Overview
The General section in AppVentory offers a consolidated view of all system-wide integrations, allowing organizations to centralize connectivity with essential third-party services. This enables seamless data flow between AppVentory and external tools, reducing manual effort, improving accuracy, and powering real-time visibility and insights across customizable dashboards.
Integrations in the General section are designed to streamline the setup and synchronization of key enterprise systems. Integration with identity, accounting, email, and CRM platforms enables automated data ingestion, AI-powered app insights, widget-based performance tracking, and streamlined communication workflows.
Purpose
- Automate and enhance application discovery through identity providers
- Enable precise app spend tracking by syncing accounting data
- Power customizable widgets with real-time data
- Identify underperforming tools through the Problematic Apps widget
- Detect and reduce redundant software using Overlapping App Detection (Beta)
- Improve client communications through connected email platforms
- Centralize CRM data to support campaign tracking and engagement segmentation
- Eliminate duplicate data entry across systems
Integration Categories and Supported Platforms
Identity Providers
Integration. with identity providers supports access to appa and user data from organizational authentication systems, enabling accurate usage tracking and performance-based dashboard insights. This facilitates accurate user-to-app mapping and simplifies app usage tracking.
G Suite
Google Workspace integration connects organizational Google accounts to AppVentory, allowing seamless import of user and application data. Once active, it ensures continuous synchronization, centralizes visibility of app usage, and supports tracking through dedicated tabs like Overview, Sync History and Activities.
Click here for more information.
Microsoft Entra ID
Microsoft Entra ID integration functions similarly to "Google Workspace", offering seamless import of user and app data into AppVentory. Once connected, it continuously syncs data from linked Microsoft accounts and provides detailed visibility through tabs like Overview, Sync History, and Activities, supporting efficient identity and access management.
Click here for more information
Okta
The Okta Integration in AppVentory enables seamless synchronization of application assignments from Okta, providing organizations with centralized visibility into identity-managed SaaS applications. By connecting to Okta, AppVentory automatically fetches user-to-application relationships, allowing for streamlined governance, improved oversight of app usage, and better decision-making around software provisioning and ownership.
Click here for more information
Coming Soon: One Login, JumpCloud
Accounting Software
Integration with accounting software retrieves transaction-level data to power app spend analytics, populate savings suggestions, and support Overlapping App Detection (Beta). By syncing expense and billing records, users can identify redundant tools, evaluate ROI, and optimize budgeting.
Xero
The Xero integration for AppVentory streamlines expense tracking by pulling real-time spend data directly from Xero. This allows organizations to easily identify which applications are linked to specific transactions. With a convenient "Connect Now" button, ongoing data syncing is effortless, making it an ideal solution for businesses already utilizing Xero for their expense management needs.
Click here for more information
QuickBooks
The Intuit integration, mirroring the functionality of Xero, directly imports transaction data from QuickBooks, facilitating efficient mapping and analysis of software expenditure. Its quick setup is enabled by a "Connect Now" button conveniently located on the Spend Overview screen.
Click here for more information
FreshBooks
FreshBooks is a user-friendly, cloud-based accounting software designed for small businesses, freelancers and self-employed professionals. It simplifies financial management by offering a suite of core features, including professional invoicing, automated expenses tracking, and integrated time tracking. FreshBooks helps service-based business manage their finances efficiently from any device, ultimately freeing up time to focus on their primary work.
Click here for more information
Sage
Sage integration with AppVentory provides a streamlined method of importing spend records directly into the system. Expense categorization is limited to expense accounts, ensuring clarity in financial reporting. The integration ultimately improves efficiency, accuracy, and control over expense management within AppVentory.
Click here for more information
Coming Soon: Oracle NetSuite, Myob, FreeAgent, Iplicit, and Microsoft Dynamics.
Customer Relationship Management (CRM)
CRM integrations allow direct import of client data into AppVentory, enhancing campaign segmentation, client management, and engagement tracking within the platform.
Note: The CRM Software Application is only accessible when the "Try Practice" button is clicked, meaning it is available exclusively in the Practice/ Advisor version.
Xero Practice Manager (XPM)
Xero Practice Manager (XPM) is a cloud-based practice management solution tailored for accountants, bookkeepers, and professional service firms. The platform provides tools for client management, workflow tracking, job scheduling, time recording, and invoicing. By centralizing client data and streamlining practice operations, XPM enables professional firms to improve efficiency, maintain compliance, and deliver consistent client service.
Click here for more information
Coming Soon: HubSpot, and Salesforce
Email Providers
Email provider integrations support outbound communications, campaign outreach, and automated engagement messaging. Syncing email systems supports tracking engagement and managing outreach efficiently.
SendGrid
SendGrid is an email delivery service that enables secure, reliable and scalable email communications. Integrating SendGrid with AppVentory supports automated email notifications such as invitations, campaigns and client onboarding confirmations.
Click here for more information
MailChimp
The Intuit MailChimp integration enables email delivery from AppVentory using a configured domain and sender email through MailChimp’s infrastructure. This improves brand consistency, increases deliverability rates, and allows full control over outbound email communications. Only one email delivery integration can be active in AppEntry at any given time. Any existing integration must be deactivated before enabling Intuit MailChimp.
Click here for more information
Coming Soon: Klaviyo
How to Use
From the General > Integrations tab:
- Locate the desired integration under the appropriate category.
- Click Connect Now for supported platforms.
- Follow the authentication flow and grant the necessary permissions.
- After authentication, relevant data is synced automatically and becomes available across dashboards and analytics features.
Recommendation
- Prioritze connecting identity and accounting platforms for immediate data availability.
- Monitor integration status regularly to maintain accuracy of widget insights and detection features.
- Connect CRM and email platforms to enrich campaign functionality and improve engagement tracking.
- Review upcoming integrations to plan for broader connectivity.
If you need further assistance, please contact our dedicated customer support team at support@appventory.com, who will assist you with anything else you need. We take pride in providing exceptional service experiences, and our commitment to client satisfaction is at the heart of everything we do.
