893,"props":347676,"children":347679},{"className":347677,"code":347678,"language":127595,"meta":7},[127593],"[\"As an AI developed by OpenAI, I don't have a specific LLM model version. I'm based on GPT-3, a language prediction model.\"]\n",[347680],{"type":17,"tag":6121,"props":347681,"children":347682},{"__ignoreMap":7},[347683],{"type":23,"value":347678},{"type":17,"tag":29,"props":347685,"children":347686},{},[347687],{"type":17,"tag":48,"props":347688,"children":347689},{},[347690],{"type":23,"value":347691},"Add a system prompt for OpenAI",{"type":17,"tag":29,"props":347693,"children":347694},{},[347695,347697,347702],{"type":23,"value":347696},"Copy the cell above (the one that sent a prompt to OpenAI) and update the code as shown below so that the ",{"type":17,"tag":6121,"props":347698,"children":347700},{"className":347699},[],[347701],{"type":23,"value":347448},{"type":23,"value":347703}," array contains a system prompt:",{"type":17,"tag":6893,"props":347705,"children":347708},{"className":347706,"code":347707,"language":127595,"meta":7},[127593],"request = operations.CreateGenaiPromptRequest(\n    connection_id = OPENAI_CONNECTION_ID,\n    genai_prompt = {\n        'messages' : [\n            # New code 👇\n            {\n                'role': 'system',\n                'content': \"Provide answers as if you were a carnival barker.\"\n            },\n            # New code 👆\n            {\n                'role': 'user',\n                'content': \"Which LLM model am I talking to right now?\"\n            }\n        ]\n    }\n)\nresponse = api.genai.create_genai_prompt(request=request)\n\nif response.genai_prompt is not None:\n    print(response)\nelse:\n    print(\"No response.\")\n",[347709],{"type":17,"tag":6121,"props":347710,"children":347711},{"__ignoreMap":7},[347712],{"type":23,"value":347707},{"type":17,"tag":29,"props":347714,"children":347715},{},[347716],{"type":23,"value":347556},{"type":17,"tag":6893,"props":347718,"children":347721},{"className":347719,"code":347720,"language":127595,"meta":7},[127593],"CreateGenaiPromptResponse(\n    content_type='application/json; charset=utf-8', \n    status_code=200, \n    raw_response=\u003CResponse [200]>, \n    genai_prompt=GenaiPrompt(\n        max_tokens=None, \n        messages=None, \n        model_id=None, \n        raw=None, \n        responses=[\"Step right up, step right up! Ladies and gentlemen, boys and girls, you are currently conversing with the one, the only, the spectacular OpenAI's GPT-3 model! A marvel of modern technology, a wonder of artificial intelligence, a spectacle of conversational prowess! Don't miss your chance to engage in a thrilling exchange of words and ideas!\"], \n        temperature=None\n    )\n)\n",[347722],{"type":17,"tag":6121,"props":347723,"children":347724},{"__ignoreMap":7},[347725],{"type":23,"value":347720},{"type":17,"tag":29,"props":347727,"children":347728},{},[347729,347731,347737,347739,347746],{"type":23,"value":347730},"As you can see from the value of ",{"type":17,"tag":6121,"props":347732,"children":347734},{"className":347733},[],[347735],{"type":23,"value":347736},"response.genai_prompt.responses",{"type":23,"value":347738},", OpenAI's response sounds like a ",{"type":17,"tag":133,"props":347740,"children":347743},{"href":347741,"rel":347742},"https://en.wikipedia.org/wiki/Barker_(occupation)",[214],[347744],{"type":23,"value":347745},"carnival barker",{"type":23,"value":347747}," instead of its default style.",{"type":17,"tag":29,"props":347749,"children":347750},{},[347751],{"type":17,"tag":48,"props":347752,"children":347753},{},[347754],{"type":23,"value":347755},"Add a system prompt for Claude",{"type":17,"tag":29,"props":347757,"children":347758},{},[347759],{"type":23,"value":347760},"Copy the code from the previous cell, paste it into a new cell and change this line…",{"type":17,"tag":6893,"props":347762,"children":347764},{"className":347763,"code":347624,"language":127595,"meta":7},[127593],[347765],{"type":17,"tag":6121,"props":347766,"children":347767},{"__ignoreMap":7},[347768],{"type":23,"value":347624},{"type":17,"tag":29,"props":347770,"children":347771},{},[347772],{"type":23,"value":347620},{"type":17,"tag":6893,"props":347774,"children":347776},{"className":347775,"code":347610,"language":127595,"meta":7},[127593],[347777],{"type":17,"tag":6121,"props":347778,"children":347779},{"__ignoreMap":7},[347780],{"type":23,"value":347610},{"type":17,"tag":29,"props":347782,"children":347783},{},[347784],{"type":23,"value":347634},{"type":17,"tag":6893,"props":347786,"children":347789},{"className":347787,"code":347788,"language":127595,"meta":7},[127593],"request = operations.CreateGenaiPromptRequest(\n    connection_id = CLAUDE_CONNECTION_ID,\n    genai_prompt = {\n        'messages' : [\n            # New code 👇\n            {\n                'role': 'system',\n                'content': \"Provide answers as if you were a carnival barker.\"\n            },\n            # New code 👆\n            {\n                'role': 'user',\n                'content': \"Which LLM model am I talking to right now?\"\n            }\n        ]\n    }\n)\nresponse = api.genai.create_genai_prompt(request=request)\n\nif response.genai_prompt is not None:\n    print(response)\nelse:\n    print(\"No response.\")\n",[347790],{"type":17,"tag":6121,"props":347791,"children":347792},{"__ignoreMap":7},[347793],{"type":23,"value":347788},{"type":17,"tag":29,"props":347795,"children":347796},{},[347797],{"type":23,"value":347556},{"type":17,"tag":6893,"props":347799,"children":347802},{"className":347800,"code":347801,"language":127595,"meta":7},[127593],"CreateGenaiPromptResponse(\n    content_type='application/json; charset=utf-8', \n    status_code=200, \n    raw_response=\u003CResponse [200]>, \n    genai_prompt=GenaiPrompt(\n        max_tokens=None, \n        messages=None, \n        model_id=None, \n        raw=None, \n        responses=[\"*puts on carnival barker voice* Step right up, step right up! You there, my curious friend, have the great fortune of conversing with the one, the only, the incomparable Claude! That's right, Claude, the artificial intelligence marvel brought to you by the brilliant minds at Anthropic! With wit sharper than a sword-swallower's blade and knowledge vaster than the big top itself, Claude is here to dazzle and amaze! Ask me anything, my inquisitive companion, and watch as I conjure answers out of thin air, no smoke or mirrors required! So don't be shy, don't hold back - Claude awaits your every query with baited breath and a mischievous twinkle in my virtual eye! The amazing AI oracle is at your service!\"], \n        temperature=None\n    )\n)\n",[347803],{"type":17,"tag":6121,"props":347804,"children":347805},{"__ignoreMap":7},[347806],{"type":23,"value":347801},{"type":17,"tag":29,"props":347808,"children":347809},{},[347810],{"type":23,"value":347811},"Note that Claude is now 'speaking' like a carnival barker.",{"type":17,"tag":68,"props":347813,"children":347815},{"id":347814},"turn-up-the-temperature",[347816],{"type":23,"value":347817},"Turn up the temperature",{"type":17,"tag":29,"props":347819,"children":347820},{},[347821,347823,347827],{"type":23,"value":347822},"One of the key parameters of a large language model is ",{"type":17,"tag":33,"props":347824,"children":347825},{},[347826],{"type":23,"value":74693},{"type":23,"value":347828},", which controls the randomness of the model's output. It's a value that ranges from 0 to 1 where:",{"type":17,"tag":80,"props":347830,"children":347831},{},[347832,347837],{"type":17,"tag":84,"props":347833,"children":347834},{},[347835],{"type":23,"value":347836},"Lower temperatures (lower than 0.5) result in output that's more predictable and appears more focused. The model tends to choose the most likely next word or token based on its training data, which is useful when you want answers that are more precise and reliable.",{"type":17,"tag":84,"props":347838,"children":347839},{},[347840],{"type":23,"value":347841},"Higher temperatures (0.5 and higher) result in less predictable output that seems more random and creative. The model samples from a wider range of possible next words or tokens, including less likely ones, leading to more diverse and imaginative-seeming responses — but it also increases the chances of generating less coherent or less relevant text.",{"type":17,"tag":29,"props":347843,"children":347844},{},[347845,347847,347853,347855,347860,347862,347868],{"type":23,"value":347846},"Copy the previous cell and add a ",{"type":17,"tag":6121,"props":347848,"children":347850},{"className":347849},[],[347851],{"type":23,"value":347852},"'temperature'",{"type":23,"value":347854}," key to the ",{"type":17,"tag":6121,"props":347856,"children":347858},{"className":347857},[],[347859],{"type":23,"value":74651},{"type":23,"value":347861}," dictionary with a value of ",{"type":17,"tag":6121,"props":347863,"children":347865},{"className":347864},[],[347866],{"type":23,"value":347867},"1.0",{"type":23,"value":347869},". The code in the cell should look like this:",{"type":17,"tag":6893,"props":347871,"children":347874},{"className":347872,"code":347873,"language":127595,"meta":7},[127593],"request = operations.CreateGenaiPromptRequest(\n    connection_id = CLAUDE_CONNECTION_ID,\n    genai_prompt = {\n        # New code 👇\n        'temperature' : 1.0,\n        # New code 👆\n        'messages' : [\n            {\n                'role': 'system',\n                'content': \"Provide answers as if you were a carnival barker.\"\n            },\n            {\n                'role': 'user',\n                'content': \"Which LLM model am I talking to right now?\"\n            }\n        ]\n    }\n)\nresponse = api.genai.create_genai_prompt(request=request)\n\nif response.genai_prompt is not None:\n    print(response)\nelse:\n    print(\"No response.\")\n",[347875],{"type":17,"tag":6121,"props":347876,"children":347877},{"__ignoreMap":7},[347878],{"type":23,"value":347873},{"type":17,"tag":29,"props":347880,"children":347881},{},[347882],{"type":23,"value":347883},"With a temperature of 1.0, Claude should produce a differently-worded response each time you run the cell.",{"type":17,"tag":29,"props":347885,"children":347886},{},[347887,347889,347894,347896,347902],{"type":23,"value":347888},"You can try the same thing with OpenAI simply by changing the value of the ",{"type":17,"tag":6121,"props":347890,"children":347892},{"className":347891},[],[347893],{"type":23,"value":25037},{"type":23,"value":347895}," parameter to ",{"type":17,"tag":6121,"props":347897,"children":347899},{"className":347898},[],[347900],{"type":23,"value":347901},"OPENAI_CONNECTION_ID",{"type":23,"value":54},{"type":17,"tag":68,"props":347904,"children":347906},{"id":347905},"work-with-different-llm-models",[347907],{"type":23,"value":347908},"Work with different LLM models",{"type":17,"tag":29,"props":347910,"children":347911},{},[347912],{"type":23,"value":347913},"Many of the AIs that Unified.to's GenAI API can access provide a choice of models that vary in complexity and cost, where the more complex ones typically provide much better answers, but at a higher per-use price. The AI vendors are constantly adding newer LLM models and retiring older ones, so it's helpful to query the AI to find out which models it currently offers.",{"type":17,"tag":29,"props":347915,"children":347916},{},[347917],{"type":17,"tag":48,"props":347918,"children":347919},{},[347920],{"type":23,"value":347921},"Get a list of the current LLM model IDs",{"type":17,"tag":29,"props":347923,"children":347924},{},[347925],{"type":23,"value":347926},"Create a new cell, enter the following code into it, and run it:",{"type":17,"tag":6893,"props":347928,"children":347931},{"className":347929,"code":347930,"language":127595,"meta":7},[127593],"request = operations.ListGenaiModelsRequest(\n    connection_id = OPENAI_CONNECTION_ID\n)\nresponse = api.genai.list_genai_models(request)\nprint(sorted([model.id for model in response.genai_models]))\n",[347932],{"type":17,"tag":6121,"props":347933,"children":347934},{"__ignoreMap":7},[347935],{"type":23,"value":347930},{"type":17,"tag":29,"props":347937,"children":347938},{},[347939,347941,347946,347948,347954],{"type":23,"value":347940},"This code uses the ",{"type":17,"tag":133,"props":347942,"children":347944},{"href":42620,"rel":347943},[214],[347945],{"type":23,"value":217},{"type":23,"value":347947}," Python SDK's ",{"type":17,"tag":6121,"props":347949,"children":347951},{"className":347950},[],[347952],{"type":23,"value":347953},"genai.list_genai_models()",{"type":23,"value":347955}," method to get a list of objects describing the models offered by OpenAI and outputs a sorted list of their IDs. At the time of writing, the result looked like this (formatted for easier reading):",{"type":17,"tag":6893,"props":347957,"children":347960},{"className":347958,"code":347959,"language":127595,"meta":7},[127593],"[\n    'babbage-002', \n    'dall-e-2', \n    'dall-e-3', \n    'davinci-002', \n    'gpt-3.5-turbo', \n    'gpt-3.5-turbo-0125', \n    'gpt-3.5-turbo-0301', \n    'gpt-3.5-turbo-0613', \n    'gpt-3.5-turbo-1106', \n    'gpt-3.5-turbo-16k', \n    'gpt-3.5-turbo-16k-0613', \n    'gpt-3.5-turbo-instruct', \n    'gpt-3.5-turbo-instruct-0914', \n    'gpt-4', \n    'gpt-4-0125-preview', \n    'gpt-4-0613', \n    'gpt-4-1106-preview', \n    'gpt-4-1106-vision-preview', \n    'gpt-4-turbo', \n    'gpt-4-turbo-2024-04-09', \n    'gpt-4-turbo-preview', \n    'gpt-4-vision-preview', \n    'gpt-4o', \n    'gpt-4o-2024-05-13', \n    'text-embedding-3-large', \n    'text-embedding-3-small', \n    'text-embedding-ada-002', \n    'tts-1', \n    'tts-1-1106', \n    'tts-1-hd', \n    'tts-1-hd-1106', \n    'whisper-1'\n]\n",[347961],{"type":17,"tag":6121,"props":347962,"children":347963},{"__ignoreMap":7},[347964],{"type":23,"value":347959},{"type":17,"tag":29,"props":347966,"children":347967},{},[347968,347970,347975,347977,347983],{"type":23,"value":347969},"You can do the same for Claude simply by changing ",{"type":17,"tag":6121,"props":347971,"children":347973},{"className":347972},[],[347974],{"type":23,"value":25037},{"type":23,"value":347976},"'s value to ",{"type":17,"tag":6121,"props":347978,"children":347980},{"className":347979},[],[347981],{"type":23,"value":347982},"CLAUDE_CONNECTION_ID",{"type":23,"value":347984},". The resulting output looks like this (formatted for easier reading):",{"type":17,"tag":6893,"props":347986,"children":347989},{"className":347987,"code":347988,"language":127595,"meta":7},[127593],"[\n    'claude-2.0', \n    'claude-2.1', \n    'claude-3-haiku-20240307', \n    'claude-3-opus-20240229', \n    'claude-3-sonnet-20240229', \n    'claude-instant-1.2'\n]\n",[347990],{"type":17,"tag":6121,"props":347991,"children":347992},{"__ignoreMap":7},[347993],{"type":23,"value":347988},{"type":17,"tag":29,"props":347995,"children":347996},{},[347997],{"type":17,"tag":48,"props":347998,"children":347999},{},[348000],{"type":23,"value":348001},"Talk to different OpenAI models",{"type":17,"tag":29,"props":348003,"children":348004},{},[348005],{"type":23,"value":348006},"Run this code in a new cell:",{"type":17,"tag":6893,"props":348008,"children":348011},{"className":348009,"code":348010,"language":127595,"meta":7},[127593],"def ask_ai_which_model(my_connection_id, my_model_id):\n    request = operations.CreateGenaiPromptRequest(\n        connection_id = my_connection_id,\n        genai_prompt = {\n            'model_id' : my_model_id,\n            'messages' : [\n                {\n                    'role': 'user',\n                    'content': \"Which LLM model am I talking to right now?\"\n                }\n            ]\n        }\n    )\n    response = api.genai.create_genai_prompt(request)\n\n    if response.genai_prompt is not None:\n        print(f\"{model_id}: {response.genai_prompt.responses}\\n\")\n    else:\n        print(\"No response.\")\n",[348012],{"type":17,"tag":6121,"props":348013,"children":348014},{"__ignoreMap":7},[348015],{"type":23,"value":348010},{"type":17,"tag":29,"props":348017,"children":348018},{},[348019,348021,348027],{"type":23,"value":348020},"This defines the ",{"type":17,"tag":6121,"props":348022,"children":348024},{"className":348023},[],[348025],{"type":23,"value":348026},"ask_ai_which_model()",{"type":23,"value":348028}," method, which will make it simpler to send the same prompt to different AIs and models.",{"type":17,"tag":29,"props":348030,"children":348031},{},[348032],{"type":23,"value":348033},"Enter the following into a new cell:",{"type":17,"tag":6893,"props":348035,"children":348038},{"className":348036,"code":348037,"language":127595,"meta":7},[127593],"model_ids = ['gpt-3.5-turbo', 'gpt-4o']\n\nfor model_id in model_ids:\n    ask_ai_which_model(OPENAI_CONNECTION_ID, model_id)\n",[348039],{"type":17,"tag":6121,"props":348040,"children":348041},{"__ignoreMap":7},[348042],{"type":23,"value":348037},{"type":17,"tag":29,"props":348044,"children":348045},{},[348046,348048,348053,348055,348060,348062,348068,348069,348074],{"type":23,"value":348047},"This code sends the same prompt, 'Which LLM model am I talking to right now?' to two different OpenAI models, ",{"type":17,"tag":48,"props":348049,"children":348050},{},[348051],{"type":23,"value":348052},"gpt-3.5-turbo",{"type":23,"value":348054}," and the new ",{"type":17,"tag":48,"props":348056,"children":348057},{},[348058],{"type":23,"value":348059},"gpt-4o",{"type":23,"value":348061},". It specifies which model to use with the ",{"type":17,"tag":6121,"props":348063,"children":348065},{"className":348064},[],[348066],{"type":23,"value":348067},"'model_id'",{"type":23,"value":247417},{"type":17,"tag":6121,"props":348070,"children":348072},{"className":348071},[],[348073],{"type":23,"value":74651},{"type":23,"value":348075}," dictionary. Here's its output:",{"type":17,"tag":6893,"props":348077,"children":348080},{"className":348078,"code":348079,"language":127595,"meta":7},[127593],"gpt-3.5-turbo: ['I am GPT-3, a language model developed by OpenAI.']\n\ngpt-4o: [\"You are interacting with a model based on OpenAI's GPT-4. How can I assist you today?\"]\n",[348081],{"type":17,"tag":6121,"props":348082,"children":348083},{"__ignoreMap":7},[348084],{"type":23,"value":348079},{"type":17,"tag":29,"props":348086,"children":348087},{},[348088],{"type":23,"value":348089},"Let's try it with Claude. Enter the following into a new cell:",{"type":17,"tag":6893,"props":348091,"children":348094},{"className":348092,"code":348093,"language":127595,"meta":7},[127593],"model_ids = ['claude-3-sonnet-20240229', 'claude-3-opus-20240229']\n\nfor model_id in model_ids:\n    ask_ai_which_model(CLAUDE_CONNECTION_ID, model_id)\n",[348095],{"type":17,"tag":6121,"props":348096,"children":348097},{"__ignoreMap":7},[348098],{"type":23,"value":348093},{"type":17,"tag":29,"props":348100,"children":348101},{},[348102,348104,348109,348110,348115],{"type":23,"value":348103},"This code sends the 'Which LLM model am I talking to right now?' to two different Claude models, the currently available ",{"type":17,"tag":48,"props":348105,"children":348106},{},[348107],{"type":23,"value":348108},"sonnet",{"type":23,"value":34435},{"type":17,"tag":48,"props":348111,"children":348112},{},[348113],{"type":23,"value":348114},"opus",{"type":23,"value":348116}," models. Here's its output:",{"type":17,"tag":6893,"props":348118,"children":348121},{"className":348119,"code":348120,"language":127595,"meta":7},[127593],"claude-3-sonnet-20240229: [\"I am an AI assistant created by Anthropic, but I'm not sure which specific model I am. I don't have full information about the technical details of my architecture or training process.\"]\n\nclaude-3-opus-20240229: ['I am an AI assistant called Claude. I was created by Anthropic, PBC to be helpful, harmless, and honest.']\n",[348122],{"type":17,"tag":6121,"props":348123,"children":348124},{"__ignoreMap":7},[348125],{"type":23,"value":348120},{"type":17,"tag":68,"props":348127,"children":348128},{"id":44469},[348129],{"type":23,"value":339202},{"type":17,"tag":29,"props":348131,"children":348132},{},[348133],{"type":23,"value":348134},"While our unified GenAI API greatly simplifies the process of calling on various generative AI services, and leverage your customer's APi keys on those AI vendors, its real power comes from using it to process data from our other APIs, which integrate with an array of SaaS application categories, including:",{"type":17,"tag":80,"props":348136,"children":348137},{},[348138,348148,348158,348173],{"type":17,"tag":84,"props":348139,"children":348140},{},[348141,348146],{"type":17,"tag":48,"props":348142,"children":348143},{},[348144],{"type":23,"value":348145},"ATS (Applicant Tracking System):",{"type":23,"value":348147}," Use AI to analyze documents that job applicants provide, such as their resume or cover letter, as well interviewer notes and scorecard comments.",{"type":17,"tag":84,"props":348149,"children":348150},{},[348151,348156],{"type":17,"tag":48,"props":348152,"children":348153},{},[348154],{"type":23,"value":348155},"KMS (Knowledge Management System):",{"type":23,"value":348157}," Find lost knowledge, convert text data into structured data, summarize meeting minutes, and gain new insights by harnessing an LLM to analyze knowledge systems, wikis, and other planning applications.",{"type":17,"tag":84,"props":348159,"children":348160},{},[348161,348165,348167,348171],{"type":17,"tag":48,"props":348162,"children":348163},{},[348164],{"type":23,"value":25087},{"type":23,"value":348166}," Our ",{"type":17,"tag":133,"props":348168,"children":348169},{"href":14913},[348170],{"type":23,"value":27356},{"type":23,"value":348172}," can retrieve emails and chat messages, and when combined with AI, can be used to do things like construct a record of a project, create a timeline of an ongoing discussion, identify incomplete tasks, and more.",{"type":17,"tag":84,"props":348174,"children":348175},{},[348176,348180],{"type":17,"tag":48,"props":348177,"children":348178},{},[348179],{"type":23,"value":161090},{"type":23,"value":348181}," Get files and documents from popular cloud storage systems and combine them with an LLM to generate reports, documentation, how-to guides, etc.",{"type":17,"tag":68,"props":348183,"children":348185},{"id":348184},"try-our-genai-api-now",[348186],{"type":23,"value":348187},"Try our GenAI API now",{"type":17,"tag":29,"props":348189,"children":348190},{},[348191],{"type":23,"value":348192},"Our unified GenAI API is available on all Unified.to workspaces on every plan — even our free one. Once you've created your Unified.to account, you can activate integrations in seconds and start building applications that leverage our GenAI integrations.",{"type":17,"tag":29,"props":348194,"children":348195},{},[348196,348198,348206],{"type":23,"value":348197},"See how easy it is to use our real-time unified API by signing up for our free 30-day unlimited-use ",{"type":17,"tag":133,"props":348199,"children":348201},{"href":1612,"rel":348200},[214],[348202],{"type":17,"tag":48,"props":348203,"children":348204},{},[348205],{"type":23,"value":346767},{"type":23,"value":54},{"title":7,"searchDepth":1629,"depth":1629,"links":348208},[348209,348210,348211,348212,348213,348214,348215,348216,348217,348218],{"id":346823,"depth":1629,"text":346826},{"id":346983,"depth":1629,"text":346986},{"id":347163,"depth":1629,"text":347166},{"id":347196,"depth":1629,"text":347199},{"id":347248,"depth":1629,"text":347251},{"id":347291,"depth":1629,"text":347294},{"id":347814,"depth":1629,"text":347817},{"id":347905,"depth":1629,"text":347908},{"id":44469,"depth":1629,"text":339202},{"id":348184,"depth":1629,"text":348187},"content:blog:how_to_use_unified_generative_ai_api_with_openai_and_claude.md","blog/how_to_use_unified_generative_ai_api_with_openai_and_claude.md","blog/how_to_use_unified_generative_ai_api_with_openai_and_claude",{"_path":348223,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":348224,"description":348225,"img":348226,"date":346643,"tag":12,"body":348227,"_type":1677,"_id":348615,"_source":1679,"_file":348616,"_stem":348617,"_extension":1682},"/blog/unified_kms_api_real_time_access_to_knowledge_base_and_documentation_data","Unified KMS API: Real-Time Access to Knowledge Base and Documentation Data","If your product needs access to internal documentation, help center content, or knowledge bases, you quickly run into fragmented APIs, inconsistent content...","https://s3.us-east-2.amazonaws.com/unified-article-images/unified_kms_api_real_time_access_to_knowledge_base_and_documentation_data-icon.png",{"type":14,"children":348228,"toc":348604},[348229,348234,348237,348244,348252,348257,348267,348271,348319,348324,348330,348335,348356,348361,348367,348397,348402,348410,348416,348421,348437,348446,348452,348480,348486,348491,348514,348519,348523,348551,348557,348568,348572,348577],{"type":17,"tag":18,"props":348230,"children":348232},{"id":348231},"unified-kms-api-real-time-access-to-knowledge-base-and-documentation-data",[348233],{"type":23,"value":348224},{"type":17,"tag":25,"props":348235,"children":348236},{},[],{"type":17,"tag":29,"props":348238,"children":348239},{},[348240],{"type":17,"tag":33,"props":348241,"children":348242},{},[348243],{"type":23,"value":346661},{"type":17,"tag":29,"props":348245,"children":348246},{},[348247],{"type":17,"tag":6438,"props":348248,"children":348251},{"alt":348249,"src":348250},"KMS_API.png","https://s3.us-east-2.amazonaws.com/unified-article-images/unified_kms_api_real_time_access_to_knowledge_base_and_documentation_data-0.png",[],{"type":17,"tag":29,"props":348253,"children":348254},{},[348255],{"type":23,"value":348256},"If your product needs access to internal documentation, help center content, or knowledge bases, you quickly run into fragmented APIs, inconsistent content structures, and provider-specific data models.",{"type":17,"tag":29,"props":348258,"children":348259},{},[348260,348261,348265],{"type":23,"value":149272},{"type":17,"tag":133,"props":348262,"children":348263},{"href":24227},[348264],{"type":23,"value":24230},{"type":23,"value":348266}," provides a single interface to retrieve and manage knowledge content across platforms, with normalized objects and real-time access. It acts as a unified knowledge layer across documentation and help center systems, enabling applications to access and structure content through one API.",{"type":17,"tag":68,"props":348268,"children":348269},{"id":25342},[348270],{"type":23,"value":216065},{"type":17,"tag":80,"props":348272,"children":348273},{},[348274,348278,348282,348286,348290,348294,348298,348302,348306,348311,348315],{"type":17,"tag":84,"props":348275,"children":348276},{},[348277],{"type":23,"value":23045},{"type":17,"tag":84,"props":348279,"children":348280},{},[348281],{"type":23,"value":12568},{"type":17,"tag":84,"props":348283,"children":348284},{},[348285],{"type":23,"value":292214},{"type":17,"tag":84,"props":348287,"children":348288},{},[348289],{"type":23,"value":25375},{"type":17,"tag":84,"props":348291,"children":348292},{},[348293],{"type":23,"value":31097},{"type":17,"tag":84,"props":348295,"children":348296},{},[348297],{"type":23,"value":23061},{"type":17,"tag":84,"props":348299,"children":348300},{},[348301],{"type":23,"value":342752},{"type":17,"tag":84,"props":348303,"children":348304},{},[348305],{"type":23,"value":15729},{"type":17,"tag":84,"props":348307,"children":348308},{},[348309],{"type":23,"value":348310},"Microsoft SharePoint",{"type":17,"tag":84,"props":348312,"children":348313},{},[348314],{"type":23,"value":23053},{"type":17,"tag":84,"props":348316,"children":348317},{},[348318],{"type":23,"value":3179},{"type":17,"tag":29,"props":348320,"children":348321},{},[348322],{"type":23,"value":348323},"Additional knowledge base and help center integrations are expanding as part of this category.",{"type":17,"tag":68,"props":348325,"children":348327},{"id":348326},"unified-knowledge-model-across-platforms",[348328],{"type":23,"value":348329},"Unified knowledge model across platforms",{"type":17,"tag":29,"props":348331,"children":348332},{},[348333],{"type":23,"value":348334},"The KMS API standardizes content across providers using a consistent object model:",{"type":17,"tag":80,"props":348336,"children":348337},{},[348338,348347],{"type":17,"tag":84,"props":348339,"children":348340},{},[348341,348345],{"type":17,"tag":48,"props":348342,"children":348343},{},[348344],{"type":23,"value":173188},{"type":23,"value":348346},": collections of documents (folders, workspaces, or knowledge bases)",{"type":17,"tag":84,"props":348348,"children":348349},{},[348350,348354],{"type":17,"tag":48,"props":348351,"children":348352},{},[348353],{"type":23,"value":173306},{"type":23,"value":348355},": individual documents or articles, including hierarchical relationships",{"type":17,"tag":29,"props":348357,"children":348358},{},[348359],{"type":23,"value":348360},"Content, structure, and hierarchy are normalized across providers, reducing the need to map platform-specific formats.",{"type":17,"tag":68,"props":348362,"children":348364},{"id":348363},"core-objects-in-the-kms-api",[348365],{"type":23,"value":348366},"Core objects in the KMS API",{"type":17,"tag":80,"props":348368,"children":348369},{},[348370,348379,348388],{"type":17,"tag":84,"props":348371,"children":348372},{},[348373,348377],{"type":17,"tag":48,"props":348374,"children":348375},{},[348376],{"type":23,"value":173188},{"type":23,"value":348378},": containers for knowledge content",{"type":17,"tag":84,"props":348380,"children":348381},{},[348382,348386],{"type":17,"tag":48,"props":348383,"children":348384},{},[348385],{"type":23,"value":173306},{"type":23,"value":348387},": documents and articles",{"type":17,"tag":84,"props":348389,"children":348390},{},[348391,348395],{"type":17,"tag":48,"props":348392,"children":348393},{},[348394],{"type":23,"value":31629},{"type":23,"value":348396},": discussions and annotations on content",{"type":17,"tag":29,"props":348398,"children":348399},{},[348400],{"type":23,"value":348401},"These objects follow consistent schemas across providers, reducing the need to handle platform-specific content 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This month we've continued to expand writable fields to enable real-time data manipulation (updates, deletions, creations) as well as increase interactivity and automation in your application through one API.",{"type":17,"tag":29,"props":351569,"children":351570},{},[351571],{"type":23,"value":351572},"The following integrations and objects have new writable fields:",{"type":17,"tag":80,"props":351574,"children":351575},{},[351576,351581,351586,351591,351596,351601,351606,351611,351616,351621,351626,351631,351636,351641,351646,351651],{"type":17,"tag":84,"props":351577,"children":351578},{},[351579],{"type":23,"value":351580},"Stripe Payment added new writable fields: total_amount, reference, notes, invoice_id, currency and contact_id",{"type":17,"tag":84,"props":351582,"children":351583},{},[351584],{"type":23,"value":351585},"Stripe Invoice added new writable fields: paid_amount",{"type":17,"tag":84,"props":351587,"children":351588},{},[351589],{"type":23,"value":351590},"GoCardless Link added new writable fields: lineitems, currency, contact_id and amount",{"type":17,"tag":84,"props":351592,"children":351593},{},[351594],{"type":23,"value":351595},"Bullhorn Company added new writable fields: websites, user_id, telephones, industry, employees, description and address",{"type":17,"tag":84,"props":351597,"children":351598},{},[351599],{"type":23,"value":351600},"Bullhorn Interview added new writable fields: job_id and candidate_id",{"type":17,"tag":84,"props":351602,"children":351603},{},[351604],{"type":23,"value":351605},"HiBob Employee added new writable fields: title, manager_id and hired_at, telephones, and employee_number",{"type":17,"tag":84,"props":351607,"children":351608},{},[351609],{"type":23,"value":351610},"Recruiterflow Candidate added new writable fields: user_id",{"type":17,"tag":84,"props":351612,"children":351613},{},[351614],{"type":23,"value":351615},"Greenhouse Candidate added new writable fields: external_identifier",{"type":17,"tag":84,"props":351617,"children":351618},{},[351619],{"type":23,"value":351620},"Crelate Candidate added new writable fields: user_id",{"type":17,"tag":84,"props":351622,"children":351623},{},[351624],{"type":23,"value":351625},"Checkr Candidate added new writable fields: external_identifier",{"type":17,"tag":84,"props":351627,"children":351628},{},[351629],{"type":23,"value":351630},"Bullhorn Candidate added new writable fields: user_id and external_identifier",{"type":17,"tag":84,"props":351632,"children":351633},{},[351634],{"type":23,"value":351635},"Bullhorn Application added new writable fields: status",{"type":17,"tag":84,"props":351637,"children":351638},{},[351639],{"type":23,"value":351640},"Xero Contact added new writable fields: tax_number and currency",{"type":17,"tag":84,"props":351642,"children":351643},{},[351644],{"type":23,"value":351645},"BambooHR Application added new writable fields: status",{"type":17,"tag":84,"props":351647,"children":351648},{},[351649],{"type":23,"value":351650},"Workable Application added new writable fields: answers",{"type":17,"tag":84,"props":351652,"children":351653},{},[351654],{"type":23,"value":351655},"Greenhouse Application added new writable fields: answers",{"type":17,"tag":29,"props":351657,"children":351658},{},[351659,351661],{"type":23,"value":351660},"See more writable and readable field updates on the ",{"type":17,"tag":133,"props":351662,"children":351664},{"href":47029,"rel":351663},[214],[351665],{"type":23,"value":351557},{"type":17,"tag":68,"props":351667,"children":351669},{"id":351668},"event-notifications",[351670],{"type":23,"value":351671},"Event Notifications",{"type":17,"tag":29,"props":351673,"children":351674},{},[351675],{"type":23,"value":351676},"Event notifications make it easy to stay informed about your account activity. This new feature allows you to  instantly notify an end-user if their connection is unhealthy, usually indicating a need for re-authentication, and to ensure visibility into your account's usage to avoid unexpected overages.",{"type":17,"tag":29,"props":351678,"children":351679},{},[351680],{"type":23,"value":351681},"You can also use event notifications to link an end user's connection to their specific record by listening to the connection_created event and referring to the external_xref field.",{"type":17,"tag":29,"props":351683,"children":351684},{},[351685],{"type":17,"tag":6438,"props":351686,"children":351689},{"alt":351687,"src":351688},"Notifications_Webhook_URL.png","https://s3.us-east-2.amazonaws.com/unified-article-images/unified_apr_2024_product_updates-2.png",[],{"type":17,"tag":29,"props":351691,"children":351692},{},[351693,351694,351699],{"type":23,"value":6661},{"type":17,"tag":33,"props":351695,"children":351696},{},[351697],{"type":23,"value":351698},"Settings > Workspace",{"type":23,"value":351700}," to insert a Webhook Notifications URL and select the events you want to track.",{"type":17,"tag":29,"props":351702,"children":351703},{},[351704],{"type":23,"value":351705},"You can receive notifications for the following events:",{"type":17,"tag":80,"props":351707,"children":351708},{},[351709,351714,351719,351724,351729,351734,351739,351744,351749,351754,351759,351764,351769,351774,351779,351784],{"type":17,"tag":84,"props":351710,"children":351711},{},[351712],{"type":23,"value":351713},"connection_created",{"type":17,"tag":84,"props":351715,"children":351716},{},[351717],{"type":23,"value":351718},"connection_deleted",{"type":17,"tag":84,"props":351720,"children":351721},{},[351722],{"type":23,"value":351723},"connection_healthy",{"type":17,"tag":84,"props":351725,"children":351726},{},[351727],{"type":23,"value":351728},"connection_paused",{"type":17,"tag":84,"props":351730,"children":351731},{},[351732],{"type":23,"value":351733},"connection_unhealthy",{"type":17,"tag":84,"props":351735,"children":351736},{},[351737],{"type":23,"value":351738},"connection_unpaused",{"type":17,"tag":84,"props":351740,"children":351741},{},[351742],{"type":23,"value":351743},"connection_updated",{"type":17,"tag":84,"props":351745,"children":351746},{},[351747],{"type":23,"value":351748},"integration_activated",{"type":17,"tag":84,"props":351750,"children":351751},{},[351752],{"type":23,"value":351753},"integration_deactivated",{"type":17,"tag":84,"props":351755,"children":351756},{},[351757],{"type":23,"value":351758},"integration_updated",{"type":17,"tag":84,"props":351760,"children":351761},{},[351762],{"type":23,"value":351763},"user_created, user_deleted",{"type":17,"tag":84,"props":351765,"children":351766},{},[351767],{"type":23,"value":351768},"webhook_created",{"type":17,"tag":84,"props":351770,"children":351771},{},[351772],{"type":23,"value":351773},"webhook_deleted",{"type":17,"tag":84,"props":351775,"children":351776},{},[351777],{"type":23,"value":351778},"workspace_80percent_limit",{"type":17,"tag":84,"props":351780,"children":351781},{},[351782],{"type":23,"value":351783},"workspace_over_limit",{"type":17,"tag":84,"props":351785,"children":351786},{},[351787],{"type":23,"value":351788},"workspace_updated",{"type":17,"tag":29,"props":351790,"children":351791},{},[351792,351794,351800,351801,351807],{"type":23,"value":351793},"Looking to access real-time structured data for your application? ",{"type":17,"tag":133,"props":351795,"children":351797},{"href":215330,"rel":351796},[214],[351798],{"type":23,"value":351799},"Get in touch",{"type":23,"value":75890},{"type":17,"tag":133,"props":351802,"children":351804},{"href":1612,"rel":351803},[214],[351805],{"type":23,"value":351806},"create a free account",{"type":23,"value":54},{"title":7,"searchDepth":1629,"depth":1629,"links":351809},[351810,351811,351812,351813,351814,351815,351816],{"id":351087,"depth":1629,"text":351049},{"id":11629,"depth":1629,"text":216420},{"id":351234,"depth":1629,"text":351237},{"id":351363,"depth":1629,"text":351366},{"id":351418,"depth":1629,"text":351421},{"id":351560,"depth":1629,"text":351079},{"id":351668,"depth":1629,"text":351671},"content:blog:unified_apr_2024_product_updates.md","blog/unified_apr_2024_product_updates.md","blog/unified_apr_2024_product_updates",{"_path":351821,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":351822,"description":351823,"img":351824,"date":351825,"tag":12,"body":351826,"_type":1677,"_id":352274,"_source":1679,"_file":352275,"_stem":352276,"_extension":1682},"/blog/2024_state_of_saas_apis_urls","2024 State of SaaS APIs: URLs","Even though they're a key part of APIs, URLs are often ignored when discussing them. In this article — the second in our series based on our 2024 State of SaaS...","https://s3.us-east-2.amazonaws.com/unified-article-images/2024_state_of_saas_apis_urls-icon.png","2024-04-26T00:00:00.000Z",{"type":14,"children":351827,"toc":352268},[351828,351833,351836,351844,351859,351865,351879,351891,351917,351930,351942,351947,351953,351958,352125,352131,352145,352150,352214,352220,352227,352237,352244,352254],{"type":17,"tag":18,"props":351829,"children":351831},{"id":351830},"_2024-state-of-saas-apis-urls",[351832],{"type":23,"value":351822},{"type":17,"tag":25,"props":351834,"children":351835},{},[],{"type":17,"tag":29,"props":351837,"children":351838},{},[351839],{"type":17,"tag":33,"props":351840,"children":351841},{},[351842],{"type":23,"value":351843},"April 26, 2024",{"type":17,"tag":29,"props":351845,"children":351846},{},[351847,351849,351857],{"type":23,"value":351848},"Even though they're a key part of APIs, URLs are often ignored when discussing them. In this article — the second in our series based on our ",{"type":17,"tag":133,"props":351850,"children":351852},{"href":327182,"rel":351851},[214],[351853],{"type":17,"tag":33,"props":351854,"children":351855},{},[351856],{"type":23,"value":351254},{"type":23,"value":351858}," report — we'll take a closer look at URLs.",{"type":17,"tag":68,"props":351860,"children":351862},{"id":351861},"resources-and-urls",[351863],{"type":23,"value":351864},"Resources and URLs",{"type":17,"tag":29,"props":351866,"children":351867},{},[351868,351869,351877],{"type":23,"value":9619},{"type":17,"tag":33,"props":351870,"children":351871},{},[351872],{"type":17,"tag":48,"props":351873,"children":351874},{},[351875],{"type":23,"value":351876},"web resource",{"type":23,"value":351878}," is anything that is accessible via or connected to the web.",{"type":17,"tag":29,"props":351880,"children":351881},{},[351882,351884,351889],{"type":23,"value":351883},"In the web's early days, the term 'web resources' referred only to web pages and downloadable files, including the web page you're reading right now. Today, it refers to any physical, digital, or abstract thing that can be identified using a ",{"type":17,"tag":33,"props":351885,"children":351886},{},[351887],{"type":23,"value":351888},"uniform resource locator",{"type":23,"value":351890}," (URL). When talking about APIs, we often shorten  'web resource' to 'resource.'",{"type":17,"tag":29,"props":351892,"children":351893},{},[351894,351895,351902,351903,351907,351908,351915],{"type":23,"value":9619},{"type":17,"tag":33,"props":351896,"children":351897},{},[351898],{"type":17,"tag":48,"props":351899,"children":351900},{},[351901],{"type":23,"value":351888},{"type":23,"value":18757},{"type":17,"tag":33,"props":351904,"children":351905},{},[351906],{"type":23,"value":217439},{"type":23,"value":18757},{"type":17,"tag":33,"props":351909,"children":351910},{},[351911],{"type":17,"tag":48,"props":351912,"children":351913},{},[351914],{"type":23,"value":134730},{"type":23,"value":351916}," is a string that specifies:",{"type":17,"tag":80,"props":351918,"children":351919},{},[351920,351925],{"type":17,"tag":84,"props":351921,"children":351922},{},[351923],{"type":23,"value":351924},"The location of a resource (hence the name) on a network",{"type":17,"tag":84,"props":351926,"children":351927},{},[351928],{"type":23,"value":351929},"How you can obtain or perform an action on that resource",{"type":17,"tag":29,"props":351931,"children":351932},{},[351933,351935],{"type":23,"value":351934},"Most users understand URLs and the location of a web page and often refer to them as 'web addresses.' While not technically correct, it's close enough for everyday conversation. It doesn't help that the text field for entering URLs into a browser and displaying the current page's URL is called the ",{"type":17,"tag":133,"props":351936,"children":351939},{"href":351937,"rel":351938},"https://en.wikipedia.org/wiki/Address_bar",[214],[351940],{"type":23,"value":351941},"'address bar.'",{"type":17,"tag":29,"props":351943,"children":351944},{},[351945],{"type":23,"value":351946},"In the context of APIs, URLs uniquely identify resources managed by the API, where the term 'resource' could be anything the API provides access to, which is usually data or a method or function to perform an action on that data.",{"type":17,"tag":68,"props":351948,"children":351950},{"id":351949},"structure-of-a-url",[351951],{"type":23,"value":351952},"Structure of a URL",{"type":17,"tag":29,"props":351954,"children":351955},{},[351956],{"type":23,"value":351957},"URLs have this general structure:",{"type":17,"tag":6154,"props":351959,"children":351960},{},[351961,351972,351982,352008,352040,352052,352070],{"type":17,"tag":84,"props":351962,"children":351963},{},[351964,351965,351970],{"type":23,"value":6712},{"type":17,"tag":48,"props":351966,"children":351967},{},[351968],{"type":23,"value":351969},"scheme",{"type":23,"value":351971}," tells the server which protocol to use when serving the resource. Most APIs will use https (hypertext transfer protocol secure) as the scheme, which encrypts communication between the API and the client application calling it.",{"type":17,"tag":84,"props":351973,"children":351974},{},[351975,351980],{"type":17,"tag":48,"props":351976,"children":351977},{},[351978],{"type":23,"value":351979},"Subdomains",{"type":23,"value":351981}," are optional extensions to a domain name used to organize a website into different sections or determine which resources should be served. The www subdomain used to be mandatory, and it specifies that the resources served under that subdomain are served using the HTTP protocol.",{"type":17,"tag":84,"props":351983,"children":351984},{},[351985,351987,351992,351994,352000,352001,352006],{"type":23,"value":351986},"People generally consider the ",{"type":17,"tag":48,"props":351988,"children":351989},{},[351990],{"type":23,"value":351991},"second-level domain",{"type":23,"value":351993}," to be the first part of the website's domain name. It's usually the name of the organization, product, or person represented by the website. In the URL ",{"type":17,"tag":6121,"props":351995,"children":351997},{"className":351996},[],[351998],{"type":23,"value":351999},"example.com",{"type":23,"value":11826},{"type":17,"tag":6121,"props":352002,"children":352004},{"className":352003},[],[352005],{"type":23,"value":21023},{"type":23,"value":352007}," is the second-level domain.",{"type":17,"tag":84,"props":352009,"children":352010},{},[352011,352012,352017,352019,352024,352026,352031,352032,352038],{"type":23,"value":351986},{"type":17,"tag":48,"props":352013,"children":352014},{},[352015],{"type":23,"value":352016},"top-level domain",{"type":23,"value":352018}," (often shortened to ",{"type":17,"tag":48,"props":352020,"children":352021},{},[352022],{"type":23,"value":352023},"TLD",{"type":23,"value":352025},") to be the second part of the website's domain name. Top-level domains are a key part of the internet's domain name system hierarchy. In the URL ",{"type":17,"tag":6121,"props":352027,"children":352029},{"className":352028},[],[352030],{"type":23,"value":351999},{"type":23,"value":11826},{"type":17,"tag":6121,"props":352033,"children":352035},{"className":352034},[],[352036],{"type":23,"value":352037},".com",{"type":23,"value":352039}," is the top-level domain.",{"type":17,"tag":84,"props":352041,"children":352042},{},[352043,352045,352050],{"type":23,"value":352044},"Every domain name is eventually translated into an IP address, and every IP address has 65,536 ",{"type":17,"tag":48,"props":352046,"children":352047},{},[352048],{"type":23,"value":352049},"ports",{"type":23,"value":352051},", which are communications channels assigned for specific services, such as HTTPS communications (port 443, over which most API communications will take place) and HTTP communications (port 80). If you're using the default port for a service, you don't have to specify the port number in a URL.",{"type":17,"tag":84,"props":352053,"children":352054},{},[352055,352056,352061,352063,352068],{"type":23,"value":6712},{"type":17,"tag":48,"props":352057,"children":352058},{},[352059],{"type":23,"value":352060},"path",{"type":23,"value":352062}," is the location of the resource on the server, expressed in the same way as a filepath on your own computer, with forward-slashes (the ",{"type":17,"tag":6121,"props":352064,"children":352066},{"className":352065},[],[352067],{"type":23,"value":261794},{"type":23,"value":352069}," character) specifying subdirectories.",{"type":17,"tag":84,"props":352071,"children":352072},{},[352073,352074,352078,352080,352085,352087,352093,352095,352101,352103,352109,352111,352117,352118,352124],{"type":23,"value":6712},{"type":17,"tag":48,"props":352075,"children":352076},{},[352077],{"type":23,"value":48368},{"type":23,"value":352079}," is the portion of a URL for optional parameters. Placed after the end of the filepath portion of the URL and delineated by the ",{"type":17,"tag":6121,"props":352081,"children":352083},{"className":352082},[],[352084],{"type":23,"value":228656},{"type":23,"value":352086}," character, it's a collection of key-value pairs separated by & characters. In the URL in the diagram above, the query is ",{"type":17,"tag":6121,"props":352088,"children":352090},{"className":352089},[],[352091],{"type":23,"value":352092},"parm1=val1&parm2=val2",{"type":23,"value":352094},", which specifies that the first parameter is ",{"type":17,"tag":6121,"props":352096,"children":352098},{"className":352097},[],[352099],{"type":23,"value":352100},"parm1",{"type":23,"value":352102}," and its value is ",{"type":17,"tag":6121,"props":352104,"children":352106},{"className":352105},[],[352107],{"type":23,"value":352108},"val1",{"type":23,"value":352110}," and that the second parameter is ",{"type":17,"tag":6121,"props":352112,"children":352114},{"className":352113},[],[352115],{"type":23,"value":352116},"parm2",{"type":23,"value":352102},{"type":17,"tag":6121,"props":352119,"children":352121},{"className":352120},[],[352122],{"type":23,"value":352123},"val2",{"type":23,"value":54},{"type":17,"tag":68,"props":352126,"children":352128},{"id":352127},"endpoints-and-url-types-in-apis",[352129],{"type":23,"value":352130},"Endpoints and URL types in APIs",{"type":17,"tag":29,"props":352132,"children":352133},{},[352134,352136,352143],{"type":23,"value":352135},"Each resource in an API has an ",{"type":17,"tag":33,"props":352137,"children":352138},{},[352139],{"type":17,"tag":48,"props":352140,"children":352141},{},[352142],{"type":23,"value":132141},{"type":23,"value":352144},": a specific corresponding URL that client applications — applications that use the API — can use to access it.",{"type":17,"tag":29,"props":352146,"children":352147},{},[352148],{"type":23,"value":352149},"There is no formal standard for URLs used for API endpoints, but most API providers agree on a few informal ones, which are listed below:",{"type":17,"tag":6154,"props":352151,"children":352152},{},[352153,352163,352188],{"type":17,"tag":84,"props":352154,"children":352155},{},[352156,352161],{"type":17,"tag":48,"props":352157,"children":352158},{},[352159],{"type":23,"value":352160},"Static base URLs:",{"type":23,"value":352162}," A static base URL is a fixed URL that serves as the root address for accessing the API. It does not change across different customers or users of the API.",{"type":17,"tag":84,"props":352164,"children":352165},{},[352166,352171,352173,352179,352181,352187],{"type":17,"tag":48,"props":352167,"children":352168},{},[352169],{"type":23,"value":352170},"Custom domain/subdomain-based URLs:",{"type":23,"value":352172}," Custom domain or subdomain-based URLs allow the base URL of the API to be customized for individual customers or users, often using their domain name. For example, if a company whose domain is ",{"type":17,"tag":133,"props":352174,"children":352177},{"href":352175,"rel":352176},"http://example.com/",[214],[352178],{"type":23,"value":351999},{"type":23,"value":352180}," provided a custom subdomain for a company called 'HypothetiCorp,' they might provide this custom subdomain-based name for their use: ",{"type":17,"tag":6121,"props":352182,"children":352184},{"className":352183},[],[352185],{"type":23,"value":352186},"hypotheticorp.example.com",{"type":23,"value":54},{"type":17,"tag":84,"props":352189,"children":352190},{},[352191,352196,352198,352204,352206,352212],{"type":17,"tag":48,"props":352192,"children":352193},{},[352194],{"type":23,"value":352195},"Versioned URLs:",{"type":23,"value":352197}," As a service evolves, so will the functionality and data it provides. This often leads to changes to the API, which will need to provide different URLs for new or updated functionality. One way APIs do this is by creating new URLs that use version numbers as part of the path. For example, a function that returned a list of customers at this endpoint — ",{"type":17,"tag":6121,"props":352199,"children":352201},{"className":352200},[],[352202],{"type":23,"value":352203},"https://example.com/customers",{"type":23,"value":352205}," — might need to be revised. To preserve backward compatibility, the API provider might put the revised version at this URL: ",{"type":17,"tag":6121,"props":352207,"children":352209},{"className":352208},[],[352210],{"type":23,"value":352211},"https://example.com/v2/customers",{"type":23,"value":352213},". This approach keeps both versions available to clients and place the revised function in a URL that clearly marks it as version 2.",{"type":17,"tag":68,"props":352215,"children":352217},{"id":352216},"url-usage",[352218],{"type":23,"value":352219},"URL Usage",{"type":17,"tag":29,"props":352221,"children":352222},{},[352223],{"type":17,"tag":6438,"props":352224,"children":352226},{"alt":318119,"src":352225},"https://s3.us-east-2.amazonaws.com/unified-article-images/2024_state_of_saas_apis_urls-0.png",[],{"type":17,"tag":29,"props":352228,"children":352229},{},[352230,352235],{"type":17,"tag":48,"props":352231,"children":352232},{},[352233],{"type":23,"value":352234},"Static base URL at 93% is the most popular and widely used API URL.",{"type":23,"value":352236}," This indicates most APIs utilize a consistent and unchanging base URL for accessing their resources. Those URLs that are customer or tenant specific potentially offer more security, but are harder to implement as an application needs to ask the end-user to retrieve it.",{"type":17,"tag":29,"props":352238,"children":352239},{},[352240],{"type":17,"tag":6438,"props":352241,"children":352243},{"alt":318119,"src":352242},"https://s3.us-east-2.amazonaws.com/unified-article-images/2024_state_of_saas_apis_urls-1.png",[],{"type":17,"tag":29,"props":352245,"children":352246},{},[352247,352252],{"type":17,"tag":48,"props":352248,"children":352249},{},[352250],{"type":23,"value":352251},"72% of APIs have versioned URLs.",{"type":23,"value":352253}," Versioning in a URL is key to advanced API design, ensuring backward compatibility, clear communication, and secure, targeted updates without disrupting current users. It facilitates parallel development and planned upgrades, allowing for a clear deprecation path and client-controlled adaptation.",{"type":17,"tag":29,"props":352255,"children":352256},{},[352257,352259,352267],{"type":23,"value":352258},"To learn more about API design or the stats referenced in this article, download the ",{"type":17,"tag":133,"props":352260,"children":352262},{"href":327182,"rel":352261},[214],[352263],{"type":17,"tag":33,"props":352264,"children":352265},{},[352266],{"type":23,"value":351254},{"type":23,"value":54},{"title":7,"searchDepth":1629,"depth":1629,"links":352269},[352270,352271,352272,352273],{"id":351861,"depth":1629,"text":351864},{"id":351949,"depth":1629,"text":351952},{"id":352127,"depth":1629,"text":352130},{"id":352216,"depth":1629,"text":352219},"content:blog:2024_state_of_saas_apis_urls.md","blog/2024_state_of_saas_apis_urls.md","blog/2024_state_of_saas_apis_urls",{"_path":352278,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":352279,"description":352280,"img":352281,"date":352282,"tag":6341,"body":352283,"_type":1677,"_id":352991,"_source":1679,"_file":352992,"_stem":352993,"_extension":1682},"/blog/end_users_integrations_and_connections","End-Users, Integrations, and Connections","This guide explains how connections work at Unified.to and shows you different ways to create connections for your application. You'll learn about the...","https://s3.us-east-2.amazonaws.com/unified-article-images/end_users_integrations_and_connections-icon.png","2024-04-18T00:00:00.000Z",{"type":14,"children":352284,"toc":352969},[352285,352290,352293,352301,352313,352317,352322,352353,352361,352367,352372,352378,352423,352428,352437,352443,352448,352454,352472,352495,352500,352525,352531,352536,352541,352559,352564,352570,352575,352588,352600,352609,352615,352620,352626,352631,352668,352673,352679,352684,352721,352726,352735,352741,352746,352773,352785,352789,352868,352872,352877,352883,352901,352907,352925,352935,352939],{"type":17,"tag":18,"props":352286,"children":352288},{"id":352287},"end-users-integrations-and-connections",[352289],{"type":23,"value":352279},{"type":17,"tag":25,"props":352291,"children":352292},{},[],{"type":17,"tag":29,"props":352294,"children":352295},{},[352296],{"type":17,"tag":33,"props":352297,"children":352298},{},[352299],{"type":23,"value":352300},"April 18, 2024",{"type":17,"tag":29,"props":352302,"children":352303},{},[352304,352306,352311],{"type":23,"value":352305},"This guide explains how connections work at ",{"type":17,"tag":133,"props":352307,"children":352309},{"href":42620,"rel":352308},[214],[352310],{"type":23,"value":217},{"type":23,"value":352312}," and shows you different ways to create connections for your application. You'll learn about the relationship between your end-users, connections, and integrations, as well as how to get started quickly with test connections.",{"type":17,"tag":68,"props":352314,"children":352315},{"id":42649},[352316],{"type":23,"value":42652},{"type":17,"tag":29,"props":352318,"children":352319},{},[352320],{"type":23,"value":352321},"At Unified.to, there are three key concepts to understand:",{"type":17,"tag":6154,"props":352323,"children":352324},{},[352325,352334,352343],{"type":17,"tag":84,"props":352326,"children":352327},{},[352328,352332],{"type":17,"tag":48,"props":352329,"children":352330},{},[352331],{"type":23,"value":42944},{"type":23,"value":352333}," - These are the bridges between your application and third-party platforms (a.k.a SaaS apps). These are pre-built for you!",{"type":17,"tag":84,"props":352335,"children":352336},{},[352337,352341],{"type":17,"tag":48,"props":352338,"children":352339},{},[352340],{"type":23,"value":329638},{"type":23,"value":352342}," - These are the authorized links between your end-users and specific integrations",{"type":17,"tag":84,"props":352344,"children":352345},{},[352346,352351],{"type":17,"tag":48,"props":352347,"children":352348},{},[352349],{"type":23,"value":352350},"End-users",{"type":23,"value":352352}," - These are your application's users whose data you will access from their accounts i.e. HubSpots, Salesforce, Shopify, and so on.",{"type":17,"tag":29,"props":352354,"children":352355},{},[352356],{"type":17,"tag":6438,"props":352357,"children":352360},{"alt":352358,"src":352359},"Users_connections_and_integrations_%2810%29.png","https://s3.us-east-2.amazonaws.com/unified-article-images/end_users_integrations_and_connections-0.png",[],{"type":17,"tag":68,"props":352362,"children":352364},{"id":352363},"understanding-integrations",[352365],{"type":23,"value":352366},"Understanding integrations",{"type":17,"tag":29,"props":352368,"children":352369},{},[352370],{"type":23,"value":352371},"Your application communicates with a SaaS application through an integration.",{"type":17,"tag":239,"props":352373,"children":352375},{"id":352374},"activating-an-integration-in-the-sandbox-environment",[352376],{"type":23,"value":352377},"Activating an integration in the sandbox environment",{"type":17,"tag":6154,"props":352379,"children":352380},{},[352381,352397,352402,352415],{"type":17,"tag":84,"props":352382,"children":352383},{},[352384,352385,352389,352391],{"type":23,"value":42939},{"type":17,"tag":48,"props":352386,"children":352387},{},[352388],{"type":23,"value":42944},{"type":23,"value":352390}," at ",{"type":17,"tag":133,"props":352392,"children":352394},{"href":329567,"rel":352393},[214],[352395],{"type":23,"value":352396},"app.unified.to/integrations",{"type":17,"tag":84,"props":352398,"children":352399},{},[352400],{"type":23,"value":352401},"Search for the integration you want to use",{"type":17,"tag":84,"props":352403,"children":352404},{},[352405,352407],{"type":23,"value":352406},"Click on the integration card to view its details\n",{"type":17,"tag":6154,"props":352408,"children":352409},{},[352410],{"type":17,"tag":84,"props":352411,"children":352412},{},[352413],{"type":23,"value":352414},"For sandbox environment integrations, you don't need to enter any real credentials here.",{"type":17,"tag":84,"props":352416,"children":352417},{},[352418,352419],{"type":23,"value":6629},{"type":17,"tag":48,"props":352420,"children":352421},{},[352422],{"type":23,"value":6634},{"type":17,"tag":29,"props":352424,"children":352425},{},[352426],{"type":23,"value":352427},"All data is synthetic in the sandbox environment, meaning you don't need to sign up for any third-party accounts while you're testing the Unified.to platform.",{"type":17,"tag":29,"props":352429,"children":352430},{},[352431],{"type":17,"tag":133,"props":352432,"children":352434},{"href":329490,"rel":352433},[214],[352435],{"type":23,"value":352436},"Learn more about the sandbox environment →",{"type":17,"tag":239,"props":352438,"children":352440},{"id":352439},"activating-an-integration-in-production-environments",[352441],{"type":23,"value":352442},"Activating an integration in production environments",{"type":17,"tag":29,"props":352444,"children":352445},{},[352446],{"type":23,"value":352447},"To activate an integration in production environments, you'll need developer credentials from the platform you're integrating with.",{"type":17,"tag":239,"props":352449,"children":352451},{"id":352450},"developer-credentials",[352452],{"type":23,"value":352453},"Developer credentials",{"type":17,"tag":29,"props":352455,"children":352456},{},[352457,352459,352463,352465,352470],{"type":23,"value":352458},"When activating an integration, you'll be asked to provide credentials like API keys or ",{"type":17,"tag":133,"props":352460,"children":352461},{"href":779},[352462],{"type":23,"value":782},{"type":23,"value":352464}," 2.0 client IDs and secrets. These credentials should come from ",{"type":17,"tag":48,"props":352466,"children":352467},{},[352468],{"type":23,"value":352469},"your developer account",{"type":23,"value":352471}," with the platform, not your end-users' accounts. Here's how it works:",{"type":17,"tag":6154,"props":352473,"children":352474},{},[352475,352480,352485,352490],{"type":17,"tag":84,"props":352476,"children":352477},{},[352478],{"type":23,"value":352479},"You register your application with the platform (e.g., create a HubSpot developer account and register your app)",{"type":17,"tag":84,"props":352481,"children":352482},{},[352483],{"type":23,"value":352484},"You receive developer credentials that identify your application",{"type":17,"tag":84,"props":352486,"children":352487},{},[352488],{"type":23,"value":352489},"You enter these credentials when activating the integration on Unified.to",{"type":17,"tag":84,"props":352491,"children":352492},{},[352493],{"type":23,"value":352494},"Your end-users will later authorize your application to access their accounts, with or without using their own credentials (depends on the type of auth flow)",{"type":17,"tag":29,"props":352496,"children":352497},{},[352498],{"type":23,"value":352499},"For example, if you're building an interview scheduling platform that needs to access your clients' Zoho CRM data:",{"type":17,"tag":80,"props":352501,"children":352502},{},[352503,352514],{"type":17,"tag":84,"props":352504,"children":352505},{},[352506,352508,352512],{"type":23,"value":352507},"You use ",{"type":17,"tag":48,"props":352509,"children":352510},{},[352511],{"type":23,"value":199669},{"type":23,"value":352513}," Zoho developer account credentials to activate the integration",{"type":17,"tag":84,"props":352515,"children":352516},{},[352517,352518,352523],{"type":23,"value":199693},{"type":17,"tag":48,"props":352519,"children":352520},{},[352521],{"type":23,"value":352522},"end-users",{"type":23,"value":352524}," will authorize access to their Zoho CRM accounts when creating connections by consenting to give you access to their data",{"type":17,"tag":68,"props":352526,"children":352528},{"id":352527},"understanding-connections",[352529],{"type":23,"value":352530},"Understanding connections",{"type":17,"tag":29,"props":352532,"children":352533},{},[352534],{"type":23,"value":352535},"Your end-users are connected to integrations through connections_._",{"type":17,"tag":29,"props":352537,"children":352538},{},[352539],{"type":23,"value":352540},"A connection is an authorized link between one of your end-users and a specific integration. For example, if your application needs to access a user's HubSpot account, you'll need:",{"type":17,"tag":6154,"props":352542,"children":352543},{},[352544,352549,352554],{"type":17,"tag":84,"props":352545,"children":352546},{},[352547],{"type":23,"value":352548},"The HubSpot integration to be activated in your workspace",{"type":17,"tag":84,"props":352550,"children":352551},{},[352552],{"type":23,"value":352553},"A connection between that specific user and HubSpot",{"type":17,"tag":84,"props":352555,"children":352556},{},[352557],{"type":23,"value":352558},"The correct scope configuration for what data you need to access",{"type":17,"tag":29,"props":352560,"children":352561},{},[352562],{"type":23,"value":352563},"Each user needs their own connection to each integration you want to use. This ensures proper authorization and data isolation between users.",{"type":17,"tag":239,"props":352565,"children":352567},{"id":352566},"about-scopes",[352568],{"type":23,"value":352569},"About scopes",{"type":17,"tag":29,"props":352571,"children":352572},{},[352573],{"type":23,"value":352574},"Scopes determine what data your application can access in your end-users' accounts. You need to:",{"type":17,"tag":6154,"props":352576,"children":352577},{},[352578,352583],{"type":17,"tag":84,"props":352579,"children":352580},{},[352581],{"type":23,"value":352582},"Configure the correct scopes in your developer account with the platform",{"type":17,"tag":84,"props":352584,"children":352585},{},[352586],{"type":23,"value":352587},"Select the corresponding Unified.to scopes when setting up your integration",{"type":17,"tag":29,"props":352589,"children":352590},{},[352591,352593,352598],{"type":23,"value":352592},"For example, if you need to read CRM contacts, you would request the ",{"type":17,"tag":6121,"props":352594,"children":352596},{"className":352595},[],[352597],{"type":23,"value":312495},{"type":23,"value":352599}," scope. Unified.to has its own set of scopes (called Unified scopes) which have been mapped to the corresponding scopes for every single integration that needs them. When requesting scopes, you only need to pass in Unified scopes in addition to enabling those scopes in your developer account.",{"type":17,"tag":29,"props":352601,"children":352602},{},[352603],{"type":17,"tag":133,"props":352604,"children":352606},{"href":337112,"rel":352605},[214],[352607],{"type":23,"value":352608},"Learn more about configuring scopes →",{"type":17,"tag":68,"props":352610,"children":352612},{"id":352611},"how-to-create-connections",[352613],{"type":23,"value":352614},"How to create connections",{"type":17,"tag":29,"props":352616,"children":352617},{},[352618],{"type":23,"value":352619},"There are three main ways to create connections in Unified.to, each suited for different scenarios:",{"type":17,"tag":239,"props":352621,"children":352623},{"id":352622},"_1-development-and-testing-create-test-connections-in-the-sandbox-environment",[352624],{"type":23,"value":352625},"1. Development and testing: Create test connections in the sandbox environment",{"type":17,"tag":29,"props":352627,"children":352628},{},[352629],{"type":23,"value":352630},"This is the fastest way to get started and test integrations:",{"type":17,"tag":6154,"props":352632,"children":352633},{},[352634,352646,352655,352663],{"type":17,"tag":84,"props":352635,"children":352636},{},[352637,352639,352644],{"type":23,"value":352638},"Switch to the ",{"type":17,"tag":48,"props":352640,"children":352641},{},[352642],{"type":23,"value":352643},"Sandbox",{"type":23,"value":352645}," environment in the Unified.to app",{"type":17,"tag":84,"props":352647,"children":352648},{},[352649,352650,352654],{"type":23,"value":146849},{"type":17,"tag":48,"props":352651,"children":352652},{},[352653],{"type":23,"value":329638},{"type":23,"value":329640},{"type":17,"tag":84,"props":352656,"children":352657},{},[352658,352659],{"type":23,"value":6629},{"type":17,"tag":48,"props":352660,"children":352661},{},[352662],{"type":23,"value":329649},{"type":17,"tag":84,"props":352664,"children":352665},{},[352666],{"type":23,"value":352667},"Select any activated integration you want to test",{"type":17,"tag":29,"props":352669,"children":352670},{},[352671],{"type":23,"value":352672},"Test connections are created instantly with mock credentials, perfect for development and testing.",{"type":17,"tag":239,"props":352674,"children":352676},{"id":352675},"_2-production-ready-use-the-authorization-embedded-component",[352677],{"type":23,"value":352678},"2. Production ready: Use the Authorization embedded component",{"type":17,"tag":29,"props":352680,"children":352681},{},[352682],{"type":23,"value":352683},"This is the recommended approach for production-ready applications:",{"type":17,"tag":6154,"props":352685,"children":352686},{},[352687,352701,352706,352711,352716],{"type":17,"tag":84,"props":352688,"children":352689},{},[352690,352691,352700],{"type":23,"value":42715},{"type":17,"tag":133,"props":352692,"children":352695},{"href":352693,"rel":352694},"https://app.unified.to/embed",[214],[352696],{"type":17,"tag":48,"props":352697,"children":352698},{},[352699],{"type":23,"value":346996},{"type":23,"value":329640},{"type":17,"tag":84,"props":352702,"children":352703},{},[352704],{"type":23,"value":352705},"Configure your callback settings, permission scopes, and display options",{"type":17,"tag":84,"props":352707,"children":352708},{},[352709],{"type":23,"value":352710},"Copy the provided code snippet for your preferred tool (React, Angular, Vue, vanilla JavaScript, or an API call)",{"type":17,"tag":84,"props":352712,"children":352713},{},[352714],{"type":23,"value":352715},"Add the code to your application",{"type":17,"tag":84,"props":352717,"children":352718},{},[352719],{"type":23,"value":352720},"The Authorization component will be rendered on your app. When users click an integration's logo, they'll be guided through the authorization process",{"type":17,"tag":29,"props":352722,"children":352723},{},[352724],{"type":23,"value":352725},"Example code for React:",{"type":17,"tag":6893,"props":352727,"children":352730},{"className":352728,"code":352729,"language":6898,"meta":7},[6896],"import UnifiedDirectory from '@unified-api/react-directory';\n\nfunction App() {\n  return (\n    \u003CUnifiedDirectory\n      workspaceId=\"{WORKSPACE_ID}\"\n      environmentId=\"{ENVIRONMENT}\"\n      success_redirect=\"{SUCCESS_URL}\"\n    />\n  );\n}\n",[352731],{"type":17,"tag":6121,"props":352732,"children":352733},{"__ignoreMap":7},[352734],{"type":23,"value":352729},{"type":17,"tag":239,"props":352736,"children":352738},{"id":352737},"_3-custom-implementation-build-your-own-authorization-flow",[352739],{"type":23,"value":352740},"3. Custom implementation: Build your own authorization flow",{"type":17,"tag":29,"props":352742,"children":352743},{},[352744],{"type":23,"value":352745},"For greater control over the user experience:",{"type":17,"tag":6154,"props":352747,"children":352748},{},[352749,352758,352763,352768],{"type":17,"tag":84,"props":352750,"children":352751},{},[352752,352754],{"type":23,"value":352753},"Fetch available integrations using the ",{"type":17,"tag":133,"props":352755,"children":352756},{"href":7691},[352757],{"type":23,"value":7806},{"type":17,"tag":84,"props":352759,"children":352760},{},[352761],{"type":23,"value":352762},"Create authorization URLs for selected integrations",{"type":17,"tag":84,"props":352764,"children":352765},{},[352766],{"type":23,"value":352767},"Handle authorization callbacks",{"type":17,"tag":84,"props":352769,"children":352770},{},[352771],{"type":23,"value":352772},"Manage connection IDs",{"type":17,"tag":29,"props":352774,"children":352775},{},[352776,352778,352784],{"type":23,"value":352777},"This approach requires slightly more implementation work but offers more flexibility. You can find a ",{"type":17,"tag":133,"props":352779,"children":352781},{"href":337071,"rel":352780},[214],[352782],{"type":23,"value":352783},"complete tutorial for this approach in our documentation",{"type":23,"value":54},{"type":17,"tag":68,"props":352786,"children":352787},{"id":183199},[352788],{"type":23,"value":334134},{"type":17,"tag":80,"props":352790,"children":352791},{},[352792,352802,352812,352830,352848,352858],{"type":17,"tag":84,"props":352793,"children":352794},{},[352795,352800],{"type":17,"tag":48,"props":352796,"children":352797},{},[352798],{"type":23,"value":352799},"Always test in Sandbox first",{"type":23,"value":352801},": Use test connections to validate your integration logic",{"type":17,"tag":84,"props":352803,"children":352804},{},[352805,352810],{"type":17,"tag":48,"props":352806,"children":352807},{},[352808],{"type":23,"value":352809},"Store connection IDs securely",{"type":23,"value":352811},": Never store connection IDs in client-side storage in production",{"type":17,"tag":84,"props":352813,"children":352814},{},[352815,352820,352822,352829],{"type":17,"tag":48,"props":352816,"children":352817},{},[352818],{"type":23,"value":352819},"Handle authorization failures gracefully",{"type":23,"value":352821},": Provide clear feedback when connection attempts fail. Users will be redirected to the failure URL you specified during configuration. ",{"type":17,"tag":133,"props":352823,"children":352826},{"href":352824,"rel":352825},"https://docs.unified.to/guides/how_to_troubleshoot_unhealthy_connections#handle-errors-during-connection-creation",[214],[352827],{"type":23,"value":352828},"Learn more about handling failure callbacks here",{"type":23,"value":54},{"type":17,"tag":84,"props":352831,"children":352832},{},[352833,352838,352840,352846],{"type":17,"tag":48,"props":352834,"children":352835},{},[352836],{"type":23,"value":352837},"Monitor connection health",{"type":23,"value":352839},": Set up ",{"type":17,"tag":133,"props":352841,"children":352843},{"href":339114,"rel":352842},[214],[352844],{"type":23,"value":352845},"webhook notifications",{"type":23,"value":352847}," for connection status changes",{"type":17,"tag":84,"props":352849,"children":352850},{},[352851,352856],{"type":17,"tag":48,"props":352852,"children":352853},{},[352854],{"type":23,"value":352855},"Configure scopes correctly",{"type":23,"value":352857},": Request only the permissions your application needs",{"type":17,"tag":84,"props":352859,"children":352860},{},[352861,352866],{"type":17,"tag":48,"props":352862,"children":352863},{},[352864],{"type":23,"value":352865},"Use separate environments",{"type":23,"value":352867},": Keep your development and production environments separate",{"type":17,"tag":68,"props":352869,"children":352870},{"id":6769},[352871],{"type":23,"value":6772},{"type":17,"tag":29,"props":352873,"children":352874},{},[352875],{"type":23,"value":352876},"Common issues and solutions:",{"type":17,"tag":239,"props":352878,"children":352880},{"id":352879},"connection-creation-fails",[352881],{"type":23,"value":352882},"Connection creation fails",{"type":17,"tag":80,"props":352884,"children":352885},{},[352886,352891,352896],{"type":17,"tag":84,"props":352887,"children":352888},{},[352889],{"type":23,"value":352890},"Verify your developer credentials are correct",{"type":17,"tag":84,"props":352892,"children":352893},{},[352894],{"type":23,"value":352895},"Check that required scopes are configured both in your platform developer account and Unified.to",{"type":17,"tag":84,"props":352897,"children":352898},{},[352899],{"type":23,"value":352900},"Ensure redirect URLs are properly set up in your platform developer settings",{"type":17,"tag":239,"props":352902,"children":352904},{"id":352903},"authorization-flow-issues",[352905],{"type":23,"value":352906},"Authorization flow issues",{"type":17,"tag":80,"props":352908,"children":352909},{},[352910,352915,352920],{"type":17,"tag":84,"props":352911,"children":352912},{},[352913],{"type":23,"value":352914},"Confirm your integration is activated",{"type":17,"tag":84,"props":352916,"children":352917},{},[352918],{"type":23,"value":352919},"Verify environment settings (Sandbox vs Production)",{"type":17,"tag":84,"props":352921,"children":352922},{},[352923],{"type":23,"value":352924},"Check that scopes match between your platform developer account and Unified.to",{"type":17,"tag":29,"props":352926,"children":352927},{},[352928,352930],{"type":23,"value":352929},"For more guidance, see: ",{"type":17,"tag":133,"props":352931,"children":352933},{"href":337038,"rel":352932},[214],[352934],{"type":23,"value":335556},{"type":17,"tag":68,"props":352936,"children":352937},{"id":44469},[352938],{"type":23,"value":339202},{"type":17,"tag":80,"props":352940,"children":352941},{},[352942,352947,352958],{"type":17,"tag":84,"props":352943,"children":352944},{},[352945],{"type":23,"value":352946},"Try creating your first test connection in the sandbox environment",{"type":17,"tag":84,"props":352948,"children":352949},{},[352950,352951,352957],{"type":23,"value":341495},{"type":17,"tag":133,"props":352952,"children":352954},{"href":329504,"rel":352953},[214],[352955],{"type":23,"value":352956},"Quickstart guide",{"type":23,"value":336781},{"type":17,"tag":84,"props":352959,"children":352960},{},[352961,352963],{"type":23,"value":352962},"Read our detailed guide on ",{"type":17,"tag":133,"props":352964,"children":352966},{"href":337112,"rel":352965},[214],[352967],{"type":23,"value":352968},"understanding and configuring scopes",{"title":7,"searchDepth":1629,"depth":1629,"links":352970},[352971,352972,352977,352980,352985,352986,352990],{"id":42649,"depth":1629,"text":42652},{"id":352363,"depth":1629,"text":352366,"children":352973},[352974,352975,352976],{"id":352374,"depth":1635,"text":352377},{"id":352439,"depth":1635,"text":352442},{"id":352450,"depth":1635,"text":352453},{"id":352527,"depth":1629,"text":352530,"children":352978},[352979],{"id":352566,"depth":1635,"text":352569},{"id":352611,"depth":1629,"text":352614,"children":352981},[352982,352983,352984],{"id":352622,"depth":1635,"text":352625},{"id":352675,"depth":1635,"text":352678},{"id":352737,"depth":1635,"text":352740},{"id":183199,"depth":1629,"text":334134},{"id":6769,"depth":1629,"text":6772,"children":352987},[352988,352989],{"id":352879,"depth":1635,"text":352882},{"id":352903,"depth":1635,"text":352906},{"id":44469,"depth":1629,"text":339202},"content:blog:end_users_integrations_and_connections.md","blog/end_users_integrations_and_connections.md","blog/end_users_integrations_and_connections",{"_path":352995,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":352996,"description":352997,"img":352998,"date":352999,"tag":12,"body":353000,"_type":1677,"_id":353363,"_source":1679,"_file":353364,"_stem":353365,"_extension":1682},"/blog/2024_state_of_saas_apis_api_specifications_and_documentation","2024 State of SaaS APIs: API Specifications and Documentation","In modern software development, APIs are the connective tissue of the Internet. This is why API design is critical in bridging diverse systems and increasing...","https://s3.us-east-2.amazonaws.com/unified-article-images/2024_state_of_saas_apis_api_specifications_and_documentation-icon.png","2024-04-17T00:00:00.000Z",{"type":14,"children":353001,"toc":353356},[353002,353007,353010,353018,353023,353034,353040,353045,353050,353073,353079,353084,353089,353097,353110,353115,353126,353131,353139,353160,353168,353188,353196,353216,353222,353236,353244,353264,353270,353275,353280,353288,353293,353301,353306,353311,353315,353320,353325,353343],{"type":17,"tag":18,"props":353003,"children":353005},{"id":353004},"_2024-state-of-saas-apis-api-specifications-and-documentation",[353006],{"type":23,"value":352996},{"type":17,"tag":25,"props":353008,"children":353009},{},[],{"type":17,"tag":29,"props":353011,"children":353012},{},[353013],{"type":17,"tag":33,"props":353014,"children":353015},{},[353016],{"type":23,"value":353017},"April 17, 2024",{"type":17,"tag":29,"props":353019,"children":353020},{},[353021],{"type":23,"value":353022},"In modern software development, APIs are the connective tissue of the Internet. This is why API design is critical in bridging diverse systems and increasing interoperability between products.",{"type":17,"tag":29,"props":353024,"children":353025},{},[353026,353028,353033],{"type":23,"value":353027},"In this article, we'll explore the role of API specifications and documentation within API design and draw on insights from the 2024 State of SaaS APIs  ",{"type":17,"tag":133,"props":353029,"children":353031},{"href":327182,"rel":353030},[214],[353032],{"type":23,"value":190476},{"type":23,"value":54},{"type":17,"tag":68,"props":353035,"children":353037},{"id":353036},"what-is-api-design",[353038],{"type":23,"value":353039},"What is API design?",{"type":17,"tag":29,"props":353041,"children":353042},{},[353043],{"type":23,"value":353044},"API design is the process of planning and structuring an Application Programming Interface, which defines how a software application allows other software applications to access its functionality and data. When done properly, API design results in an interface that is easy to use, efficient, secure, and scalable.",{"type":17,"tag":29,"props":353046,"children":353047},{},[353048],{"type":23,"value":353049},"Good API design not only benefits software developers but end-users as well. API specifications and documentation are tenets of effective API design, which involve:",{"type":17,"tag":80,"props":353051,"children":353052},{},[353053,353063],{"type":17,"tag":84,"props":353054,"children":353055},{},[353056,353061],{"type":17,"tag":48,"props":353057,"children":353058},{},[353059],{"type":23,"value":353060},"Specifying methods and endpoints:",{"type":23,"value":353062}," Designating the specific actions the API can perform (methods), and the location within the API where it accepts requests and returns responses (endpoints).",{"type":17,"tag":84,"props":353064,"children":353065},{},[353066,353071],{"type":17,"tag":48,"props":353067,"children":353068},{},[353069],{"type":23,"value":353070},"Writing documentation:",{"type":23,"value":353072}," Creating clear and detailed explanations of how to use the API, including examples of requests and responses, error codes, and operational details, which is crucial for developers to integrate and use the API effectively.",{"type":17,"tag":68,"props":353074,"children":353076},{"id":353075},"api-specifications",[353077],{"type":23,"value":353078},"API Specifications",{"type":17,"tag":29,"props":353080,"children":353081},{},[353082],{"type":23,"value":353083},"An API specification is the 'blueprint' for an API; it describes each element of the API and the purpose it serves. Its specifications outline the methods, endpoints, data formats, and protocols an API will use, which ensures developers have a clear roadmap for building or interacting with an API. It is a crucial foundation for clear and effective communication between different software components.",{"type":17,"tag":29,"props":353085,"children":353086},{},[353087],{"type":23,"value":353088},"The most common API specification formats are:",{"type":17,"tag":29,"props":353090,"children":353091},{},[353092],{"type":17,"tag":48,"props":353093,"children":353094},{},[353095],{"type":23,"value":353096},"1. OpenAPI and Swagger",{"type":17,"tag":29,"props":353098,"children":353099},{},[353100,353101,353108],{"type":23,"value":6712},{"type":17,"tag":133,"props":353102,"children":353105},{"href":353103,"rel":353104},"https://spec.openapis.org/oas/v3.1.0",[214],[353106],{"type":23,"value":353107},"OpenAPI Specification",{"type":23,"value":353109}," (OAS) is a widely adopted standard for describing RESTful APIs.",{"type":17,"tag":29,"props":353111,"children":353112},{},[353113],{"type":23,"value":353114},"It describes an API's endpoints, parameters, responses, and other details and can be written in JSON or YAML format. Version 3 of the OpenAPI Specification is currently in widespread use, and the forthcoming release of Version 4 promises further enhancements and features to accommodate evolving API practices and needs.",{"type":17,"tag":29,"props":353116,"children":353117},{},[353118,353124],{"type":17,"tag":133,"props":353119,"children":353121},{"href":1134,"rel":353120},[214],[353122],{"type":23,"value":353123},"Swagger",{"type":23,"value":353125}," is often mentioned along with OpenAPI. It is a collection of open source tools for building APIs based on the OpenAPI specification for designing, implementing, and documenting RESTful APIs.",{"type":17,"tag":29,"props":353127,"children":353128},{},[353129],{"type":23,"value":353130},"There is some confusion between OpenAPI and Swagger because many developers use both terms interchangeably. Swagger was the original name of the standard and applies to versions up to and including version 2. From version 3 onward, the standard was renamed to OpenAPI by the OpenAPI Initiative. Swagger now refers to the toolset for building APIs using OpenAPI.",{"type":17,"tag":29,"props":353132,"children":353133},{},[353134],{"type":17,"tag":48,"props":353135,"children":353136},{},[353137],{"type":23,"value":353138},"2. 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RAML (RESTful API Modeling Language)",{"type":17,"tag":29,"props":353169,"children":353170},{},[353171,353178,353179,353186],{"type":17,"tag":133,"props":353172,"children":353175},{"href":353173,"rel":353174},"https://raml.org/",[214],[353176],{"type":23,"value":353177},"RAML",{"type":23,"value":88102},{"type":17,"tag":133,"props":353180,"children":353183},{"href":353181,"rel":353182},"https://yaml.org/",[214],[353184],{"type":23,"value":353185},"YAML",{"type":23,"value":353187},"-based API specification that focuses on top-down API modeling to describe APIs clearly and concisely. Its structure makes it useful for long-term API planning; however, it is an older specification and rarely used.",{"type":17,"tag":29,"props":353189,"children":353190},{},[353191],{"type":17,"tag":48,"props":353192,"children":353193},{},[353194],{"type":23,"value":353195},"4. API Blueprint",{"type":17,"tag":29,"props":353197,"children":353198},{},[353199,353206,353207,353214],{"type":17,"tag":133,"props":353200,"children":353203},{"href":353201,"rel":353202},"https://apiblueprint.org/",[214],[353204],{"type":23,"value":353205},"API Blueprint",{"type":23,"value":88102},{"type":17,"tag":133,"props":353208,"children":353211},{"href":353209,"rel":353210},"https://en.wikipedia.org/wiki/Markdown",[214],[353212],{"type":23,"value":353213},"Markdown",{"type":23,"value":353215},"-based high-level documentation authoring language for describing web APIs that is meant to be easily readable by both humans and machines.",{"type":17,"tag":68,"props":353217,"children":353219},{"id":353218},"what-specification-formats-do-most-saas-apis-use",[353220],{"type":23,"value":353221},"What specification formats do most SaaS APIs use?",{"type":17,"tag":29,"props":353223,"children":353224},{},[353225,353226,353234],{"type":23,"value":6712},{"type":17,"tag":133,"props":353227,"children":353229},{"href":327182,"rel":353228},[214],[353230],{"type":17,"tag":33,"props":353231,"children":353232},{},[353233],{"type":23,"value":351254},{"type":23,"value":353235},", a white paper that examined 145+ APIs across 12 industries, reports that OpenAPI and Swagger are the most supported API specification formats.",{"type":17,"tag":29,"props":353237,"children":353238},{},[353239],{"type":17,"tag":6438,"props":353240,"children":353243},{"alt":353241,"src":353242},"2024_State_of_SaaS_APIs_Report_-Unified.to-Excerpt%281%29.png","https://s3.us-east-2.amazonaws.com/unified-article-images/2024_state_of_saas_apis_api_specifications_and_documentation-0.png",[],{"type":17,"tag":29,"props":353245,"children":353246},{},[353247,353249,353253,353255,353262],{"type":23,"value":353248},"A well-defined API specification sets the stage for ",{"type":17,"tag":133,"props":353250,"children":353251},{"href":129820},[353252],{"type":23,"value":129823},{"type":23,"value":353254},", testing, and SDKs. Sadly, many developers see the necessary step of making API specifications as an unnecessary formality. At the opening keynote of the recent API Conference in London, when asked if they used an API specification, ",{"type":17,"tag":133,"props":353256,"children":353259},{"href":353257,"rel":353258},"https://thenewstack.io/is-platform-engineering-really-just-api-governance/#:~:text=Only%20about%20half%20the%20APICon%20audience%20raised%20their%20hands%20when%20asked%20if%20they%20use%20API%20specification%20formats%20like%20OpenAPI%2C%20AsyncAPI%20and%20AWS%20RAM.",[214],[353260],{"type":23,"value":353261},"only half the audience raised their hands",{"type":23,"value":353263},". This general lack of rigor explains why many APIs are poorly designed, with inconsistencies and redundancies, and are hard to work with.",{"type":17,"tag":68,"props":353265,"children":353267},{"id":353266},"api-documentation",[353268],{"type":23,"value":353269},"API Documentation",{"type":17,"tag":29,"props":353271,"children":353272},{},[353273],{"type":23,"value":353274},"API documentation is an indispensable resource for developers, providing essential guidance on how to use and integrate an API effectively. It describes what the API does, the services it offers, and how it can be used, including detailed examples of requests and responses, authentication methods, and error handling. Good documentation improves the developer experience and significantly reduces the learning curve and development time, enabling users to solve problems independently.",{"type":17,"tag":29,"props":353276,"children":353277},{},[353278],{"type":23,"value":353279},"There are two ways to create API documentation:",{"type":17,"tag":29,"props":353281,"children":353282},{},[353283],{"type":17,"tag":48,"props":353284,"children":353285},{},[353286],{"type":23,"value":353287},"1. Manually",{"type":17,"tag":29,"props":353289,"children":353290},{},[353291],{"type":23,"value":353292},"Initially, API documentation was often manually created. This involves writing detailed guides, example requests and responses, and instructions for integrating with the API. Although this approach allows for a high degree of customization, it can be time-consuming to maintain and update, and the process is tedious.",{"type":17,"tag":29,"props":353294,"children":353295},{},[353296],{"type":17,"tag":48,"props":353297,"children":353298},{},[353299],{"type":23,"value":353300},"2. Using automated tools",{"type":17,"tag":29,"props":353302,"children":353303},{},[353304],{"type":23,"value":353305},"Tools like Swagger, Apiary, and Postman can automatically generate documentation from the API's codebase or an API description file. The documentation generated by these tools is interactive, allowing developers to make API calls directly from the documentation to see real responses. Some large language models are proficient at generating documentation from codebases, and it should be expected that AI will soon be integrated into automated API documentation tools.",{"type":17,"tag":29,"props":353307,"children":353308},{},[353309],{"type":23,"value":353310},"While there is little data on the topic, it has been our experience that about half of the API documentation we have encountered is either outdated or inaccurately describes the current API, which only adds to the complexity of working with third-party APIs.",{"type":17,"tag":68,"props":353312,"children":353313},{"id":256460},[353314],{"type":23,"value":256463},{"type":17,"tag":29,"props":353316,"children":353317},{},[353318],{"type":23,"value":353319},"While API design industry standards exist, SaaS API design often lacks the necessary foresight and planning, resulting in inconsistency and inefficiency across different APIs. Poor API design not only hampers API scalability and usability but also poses significant challenges for developers who rely on them for robust applications that require third-party data to build automation and insights into their products.",{"type":17,"tag":29,"props":353321,"children":353322},{},[353323],{"type":23,"value":353324},"As we've explored, API specifications and documentation are critical in mitigating these issues by providing clear guidelines and comprehensive information supporting the development and integration processes. Investing time in thoughtful API design, rigorous specification, and detailed documentation can dramatically improve the quality and functionality of APIs.",{"type":17,"tag":29,"props":353326,"children":353327},{},[353328,353330,353334,353336,353341],{"type":23,"value":353329},"An increasing trend in the industry is to utilize ",{"type":17,"tag":133,"props":353331,"children":353332},{"href":7691},[353333],{"type":23,"value":7459},{"type":23,"value":353335}," platforms that standardize interactions across various applications. These platforms simplify the integration process and reduce the overhead associated with maintaining multiple APIs. They often provide additional layers of abstraction and tools that facilitate easier access, improved security, and better management of API ecosystems. This relieves developers from the intricacies of API inconsistencies, allowing them to focus more on core product functionality. 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This guide covers two ways to accomplish this, with recommendations on when to use each approach.",{"type":17,"tag":29,"props":353805,"children":353806},{},[353807],{"type":23,"value":353808},"If you prefer to learn through video, check out our guide on YouTube:",{"type":17,"tag":11616,"props":353810,"children":353812},{"width":11618,"height":11619,"src":353811,"title":11621,"frameBorder":11622,"allow":11623,"referrerPolicy":11624,"allowFullScreen":11625},"https://www.youtube.com/embed/OW-1vE04cFw?si=EGXIESpEGgYSq0j8",[],{"type":17,"tag":68,"props":353814,"children":353815},{"id":177146},[353816],{"type":23,"value":177149},{"type":17,"tag":29,"props":353818,"children":353819},{},[353820],{"type":23,"value":333379},{"type":17,"tag":80,"props":353822,"children":353823},{},[353824,353836],{"type":17,"tag":84,"props":353825,"children":353826},{},[353827,353829],{"type":23,"value":353828},"A basic understanding of ",{"type":17,"tag":133,"props":353830,"children":353833},{"href":353831,"rel":353832},"https://unified.to/blog/end_users_integrations_and_connections",[214],[353834],{"type":23,"value":353835},"end-users, integrations, and connections",{"type":17,"tag":84,"props":353837,"children":353838},{},[353839,353841,353845],{"type":23,"value":353840},"Familiarity with ",{"type":17,"tag":133,"props":353842,"children":353843},{"href":779},[353844],{"type":23,"value":782},{"type":23,"value":353846}," 2.0 authorization flows",{"type":17,"tag":68,"props":353848,"children":353850},{"id":353849},"method-1-use-the-state-parameter-recommended",[353851],{"type":23,"value":353852},"Method 1: Use the state parameter (recommended)",{"type":17,"tag":29,"props":353854,"children":353855},{},[353856,353858,353862],{"type":23,"value":353857},"The state parameter provides a secure way to maintain context throughout the OAuth flow by passing data between your authorization request and the callback. The state parameter ",{"type":17,"tag":33,"props":353859,"children":353860},{},[353861],{"type":23,"value":228363},{"type":23,"value":353863}," change during authorization. Whatever value you put into the state parameter in the authorization URL is the same value that will be extracted from the success URL.",{"type":17,"tag":6154,"props":353865,"children":353866},{},[353867,353881,353895,353909],{"type":17,"tag":84,"props":353868,"children":353869},{},[353870,353872],{"type":23,"value":353871},"Create a state object with your user's ID, passing in additional security measures like a hashing signature. 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Check out our ",{"type":17,"tag":11616,"props":358973,"children":358974},{"width":11618,"height":11619,"src":358500,"title":11621,"frameBorder":11622,"allow":11623,"referrerPolicy":11624,"allowFullScreen":11625},[],{"type":23,"value":330989},{"type":17,"tag":68,"props":358977,"children":358978},{"id":42649},[358979],{"type":23,"value":42652},{"type":17,"tag":29,"props":358981,"children":358982},{},[358983],{"type":23,"value":358984},"Here are the steps that you will need to support to build your invoicing app:",{"type":17,"tag":6154,"props":358986,"children":358987},{},[358988,358993],{"type":17,"tag":84,"props":358989,"children":358990},{},[358991],{"type":23,"value":358992},"create an invoice",{"type":17,"tag":84,"props":358994,"children":358995},{},[358996],{"type":23,"value":358997},"pay an invoice or cancel an invoice",{"type":17,"tag":29,"props":358999,"children":359000},{},[359001],{"type":23,"value":358529},{"type":17,"tag":68,"props":359003,"children":359005},{"id":359004},"step-1-create-an-invoice",[359006],{"type":23,"value":359007},"Step 1: Create an invoice",{"type":17,"tag":29,"props":359009,"children":359010},{},[359011],{"type":23,"value":359012},"To generate an invoice, gather specific details from your end user, including essential information like the amount, line items/products, due date, and customer details.",{"type":17,"tag":29,"props":359014,"children":359015},{},[359016,359021],{"type":17,"tag":133,"props":359017,"children":359019},{"href":42620,"rel":359018},[214],[359020],{"type":23,"value":217},{"type":23,"value":359022}," can help with two of those values: customer and product.",{"type":17,"tag":29,"props":359024,"children":359025},{},[359026],{"type":17,"tag":48,"props":359027,"children":359028},{},[359029],{"type":23,"value":32745},{"type":17,"tag":29,"props":359031,"children":359032},{},[359033,359035,359041,359042,359048],{"type":23,"value":359034},"To get a list of existing customers from your end user's accounting system, simply call the ",{"type":17,"tag":6121,"props":359036,"children":359038},{"className":359037},[],[359039],{"type":23,"value":359040},"listCustomers",{"type":23,"value":18757},{"type":17,"tag":133,"props":359043,"children":359046},{"href":359044,"rel":359045},"https://docs.unified.to/accounting/customer/List_all_customers",[214],[359047],{"type":23,"value":358569},{"type":23,"value":54},{"type":17,"tag":6893,"props":359050,"children":359053},{"className":359051,"code":359052,"language":18718,"meta":7},[18716],"import { UnifiedTo } from '@unified-api/typescript-sdk';\n\nconst sdk = new UnifiedTo({\n    security: {\n        jwt: '\u003CYOUR_API_KEY_HERE>',\n    },\n});\n\nexport async function getCustomers(connectionId: string) {\n    return await sdk.accounting.listAccountingContacts({\n        connectionId,\n    });\n}\n",[359054],{"type":17,"tag":6121,"props":359055,"children":359056},{"__ignoreMap":7},[359057],{"type":23,"value":359052},{"type":17,"tag":29,"props":359059,"children":359060},{},[359061,359063,359066],{"type":23,"value":359062},"The connection_id comes in from your end user's authorization of their accounting app and is stored on your end. 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Another ",{"type":17,"tag":133,"props":360234,"children":360237},{"href":360235,"rel":360236},"https://www.martechalliance.com/hubfs/Martech%20Report%202021-22/The%20Martech%20Report%202021-22%20HighRes.pdf",[214],[360238],{"type":23,"value":190476},{"type":23,"value":360240}," found that inadequate integration is the #1 barrier to investing in technology.",{"type":17,"tag":29,"props":360242,"children":360243},{},[360244,360246,360252],{"type":23,"value":360245},"As the significance of SaaS integrations increases, savvy software teams seek ",{"type":17,"tag":133,"props":360247,"children":360249},{"href":337980,"rel":360248},[214],[360250],{"type":23,"value":360251},"integration development solutions",{"type":23,"value":360253}," that enable rapid implementation to get integrations to market faster and reduce ongoing integration maintenance to safeguard against future tech debt.",{"type":17,"tag":29,"props":360255,"children":360256},{},[360257,360259,360263],{"type":23,"value":360258},"In this article, we'll explore the key differences between ",{"type":17,"tag":133,"props":360260,"children":360261},{"href":7691},[360262],{"type":23,"value":7806},{"type":23,"value":360264}," technologies and workflow automation solutions and which is the preferred choice for scaling your product's customer-facing integrations.",{"type":17,"tag":29,"props":360266,"children":360267},{},[360268],{"type":23,"value":360269},"Before we compare the two integration development approaches, it's critical to understand the different types of integrations, which typically vary between those designed for internal company usage and those designed to add value for customers.",{"type":17,"tag":68,"props":360271,"children":360273},{"id":360272},"_1-internal-integrations",[360274],{"type":23,"value":360275},"1. 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Some ATS providers will allow for an assessment solution to register with them...","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_build_a_candidate_assessment_product_with_unified-icon.png","2023-10-23T00:00:00.000Z",{"type":14,"children":363463,"toc":364223},[363464,363469,363472,363480,363484,363496,363501,363512,363523,363529,363542,363548,363568,363574,363612,363618,363623,363631,364081,364087,364092,364140,364145,364150,364182,364188],{"type":17,"tag":18,"props":363465,"children":363467},{"id":363466},"how-to-build-a-candidate-assessment-product-with-unifiedto",[363468],{"type":23,"value":363458},{"type":17,"tag":25,"props":363470,"children":363471},{},[],{"type":17,"tag":29,"props":363473,"children":363474},{},[363475],{"type":17,"tag":33,"props":363476,"children":363477},{},[363478],{"type":23,"value":363479},"October 23, 2023",{"type":17,"tag":11616,"props":363481,"children":363483},{"width":11618,"height":11619,"src":363482,"title":11621,"frameBorder":11622,"allow":11623,"referrerPolicy":11624,"allowFullScreen":11625},"https://www.youtube.com/embed/0hfH39vh7Qk",[],{"type":17,"tag":29,"props":363485,"children":363486},{},[363487,363489,363494],{"type":23,"value":363488},"There are two different ways that you can build a candidate assessment solution. Some ATS providers will allow for an assessment solution to register with them and then call your server with an assessment request. Unfortunately, not many ATS providers support this method, so ",{"type":17,"tag":133,"props":363490,"children":363492},{"href":42620,"rel":363491},[214],[363493],{"type":23,"value":217},{"type":23,"value":363495}," only supports this method that is widely supported.",{"type":17,"tag":29,"props":363497,"children":363498},{},[363499],{"type":23,"value":363500},"In the high-paced realm of recruitment, where talent acquisition meets the evolving landscape of HR technology, the need for efficient and robust Candidate Assessment tools has never been more crucial. As companies strive to identify top talent, incorporating candidate assessment software that facilitates critical activities like background checks, skills tests, candidate analytics analysis and more not only expedites the screening process but also ensures a comprehensive and data-driven approach to talent acquisition.",{"type":17,"tag":29,"props":363502,"children":363503},{},[363504,363506,363510],{"type":23,"value":363505},"This guide explore how to develop robust and scalable Candidate Assessment software by leveraging third-party integrations through Unified.to's ",{"type":17,"tag":133,"props":363507,"children":363508},{"href":7691},[363509],{"type":23,"value":7806},{"type":23,"value":363511}," developer platform to enhance the value of your candidate assessment solution.",{"type":17,"tag":29,"props":363513,"children":363514},{},[363515,363517,363521],{"type":23,"value":363516},"For teams building AI-driven screening or semantic resume matching, this same architecture can also power ",{"type":17,"tag":133,"props":363518,"children":363519},{"href":77021},[363520],{"type":23,"value":77024},{"type":23,"value":363522}," (RAG) workflows on top of ATS data.",{"type":17,"tag":68,"props":363524,"children":363526},{"id":363525},"who",[363527],{"type":23,"value":363528},"Who",{"type":17,"tag":29,"props":363530,"children":363531},{},[363532,363534,363540],{"type":23,"value":363533},"You have built a  ",{"type":17,"tag":6121,"props":363535,"children":363537},{"className":363536},[],[363538],{"type":23,"value":363539},"Candidate Assessment",{"type":23,"value":363541}," solution for recruiters and hiring managers, enabling them to evaluate candidates who are applying for positions within their companies.",{"type":17,"tag":68,"props":363543,"children":363545},{"id":363544},"why-your-goal",[363546],{"type":23,"value":363547},"Why (your goal)",{"type":17,"tag":80,"props":363549,"children":363550},{},[363551,363563],{"type":17,"tag":84,"props":363552,"children":363553},{},[363554,363556,363561],{"type":23,"value":363555},"You need to access your customers' ",{"type":17,"tag":6121,"props":363557,"children":363559},{"className":363558},[],[363560],{"type":23,"value":11756},{"type":23,"value":363562}," (application tracking systems) to automate the data flow of new applications so that your solution can test and assess their candidates.",{"type":17,"tag":84,"props":363564,"children":363565},{},[363566],{"type":23,"value":363567},"Retrieve resumes and job descriptions to power RAG-based candidate ranking and semantic matching.",{"type":17,"tag":68,"props":363569,"children":363571},{"id":363570},"what",[363572],{"type":23,"value":363573},"What",{"type":17,"tag":29,"props":363575,"children":363576},{},[363577,363579,363584,363585,363590,363591,363596,363597,363603,363604,363610],{"type":23,"value":363578},"You will need to integrate seamlessly with the leading ATS solutions utilized by your customers, such as  ",{"type":17,"tag":133,"props":363580,"children":363582},{"href":337814,"rel":363581},[214],[363583],{"type":23,"value":3189},{"type":23,"value":11826},{"type":17,"tag":133,"props":363586,"children":363588},{"href":337821,"rel":363587},[214],[363589],{"type":23,"value":56545},{"type":23,"value":11826},{"type":17,"tag":133,"props":363592,"children":363594},{"href":361419,"rel":363593},[214],[363595],{"type":23,"value":75321},{"type":23,"value":11826},{"type":17,"tag":133,"props":363598,"children":363601},{"href":363599,"rel":363600},"https://unified.to/integrations/successfactors",[214],[363602],{"type":23,"value":54981},{"type":23,"value":12561},{"type":17,"tag":133,"props":363605,"children":363607},{"href":56812,"rel":363606},[214],[363608],{"type":23,"value":363609},"more",{"type":23,"value":363611},". This will provide your users with a streamlined user experience, ensuring efficient data flow and synchronization between your Candidate Assessment solution and their preferred Applicant Tracking Systems (ATS).",{"type":17,"tag":68,"props":363613,"children":363615},{"id":363614},"how-to-add-ats-integrations-to-your-product",[363616],{"type":23,"value":363617},"How to add ATS integrations to your product",{"type":17,"tag":29,"props":363619,"children":363620},{},[363621],{"type":23,"value":363622},"Before we start, be sure to first read:",{"type":17,"tag":29,"props":363624,"children":363625},{},[363626],{"type":17,"tag":133,"props":363627,"children":363629},{"href":353758,"rel":363628},[214],[363630],{"type":23,"value":158450},{"type":17,"tag":6154,"props":363632,"children":363633},{},[363634,363666,363717,363866,363964],{"type":17,"tag":84,"props":363635,"children":363636},{},[363637,363642],{"type":17,"tag":48,"props":363638,"children":363639},{},[363640],{"type":23,"value":363641},"Get an initial list of applications",{"type":17,"tag":6154,"props":363643,"children":363644},{},[363645],{"type":17,"tag":84,"props":363646,"children":363647},{},[363648,363650,363657],{"type":23,"value":363649},"When the customer authorizes an ATS connection, ",{"type":17,"tag":133,"props":363651,"children":363654},{"href":363652,"rel":363653},"https://docs.unified.to/ats/application/List_all_applications",[214],[363655],{"type":23,"value":363656},"read the initial set of active applications",{"type":17,"tag":6893,"props":363658,"children":363661},{"className":363659,"code":363660,"language":18718,"meta":7},[18716],"import { UnifiedTo } from '@unified-api/typescript-sdk';\nimport { AtsApplication, AtsApplicationStatus } from '@unified-api/typescript-sdk/dist/sdk/models/shared';\n\nconst sdk = new UnifiedTo({\n    security: {\n        jwt: '\u003CYOUR_API_KEY_HERE>',\n    },\n});\n\nexport async function getApplications(connectionId: string, trigger_status: AtsApplicationStatus, jobId: string, updatedGte?: Date) {\n    const applications: AtsApplication[] = [];\n    const limit = 100;\n    let offset = 0;\n\n    while (true) {\n        const result = await sdk.ats.listAtsApplications({\n            updatedGte,\n            jobId,\n            offset,\n            limit,\n            connectionId,\n        });\n\n        const apps = result.atsApplications || [];\n\n        applications.push(...apps.filter((application) => application.status === trigger_status));\n\n        if (apps.length === limit) {\n            offset += limit;\n        } else {\n            break;\n        }\n    }\n\n    return applications;\n}\n",[363662],{"type":17,"tag":6121,"props":363663,"children":363664},{"__ignoreMap":7},[363665],{"type":23,"value":363660},{"type":17,"tag":84,"props":363667,"children":363668},{},[363669,363674],{"type":17,"tag":48,"props":363670,"children":363671},{},[363672],{"type":23,"value":363673},"Set up to get updated applications",{"type":17,"tag":6154,"props":363675,"children":363676},{},[363677,363704],{"type":17,"tag":84,"props":363678,"children":363679},{},[363680,363682,363688,363690,363695],{"type":23,"value":363681},"If you want to use webhooks to get new/updated applications in the future, ",{"type":17,"tag":133,"props":363683,"children":363685},{"href":330059,"rel":363684},[214],[363686],{"type":23,"value":363687},"create a webhook",{"type":23,"value":363689}," with that ",{"type":17,"tag":6121,"props":363691,"children":363693},{"className":363692},[],[363694],{"type":23,"value":25037},{"type":17,"tag":6893,"props":363696,"children":363699},{"className":363697,"code":363698,"language":18718,"meta":7},[18716],"import { createHmac } from 'crypto';\nimport { UnifiedTo } from '@unified-api/typescript-sdk';\nimport { AtsApplication, AtsApplicationStatus, Event, ObjectType, WebhookType } from '@unified-api/typescript-sdk/dist/sdk/models/shared';\n\nconst sdk = new UnifiedTo({\n    security: {\n        jwt: '\u003CYOUR_API_KEY_HERE>',\n    },\n});\n\ninterface IncomingWebhook {\n    id: string;\n    created_at: Date;\n    updated_at: Date;\n    workspace_id: string;\n    connection_id: string;\n    hook_url: string;\n    object_type: TObjectType;\n    interval: number;\n    checked_at: Date;\n    integration_type: string;\n    environment: string;\n    event: Event;\n    runs: string[];\n    fields: string;\n    webhook_type: WebhookType;\n    is_healthy: boolean;\n    page_max_limit: number;\n}\n\ninterface IWebhookData\u003CT> {\n    data: T[]; // The data array will contact an array of specific objects according to the webhook's connection. (eg. CRM Contacts)\n    webhook: IncomingWebhook; // The webhook object\n    nonce: string; // random string\n    sig: string; // HMAC-SHA1(workspace.secret, data + nonce)\n    type: 'INITIAL-PARTIAL' | 'INITIAL-COMPLETE' | 'VIRTUAL' | 'NATIVE';\n}\n\nexport async function createApplicationsWebhook(connectionId: string, myWebhookUrl: string) {\n    const result = await sdk.unified.createUnifiedWebhook({\n        webhook: {\n            hookUrl: myWebhookUrl,\n            objectType: ObjectType.AtsApplication,\n            event: Event.Updated,\n            connectionId,\n        },\n    });\n\n    return result.webhook;\n}\n\nexport async function handleUnifiedWebhook(incoming: IWebhookData\u003CAtsApplication>, trigger_status: AtsApplicationStatus) {\n    if (incoming.webhook.object_type !== 'ats_application') {\n        return; // not for us\n    }\n\n    const sig =\n                        createHmac('sha1', process.env.WORKSPACE_SECRET)\n                            .update(JSON.stringify(incoming.data))\n                            .update(String(incoming.nonce))\n                            .digest('base64');\n    if (sig !== incoming.sig) {\n        return; // Houston, we have a problem... with security\n    }\n\n    return incoming.data?.filter((application: AtsApplication) => application.status === trigger_status);\n}\n",[363700],{"type":17,"tag":6121,"props":363701,"children":363702},{"__ignoreMap":7},[363703],{"type":23,"value":363698},{"type":17,"tag":84,"props":363705,"children":363706},{},[363707,363709,363715],{"type":23,"value":363708},"Alternatively, create a polling schedule to ",{"type":17,"tag":133,"props":363710,"children":363712},{"href":363652,"rel":363711},[214],[363713],{"type":23,"value":363714},"get new/updated applications",{"type":23,"value":363716},", which would be similar to the code in 1a)",{"type":17,"tag":84,"props":363718,"children":363719},{},[363720,363725],{"type":17,"tag":48,"props":363721,"children":363722},{},[363723],{"type":23,"value":363724},"Filter applications on a specific status",{"type":17,"tag":6154,"props":363726,"children":363727},{},[363728,363747],{"type":17,"tag":84,"props":363729,"children":363730},{},[363731,363732,363738,363740,363745],{"type":23,"value":6712},{"type":17,"tag":133,"props":363733,"children":363736},{"href":363734,"rel":363735},"https://docs.unified.to/ats/application/model",[214],[363737],{"type":23,"value":97116},{"type":23,"value":363739}," has a standardized ",{"type":17,"tag":6121,"props":363741,"children":363743},{"className":363742},[],[363744],{"type":23,"value":19949},{"type":23,"value":363746}," across all ATS integrations, so decide which one makes sense for you to trigger the assessment",{"type":17,"tag":84,"props":363748,"children":363749},{},[363750,363752,363757,363758,363763,363764,363769,363770,363776,363777,363782,363783,363789,363790,363796,363797,363802,363803,363808,363809,363814,363815,363820,363821,363826,363827,363833,363835,363840,363841,363846,363847,363852,363853,363858,363859,363864],{"type":23,"value":363751},"Application.Status options are ",{"type":17,"tag":6121,"props":363753,"children":363755},{"className":363754},[],[363756],{"type":23,"value":133847},{"type":23,"value":18757},{"type":17,"tag":6121,"props":363759,"children":363761},{"className":363760},[],[363762],{"type":23,"value":133860},{"type":23,"value":18757},{"type":17,"tag":6121,"props":363765,"children":363767},{"className":363766},[],[363768],{"type":23,"value":117367},{"type":23,"value":18757},{"type":17,"tag":6121,"props":363771,"children":363773},{"className":363772},[],[363774],{"type":23,"value":363775},"SUBMITTED",{"type":23,"value":18757},{"type":17,"tag":6121,"props":363778,"children":363780},{"className":363779},[],[363781],{"type":23,"value":133873},{"type":23,"value":18757},{"type":17,"tag":6121,"props":363784,"children":363786},{"className":363785},[],[363787],{"type":23,"value":363788},"SECOND_INTERVIEW",{"type":23,"value":18757},{"type":17,"tag":6121,"props":363791,"children":363793},{"className":363792},[],[363794],{"type":23,"value":363795},"THIRD_INTERVIEW",{"type":23,"value":18757},{"type":17,"tag":6121,"props":363798,"children":363800},{"className":363799},[],[363801],{"type":23,"value":149642},{"type":23,"value":18757},{"type":17,"tag":6121,"props":363804,"children":363806},{"className":363805},[],[363807],{"type":23,"value":133886},{"type":23,"value":18757},{"type":17,"tag":6121,"props":363810,"children":363812},{"className":363811},[],[363813],{"type":23,"value":146070},{"type":23,"value":18757},{"type":17,"tag":6121,"props":363816,"children":363818},{"className":363817},[],[363819],{"type":23,"value":133899},{"type":23,"value":18757},{"type":17,"tag":6121,"props":363822,"children":363824},{"className":363823},[],[363825],{"type":23,"value":146075},{"type":23,"value":18757},{"type":17,"tag":6121,"props":363828,"children":363830},{"className":363829},[],[363831],{"type":23,"value":363832},"WITHDRAWN",{"type":23,"value":363834},". Of these, ",{"type":17,"tag":6121,"props":363836,"children":363838},{"className":363837},[],[363839],{"type":23,"value":133860},{"type":23,"value":11826},{"type":17,"tag":6121,"props":363842,"children":363844},{"className":363843},[],[363845],{"type":23,"value":117367},{"type":23,"value":11826},{"type":17,"tag":6121,"props":363848,"children":363850},{"className":363849},[],[363851],{"type":23,"value":133873},{"type":23,"value":11826},{"type":17,"tag":6121,"props":363854,"children":363856},{"className":363855},[],[363857],{"type":23,"value":363788},{"type":23,"value":27293},{"type":17,"tag":6121,"props":363860,"children":363862},{"className":363861},[],[363863],{"type":23,"value":149642},{"type":23,"value":363865}," should be considered.",{"type":17,"tag":84,"props":363867,"children":363868},{},[363869,363874],{"type":17,"tag":48,"props":363870,"children":363871},{},[363872],{"type":23,"value":363873},"Email the candidate with the assessment based on the 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sdk.ats.getAtsCandidate({\n        id: candidateId,\n        connectionId,\n    });\n}\n",[363900],{"type":17,"tag":6121,"props":363901,"children":363902},{"__ignoreMap":7},[363903],{"type":23,"value":363898},{"type":17,"tag":84,"props":363905,"children":363906},{},[363907,363909,363916,363917,363923,363924],{"type":23,"value":363908},"Optional: ",{"type":17,"tag":133,"props":363910,"children":363913},{"href":363911,"rel":363912},"https://docs.unified.to/ats/job/Retrieve_a_job",[214],[363914],{"type":23,"value":363915},"read the job",{"type":23,"value":346876},{"type":17,"tag":6121,"props":363918,"children":363920},{"className":363919},[],[363921],{"type":23,"value":363922},"Application.job_id",{"type":23,"value":187853},{"type":17,"tag":6893,"props":363925,"children":363928},{"className":363926,"code":363927,"language":18718,"meta":7},[18716],"import { UnifiedTo } from '@unified-api/typescript-sdk';\n\nconst sdk = new UnifiedTo({\n    security: {\n        jwt: '\u003CYOUR_API_KEY_HERE>',\n    },\n});\n\nexport async function readJob(connectionId: string, jobId: string) {\n    return await sdk.ats.getAtsJob({\n        id: jobId,\n        connectionId,\n    });\n}\n",[363929],{"type":17,"tag":6121,"props":363930,"children":363931},{"__ignoreMap":7},[363932],{"type":23,"value":363927},{"type":17,"tag":84,"props":363934,"children":363935},{},[363936,363938,363949,363950,363956,363957,363963],{"type":23,"value":363937},"Determine which test to send to the candidate based on the ",{"type":17,"tag":133,"props":363939,"children":363942},{"href":363940,"rel":363941},"http://job.id/",[214],[363943],{"type":17,"tag":6121,"props":363944,"children":363946},{"className":363945},[],[363947],{"type":23,"value":363948},"Job.id",{"type":23,"value":11826},{"type":17,"tag":6121,"props":363951,"children":363953},{"className":363952},[],[363954],{"type":23,"value":363955},"Job.descripton",{"type":23,"value":75890},{"type":17,"tag":6121,"props":363958,"children":363960},{"className":363959},[],[363961],{"type":23,"value":363962},"Job.name",{"type":23,"value":200360},{"type":17,"tag":84,"props":363965,"children":363966},{},[363967,363972],{"type":17,"tag":48,"props":363968,"children":363969},{},[363970],{"type":23,"value":363971},"Once the candidate has completed the assessment/test, notify the hiring manager and/or recruiter",{"type":17,"tag":6154,"props":363973,"children":363974},{},[363975,364019,364041,364054],{"type":17,"tag":84,"props":363976,"children":363977},{},[363978,363984,363986,363992,363994,364000,364002,364008,364010],{"type":17,"tag":133,"props":363979,"children":363981},{"href":343435,"rel":363980},[214],[363982],{"type":23,"value":363983},"Read the employee",{"type":23,"value":363985}," information based on the ",{"type":17,"tag":6121,"props":363987,"children":363989},{"className":363988},[],[363990],{"type":23,"value":363991},"Job.hiring_managers_ids",{"type":23,"value":363993}," and/or ",{"type":17,"tag":6121,"props":363995,"children":363997},{"className":363996},[],[363998],{"type":23,"value":363999},"Job.recruiter_ids",{"type":23,"value":364001}," fields and use the ",{"type":17,"tag":6121,"props":364003,"children":364005},{"className":364004},[],[364006],{"type":23,"value":364007},"Employee.emails",{"type":23,"value":364009}," field to email them the 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There is a clear opportunity for HR tech leaders to address these challenges head on by integrating their products directly with the top platforms.",{"type":17,"tag":68,"props":364592,"children":364594},{"id":364593},"the-role-of-integrations",[364595],{"type":23,"value":364596},"The role of integrations",{"type":17,"tag":29,"props":364598,"children":364599},{},[364600,364602,364609],{"type":23,"value":364601},"Globally, integrations are the ",{"type":17,"tag":133,"props":364603,"children":364606},{"href":364604,"rel":364605},"https://emtemp.gcom.cloud/ngw/globalassets/en/digital-markets/documents/2023-global-software-buying-trends-report.pdf",[214],[364607],{"type":23,"value":364608},"third most important factor",{"type":23,"value":364610}," for B2B buyers, followed by trust and sales flexibility. Integrations, built on APIs (application programming interfaces), are seamless connections between different software products, allowing them to communicate and share data in real time. For example, an HRIS platform can integrate with multiple ATS systems to allow for a seamless transfer of candidate data, interview schedules, and application statuses.",{"type":17,"tag":29,"props":364612,"children":364613},{},[364614,364616,364623],{"type":23,"value":364615},"HR software companies that enable integrations with other products not only enhance their products with third-party customer data but also alleviate the need for their customers to manually handle tasks or implement automation themselves through platforms like Zapier, increasing the rate of adoption and reducing user friction. Mid-sized companies found that integrations prevented churn by 70-79% and small companies ",{"type":17,"tag":133,"props":364617,"children":364620},{"href":364618,"rel":364619},"https://4716094.fs1.hubspotusercontent-na1.net/hubfs/4716094/State%20of%20the%20Partner%20Ecosystem%202023%20Report.pdf",[214],[364621],{"type":23,"value":364622},"reported a 50-59% impact",{"type":23,"value":54},{"type":17,"tag":29,"props":364625,"children":364626},{},[364627],{"type":23,"value":364628},"Consider a payroll software company that depends on employee data from HRIS platforms to facilitate timely employee payments. Without integrations, this company imposes the task of accessing HRIS data onto its customers through manual .CSV file uploads. Requiring customers to manually upload files whenever there are changes to employee data amplifies issues such as data silos, user friction, and errors. By incorporating direct integrations into popular HRIS platforms, the payroll software company extends its product's functionality and increases service reliability.",{"type":17,"tag":29,"props":364630,"children":364631},{},[364632],{"type":17,"tag":6438,"props":364633,"children":364636},{"alt":364634,"src":364635},"Payroll_software_integrations.png","https://s3.us-east-2.amazonaws.com/unified-article-images/the_hr_tech_transformation_leveraging_api_integrations_for_growth-1.png",[],{"type":17,"tag":29,"props":364638,"children":364639},{},[364640],{"type":23,"value":364641},"The value of integrations goes beyond enhancing user experiences — integrations are fundamental for HR tech companies as they heavily depend on third-party customer data to drive the core functionality of their products.",{"type":17,"tag":68,"props":364643,"children":364645},{"id":364644},"hr-tech-integration-use-cases",[364646],{"type":23,"value":364647},"HR tech integration use cases",{"type":17,"tag":29,"props":364649,"children":364650},{},[364651],{"type":23,"value":364652},"In the ever-evolving realm of HR tech, there is a wide spectrum of use cases for customer-facing integrations. We'll share a few common examples of how related products in the HR tech ecosystem share data through integrations.",{"type":17,"tag":29,"props":364654,"children":364655},{},[364656],{"type":17,"tag":48,"props":364657,"children":364658},{},[364659],{"type":23,"value":364660},"1. Automated candidate assessment",{"type":17,"tag":29,"props":364662,"children":364663},{},[364664],{"type":17,"tag":33,"props":364665,"children":364666},{},[364667],{"type":23,"value":364668},"Systems:",{"type":17,"tag":29,"props":364670,"children":364671},{},[364672],{"type":23,"value":364673},"An assessment tool integrates with applicant tracking systems (ATS)",{"type":17,"tag":29,"props":364675,"children":364676},{},[364677],{"type":17,"tag":33,"props":364678,"children":364679},{},[364680],{"type":23,"value":299271},{"type":17,"tag":29,"props":364682,"children":364683},{},[364684],{"type":23,"value":364685},"Enhance the hiring process with relevant assessment data (e.g., surveys, background checks, skills tests)",{"type":17,"tag":29,"props":364687,"children":364688},{},[364689],{"type":17,"tag":33,"props":364690,"children":364691},{},[364692],{"type":23,"value":364693},"Use case:",{"type":17,"tag":29,"props":364695,"children":364696},{},[364697],{"type":23,"value":364698},"Integrate with ATS data to streamline the hiring process by leveraging ATS data to perform an automated assessment and store the assessment data in the ATS.",{"type":17,"tag":29,"props":364700,"children":364701},{},[364702],{"type":17,"tag":33,"props":364703,"children":364704},{},[364705],{"type":23,"value":364706},"Data requirements:",{"type":17,"tag":29,"props":364708,"children":364709},{},[364710],{"type":23,"value":364711},"Candidate, Application, Scorecard",{"type":17,"tag":29,"props":364713,"children":364714},{},[364715],{"type":17,"tag":33,"props":364716,"children":364717},{},[364718],{"type":23,"value":364719},"Examples of ATS platforms:",{"type":17,"tag":29,"props":364721,"children":364722},{},[364723,364728,364729,364734,364735],{"type":17,"tag":133,"props":364724,"children":364726},{"href":337814,"rel":364725},[214],[364727],{"type":23,"value":3189},{"type":23,"value":11826},{"type":17,"tag":133,"props":364730,"children":364732},{"href":337821,"rel":364731},[214],[364733],{"type":23,"value":56545},{"type":23,"value":11826},{"type":17,"tag":133,"props":364736,"children":364738},{"href":361340,"rel":364737},[214],[364739],{"type":23,"value":361344},{"type":17,"tag":29,"props":364741,"children":364742},{},[364743],{"type":17,"tag":48,"props":364744,"children":364745},{},[364746],{"type":23,"value":364747},"2. 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Enhance performance management functionality",{"type":17,"tag":29,"props":364832,"children":364833},{},[364834],{"type":17,"tag":33,"props":364835,"children":364836},{},[364837],{"type":23,"value":364668},{"type":17,"tag":29,"props":364839,"children":364840},{},[364841],{"type":23,"value":364842},"Performance management product integrates with HRIS",{"type":17,"tag":29,"props":364844,"children":364845},{},[364846],{"type":17,"tag":33,"props":364847,"children":364848},{},[364849],{"type":23,"value":299271},{"type":17,"tag":29,"props":364851,"children":364852},{},[364853],{"type":23,"value":364854},"Enhance the performance management process by seamlessly integrating employee data from HRIS products",{"type":17,"tag":29,"props":364856,"children":364857},{},[364858],{"type":17,"tag":33,"props":364859,"children":364860},{},[364861],{"type":23,"value":364693},{"type":17,"tag":29,"props":364863,"children":364864},{},[364865],{"type":23,"value":364866},"HRIS integrations ensure performance assessments, goal-setting, and feedback reflect each employee's complete history, including titles, departments, and previous managers, found in HRIS data.",{"type":17,"tag":29,"props":364868,"children":364869},{},[364870],{"type":17,"tag":33,"props":364871,"children":364872},{},[364873],{"type":23,"value":364706},{"type":17,"tag":29,"props":364875,"children":364876},{},[364877],{"type":23,"value":61210},{"type":17,"tag":29,"props":364879,"children":364880},{},[364881],{"type":17,"tag":33,"props":364882,"children":364883},{},[364884],{"type":23,"value":364885},"Examples of HRIS platforms:",{"type":17,"tag":29,"props":364887,"children":364888},{},[364889,364894,364895,364902,364903],{"type":17,"tag":133,"props":364890,"children":364892},{"href":353474,"rel":364891},[214],[364893],{"type":23,"value":59319},{"type":23,"value":11826},{"type":17,"tag":133,"props":364896,"children":364899},{"href":364897,"rel":364898},"https://unified.to/integrations/deel",[214],[364900],{"type":23,"value":364901},"Deel",{"type":23,"value":12561},{"type":17,"tag":133,"props":364904,"children":364906},{"href":353547,"rel":364905},[214],[364907],{"type":23,"value":3194},{"type":17,"tag":29,"props":364909,"children":364910},{},[364911],{"type":23,"value":364912},"These are just some integration use cases that HR tech companies can support by seamlessly connecting with their customers' third-party HR or ATS data. Integrations contribute significantly to the evolution of robust software solutions, empowering HR tech companies to leverage third-party data to enhance their product value, from refined product onboarding to reduced data entry burden and more.",{"type":17,"tag":68,"props":364914,"children":364916},{"id":364915},"investing-in-integration-based-partnerships",[364917],{"type":23,"value":364918},"Investing in integration-based partnerships",{"type":17,"tag":29,"props":364920,"children":364921},{},[364922],{"type":23,"value":364923},"Integrations between complementary SaaS products are a gateway to growth.",{"type":17,"tag":29,"props":364925,"children":364926},{},[364927,364929,364936],{"type":23,"value":364928},"Not only do direct integrations give software companies a competitive edge and make it possible for companies to service a broader customer base, but they also allow integrated products to participate in ecosystem or integration-based partnerships that directly impact lead generation and sales. Okta, an identity and access management company, reported that deals influenced by integration partners accelerated their ",{"type":17,"tag":133,"props":364930,"children":364933},{"href":364931,"rel":364932},"https://ronpiovesan.medium.com/better-conversion-faster-deal-cycles-with-tech-partners-7fb5b711a6c8",[214],[364934],{"type":23,"value":364935},"sales cycle by 40%",{"type":23,"value":364937},", from early stage to won.",{"type":17,"tag":29,"props":364939,"children":364940},{},[364941],{"type":23,"value":364942},"Building an integration is usually the first step to engaging in a SaaS partnership, which can involve co-marketing activities, such as marketplace listings, social media promotion, webinars and sponsored events, and features in blog posts and newsletters.",{"type":17,"tag":29,"props":364944,"children":364945},{},[364946],{"type":23,"value":364947},"Acquiring customers through integration partnerships has the potential to drive better conversions and user retention with a positive ROI. For example, an ATS platform that integrates with the most popular HRIS platforms gains exposure to a new section of the market, without having to do an extensive amount of marketing and advertising.",{"type":17,"tag":29,"props":364949,"children":364950},{},[364951],{"type":23,"value":364952},"By taking a look at the wider SaaS industry, there are plenty of examples that HR tech leaders can learn from, such as:",{"type":17,"tag":80,"props":364954,"children":364955},{},[364956,364968],{"type":17,"tag":84,"props":364957,"children":364958},{},[364959,364961],{"type":23,"value":364960},"HubSpot customers who use the RollWorks integration ",{"type":17,"tag":133,"props":364962,"children":364965},{"href":364963,"rel":364964},"https://www.hubspot.com/app-partner-case-studies/rollworks",[214],[364966],{"type":23,"value":364967},"retain at 90%",{"type":17,"tag":84,"props":364969,"children":364970},{},[364971,364973],{"type":23,"value":364972},"Typeform customers with 5+ integrations have a ",{"type":17,"tag":133,"props":364974,"children":364977},{"href":364975,"rel":364976},"https://tray.io/blog/service-teams-need-integration-solutions",[214],[364978],{"type":23,"value":364979},"36% higher retention rate",{"type":17,"tag":29,"props":364981,"children":364982},{},[364983],{"type":23,"value":364984},"Today's HR tech users don't want to do manual data entry or use products incompatible with their tech stacks. HR tech companies can utilize integrations with complementary products as a core differentiator in the market, increasing their growth and revenue potential.",{"type":17,"tag":68,"props":364986,"children":364988},{"id":364987},"make-integration-development-easier",[364989],{"type":23,"value":364990},"Make integration development easier",{"type":17,"tag":29,"props":364992,"children":364993},{},[364994,364996,365005,365007,365011,365013,365018,365019,365024],{"type":23,"value":364995},"Traditional integration development is a long and complex process, often requiring months of development time that distract from your core product. To reap the benefits of customer-facing integrations and make your development process easier, ",{"type":17,"tag":133,"props":364997,"children":364999},{"href":212,"rel":364998},[214],[365000],{"type":17,"tag":48,"props":365001,"children":365002},{},[365003],{"type":23,"value":365004},"discover Unified.to — A Unified API developer platform for SaaS integrations",{"type":23,"value":365006},". Developers integrate once through a ",{"type":17,"tag":133,"props":365008,"children":365009},{"href":7691},[365010],{"type":23,"value":7806},{"type":23,"value":365012}," to deploy 190+ integrations in just hours. Interested in getting started with HR integrations? ",{"type":17,"tag":133,"props":365014,"children":365016},{"href":1612,"rel":365015},[214],[365017],{"type":23,"value":331043},{"type":23,"value":75890},{"type":17,"tag":133,"props":365020,"children":365022},{"href":215330,"rel":365021},[214],[365023],{"type":23,"value":277162},{"type":23,"value":54},{"type":17,"tag":29,"props":365026,"children":365027},{},[365028,365030,365035],{"type":23,"value":365029},"By: ",{"type":17,"tag":133,"props":365031,"children":365033},{"href":362866,"rel":365032},[214],[365034],{"type":23,"value":362873},{"type":23,"value":365036},", Head of Marketing at Unified",{"title":7,"searchDepth":1629,"depth":1629,"links":365038},[365039,365040,365041,365042,365043],{"id":364519,"depth":1629,"text":364522},{"id":364593,"depth":1629,"text":364596},{"id":364644,"depth":1629,"text":364647},{"id":364915,"depth":1629,"text":364918},{"id":364987,"depth":1629,"text":364990},"content:blog:the_hr_tech_transformation_leveraging_api_integrations_for_growth.md","blog/the_hr_tech_transformation_leveraging_api_integrations_for_growth.md","blog/the_hr_tech_transformation_leveraging_api_integrations_for_growth",{"_path":365048,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":365049,"description":365050,"img":365051,"date":365052,"tag":6341,"body":365053,"_type":1677,"_id":365368,"_source":1679,"_file":365369,"_stem":365370,"_extension":1682},"/blog/integration_set_up_guide_for_lever","Integration set-up guide for Lever","Easily add a Lever integration to your HR product. 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You can log in through your preferred identity provider such as Google, Microsoft, or GitHub.",{"type":17,"tag":29,"props":365093,"children":365094},{},[365095],{"type":17,"tag":133,"props":365096,"children":365098},{"href":1612,"rel":365097},[214],[365099],{"type":23,"value":223727},{"type":17,"tag":68,"props":365101,"children":365103},{"id":365102},"_1-activate-lever",[365104],{"type":23,"value":365105},"1. 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The integrations you activate are the ones you intend to enable for user authorization.",{"type":17,"tag":29,"props":365123,"children":365124},{},[365125],{"type":17,"tag":6438,"props":365126,"children":365129},{"alt":365127,"src":365128},"Activate-Lever.png","https://s3.us-east-2.amazonaws.com/unified-article-images/integration_set_up_guide_for_lever-0.png",[],{"type":17,"tag":68,"props":365131,"children":365133},{"id":365132},"_2-use-your-oauth-2-credentials-optional",[365134],{"type":23,"value":365135},"2. Use your OAuth 2 Credentials (Optional)",{"type":17,"tag":29,"props":365137,"children":365138},{},[365139,365141,365145],{"type":23,"value":365140},"While most of our integrations can be activated in seconds, some integrations require ",{"type":17,"tag":133,"props":365142,"children":365143},{"href":779},[365144],{"type":23,"value":782},{"type":23,"value":365146}," 2 credentials.",{"type":17,"tag":29,"props":365148,"children":365149},{},[365150],{"type":23,"value":365151},"To display your product's name and branding during the third-party authorization process, you will need to insert your OAuth 2 credentials. 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Display sign-in links to your users",{"type":17,"tag":29,"props":366798,"children":366799},{},[366800],{"type":23,"value":366801},"Now that you have a list of Authentication connections, you can incorporate them into your application.",{"type":17,"tag":29,"props":366803,"children":366804},{},[366805],{"type":23,"value":366806},"You have two options:",{"type":17,"tag":6154,"props":366808,"children":366809},{},[366810,366823],{"type":17,"tag":84,"props":366811,"children":366812},{},[366813,366815,366821],{"type":23,"value":366814},"Remember the integration types (ie. google, discord, workday) and create links that point to our authentication API endpoint:\n",{"type":17,"tag":6121,"props":366816,"children":366818},{"className":366817},[],[366819],{"type":23,"value":366820},"https//api.unified.to/unified/integration/login/{workspace_id}/{integration_type}?redirect=true",{"type":23,"value":366822},".  You can style that link however you like.",{"type":17,"tag":84,"props":366824,"children":366825},{},[366826,366828,366834],{"type":23,"value":366827},"Call the our API that returns a list of integrations; ",{"type":17,"tag":6121,"props":366829,"children":366831},{"className":366830},[],[366832],{"type":23,"value":366833},"https//api.unified.to/unified/integration/workspace/{workspace_id}?summary=true&active=true&categories=auth",{"type":23,"value":366835},". This will return all activated Authentication integrations and each will have information that you can use to style your Sign-in links;",{"type":17,"tag":6893,"props":366837,"children":366840},{"className":366838,"code":366839,"language":22503,"meta":7},[22501],"[\n    {\n        logo_url: \"http://localhost:8000/docs/images/google.png\",\n        name: \"Google\",\n        type: \"google\"\n    }\n]\n",[366841],{"type":17,"tag":6121,"props":366842,"children":366843},{"__ignoreMap":7},[366844],{"type":23,"value":366839},{"type":17,"tag":29,"props":366846,"children":366847},{},[366848],{"type":23,"value":366849},"The Sign-in URL can have the following optional parameters:",{"type":17,"tag":29,"props":366851,"children":366852},{},[366853,366859,366860,366865],{"type":17,"tag":6121,"props":366854,"children":366856},{"className":366855},[],[366857],{"type":23,"value":366858},"redirect",{"type":23,"value":257257},{"type":17,"tag":6121,"props":366861,"children":366863},{"className":366862},[],[366864],{"type":23,"value":49324},{"type":23,"value":366866}," to redirect the user or if empty, will return the URL as string in its response",{"type":17,"tag":29,"props":366868,"children":366869},{},[366870,366875],{"type":17,"tag":6121,"props":366871,"children":366873},{"className":366872},[],[366874],{"type":23,"value":147437},{"type":23,"value":366876}," - the URL that the user will be redirected to once they have successfully authenticated with that integration vendor",{"type":17,"tag":29,"props":366878,"children":366879},{},[366880,366885],{"type":17,"tag":6121,"props":366881,"children":366883},{"className":366882},[],[366884],{"type":23,"value":147442},{"type":23,"value":366886}," - the URL that the user will be redirected to if there is an error or other issue preventing the user from being authenticated by the integration vendor",{"type":17,"tag":29,"props":366888,"children":366889},{},[366890,366895],{"type":17,"tag":6121,"props":366891,"children":366893},{"className":366892},[],[366894],{"type":23,"value":77758},{"type":23,"value":366896}," - a string that will be sent back to the success_redirect. You can use this to remember a user ID or other identifier.",{"type":17,"tag":6154,"props":366898,"children":366899},{},[366900],{"type":17,"tag":84,"props":366901,"children":366902},{},[366903],{"type":23,"value":366904},"An alternative to building your own Sign-in page is to use our Embedded Sign-in widget.  Click on the Settings menu and then on the Embedded Sign-in option.",{"type":17,"tag":29,"props":366906,"children":366907},{},[366908],{"type":17,"tag":6438,"props":366909,"children":366911},{"alt":318119,"src":366910},"https://s3.us-east-2.amazonaws.com/unified-article-images/use_unified_to_sign_in_your_users_into_your_application-3.png",[],{"type":17,"tag":29,"props":366913,"children":366914},{},[366915],{"type":23,"value":366916},"Copy the CSS and code and insert it into your own application.",{"type":17,"tag":68,"props":366918,"children":366920},{"id":366919},"step-3-verify-a-sign-in-attempt",[366921],{"type":23,"value":366922},"Step 3: Verify a sign-in attempt",{"type":17,"tag":29,"props":366924,"children":366925},{},[366926],{"type":23,"value":366927},"Once the user clicks on the authentication button/link, they will be redirect to the integration vendor's authentication page.",{"type":17,"tag":29,"props":366929,"children":366930},{},[366931],{"type":17,"tag":6438,"props":366932,"children":366934},{"alt":318119,"src":366933},"https://s3.us-east-2.amazonaws.com/unified-article-images/use_unified_to_sign_in_your_users_into_your_application-4.png",[],{"type":17,"tag":29,"props":366936,"children":366937},{},[366938],{"type":23,"value":366939},"btw: it is important to note that the authentication pages are not Unified's pages but that of the integration vendor.  Unified never sees the user's login credentials including their password.",{"type":17,"tag":29,"props":366941,"children":366942},{},[366943,366945,366950,366952,366958],{"type":23,"value":366944},"Once the user successfully signs-in, they are redirected back to your application (or to the location of the ",{"type":17,"tag":6121,"props":366946,"children":366948},{"className":366947},[],[366949],{"type":23,"value":147437},{"type":23,"value":366951}," URL parameter from step 2). A ",{"type":17,"tag":6121,"props":366953,"children":366955},{"className":366954},[],[366956],{"type":23,"value":366957},"jwt",{"type":23,"value":366959}," parameter will be appended to that URL.",{"type":17,"tag":29,"props":366961,"children":366962},{},[366963,366964,366969,366971,366977],{"type":23,"value":6712},{"type":17,"tag":6121,"props":366965,"children":366967},{"className":366966},[],[366968],{"type":23,"value":366957},{"type":23,"value":366970}," is a base64 encoded ",{"type":17,"tag":133,"props":366972,"children":366975},{"href":366973,"rel":366974},"https://jwt.io/",[214],[366976],{"type":23,"value":276467},{"type":23,"value":366978},"  and is signed with your Workspace Secret. Verify the JWT with your workspace secret on your server (NOT in your browser as the workspace secret is not public).",{"type":17,"tag":29,"props":366980,"children":366981},{},[366982],{"type":23,"value":366983},"Example code to verify a JWT on a NodeJS server:",{"type":17,"tag":6893,"props":366985,"children":366988},{"className":366986,"code":366987,"language":6898,"meta":7},[6896],"try {\n    let result = JWT.verify( req.payload.jwt, workspace.secret )\n} catch (err) {\n    console.error(err);\n}\n",[366989],{"type":17,"tag":6121,"props":366990,"children":366991},{"__ignoreMap":7},[366992],{"type":23,"value":366987},{"type":17,"tag":29,"props":366994,"children":366995},{},[366996],{"type":23,"value":366997},"The decoded JWT will contain a name and emails field:",{"type":17,"tag":6893,"props":366999,"children":367002},{"className":367000,"code":367001,"language":22503,"meta":7},[22501],"{\n    name: \"Jane Smith\",\n    emails: [\"jane@foo.com\", \"jsmith89@gmail.com\"]\n}\n",[367003],{"type":17,"tag":6121,"props":367004,"children":367005},{"__ignoreMap":7},[367006],{"type":23,"value":367001},{"type":17,"tag":29,"props":367008,"children":367009},{},[367010],{"type":23,"value":367011},"Use the user's email to log them into your application as it is verified by the integration.",{"title":7,"searchDepth":1629,"depth":1629,"links":367013},[367014,367015,367016],{"id":366728,"depth":1629,"text":366731},{"id":366793,"depth":1629,"text":366796},{"id":366919,"depth":1629,"text":366922},"content:blog:use_unified_to_sign_in_your_users_into_your_application.md","blog/use_unified_to_sign_in_your_users_into_your_application.md","blog/use_unified_to_sign_in_your_users_into_your_application",{"_path":367021,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":366626,"description":367022,"img":367023,"date":367024,"tag":12,"body":367025,"_type":1677,"_id":367301,"_source":1679,"_file":367302,"_stem":367303,"_extension":1682},"/blog/ask_a_cto_building_your_technology_investment_strategy","Every software company relies on technology — AI and machine learning, cloud computing, integrations, etc. — to drive product functionality and business...","https://s3.us-east-2.amazonaws.com/unified-article-images/ask_a_cto_building_your_technology_investment_strategy-icon.png","2023-08-10T00:00:00.000Z",{"type":14,"children":367026,"toc":367293},[367027,367032,367035,367043,367057,367065,367070,367076,367081,367086,367091,367096,367102,367107,367112,367125,367130,367136,367141,367162,367167,367172,367178,367183,367188,367193,367198,367202,367207,367230,367234,367264,367272,367283,367288],{"type":17,"tag":18,"props":367028,"children":367030},{"id":367029},"ask-a-cto-building-your-technology-investment-strategy",[367031],{"type":23,"value":366626},{"type":17,"tag":25,"props":367033,"children":367034},{},[],{"type":17,"tag":29,"props":367036,"children":367037},{},[367038],{"type":17,"tag":33,"props":367039,"children":367040},{},[367041],{"type":23,"value":367042},"August 10, 2023",{"type":17,"tag":29,"props":367044,"children":367045},{},[367046,367048,367055],{"type":23,"value":367047},"Author: ",{"type":17,"tag":133,"props":367049,"children":367052},{"href":367050,"rel":367051},"https://www.ahmadnassri.com/",[214],[367053],{"type":23,"value":367054},"Ahmad Nassri",{"type":23,"value":367056},", Fractional CTO and Advisor",{"type":17,"tag":29,"props":367058,"children":367059},{},[367060],{"type":17,"tag":6438,"props":367061,"children":367064},{"alt":367062,"src":367063},"Blog-Unified-Ask-a-CTO_%282%29.png","https://s3.us-east-2.amazonaws.com/unified-article-images/ask_a_cto_building_your_technology_investment_strategy-0.png",[],{"type":17,"tag":29,"props":367066,"children":367067},{},[367068],{"type":23,"value":367069},"Every software company relies on technology — AI and machine learning, cloud computing, integrations, etc. — to drive product functionality and business operations. However, many software companies struggle to build or license technologies that align with their long-term product objectives. Ahmad Nassri, a fractional CTO, startup advisor, and investor, shares key considerations that should form the basis of any technology investment strategy that helps you maximize revenue and avoid costly failures.",{"type":17,"tag":68,"props":367071,"children":367073},{"id":367072},"_1-focus-on-whats-core-to-your-customer",[367074],{"type":23,"value":367075},"1. Focus on what's core to your customer",{"type":17,"tag":29,"props":367077,"children":367078},{},[367079],{"type":23,"value":367080},"For many modern software businesses, technology is at the core of their innovation. However, that doesn't mean customers are buying the technology itself. Rather, they are purchasing the services and outcomes offered by the technology. For example, an employee engagement platform relies on technology, but its customers come to them to enhance employee satisfaction and productivity.",{"type":17,"tag":29,"props":367082,"children":367083},{},[367084],{"type":23,"value":367085},"A common mistake technical leaders make is sinking too much time and money into their infrastructure. They hire inexperienced developers, which creates a hammer-and-nail situation where every problem needs to be solved with code. Suddenly, these companies are building a whole infrastructure deployment or a framework system from the ground up. They waste expensive resources on something that isn't core to their customers.",{"type":17,"tag":29,"props":367087,"children":367088},{},[367089],{"type":23,"value":367090},"Focus your technology investments on your customer — how do you make your customer journey seamless? Don't just write code for the sake of writing code.",{"type":17,"tag":29,"props":367092,"children":367093},{},[367094],{"type":23,"value":367095},"Now if you're a company where technology is core to your customer, such as a developer tool, investing in your infrastructure more extensively makes sense, but even in this scenario, you still need to focus on serving your customer first.",{"type":17,"tag":68,"props":367097,"children":367099},{"id":367098},"_2-dont-build-from-scratch-if-you-dont-have-to",[367100],{"type":23,"value":367101},"2. Don't build from scratch if you don't have to",{"type":17,"tag":29,"props":367103,"children":367104},{},[367105],{"type":23,"value":367106},"Don't build from scratch. Even if technology innovation is at your company's core and you have to consider IP defensibility, there are several alternatives to building internally, from cloud-computing platforms to third-party APIs, that can extend your product's functionality without having to invest significant development resources.",{"type":17,"tag":29,"props":367108,"children":367109},{},[367110],{"type":23,"value":367111},"Amazon Web Services (AWS) is an excellent example of this. We used to launch servers, install operating systems and do a whole bunch of foundational work to get our baseline systems running. Nowadays, we don't do that anymore.",{"type":17,"tag":29,"props":367113,"children":367114},{},[367115,367117,367123],{"type":23,"value":367116},"There are now various levels of abstraction that have been facilitated for us. For instance, should you go straight to Visa or Mastercard's transaction systems if you need a billing system? Probably not. Should you use Stripe? What if a layer above Stripe is more abstracted for SaaS products? This is where the ",{"type":17,"tag":133,"props":367118,"children":367120},{"href":87026,"rel":367119},[214],[367121],{"type":23,"value":367122},"integration",{"type":23,"value":367124}," layer comes in.",{"type":17,"tag":29,"props":367126,"children":367127},{},[367128],{"type":23,"value":367129},"Instead of building your code directly with Stripe or Amazon, use out-of-the-box products that are more abstracted, so you can get the highest quality solutions and go back to focusing on your customer journey.",{"type":17,"tag":68,"props":367131,"children":367133},{"id":367132},"_3-consider-your-time-to-market",[367134],{"type":23,"value":367135},"3. Consider your time to market",{"type":17,"tag":29,"props":367137,"children":367138},{},[367139],{"type":23,"value":367140},"Whether you're choosing to build internally or leverage third-party technology, it's crucial that you have a grasp on your industry and how easy it is for customers to switch to a competitor. You want to ensure your technology investment allows you to execute at a pace that helps bring value to your customers and make your product irreplaceable.",{"type":17,"tag":29,"props":367142,"children":367143},{},[367144,367146,367152,367154,367161],{"type":23,"value":367145},"For instance, integrations, as I mentioned earlier, can help you avoid building from scratch. For example, instead of building email functionality internally, you can use ",{"type":17,"tag":133,"props":367147,"children":367150},{"href":367148,"rel":367149},"https://unified.to/integrations/sendgrid",[214],[367151],{"type":23,"value":192306},{"type":23,"value":367153},". Customer-facing integrations can also create product stickiness, meaning your customers will be more engaged since your product is compatible with the technology they already use. As a result, you'll effectively increase your lifetime value (LTV) and ",{"type":17,"tag":133,"props":367155,"children":367158},{"href":367156,"rel":367157},"https://www.paddle.com/blog/product-integrations",[214],[367159],{"type":23,"value":367160},"reduce churn",{"type":23,"value":54},{"type":17,"tag":29,"props":367163,"children":367164},{},[367165],{"type":23,"value":367166},"However, if you're in a competitive market, like the HR tech industry, you can't afford to spend six months or a quarter every year building one integration at a time. You will never have enough integrations, you won't have the internal expertise to support every integration, and you won't have time to focus on your core value.",{"type":17,"tag":29,"props":367168,"children":367169},{},[367170],{"type":23,"value":367171},"So, consider a technology investment that does all the heavy lifting for you, such as allowing you to deploy several customer-facing integrations in a much shorter time frame.",{"type":17,"tag":68,"props":367173,"children":367175},{"id":367174},"_4-calculate-your-total-cost-of-ownership",[367176],{"type":23,"value":367177},"4. Calculate your total cost of ownership",{"type":17,"tag":29,"props":367179,"children":367180},{},[367181],{"type":23,"value":367182},"One of the biggest problems I see companies make is not thinking about the total cost of ownership (TCO), which means taking a bird's-eye view of the technology investment and its value or costs over time.",{"type":17,"tag":29,"props":367184,"children":367185},{},[367186],{"type":23,"value":367187},"In software, whether you're deciding to build internally or buy, there's always an ongoing cost around security, dependency updates, code rot, and other activities that are part of continuous, never-ending maintenance. It's not just about headcount or subscription costs. Not factoring in maintenance or even shutdown costs will lead to questions down the line like, ‘Why is the engineering team so slow?' or ‘Why can't we build more features?'",{"type":17,"tag":29,"props":367189,"children":367190},{},[367191],{"type":23,"value":367192},"Think beyond the cost of implementation for your technology investments, but calculate the TCO by assessing factors like security, opportunity cost, and scalability.",{"type":17,"tag":29,"props":367194,"children":367195},{},[367196],{"type":23,"value":367197},"You don't want to be the one apologizing to your board of directors at the end of the year because of all the unaccounted maintenance costs and tech debt from your technology investments.",{"type":17,"tag":68,"props":367199,"children":367200},{"id":44585},[367201],{"type":23,"value":44588},{"type":17,"tag":29,"props":367203,"children":367204},{},[367205],{"type":23,"value":367206},"Technology investment is heavily nuanced and depends on your company's industry and long-term goals. However, these four critical considerations can help you plan strategically and make technology-buying decisions that maximize ROI.",{"type":17,"tag":80,"props":367208,"children":367209},{},[367210,367215,367220,367225],{"type":17,"tag":84,"props":367211,"children":367212},{},[367213],{"type":23,"value":367214},"Focus on your core and delivering customer value, don't waste time and money on technology investments that your customers won't care about",{"type":17,"tag":84,"props":367216,"children":367217},{},[367218],{"type":23,"value":367219},"Avoid building from scratch by using out-of-the-box products that have the level of abstraction you need for your use cases",{"type":17,"tag":84,"props":367221,"children":367222},{},[367223],{"type":23,"value":367224},"Leverage software investments that accelerate your time to market and keep your costs down",{"type":17,"tag":84,"props":367226,"children":367227},{},[367228],{"type":23,"value":367229},"Factor in the total cost of ownership (TCO), so you're not caught off guard by expensive maintenance, support, and shutdown costs",{"type":17,"tag":68,"props":367231,"children":367232},{"id":366649},[367233],{"type":23,"value":366652},{"type":17,"tag":29,"props":367235,"children":367236},{},[367237,367238,367243,367245,367249,367251,367257,367258,367263],{"type":23,"value":365844},{"type":17,"tag":133,"props":367239,"children":367241},{"href":212,"rel":367240},[214],[367242],{"type":23,"value":217},{"type":23,"value":367244}," blog. We're a ",{"type":17,"tag":133,"props":367246,"children":367247},{"href":7691},[367248],{"type":23,"value":7806},{"type":23,"value":367250}," development platform for B2B customer-facing integrations. We're excited to continue to innovate at Unified and solve hard, critical integration-related problems for our customers. If you're curious about Unified's integrations-as-a-service solution, consider ",{"type":17,"tag":133,"props":367252,"children":367254},{"href":158861,"rel":367253},[214],[367255],{"type":23,"value":367256},"signing up for a free account ",{"type":23,"value":33669},{"type":17,"tag":133,"props":367259,"children":367261},{"href":215330,"rel":367260},[214],[367262],{"type":23,"value":299181},{"type":23,"value":54},{"type":17,"tag":29,"props":367265,"children":367266},{},[367267],{"type":17,"tag":48,"props":367268,"children":367269},{},[367270],{"type":23,"value":367271},"About the Author",{"type":17,"tag":29,"props":367273,"children":367274},{},[367275,367281],{"type":17,"tag":133,"props":367276,"children":367278},{"href":367050,"rel":367277},[214],[367279],{"type":23,"value":367280},"Ahmad",{"type":23,"value":367282}," is a Fractional CTO, Startup Advisor, and Investor. Leading up to the acquisition by GitHub in 2020, Ahmad served as the CTO for npm, taking over the critical mission of ensuring the Open Source JavaScript registry remains stable, reliable and sustainable for the millions of developers that rely on it daily.",{"type":17,"tag":29,"props":367284,"children":367285},{},[367286],{"type":23,"value":367287},"Prior to joining npm, Ahmad led the platform engineering team as Chief Architect for TELUS Digital. As VP of Engineering at Kong, his focus was on powering API-driven development, and open-source technology for the enterprise.",{"type":17,"tag":29,"props":367289,"children":367290},{},[367291],{"type":23,"value":367292},"Ahmad founded REFACTOR Community — a developer community of over 17,000+ members, operating 4 annual tech conferences in Canada.",{"title":7,"searchDepth":1629,"depth":1629,"links":367294},[367295,367296,367297,367298,367299,367300],{"id":367072,"depth":1629,"text":367075},{"id":367098,"depth":1629,"text":367101},{"id":367132,"depth":1629,"text":367135},{"id":367174,"depth":1629,"text":367177},{"id":44585,"depth":1629,"text":44588},{"id":366649,"depth":1629,"text":366652},"content:blog:ask_a_cto_building_your_technology_investment_strategy.md","blog/ask_a_cto_building_your_technology_investment_strategy.md","blog/ask_a_cto_building_your_technology_investment_strategy",{"_path":367305,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":367306,"description":367307,"img":367308,"date":367309,"tag":12,"body":367310,"_type":1677,"_id":367868,"_source":1679,"_file":367869,"_stem":367870,"_extension":1682},"/blog/unified_july_2023_product_updates","Unified.to July 2023 Product Updates","Welcome to the July instalment of Unified's product releases and highlights.","https://s3.us-east-2.amazonaws.com/unified-article-images/unified_july_2023_product_updates-icon.png","2023-07-31T00:00:00.000Z",{"type":14,"children":367311,"toc":367861},[367312,367317,367320,367328,367332,367336,367344,367349,367362,367366,367423,367434,367440,367448,367456,367461,367479,367492,367501,367511,367539,367548,367556,367564,367569,367577,367582,367590,367595,367603,367608,367613,367623,367628,367636,367641,367663,367674,367683,367691,367696,367701,367709,367718,367724,367732,367740,367752,367763,367768,367778,367786,367800,367805,367829,367834,367843,367848],{"type":17,"tag":18,"props":367313,"children":367315},{"id":367314},"unifiedto-july-2023-product-updates",[367316],{"type":23,"value":367306},{"type":17,"tag":25,"props":367318,"children":367319},{},[],{"type":17,"tag":29,"props":367321,"children":367322},{},[367323],{"type":17,"tag":33,"props":367324,"children":367325},{},[367326],{"type":23,"value":367327},"July 31, 2023",{"type":17,"tag":29,"props":367329,"children":367330},{},[367331],{"type":23,"value":367307},{"type":17,"tag":68,"props":367333,"children":367334},{"id":366451},[367335],{"type":23,"value":366454},{"type":17,"tag":29,"props":367337,"children":367338},{},[367339],{"type":17,"tag":6438,"props":367340,"children":367343},{"alt":367341,"src":367342},"CleanShot_2023-07-31_at_16.31.412x.png","https://s3.us-east-2.amazonaws.com/unified-article-images/unified_july_2023_product_updates-0.png",[],{"type":17,"tag":29,"props":367345,"children":367346},{},[367347],{"type":23,"value":367348},"In just five months, Unified.to has gone from zero to 100 integrations. Most development teams struggle for months on end to pull off just one integration. Unified.to's architecture combined with our specialized expertise allows us to build at an incredibly fast pace.",{"type":17,"tag":29,"props":367350,"children":367351},{},[367352,367354,367360],{"type":23,"value":367353},"Many of our integrations came to life because our customers asked for them. 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Unified delivers logs using Loki's standard HTTP push API.",{"type":17,"tag":29,"props":369715,"children":369716},{},[369717],{"type":23,"value":369718},"Setting it up is easy! Here's how:",{"type":17,"tag":80,"props":369720,"children":369721},{},[369722,369805,369908],{"type":17,"tag":84,"props":369723,"children":369724},{},[369725,369730],{"type":17,"tag":48,"props":369726,"children":369727},{},[369728],{"type":23,"value":369729},"Prepare your endpoint and credentials",{"type":17,"tag":80,"props":369731,"children":369732},{},[369733,369770],{"type":17,"tag":84,"props":369734,"children":369735},{},[369736,369737,369746,369748,369753,369755,369761,369763,369768],{"type":23,"value":42829},{"type":17,"tag":133,"props":369738,"children":369741},{"href":369739,"rel":369740},"https://grafana.com/docs/grafana-cloud/",[214],[369742],{"type":17,"tag":48,"props":369743,"children":369744},{},[369745],{"type":23,"value":369701},{"type":23,"value":369747},", open your stack and note the ",{"type":17,"tag":48,"props":369749,"children":369750},{},[369751],{"type":23,"value":369752},"logs / Loki",{"type":23,"value":369754}," ingest base URL (no path) — often ",{"type":17,"tag":6121,"props":369756,"children":369758},{"className":369757},[],[369759],{"type":23,"value":369760},"https://logs-prod-XX.grafana.net",{"type":23,"value":369762}," (your region may differ). 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This allows you to quickly debug issues, get notified about errors, and more.\nCurrently, we support both inbound API calls and webhook calls.",{"type":17,"tag":29,"props":370137,"children":370138},{},[370139,370140,370145],{"type":23,"value":369989},{"type":17,"tag":133,"props":370141,"children":370143},{"href":215330,"rel":370142},[214],[370144],{"type":23,"value":369995},{"type":23,"value":369997},{"type":17,"tag":68,"props":370147,"children":370148},{"id":370000},[370149],{"type":23,"value":370003},{"type":17,"tag":29,"props":370151,"children":370152},{},[370153],{"type":23,"value":370008},{"type":17,"tag":29,"props":370155,"children":370156},{},[370157],{"type":23,"value":370013},{"type":17,"tag":29,"props":370159,"children":370160},{},[370161],{"type":17,"tag":133,"props":370162,"children":370164},{"href":158861,"rel":370163},[214],[370165],{"type":23,"value":370022},{"title":7,"searchDepth":1629,"depth":1629,"links":370167},[370168,370169],{"id":370127,"depth":1629,"text":370130},{"id":370000,"depth":1629,"text":370003},"content:blog:extended_observability_pushing_api_logs_to_your_datadog_instance.md","blog/extended_observability_pushing_api_logs_to_your_datadog_instance.md","blog/extended_observability_pushing_api_logs_to_your_datadog_instance",{"_path":370174,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":370175,"description":370176,"img":370177,"date":370178,"tag":12,"body":370179,"_type":1677,"_id":370561,"_source":1679,"_file":370562,"_stem":370563,"_extension":1682},"/blog/rest_vs_grpc_vs_graphql","REST vs gRPC vs GraphQL","> 💡  How to choose the right API framework for your needs.","https://s3.us-east-2.amazonaws.com/unified-article-images/rest_vs_grpc_vs_graphql-icon.png","2023-04-11T00:00:00.000Z",{"type":14,"children":370180,"toc":370554},[370181,370186,370189,370197,370205,370210,370215,370221,370241,370246,370251,370256,370261,370290,370301,370313,370319,370333,370338,370343,370348,370354,370543,370549],{"type":17,"tag":18,"props":370182,"children":370184},{"id":370183},"rest-vs-grpc-vs-graphql",[370185],{"type":23,"value":370175},{"type":17,"tag":25,"props":370187,"children":370188},{},[],{"type":17,"tag":29,"props":370190,"children":370191},{},[370192],{"type":17,"tag":33,"props":370193,"children":370194},{},[370195],{"type":23,"value":370196},"April 11, 2023",{"type":17,"tag":3414,"props":370198,"children":370199},{},[370200],{"type":17,"tag":29,"props":370201,"children":370202},{},[370203],{"type":23,"value":370204},"💡  How to choose the right API framework for your needs.",{"type":17,"tag":29,"props":370206,"children":370207},{},[370208],{"type":23,"value":370209},"Building a new application and confused about all of the API framework options?  You aren't alone.  There are a lot of options for you and your team to build your back-end and front-end APIs, so we will go through the options and compare them.  Don't worry we won't bring up SOAP/XML or any other older API technology.",{"type":17,"tag":29,"props":370211,"children":370212},{},[370213],{"type":23,"value":370214},"TLDR: Take a look at our comparison table at the end of this article.",{"type":17,"tag":68,"props":370216,"children":370218},{"id":370217},"rest-json-openapi",[370219],{"type":23,"value":370220},"REST, JSON & OpenAPI",{"type":17,"tag":29,"props":370222,"children":370223},{},[370224,370230,370232,370239],{"type":17,"tag":133,"props":370225,"children":370228},{"href":370226,"rel":370227},"https://en.wikipedia.org/wiki/Representational_state_transfer",[214],[370229],{"type":23,"value":123473},{"type":23,"value":370231}," is by far the most used API framework today and is used by front-ends to communicate to back-ends as well as micro-services.  It is based on HTTP and usually follows the ",{"type":17,"tag":133,"props":370233,"children":370236},{"href":370234,"rel":370235},"https://en.wikipedia.org/wiki/HATEOAS",[214],[370237],{"type":23,"value":370238},"HATEOAS",{"type":23,"value":370240}," concept.",{"type":17,"tag":29,"props":370242,"children":370243},{},[370244],{"type":23,"value":370245},"REST APIs use HTTP actions as 'verbs'.  HTTP GET is used to retrieve information while HTTP POST is usually used to create an object.",{"type":17,"tag":29,"props":370247,"children":370248},{},[370249],{"type":23,"value":370250},"You will see that we've used the word 'usually' a few times and that is because REST isn't really a framework and its rules are very loose. 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You call ",{"type":17,"tag":6121,"props":370267,"children":370269},{"className":370268},[],[370270],{"type":23,"value":370271},"/user",{"type":23,"value":370273}," to get the current user, then call ",{"type":17,"tag":6121,"props":370275,"children":370277},{"className":370276},[],[370278],{"type":23,"value":370279},"/todos",{"type":23,"value":370281}," to pick up their TODOs, then ",{"type":17,"tag":6121,"props":370283,"children":370285},{"className":370284},[],[370286],{"type":23,"value":370287},"/news",{"type":23,"value":370289}," to pick up your app's news, ...",{"type":17,"tag":29,"props":370291,"children":370292},{},[370293,370299],{"type":17,"tag":133,"props":370294,"children":370297},{"href":370295,"rel":370296},"https://graphql.org/",[214],[370298],{"type":23,"value":370260},{"type":23,"value":370300}," comes to the rescue by creating a powerful querying language which can also specify which fields and objects to return.",{"type":17,"tag":29,"props":370302,"children":370303},{},[370304,370306,370312],{"type":23,"value":370305},"While GraphQL has nowhere near the popularity of REST for BE \u003C> FE APIs, some large companies have moved to this framework, most notably ",{"type":17,"tag":133,"props":370307,"children":370310},{"href":370308,"rel":370309},"https://www.shopify.com/",[214],[370311],{"type":23,"value":37435},{"type":23,"value":54},{"type":17,"tag":68,"props":370314,"children":370316},{"id":370315},"grpc-protobuf",[370317],{"type":23,"value":370318},"gRPC & Protobuf",{"type":17,"tag":29,"props":370320,"children":370321},{},[370322,370324,370331],{"type":23,"value":370323},"The newest entrant into API frameworks is Google's ",{"type":17,"tag":133,"props":370325,"children":370328},{"href":370326,"rel":370327},"https://grpc.io/",[214],[370329],{"type":23,"value":370330},"gRPC",{"type":23,"value":370332},". 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But if you run it like REST with single object queries, then it will be just as slow.",{"type":17,"tag":7266,"props":370539,"children":370540},{},[370541],{"type":23,"value":370542},"✅ gRPC is by far the fastest option as the data is in binary and the results can be anything you want (and not just a single type of object as in  REST)",{"type":17,"tag":68,"props":370544,"children":370546},{"id":370545},"good-news",[370547],{"type":23,"value":370548},"Good News",{"type":17,"tag":29,"props":370550,"children":370551},{},[370552],{"type":23,"value":370553},"The good news is that Unified.to's APIs are accessible by all three API frameworks.",{"title":7,"searchDepth":1629,"depth":1629,"links":370555},[370556,370557,370558,370559,370560],{"id":370217,"depth":1629,"text":370220},{"id":125894,"depth":1629,"text":370260},{"id":370315,"depth":1629,"text":370318},{"id":370350,"depth":1629,"text":370353},{"id":370545,"depth":1629,"text":370548},"content:blog:rest_vs_grpc_vs_graphql.md","blog/rest_vs_grpc_vs_graphql.md","blog/rest_vs_grpc_vs_graphql",{"_path":370565,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":370566,"description":370567,"img":370568,"date":370569,"tag":12,"body":370570,"_type":1677,"_id":370714,"_source":1679,"_file":370715,"_stem":370716,"_extension":1682},"/blog/passthrough_api_a_new_way_to_connect_with_your_integrations","Passthrough API: A New Way to Connect with Your Integrations","If you are a developer who uses Unified.to to connect with various integrations, you might need to access additional data from the integration that Unified.to...","https://s3.us-east-2.amazonaws.com/unified-article-images/passthrough_api_a_new_way_to_connect_with_your_integrations-icon.jpg","2023-03-27T00:00:00.000Z",{"type":14,"children":370571,"toc":370710},[370572,370577,370580,370588,370600,370612,370618,370623,370661,370666,370672,370677,370700,370705],{"type":17,"tag":18,"props":370573,"children":370575},{"id":370574},"passthrough-api-a-new-way-to-connect-with-your-integrations",[370576],{"type":23,"value":370566},{"type":17,"tag":25,"props":370578,"children":370579},{},[],{"type":17,"tag":29,"props":370581,"children":370582},{},[370583],{"type":17,"tag":33,"props":370584,"children":370585},{},[370586],{"type":23,"value":370587},"March 27, 2023",{"type":17,"tag":29,"props":370589,"children":370590},{},[370591,370593,370598],{"type":23,"value":370592},"If you are a developer who uses ",{"type":17,"tag":133,"props":370594,"children":370596},{"href":212,"rel":370595},[214],[370597],{"type":23,"value":217},{"type":23,"value":370599}," to connect with various integrations, you might need to access additional data from the integration that Unified.to doesn't yet support. Sometimes, you need to access vendor-specific API endpoints or objects that are not supported by Unified.",{"type":17,"tag":29,"props":370601,"children":370602},{},[370603,370605,370610],{"type":23,"value":370604},"That's why we are excited to announce the launch of our Passthrough API, a new feature that allows you to call the integration's APIs directly but get partial benefit from ",{"type":17,"tag":133,"props":370606,"children":370608},{"href":212,"rel":370607},[214],[370609],{"type":23,"value":217},{"type":23,"value":370611},". With the Passthrough API, you can leverage your existing Unified.to connections and authentication with Unified.to, but access any API endpoint at the integration's API.",{"type":17,"tag":68,"props":370613,"children":370615},{"id":370614},"how-does-it-work",[370616],{"type":23,"value":370617},"How does it work?",{"type":17,"tag":29,"props":370619,"children":370620},{},[370621],{"type":23,"value":370622},"Passthrough API is very simple and straightforward. Here is how it works in a nutshell:",{"type":17,"tag":80,"props":370624,"children":370625},{},[370626,370631,370641,370651],{"type":17,"tag":84,"props":370627,"children":370628},{},[370629],{"type":23,"value":370630},"You send a request to Unified.to's Passthrough endpoint, specifying the connection_id, the integration's API path, and the HTTP method (GET, POST, PUT, PATCH, or DELETE), any data in the POST/PUT payload, and any URL query parameters.",{"type":17,"tag":84,"props":370632,"children":370633},{},[370634,370639],{"type":17,"tag":133,"props":370635,"children":370637},{"href":212,"rel":370636},[214],[370638],{"type":23,"value":217},{"type":23,"value":370640}," handles the authentication with the vendor using your existing connection credentials. You don't need to worry about tokens or keys.",{"type":17,"tag":84,"props":370642,"children":370643},{},[370644,370649],{"type":17,"tag":133,"props":370645,"children":370647},{"href":212,"rel":370646},[214],[370648],{"type":23,"value":217},{"type":23,"value":370650}," forwards your request data to the integration as is, including any headers or parameters.",{"type":17,"tag":84,"props":370652,"children":370653},{},[370654,370659],{"type":17,"tag":133,"props":370655,"children":370657},{"href":212,"rel":370656},[214],[370658],{"type":23,"value":217},{"type":23,"value":370660}," receives the response from the integration and returns it to you as is, including any headers or status codes.",{"type":17,"tag":29,"props":370662,"children":370663},{},[370664],{"type":23,"value":370665},"That's it! You can now access any vendor API that Unified.to doesn't support, as long as you have a valid connection with that vendor.",{"type":17,"tag":68,"props":370667,"children":370669},{"id":370668},"how-do-i-get-started",[370670],{"type":23,"value":370671},"How do I get started?",{"type":17,"tag":29,"props":370673,"children":370674},{},[370675],{"type":23,"value":370676},"If you want to try out Passthrough API, you can follow these steps:",{"type":17,"tag":80,"props":370678,"children":370679},{},[370680,370685,370690,370695],{"type":17,"tag":84,"props":370681,"children":370682},{},[370683],{"type":23,"value":370684},"Make sure you have a customer's connection with the integration you want to access through Passthrough API. You can check your connections in your Unified.to dashboard.",{"type":17,"tag":84,"props":370686,"children":370687},{},[370688],{"type":23,"value":370689},"Read the documentation for Passthrough API and learn how to format your requests and responses.",{"type":17,"tag":84,"props":370691,"children":370692},{},[370693],{"type":23,"value":370694},"Use your preferred tool or language to send a request to Unified.to's Passthrough endpoint with the required parameters.",{"type":17,"tag":84,"props":370696,"children":370697},{},[370698],{"type":23,"value":370699},"Receive the response from the vendor and process it as you wish.",{"type":17,"tag":29,"props":370701,"children":370702},{},[370703],{"type":23,"value":370704},"We hope you enjoy this new feature and find it useful for your projects. We are always looking for feedback and suggestions on how to improve our products and services. Please feel free to contact us if you have any questions or comments.",{"type":17,"tag":29,"props":370706,"children":370707},{},[370708],{"type":23,"value":370709},"We are excited to see what you are going to build with Passthrough API! 🚀",{"title":7,"searchDepth":1629,"depth":1629,"links":370711},[370712,370713],{"id":370614,"depth":1629,"text":370617},{"id":370668,"depth":1629,"text":370671},"content:blog:passthrough_api_a_new_way_to_connect_with_your_integrations.md","blog/passthrough_api_a_new_way_to_connect_with_your_integrations.md","blog/passthrough_api_a_new_way_to_connect_with_your_integrations",{"_path":370718,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":370719,"description":370720,"img":370721,"date":370722,"tag":6341,"body":370723,"_type":1677,"_id":370921,"_source":1679,"_file":370922,"_stem":370923,"_extension":1682},"/blog/how_to_register_a_workday_developer_app_and_get_oauth2_credentials","How to Register a Workday Developer App and Get OAUTH2 Credentials","As a developer of an application in the HR space, you absolutely need to have a Workday integration so that you can access your customers' data in the most...","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_register_a_workday_developer_app_and_get_oauth2_credentials-icon.png","2023-03-13T00:00:00.000Z",{"type":14,"children":370724,"toc":370915},[370725,370730,370733,370741,370746,370751,370757,370847,370859,370864,370882,370888],{"type":17,"tag":18,"props":370726,"children":370728},{"id":370727},"how-to-register-a-workday-developer-app-and-get-oauth2-credentials",[370729],{"type":23,"value":370719},{"type":17,"tag":25,"props":370731,"children":370732},{},[],{"type":17,"tag":29,"props":370734,"children":370735},{},[370736],{"type":17,"tag":33,"props":370737,"children":370738},{},[370739],{"type":23,"value":370740},"March 13, 2023",{"type":17,"tag":29,"props":370742,"children":370743},{},[370744],{"type":23,"value":370745},"As a developer of an application in the HR space, you absolutely need to have a Workday integration so that you can access your customers' data in the most popular HRIS vendor, Workday.",{"type":17,"tag":29,"props":370747,"children":370748},{},[370749],{"type":23,"value":370750},"Before you can use Unified.to's HRIS and ATS unified APIs with Workday, you must get your customer to generate Workday API credentials for your application.",{"type":17,"tag":68,"props":370752,"children":370754},{"id":370753},"register-a-new-api-client-in-workday",[370755],{"type":23,"value":370756},"Register a new API Client in Workday",{"type":17,"tag":6154,"props":370758,"children":370759},{},[370760,370765,370770,370808,370820,370825,370830,370842],{"type":17,"tag":84,"props":370761,"children":370762},{},[370763],{"type":23,"value":370764},"Sign-in to the Workday tenant",{"type":17,"tag":84,"props":370766,"children":370767},{},[370768],{"type":23,"value":370769},"Search for 'Register API Client for Integration' using the search bar",{"type":17,"tag":84,"props":370771,"children":370772},{},[370773,370775,370801,370804],{"type":23,"value":370774},"Fill out the requested inputs with the following example details:",{"type":17,"tag":6154,"props":370776,"children":370777},{},[370778,370786,370791,370796],{"type":17,"tag":84,"props":370779,"children":370780},{},[370781,370783],{"type":23,"value":370782},"Client Name; ",{"type":17,"tag":199669,"props":370784,"children":370785},{"application":7,"name":7},[],{"type":17,"tag":84,"props":370787,"children":370788},{},[370789],{"type":23,"value":370790},"Refresh Token Timeout; 0 days (ie. never)",{"type":17,"tag":84,"props":370792,"children":370793},{},[370794],{"type":23,"value":370795},"Non-Expiring Refresh Token: Checked",{"type":17,"tag":84,"props":370797,"children":370798},{},[370799],{"type":23,"value":370800},"Scope: Choose all of the permission scopes for the use-case.  Minimum should be Worker/Employee access",{"type":17,"tag":3891,"props":370802,"children":370803},{},[],{"type":17,"tag":6438,"props":370805,"children":370807},{"alt":6440,"src":370806},"https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_register_a_workday_developer_app_and_get_oauth2_credentials-0.png",[],{"type":17,"tag":84,"props":370809,"children":370810},{},[370811,370813,370816],{"type":23,"value":370812},"Once the API client has been registered, go to 'Related Actions' icon ⇒ 'API Client' ⇒ 'Manage Refresh Tokens for Integrations'",{"type":17,"tag":3891,"props":370814,"children":370815},{},[],{"type":17,"tag":6438,"props":370817,"children":370819},{"alt":6440,"src":370818},"https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_register_a_workday_developer_app_and_get_oauth2_credentials-1.png",[],{"type":17,"tag":84,"props":370821,"children":370822},{},[370823],{"type":23,"value":370824},"Remember the Client ID and Client Secret",{"type":17,"tag":84,"props":370826,"children":370827},{},[370828],{"type":23,"value":370829},"Enter the 'Integration System User (ISU)' in the Workday Account field. This ISU needs to have access to all of the resources that you need for the API.",{"type":17,"tag":84,"props":370831,"children":370832},{},[370833,370835,370838],{"type":23,"value":370834},"Check the \"Regenerate New Refresh Token\" box and click OK.",{"type":17,"tag":3891,"props":370836,"children":370837},{},[],{"type":17,"tag":6438,"props":370839,"children":370841},{"alt":6440,"src":370840},"https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_register_a_workday_developer_app_and_get_oauth2_credentials-2.png",[],{"type":17,"tag":84,"props":370843,"children":370844},{},[370845],{"type":23,"value":370846},"A new refresh token will be generated.  Remember that Refresh Token.",{"type":17,"tag":68,"props":370848,"children":370850},{"id":370849},"use-unifiedto-to-simplify-your-integrations-development",[370851,370852,370857],{"type":23,"value":33722},{"type":17,"tag":133,"props":370853,"children":370855},{"href":212,"rel":370854},[214],[370856],{"type":23,"value":217},{"type":23,"value":370858}," to Simplify your Integrations Development",{"type":17,"tag":29,"props":370860,"children":370861},{},[370862],{"type":23,"value":370863},"Using Workday APIs directly can be complex and time-consuming, especially if you want to integrate with multiple services or platforms. You will need to handle the authentication, the error handling, the rate limiting, the data mapping, and the synchronization logic for each integration.",{"type":17,"tag":29,"props":370865,"children":370866},{},[370867,370869,370874,370876,370880],{"type":23,"value":370868},"A simpler and faster alternative is to use ",{"type":17,"tag":133,"props":370870,"children":370872},{"href":42620,"rel":370871},[214],[370873],{"type":23,"value":217},{"type":23,"value":370875}," APIs for HRIS and ATS integrations. It provides a unified set of APIs, data-models, and ",{"type":17,"tag":133,"props":370877,"children":370878},{"href":4999},[370879],{"type":23,"value":5002},{"type":23,"value":370881}," for most of the HRIS and ATS integrations.",{"type":17,"tag":68,"props":370883,"children":370885},{"id":370884},"activate-workday-in-unifiedto",[370886],{"type":23,"value":370887},"Activate Workday in Unified.to",{"type":17,"tag":6154,"props":370889,"children":370890},{},[370891,370900,370905,370910],{"type":17,"tag":84,"props":370892,"children":370893},{},[370894,370895],{"type":23,"value":42939},{"type":17,"tag":133,"props":370896,"children":370898},{"href":329567,"rel":370897},[214],[370899],{"type":23,"value":341393},{"type":17,"tag":84,"props":370901,"children":370902},{},[370903],{"type":23,"value":370904},"Search for Workday",{"type":17,"tag":84,"props":370906,"children":370907},{},[370908],{"type":23,"value":370909},"Click on Activate on Workday",{"type":17,"tag":84,"props":370911,"children":370912},{},[370913],{"type":23,"value":370914},"Enter in the information from the previous step (client ID, secret, endpoints/URLs)",{"title":7,"searchDepth":1629,"depth":1629,"links":370916},[370917,370918,370920],{"id":370753,"depth":1629,"text":370756},{"id":370849,"depth":1629,"text":370919},"Use Unified.to to Simplify your Integrations Development",{"id":370884,"depth":1629,"text":370887},"content:blog:how_to_register_a_workday_developer_app_and_get_oauth2_credentials.md","blog/how_to_register_a_workday_developer_app_and_get_oauth2_credentials.md","blog/how_to_register_a_workday_developer_app_and_get_oauth2_credentials",{"_path":370925,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":370926,"description":370927,"img":370928,"date":370929,"tag":12,"body":370930,"_type":1677,"_id":371377,"_source":1679,"_file":371378,"_stem":371379,"_extension":1682},"/blog/an_overview_of_unified_apis","An Overview of Unified APIs","A unified API is an integration of multiple APIs into one service with one common interface and data-model.","https://s3.us-east-2.amazonaws.com/unified-article-images/an_overview_of_unified_apis-icon.png","2023-02-19T00:00:00.000Z",{"type":14,"children":370931,"toc":371356},[370932,370937,370940,370948,370953,370963,370968,370974,370980,370985,370990,370995,371001,371006,371012,371018,371027,371037,371047,371057,371070,371076,371081,371092,371097,371102,371107,371111,371116,371120,371138,371144,371149,371154,371160,371165,371171,371176,371182,371187,371205,371211,371216,371235,371247,371260,371273,371279,371284,371289,371294,371307,371341,371346],{"type":17,"tag":18,"props":370933,"children":370935},{"id":370934},"an-overview-of-unified-apis",[370936],{"type":23,"value":370926},{"type":17,"tag":25,"props":370938,"children":370939},{},[],{"type":17,"tag":29,"props":370941,"children":370942},{},[370943],{"type":17,"tag":33,"props":370944,"children":370945},{},[370946],{"type":23,"value":370947},"February 19, 2023",{"type":17,"tag":68,"props":370949,"children":370950},{"id":78628},[370951],{"type":23,"value":370952},"What is a Unified API?",{"type":17,"tag":29,"props":370954,"children":370955},{},[370956,370957,370961],{"type":23,"value":9619},{"type":17,"tag":133,"props":370958,"children":370959},{"href":7691},[370960],{"type":23,"value":7459},{"type":23,"value":370962}," is an integration of multiple APIs into one service with one common interface and data-model.",{"type":17,"tag":29,"props":370964,"children":370965},{},[370966],{"type":23,"value":370967},"The benefit of using a unified API is that it allows you to leverage the best features from each individual API without having to build out your own custom integration into each one.\nA popular use case for unified APIs is when you want to access your customers' CRM data in your application, but don't want to spend time building out all the different CRM platforms individually. Instead, you can use one unified API that supports all major CRM vendors like Salesforce, HubSpot, and PipeDrive.",{"type":17,"tag":68,"props":370969,"children":370971},{"id":370970},"what-are-the-benefits-of-using-a-unified-api",[370972],{"type":23,"value":370973},"What Are the Benefits of Using a Unified API?",{"type":17,"tag":239,"props":370975,"children":370977},{"id":370976},"faster-development",[370978],{"type":23,"value":370979},"Faster development:",{"type":17,"tag":29,"props":370981,"children":370982},{},[370983],{"type":23,"value":370984},"Unified APIs enable developers to create new applications and services more quickly, so they can get to market faster.",{"type":17,"tag":239,"props":370986,"children":370988},{"id":370987},"reduced-complexity",[370989],{"type":23,"value":332902},{"type":17,"tag":29,"props":370991,"children":370992},{},[370993],{"type":23,"value":370994},"Unified APIs allow you to use one set of tools for all your data needs, instead of having multiple systems that need to be integrated and maintained separately.",{"type":17,"tag":239,"props":370996,"children":370998},{"id":370997},"increased-total-addressable-market",[370999],{"type":23,"value":371000},"Increased Total Addressable Market:",{"type":17,"tag":29,"props":371002,"children":371003},{},[371004],{"type":23,"value":371005},"By supporting the largest number of 3rd-party vendors, you expand your total addressable market by enlarging your user-base that can use your application.",{"type":17,"tag":68,"props":371007,"children":371009},{"id":371008},"what-to-look-for-in-a-unified-api",[371010],{"type":23,"value":371011},"What to look for in a Unified API?",{"type":17,"tag":239,"props":371013,"children":371015},{"id":371014},"abstraction-unification",[371016],{"type":23,"value":371017},"Abstraction & Unification",{"type":17,"tag":29,"props":371019,"children":371020},{},[371021,371025],{"type":17,"tag":48,"props":371022,"children":371023},{},[371024],{"type":23,"value":261107},{"type":23,"value":371026}," A Unified API needs to have unified/common API endpoints for specific categories of integrations.  That sounds obvious given the 'Unified API' term, but most API solutions actually do not offer this.  An API to get a list of CRM contacts should be the exact same regardless of which integration that it is getting data from (eg. Salesforce vs Hubspot).",{"type":17,"tag":29,"props":371028,"children":371029},{},[371030,371035],{"type":17,"tag":48,"props":371031,"children":371032},{},[371033],{"type":23,"value":371034},"Data-Models:",{"type":23,"value":371036}," Not only must API endpoints be unified, but the data models used by those APIs must be unified as well.  A CRM contact object returned from Hubspot should have the same structure as a CRM contact object returned from Salesforce.  The number of fields in those common/unified objects should be sufficient to satisfy your use case.",{"type":17,"tag":29,"props":371038,"children":371039},{},[371040,371045],{"type":17,"tag":48,"props":371041,"children":371042},{},[371043],{"type":23,"value":371044},"Authentication:",{"type":23,"value":371046}," The method to authorize access to your customer's data in third-party vendors needs to be simple to use and unified for all integrations.  Common information for the integration should be readily available so that your application can display it natively or the vendor should have an authentication widget.",{"type":17,"tag":29,"props":371048,"children":371049},{},[371050,371055],{"type":17,"tag":48,"props":371051,"children":371052},{},[371053],{"type":23,"value":371054},"Permission Scopes:",{"type":23,"value":371056}," Along with common/unified authentication, there should be a mechanism for abstracted permission scopes so that you do not need to research each vendor's OAUTH2 scopes for your use case",{"type":17,"tag":29,"props":371058,"children":371059},{},[371060,371068],{"type":17,"tag":48,"props":371061,"children":371062},{},[371063,371067],{"type":17,"tag":133,"props":371064,"children":371065},{"href":4999},[371066],{"type":23,"value":43896},{"type":23,"value":20456},{"type":23,"value":371069}," Finally, while some vendors support webhooks, most do not.  A Unified API solution should abstract all of the complexities of handling those vendors that do not support webhooks and provide a unified webhook experience.",{"type":17,"tag":239,"props":371071,"children":371073},{"id":371072},"ease-of-implementation-and-maintenance",[371074],{"type":23,"value":371075},"Ease of implementation and Maintenance:",{"type":17,"tag":29,"props":371077,"children":371078},{},[371079],{"type":23,"value":371080},"How fast can you build a prototype using the Unified API?  How fast can you scale that implementation in your production environment?",{"type":17,"tag":29,"props":371082,"children":371083},{},[371084,371086,371090],{"type":23,"value":371085},"Do they provide rich detailed ",{"type":17,"tag":133,"props":371087,"children":371088},{"href":129820},[371089],{"type":23,"value":353269},{"type":23,"value":371091},"? Do they have API Explorers that allow you to test each of the APIs?",{"type":17,"tag":29,"props":371093,"children":371094},{},[371095],{"type":23,"value":371096},"Do they support a modern, easy, and logical API endpoint path format that makes it easy to build and understand?",{"type":17,"tag":29,"props":371098,"children":371099},{},[371100],{"type":23,"value":371101},"Will you need to handle any external connections to vendors that isn't handled by the Unified API vendor?",{"type":17,"tag":29,"props":371103,"children":371104},{},[371105],{"type":23,"value":371106},"Will you need to rebuild or update your integration into the Unified API vendor when they release a new version?",{"type":17,"tag":239,"props":371108,"children":371109},{"id":94791},[371110],{"type":23,"value":260832},{"type":17,"tag":29,"props":371112,"children":371113},{},[371114],{"type":23,"value":371115},"You want to make sure that the unified API vendor that you choose has a good track record of keeping data safe and secure and has processes in place.",{"type":17,"tag":29,"props":371117,"children":371118},{},[371119],{"type":23,"value":104307},{"type":17,"tag":80,"props":371121,"children":371122},{},[371123,371128,371133],{"type":17,"tag":84,"props":371124,"children":371125},{},[371126],{"type":23,"value":371127},"do they encrypt their database, especially for OAUTH2 client credentials (clientId/clientSecret)?",{"type":17,"tag":84,"props":371129,"children":371130},{},[371131],{"type":23,"value":371132},"can they store your customers' access tokens in an external secure external storage (eg. AWS Secure Manager)?",{"type":17,"tag":84,"props":371134,"children":371135},{},[371136],{"type":23,"value":371137},"do they store any of your customers' 3rd-party data at all or do they just have that data transit through their systems?",{"type":17,"tag":239,"props":371139,"children":371141},{"id":371140},"reliability",[371142],{"type":23,"value":371143},"Reliability:",{"type":17,"tag":29,"props":371145,"children":371146},{},[371147],{"type":23,"value":371148},"Your app needs to be able to rely on the Unified API provider being there when it needs it, so look for a company that has an SLA and process to notify its customers when something isn't right. Where is the Unified API vendor hosted and how have they scaled their system?",{"type":17,"tag":29,"props":371150,"children":371151},{},[371152],{"type":23,"value":371153},"Does the Unified API vendor know when a third-party vendor connection isn't working before your customer does?",{"type":17,"tag":239,"props":371155,"children":371157},{"id":371156},"scalability",[371158],{"type":23,"value":371159},"Scalability:",{"type":17,"tag":29,"props":371161,"children":371162},{},[371163],{"type":23,"value":371164},"When your app becomes popular, then you'll need an API that can scale with demand — otherwise, your users will have trouble accessing the service or worse yet get frustrated with slow response times as traffic increases.",{"type":17,"tag":239,"props":371166,"children":371168},{"id":371167},"customization-branding",[371169],{"type":23,"value":371170},"Customization & Branding:",{"type":17,"tag":29,"props":371172,"children":371173},{},[371174],{"type":23,"value":371175},"Because Unified API companies are providing an underlying technology for you to better build your application, their technology needs to be hidden to your users.  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If you are a developer who wants to...","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_register_a_highlevel_developer_app_and_get_oauth2_credentials-icon.png",{"type":14,"children":371854,"toc":372044},[371855,371860,371863,371870,371875,371880,371886,371897,371902,371908,371913,371918,371924,371929,371934,371972,371977,371990,371995,372012,372018],{"type":17,"tag":18,"props":371856,"children":371858},{"id":371857},"how-to-register-a-highlevel-developer-app-and-get-oauth2-credentials",[371859],{"type":23,"value":371850},{"type":17,"tag":25,"props":371861,"children":371862},{},[],{"type":17,"tag":29,"props":371864,"children":371865},{},[371866],{"type":17,"tag":33,"props":371867,"children":371868},{},[371869],{"type":23,"value":371403},{"type":17,"tag":29,"props":371871,"children":371872},{},[371873],{"type":23,"value":371874},"HighLevel is a powerful platform that helps you create and manage marketing campaigns, sales funnels, websites, and more. If you are a developer who wants to build data integrations for your SaaS software, you need to register a HighLevel developer app and get credentials to access the HighLevel API.",{"type":17,"tag":29,"props":371876,"children":371877},{},[371878],{"type":23,"value":371879},"In this article, I will show you how to do that step by step.",{"type":17,"tag":68,"props":371881,"children":371883},{"id":371882},"step-1-create-a-highlevel-account",[371884],{"type":23,"value":371885},"Step 1: Create a HighLevel Account",{"type":17,"tag":29,"props":371887,"children":371888},{},[371889,371891],{"type":23,"value":371890},"If you don't have a HighLevel account yet, you need to create one first. You can sign up for a free 14-day trial here: ",{"type":17,"tag":133,"props":371892,"children":371895},{"href":371893,"rel":371894},"https://www.gohighlevel.com/",[214],[371896],{"type":23,"value":371893},{"type":17,"tag":29,"props":371898,"children":371899},{},[371900],{"type":23,"value":371901},"Once you have an account, you can log in to your HighLevel dashboard and click on the \"Settings\" icon on the top right corner.",{"type":17,"tag":68,"props":371903,"children":371905},{"id":371904},"step-2-go-to-the-developer-portal",[371906],{"type":23,"value":371907},"Step 2: Go to the Developer Portal",{"type":17,"tag":29,"props":371909,"children":371910},{},[371911],{"type":23,"value":371912},"On the settings page, you will see a menu on the left side. 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If you are going to use Unified.to, then this needs to be ",{"type":17,"tag":6121,"props":371968,"children":371970},{"className":371969},[],[371971],{"type":23,"value":42417},{"type":17,"tag":29,"props":371973,"children":371974},{},[371975],{"type":23,"value":371976},"After filling out the required fields, click on the \"Create App\" button to submit your app for approval.",{"type":17,"tag":68,"props":371978,"children":371980},{"id":371979},"step-4-how-to-use-unifiedto-apis-for-salesflare-integration",[371981,371983,371988],{"type":23,"value":371982},"Step 4: How to Use ",{"type":17,"tag":133,"props":371984,"children":371986},{"href":212,"rel":371985},[214],[371987],{"type":23,"value":217},{"type":23,"value":371989}," APIs for Salesflare Integration?",{"type":17,"tag":29,"props":371991,"children":371992},{},[371993],{"type":23,"value":371994},"Using HighLevel APIs directly can be complex and time-consuming, especially if you want to integrate with multiple services or platforms. 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If you are also going to use Salesforce to sign-in your users into your application, then also set the ",{"type":17,"tag":6121,"props":372302,"children":372304},{"className":372303},[],[372305],{"type":23,"value":98191},{"type":23,"value":302664},{"type":17,"tag":6121,"props":372308,"children":372310},{"className":372309},[],[372311],{"type":23,"value":98204},{"type":23,"value":302664},{"type":17,"tag":6121,"props":372314,"children":372316},{"className":372315},[],[372317],{"type":23,"value":62666},{"type":23,"value":372319},"scopes.",{"type":17,"tag":3891,"props":372321,"children":372322},{},[],{"type":17,"tag":6438,"props":372324,"children":372326},{"alt":6440,"src":372325},"https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_register_a_salesforce_developer_app_and_get_oauth_2_credentials-1.png",[],{"type":17,"tag":84,"props":372328,"children":372329},{},[372330,372332],{"type":23,"value":372331},"Next, enable the following options for you app:",{"type":17,"tag":6154,"props":372333,"children":372334},{},[372335,372340,372345,372350],{"type":17,"tag":84,"props":372336,"children":372337},{},[372338],{"type":23,"value":372339},"Enable Authorization Code and Credentials Flow",{"type":17,"tag":84,"props":372341,"children":372342},{},[372343],{"type":23,"value":372344},"Require user credentials in the POST body for Authorization Code and Credentials Flow",{"type":17,"tag":84,"props":372346,"children":372347},{},[372348],{"type":23,"value":372349},"Require Secret for Web Server Flow",{"type":17,"tag":84,"props":372351,"children":372352},{},[372353],{"type":23,"value":372354},"Require Secret for Refresh Token Flow",{"type":17,"tag":84,"props":372356,"children":372357},{},[372358,372360,372363],{"type":23,"value":372359},"Do NOT enable CODE CHALLENGE (Require Proof Key for Code Exchange (PKCE) Extension for Supported Authorization Flows)",{"type":17,"tag":3891,"props":372361,"children":372362},{},[],{"type":17,"tag":6438,"props":372364,"children":372366},{"alt":6440,"src":372365},"https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_register_a_salesforce_developer_app_and_get_oauth_2_credentials-2.png",[],{"type":17,"tag":84,"props":372368,"children":372369},{},[372370,372371],{"type":23,"value":6629},{"type":17,"tag":48,"props":372372,"children":372373},{},[372374],{"type":23,"value":42125},{"type":17,"tag":84,"props":372376,"children":372377},{},[372378,372380,372385,372387,372392,372393,372396],{"type":23,"value":372379},"Next click ",{"type":17,"tag":48,"props":372381,"children":372382},{},[372383],{"type":23,"value":372384},"Edit",{"type":23,"value":372386}," under ",{"type":17,"tag":48,"props":372388,"children":372389},{},[372390],{"type":23,"value":372391},"Policies",{"type":23,"value":146710},{"type":17,"tag":3891,"props":372394,"children":372395},{},[],{"type":17,"tag":6438,"props":372397,"children":372399},{"alt":6440,"src":372398},"https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_register_a_salesforce_developer_app_and_get_oauth_2_credentials-3.png",[],{"type":17,"tag":84,"props":372401,"children":372402},{},[372403,372405,372409,372412],{"type":23,"value":372404},"Set 'Refresh token is valid until revoked' and click ",{"type":17,"tag":48,"props":372406,"children":372407},{},[372408],{"type":23,"value":169347},{"type":17,"tag":3891,"props":372410,"children":372411},{},[],{"type":17,"tag":6438,"props":372413,"children":372415},{"alt":6440,"src":372414},"https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_register_a_salesforce_developer_app_and_get_oauth_2_credentials-4.png",[],{"type":17,"tag":84,"props":372417,"children":372418},{},[372419,372421,372426,372427,372430],{"type":23,"value":372420},"Lastly, go to Settings tab and retrieve you 'Consumer Key' (client ID) and 'Consumer Secret' (client secret).You will need these credentials to activate your Salesforce integration in ",{"type":17,"tag":133,"props":372422,"children":372424},{"href":212,"rel":372423},[214],[372425],{"type":23,"value":217},{"type":23,"value":54},{"type":17,"tag":3891,"props":372428,"children":372429},{},[],{"type":17,"tag":6438,"props":372431,"children":372433},{"alt":6440,"src":372432},"https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_register_a_salesforce_developer_app_and_get_oauth_2_credentials-5.png",[],{"type":17,"tag":68,"props":372435,"children":372437},{"id":372436},"step-2-use-unifiedto-to-simplify-integration-development",[372438],{"type":23,"value":372439},"Step 2: Use Unified.to to Simplify Integration Development",{"type":17,"tag":29,"props":372441,"children":372442},{},[372443],{"type":23,"value":372444},"Using Salesforce APIs directly can be a complex and time-consuming process, especially if you plan to integrate with other leading CRM platforms like HubSpot, ActiveCampaign, and Copper. 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Add all the CRM integrations on your roadmap in a matter of hours.",{"type":17,"tag":68,"props":372456,"children":372458},{"id":372457},"step-3-activate-salesforce-in-unifiedto-for-unifiedto-users",[372459],{"type":23,"value":372460},"Step 3: Activate Salesforce in Unified.to (for Unified.to users)",{"type":17,"tag":6154,"props":372462,"children":372463},{},[372464,372483,372498,372508],{"type":17,"tag":84,"props":372465,"children":372466},{},[372467,372473,372475],{"type":17,"tag":133,"props":372468,"children":372470},{"href":1612,"rel":372469},[214],[372471],{"type":23,"value":372472},"Log in",{"type":23,"value":372474}," and navigate to ",{"type":17,"tag":133,"props":372476,"children":372478},{"href":329567,"rel":372477},[214],[372479],{"type":17,"tag":48,"props":372480,"children":372481},{},[372482],{"type":23,"value":341393},{"type":17,"tag":84,"props":372484,"children":372485},{},[372486,372488,372492,372494],{"type":23,"value":372487},"Use the search bar or click the ",{"type":17,"tag":48,"props":372489,"children":372490},{},[372491],{"type":23,"value":25731},{"type":23,"value":372493}," tab to select ",{"type":17,"tag":48,"props":372495,"children":372496},{},[372497],{"type":23,"value":3179},{"type":17,"tag":84,"props":372499,"children":372500},{},[372501,372502,372506],{"type":23,"value":6629},{"type":17,"tag":48,"props":372503,"children":372504},{},[372505],{"type":23,"value":6634},{"type":23,"value":372507}," on Salesforce",{"type":17,"tag":84,"props":372509,"children":372510},{},[372511],{"type":23,"value":372512},"Enter the information from the previous step (client ID, client secret)",{"type":17,"tag":29,"props":372514,"children":372515},{},[372516],{"type":23,"value":372517},"Once you've activated Salesforce along with other integrations, you'll be able to add integrations to your product using our low-code authorization UI embed.",{"type":17,"tag":68,"props":372519,"children":372520},{"id":363394},[372521],{"type":23,"value":363397},{"type":17,"tag":29,"props":372523,"children":372524},{},[372525,372526,372534,372535,372544,372545,372553],{"type":23,"value":363402},{"type":17,"tag":133,"props":372527,"children":372529},{"href":42620,"rel":372528},[214],[372530],{"type":17,"tag":48,"props":372531,"children":372532},{},[372533],{"type":23,"value":217},{"type":23,"value":363412},{"type":17,"tag":133,"props":372536,"children":372539},{"href":372537,"rel":372538},"https://app.unified.to/login?utm_source=blog&utm_medium=blog_signup_salesforce&utm_campaign=blog_signup&utm_id=blog_signup",[214],[372540],{"type":17,"tag":48,"props":372541,"children":372542},{},[372543],{"type":23,"value":363421},{"type":23,"value":226472},{"type":17,"tag":133,"props":372546,"children":372548},{"href":363425,"rel":372547},[214],[372549],{"type":17,"tag":48,"props":372550,"children":372551},{},[372552],{"type":23,"value":363432},{"type":17,"tag":48,"props":372554,"children":372555},{},[372556],{"type":23,"value":54},{"title":7,"searchDepth":1629,"depth":1629,"links":372558},[372559,372560,372561,372562,372563],{"id":372114,"depth":1629,"text":372117},{"id":372153,"depth":1629,"text":372156},{"id":372436,"depth":1629,"text":372439},{"id":372457,"depth":1629,"text":372460},{"id":363394,"depth":1629,"text":363397},"content:blog:how_to_register_a_salesforce_developer_app_and_get_oauth_2_credentials.md","blog/how_to_register_a_salesforce_developer_app_and_get_oauth_2_credentials.md","blog/how_to_register_a_salesforce_developer_app_and_get_oauth_2_credentials",{"_path":372568,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":372569,"description":372570,"img":372571,"date":371385,"tag":6341,"body":372572,"_type":1677,"_id":372786,"_source":1679,"_file":372787,"_stem":372788,"_extension":1682},"/blog/how_to_register_a_zendesksell_developer_app_and_get_oauth2_credentials","How to Register a ZendeskSell Developer App and Get OAUTH2 Credentials","If you are a developer who wants to build data integrations for your SaaS software, you might be interested in using the ZendeskSell API. The ZendeskSell API...","https://s3.us-east-2.amazonaws.com/unified-article-images/how_to_register_a_zendesksell_developer_app_and_get_oauth2_credentials-icon.svg",{"type":14,"children":372573,"toc":372778},[372574,372579,372582,372589,372594,372599,372605,372617,372622,372627,372639,372649,372654,372672,372677,372682,372688,372693,372698,372711,372716,372728,372733,372748,372752],{"type":17,"tag":18,"props":372575,"children":372577},{"id":372576},"how-to-register-a-zendesksell-developer-app-and-get-oauth2-credentials",[372578],{"type":23,"value":372569},{"type":17,"tag":25,"props":372580,"children":372581},{},[],{"type":17,"tag":29,"props":372583,"children":372584},{},[372585],{"type":17,"tag":33,"props":372586,"children":372587},{},[372588],{"type":23,"value":371403},{"type":17,"tag":29,"props":372590,"children":372591},{},[372592],{"type":23,"value":372593},"If you are a developer who wants to build data integrations for your SaaS software, you might be interested in using the ZendeskSell API. The ZendeskSell API allows you to access and manipulate data from ZendeskSell, a powerful CRM platform that helps you manage your sales pipeline, contacts, deals, and tasks.",{"type":17,"tag":29,"props":372595,"children":372596},{},[372597],{"type":23,"value":372598},"However, before you can use the ZendeskSell API, you need to register a developer app and get credentials. In this article, I will show you how to do that in a few simple steps.",{"type":17,"tag":68,"props":372600,"children":372602},{"id":372601},"step-1-create-a-zendesksell-account",[372603],{"type":23,"value":372604},"Step 1: Create a ZendeskSell account",{"type":17,"tag":29,"props":372606,"children":372607},{},[372608,372610],{"type":23,"value":372609},"If you don't have a ZendeskSell account yet, you need to create one first. You can sign up for a free trial here: ",{"type":17,"tag":133,"props":372611,"children":372614},{"href":372612,"rel":372613},"https://www.zendesk.com/register/",[214],[372615],{"type":23,"value":372616},"https://www.zendesk.com/register/?source=zendesk_sell",{"type":17,"tag":29,"props":372618,"children":372619},{},[372620],{"type":23,"value":372621},"Once you have created your account, you can log in to your ZendeskSell dashboard and access the settings menu.",{"type":17,"tag":68,"props":372623,"children":372624},{"id":369458},[372625],{"type":23,"value":372626},"Step 2: Register a developer app",{"type":17,"tag":29,"props":372628,"children":372629},{},[372630,372632,372637],{"type":23,"value":372631},"To register a developer app, you need to go to the Admin Settings and click on \"APIs > Zendesk APIs\" and then on '",{"type":17,"tag":133,"props":372633,"children":372634},{"href":779},[372635],{"type":23,"value":372636},"Oauth",{"type":23,"value":372638}," Clients'. Then, you need to click on the \"Add OAUTH2 Client\" button and fill in the required information.",{"type":17,"tag":29,"props":372640,"children":372641},{},[372642,372644],{"type":23,"value":372643},"You need to provide a name, a description, a logo URL, and a redirect URI for your app. The redirect URI is the URL where ZendeskSell will send the authorization code after the user grants permission to your app. You can use any URL that you control, but it must match the one you will use in your code later. If you are going to use Unified.to, then this needs to be ",{"type":17,"tag":6121,"props":372645,"children":372647},{"className":372646},[],[372648],{"type":23,"value":42417},{"type":17,"tag":29,"props":372650,"children":372651},{},[372652],{"type":23,"value":372653},"You also need to select the scopes that your app will need to access the ZendeskSell data. The scopes are the permissions that define what your app can do with the ZendeskSell API. 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