Overview
This article is a listing of all integration project & API-related help center articles organized into a few logical groupings. It was written for quick/easy access to all materials.
Overview Video
The video walks through the content presented in this article (including additional commentary).
Listing of Articles
The CIMcloud API (How To / How It Works)
These articles provide details on the CIMcloud API itself, including what it does and how it works.
- API: The CIMcloud API Introduction
- This article provides an overview of the CIMcloud API. It covers the following topics: “API” Defined (a Few Concepts)…
- API: Framework/Technical Overview (with Example POSTs/GETs)
- This article provides a technical overview of the CIMcloud API Framework with examples. This article is intended to be…
- API: GET Filtering (Using Searchstrings)
- This article provides technical details on how to filter the data records returned when making a GET call to…
Integration Projects: General & Overview Information
These articles provide a general overview of integration projects and best practices.
- API: Integration Reference Guide (Using the CIMcloud API)
- This provides a general overview of how you can use the CIMcloud API to integrate CIMcloud with other software…
- API: Types of Software Integrations (Simple and Complex)
- This article introduces two general types of software integrations / integration projects. These are just made up classifications to…
- API: Two Foundational Steps To Take on Integration Projects
- This article introduces two foundational steps to take on complex integration projects (typically projects involving the CIMcloud API). Taking…
Projects: Specific Playbooks
These articles provide playbooks (best practices, steps, tools, and know-how) for specific types of integration projects, involving the CIMcloud API, that are commonly requested.
- API Playbook: Integrate Your ERP with CIMcloud Introduction (BYOS)
- This article provides an overview of how you can integrate your ERP (accounting software) system with CIMcloud using CIMcloud’s…
- API Playbook: Integrating a New ERP System (with Existing CIMcloud via BYOS and API)
- Are you replacing the ERP / accounting software system that your company uses? This article serves as a playbook…
- API Playbook: Integrating an Existing ERP System (New to CIMcloud via BYOS and API)
- Are you new to CIMcloud and wanting to integrate with an ERP that CIMcloud does not have a standard connector for? This article serves as a playbook…
- Article coming soon…
- Ecommerce Site (i.e. Shopify, Big Commerce, Magento, etc) Integrations
- The CIMcloud API can be used to to make integrations (sharing data) between your ERP accounting system and any retail ecommerce platforms you use…
- Article coming soon…
- Customer Integrations (Your Big Customers Can Integrate with You)
- If you have larger or more sophisticated customers that want to integrate their systems with yours, you can leverage the CIMcloud platform and API to allow you to…
- Article coming soon…
Projects: Team / Roles (The People That Do the Work)
These articles provide more details on critical roles that need to be filled when assembling a team to complete a complex integration project involving the CIMcloud API.
- API: The Team (Critical Roles to Fill On An Integration Project)
- This articles covers the eight (8) critical roles (a.k.a. hats or job functions) that need to be filled for…
- The Solution Architect Role
- The Solution Architect Role is responsible for designing a technical strategy or solution that will work (it matches business…
- The Program Manager Role
- The Program Manager role (also referred to as a “hat” or “job function”) is the single most critical role…
- The Project Manager Role
- The Project Manager is responsible for delivering the project goal (scope) on time and on budget. Key Responsibilities Lots…
Projects: Tools / Documents (for Designing, Planning, Managing the Work)
These articles provide examples and explanations of a few key tools, that when used on complex integration projects involving the CIMcloud API, can dramatically increase your chance of success.
- API: The Tools (Key Tools/Documents to Use on An Integration Project)
- This article covers a list of recommended tools (documents) designed to help you plan and track the work on…
- API: The Data Mapping Sheet
- This article provides details on the Data Mapping Sheet, which is one of the key tools / documents involved…
- API: The Live Data Take-over Plan
- This article provides details on the Live Data Take-over Plan, which is one of the key tools / documents…
- API: The Technical Strategy & Plan
- This article provides details on the Technical Strategy & Plan document, which is one of the key tools /…
- API: Project Tracking Tool Example (for a Complex Integration)
- This article provides an example of a simple(ish) project tracking tool for a complex integration project (using the CIMcloud…