Connect other systems with integrations

Integrations connect Transportial to other systems: board computers, accounting packages, customer portals, email servers, partner systems and anything else that sends or receives data. An integration runs on a schedule, when something changes in Transportial, or when the other system calls in. This article explains the types of integration and how to manage the list.

Integration types

When you create an integration, you first choose its type. The type decides which fields the form shows.

Type	Use it for
Preset integration	A ready-made connector for a known system (for example a board computer, an accounting package or an SMTP or Exchange mail server). You pick the system, enter its address and login details and choose which functions to run. See Set up a preset integration.
Self-configurable integration	Your own connection over API, SQL, FTP, SFTP, webhook or email, with your own field mapping. See Build a self-configurable integration.
API access integration	Lets a partner or your own software call the Transportial API with a key and secret, limited to the permissions you choose. See Give a partner API access.
File template integration	Reads values from documents such as PDFs or spreadsheets, for example to create orders from a customer's order form. See Read documents with a file template integration.

Open the integrations list

1. Open the side menu (☰, top right).
2. Choose Integrations. The list shows how many integrations are loaded, for example "20 of 34 integrations".
3. Type in the search box to find an integration by name.
4. Scroll down to load more rows.
5. Click a row to open the integration's detail panel with its logs and tests.

The table shows Name, Type and Activated by default. You can also show URL, the creation date and the date of the last change. See Filters and tables for choosing columns.

Create an integration

1. In the integrations list, click + Create integration. The New integration panel opens.
2. Enter a Name and, optionally, a Description.
3. Choose the type in Select integration type.
4. Fill in the fields for that type (see the articles linked above).
5. Set the Off/On switch at the bottom to on when the integration may start running.
6. Click Save. The button stays disabled until all required fields are filled in.

Let AI draft the integration

In the New integration panel, click Generate with AI. Describe what you want in Description (for example "Fetch transport orders from our customer's TMS every 15 minutes"), optionally add API documentation or sample files under Upload Documents (optional), and click Generate Integration. The result is filled into the form. Nothing is saved until you review it and click Save.

Edit, switch off or remove an integration

• Edit: click Edit at the end of the row, or open the integration and click the pencil (✎) next to its name. The Update integration panel opens with the same form.
• Switch off: open the edit form, set Off/On to off and click Save. The integration keeps its settings but stops running.
• Remove: click Remove at the end of the row. Confirm with Remove in the Remove integration dialog, or click Cancel.

Platform-wide integration settings

Administrators can decide how all integrations behave, for example whether a change is sent back to the integration that caused it and who is told when an integration fails. See Monitor an integration.

Next steps

Before you rely on an integration, add tests for it. See Test an integration.