Integrations #

Introduction #

In the first place, uman needs to be able to connect to a document management system (DMS) in order to index the desired content. Additionally, uman can connect to your Customer Relationship Management (CRM) system in order to understand your customers and cross-match them with your content.

Supported Integrations #

Currently we support the following integrations:

  1. Document Management Systems (DMS)
    • Sharepoint Online
    • Google Drive
  2. Customer Relationship Management (CRM) systems
    • HubSpot
    • An export of your CRM data in CSV format

General Integration set-up #

It is important to mention that only users with admin privileges on uman can setup integrations.

All these integrations follow the same integration set-up architecture depicted in the diagram below:


Authentication and authorization is handled through the OAuth 2.0 protocol. Oauth 2.0 is the industry-standard protocol for authorization and allows for secure and scopes access. The refresh and access tokens are stored securely in the Token Storage layer. Next to that, we store integration-user information in our relational database.

For more information on how exactly the data is processed and stored, see Data Processing.

Please navigate to the specific pages for each of the supported integrations regarding details about the setup and requested scopes.