Integrations · API · automation

Configured, never hard-coded.

A visual integration builder with a ten-system catalog plus generic REST and CSV, AI-proposed field mapping with a dry run, signed webhooks with delivery logs and bounded retry, API keys on a versioned API, notification channels with a rules engine, and a configurable workflow engine with e-sign gates. An OpenAPI 3.1 spec generated live from the router feeds Redoc documentation, a Postman collection and SDK stubs, and QuickBooks Online / Xero connections push invoices, credit notes and payments automatically. NetSuite, SAP S/4HANA Cloud and Dynamics 365 Business Central now join QuickBooks and Xero as accounting connectors, and a read-only OData v4 feed with a Power BI guide and CSV.gz exports opens the platform to BI tools.

The universal import engine takes Excel, CSV or TSV — analyse, remap, preview, run — across assets, history, clients, standards, inventory and parts, and migrates legacy systems with their history and original certificate numbers preserved. An automation sweeper runs digests, due orders, PM generation, scheduled reports and customer notices every thirty minutes. A units engine with named conversion rules and techniques underpins all of it. SAP, NetSuite and Dynamics now push and pull purchase orders, goods receipts, maintenance orders and master data as idempotent ERP objects, and a CDC feed with warehouse and lake destinations (S3, Snowflake, Databricks, Fabric) opens a versioned export schema to BI tools.

See it in the tour Every capability

Integration catalog10 systems + REST + CSV

Webhookssigned · idempotent · retried

ChannelsTeams · Slack · SMTP · MS365 · Gmail

Workflowstates · guards · e-sign gates

What it includes · 41 capabilities

Everything in the module

Integrations and API

Visual integration builder: ten-system catalog plus generic REST and CSV, field mapping with transforms, AI-proposed mapping, dry-run preview
Records in three ways: CSV or JSON file upload, a pasted sample, or an API push to the integration's run endpoint; existing rows matched and updated, new ones created
Export through the same mapping: Metroliq field to external column as CSV; every import and export recorded in a per-integration run history
Connection credentials stored per integration and masked when shown; re-saving a mapping never wipes a token
Outbound webhooks with signed payload, idempotency key, delivery log and bounded retry
API keys; versioned API surface with supported versions listed
Units engine with named conversion rules and measurement techniques

Webhooks with delivery log — Webhooks with signed payloads, delivery log and bounded retry.

Import and migration

Universal import (Excel/CSV/TSV) with analyse, remap, preview, run — assets, history, clients, standards, inventory, parts
Legacy competitor migration including history; original certificate numbers preserved; idempotent and audited
Phantom records rejected

Tenant configuration studio — Config studio: branding, lab identity, numbering, TUR target, decision rules, custom fields, environment limits.

Notifications, workflow, automation

Channels: Teams, Slack, SMTP, Microsoft 365, Gmail, generic webhook — with event filters and a test
SMS channel (Twilio) alongside Teams, Slack, SMTP, Microsoft 365, Gmail, webhooks and Web Push: opt-in per contact with STOP/START handling, signature-verified inbound webhooks, and a clear not-connected state until credentials are set
Rules engine with path templates, digests and escalations
Configurable workflow engine: states, transitions, role guards, e-sign gates, actions, SLA and aging, immutable history
Automation sweeper every 30 minutes: digests, due orders, PM, scheduled reports, customer notices
Data reports builder with CSV run, schedule, pin, publish as document; job costing, data integrity, team productivity, executive summary, AR aging

Integration builder with catalog and field mapping — The integration builder: catalog, field mapping with transforms, dry-run preview, run.

API documentation

OpenAPI 3.1 description of every core endpoint, generated from the running router so it never drifts from the code; security scheme per route (session, API key, platform admin, portal)
Redoc documentation page served by the platform, plus a Postman collection and JavaScript/Python client stubs generated from the same spec
API change log: each boot snapshots the operation set and records added/removed operations, giving a deprecation record
Every endpoint documents its auth model and e-signature requirement

Accounting sync

QuickBooks Online and Xero connections per tenant over OAuth2, with refresh-token rotation and tokens encrypted at rest
Master-data mapping for customers, price-book categories to items, tax codes and accounts, with live pickers from the accounting system
One-click push of invoices, credit notes and payments, idempotent by document number: a re-push updates instead of duplicating
Remote payments pulled and applied through the existing overpay-guarded payment ledger
A five-minute background sync queue plus an error workbench with retry and ignore-with-reason

ERP & historian connectors

NetSuite, SAP S/4HANA Cloud and Dynamics 365 Business Central join QuickBooks Online and Xero as accounting connectors on the same mapping, queue and error workbench; NetSuite requests signed with token-based OAuth 1.0a.
ISA-95 B2MML import turns ProductionSchedule, MaterialDefinition and EquipmentDefinition XML into production orders, parts and equipment; a batch record exports as a ProductionPerformance document.
OPC-UA sources support Sign and SignAndEncrypt with client-certificate generation and a trusted-server store; a live node-tree browser fills the tag mapper; MQTT over TLS with client certificates.
The edge connector's disk buffer is bounded with an oldest-drop policy and an overflow alarm; Prometheus metrics; Postgres-backed leader lease for two-instance high availability; mutual TLS to the platform when served over HTTPS.

BI & data export

Read-only OData v4 feed: nine entity sets with $filter, $select, $top, $skip, $orderby and row-level scope.
Power BI guide with a .pbids file for direct connection.
CSV.gz exports by signed download or SFTP push, on manual or scheduled runs.

ERP objects

SAP S/4HANA Cloud: purchase-order push, goods-receipt push and pull, maintenance order and service-confirmation push, plant, cost-centre and product master pull, with CSRF-protected writes.
NetSuite: purchase orders, item receipts (push and pull) and manufacturing work orders; Dynamics 365 Business Central: purchase orders with lines; receipts refused with a clear message where the public API has no writable entity.
Every push is idempotent by document number; a dedicated ERP error workbench with retry and ignore; vendor, part, plant and cost-centre mapping shared across providers.
SAP QM and PP objects: pull inspection lots and characteristics, link them to samples, lots or batch records, push characteristic results (blocked until the local result is approved, and never an out-of-limit value as accepted), record an e-signed terminal usage decision, raise quality notifications from an NCR, complaint or OOS, and push process-order confirmations. A built-in sandbox-only S/4HANA OData simulator (Basic auth, CSRF handshake) exercises the real transport code and labels every record test mode; no live SAP has accepted a document from this code.

Warehouse & CDC

Change-data-capture feed with cursor pagination over inserts, updates and deletes on assets, calibrations, certificates, service requests, quality records and readings, scoped by tenant and row-level security.
Push exports to AWS S3, MinIO or Cloudflare R2 (SigV4), Azure Blob (SAS), Snowflake (COPY INTO script and Snowpipe with key-pair JWT), Databricks Auto Loader and Microsoft Fabric OneLake; scheduled jobs can target a saved destination.
Semver-versioned export schema with a data dictionary; connection tests make real authenticated calls and report failures honestly.
Bootstrap handshake: one call returns a consistent full extract and the change-feed cursor from a locked read, so no change falls between snapshot and stream. Retention is configurable per tenant (default 30 days) with a scheduled sweeper; an expired cursor gets 410 Gone with a re-bootstrap instruction. CDC covers assets, calibration events, certificates, service requests, ops records, readings, customers and sites, with a sub-type tag for work orders and certificate revisions.
The Parquet export now writes genuine Apache Parquet (typed columns, row groups, Thrift footer; verified by reading back with pyarrow), uncompressed and without dictionary pages; CSV.gz remains available separately.

Configured, never hard-coded.

What it looks like

From the first record to the signed result