Keyfax
  • 📋What is Keyfax?
  • Product Suite
    • Keyfax Administrator Tools
      • System Requirements
      • Installation
      • Logging On
      • Navigation
      • Exclusive Mode
      • Script Levels
        • Master Scripts
          • Category Editing
          • Topic Editing
          • Self-Service Categories
        • System Scripts
          • Results
          • Cancel
        • Script Sets
          • Category Properties
          • Setting up Topics
          • Topic Properties
          • Loading Script Sets
      • Script Editing
        • Script Editing - The basics
        • References
        • Testing your changes
        • Script Flows
      • Script Entities
        • Databoxes
          • Script Data
            • Host-specific notes
          • SQL Query
            • Testing SQL Query Databoxes
          • Import XML
          • Export XML
          • System Values
          • Company Data
          • Testing Databoxes & Expressions
          • Databox Read
          • Databox Write
          • Databoxes in Messages & Tasks
        • Questions
          • Address
          • Checklist
          • Date/Time
          • Numeric
          • List
          • Text
          • Dynamic Lists
            • Testing Dynamic Lists
          • File Upload
          • External Forms (eForms)
            • External Forms - Technical
          • Video Call
        • Asset Data
        • Markers
        • Messages
          • Testing Messages
        • Services
          • Host-specific notes
        • Priorities
        • Tasks
          • Enclosures & Attachments
          • Continuations
          • Host-specific notes
      • Reports
      • Databox Examples
        • Business Days
        • Working Hours
        • Time of day
        • Higher priority jobs
        • Script Duration
        • How did it happen?
        • Repair Description
        • Concatenating CSV
        • Tenant Handbook
        • Multi-line Addresses
        • Priority / Response Days
        • Contains Text
      • Databox Expressions
        • Text Expressions
          • CSV
          • Entry
          • Exists
          • Index
          • InList
          • Item
          • Len
          • ListTidy
          • Lower
          • PadLeft
          • Replace
          • SubStr
          • Trim
          • Upper
          • WCase
        • Numeric Expressions
          • Abs
          • AsNum
          • Between
          • Int
          • Mod
          • Number
          • Result
          • Round
        • Date Expressions
          • After
          • AsDate
          • Before
          • BetweenDates
          • DateAdd
          • Day
          • Month
          • Now
          • Today
          • WeekDay
          • Year
        • Number Formatting
        • Operators And Literals
        • Logical Expressions
        • Additional Functions
          • Ds
      • Users
        • Finding active users
      • Advanced
        • Base Task Templates
          • Email Task Templates
          • SMS Task Templates
          • Letter Task Templates
          • Note Task Templates
          • Host-specific notes
        • Export & Import
        • Communications Queues
      • Host Operations
        • ActiveH Operations
          • Introduction
          • Actions
          • Databoxes & UDEs
          • Emails
          • Mail Merge Letters
          • Populating CallType
          • Populating JobType
          • Repairs Inspection Task
          • Repairs Interface
      • Best Practices
        • Extracting XML from Keyfax tables
        • Script Performance
        • Handling multiple rows from SQL
        • HTML Editor
        • Writing SQL Queries
      • Known Issues
        • Startup Messages
        • Running but not Visible
        • Error 1001 During Install
        • Stopped Working
    • Keyfax Staff
      • System Requirements
      • Advisor Feedback
      • Priority and Quantity
    • Keyfax Self-Service
      • System Requirements
      • Browser Support
    • KeyNamics
      • Model Driven Apps
      • Power Pages Portals
      • Installation
        • System Requirements
        • Solution Import
        • Basic Setup
        • Known Issues
      • Embedding
        • Model Driven Apps
        • Power Pages Portals
      • Configuration
        • Settings
        • Mappings
          • Creating Mappings
          • Minimum Mapping Requirements
          • Mapping Entity Form Fields
          • Mapping Lookup fields
          • Mapping Examples
        • FetchXML
          • Creating FetchXML queries
        • Logging
        • Test
      • Advanced
        • Mode Translation Rules
        • Customising Launch Button
        • Extending Export Data
        • Mapping Dump Fields
        • Mapping JSON Results
        • Enabling Help Panes
        • Mobile Operation
        • Handling uploaded content
      • Technical
        • Topology
        • Copying Environments
        • Keyfax Startup Data
        • Keyfax Export Data
    • Keyfax Client
      • Installation
        • Getting Started
        • Launch Tester
        • Uninstall / reinstall
        • Known Issues
    • Keyfax Cloud
      • Uptime Guarantee
      • Business Continuity
  • General
    • General FAQs
      • General Questions
      • Installation Questions
      • Migration Questions
      • Security Questions
      • Test & Training Questions
    • Keyfax FAQs
      • Keyfax Administrator Tools
      • Keyfax Staff
      • Keyfax Self-Service
      • KeyNamics
      • Keyfax Client
      • Keyfax Cloud
    • Issues & Solutions
      • Emails not working
    • Release Notes
      • Keyfax
        • 4.4.7
        • 4.4.6
        • 4.4.5
        • 4.4.4
        • 4.4.3
        • 4.4.2
        • 4.4.1
        • 4.4.0
        • Previous Releases
      • Keyfax Client
        • 4.0.0.44
        • 4.0.0.43
        • 4.0.0.42
        • Previous Releases
      • KeyNamics
        • 3.0.0.0
        • 2.0.0.13
        • Previous Releases
      • Older Releases
        • Staff
  • Integrations
    • API Docs
      • REST API
        • Quick Start
        • Deep Dive
        • API SDKs
          • .NET SDK
          • JavaScript SDK
          • Start-Up Data
          • Processing Results
        • API Reference
      • SOAP API
        • Quick Start
        • Error Handling
        • Status Codes
        • XML Schemas
          • Startup Schema
          • Results Schema
          • Results with Note
          • Cancelled Schema
          • Address data
      • Legacy APIs
        • Active X
        • Asynchronous Pluggable Protocols
        • XmlHttp
    • Integrations
      • Aareon
        • Introduction
        • Launching Keyfax Repairs
        • Launching Keyfax Enquiries
        • Configuration
        • SOAP based integration
        • QL Message fields
        • Known problems
      • Accuserve
      • ActiveH Desktop
        • Introduction
        • ActiveH Repair Interface
        • Known Problems
        • Keyfax Configuration
          • MISExchange.xml
          • Example Settings
          • Retrieving Block Codes
        • MIS Configuration
          • Exchange Process
          • Exchange Elements
          • User Permissions
          • User Security
          • UDE Interface
          • UDE Configuration
          • Settings
          • Desktop Configuration
          • Priorities Configuration
          • Populating Job Type
          • Populating Assigned To
          • Populating Call Classification
          • Configuring Log Call
            • Launching Keyfax from Response Repairs
          • Workflow Integration Actions
        • MIS interface Objects
          • CRM Gateway
          • Desktop Task
          • System Task Email Addressee
          • Desktop Task Action
          • Repair Request
          • Repair Request Inspection
          • Repair Request Task
      • ActiveH Portal (TIPS)
        • Introduction
        • Settings
        • Known Issues
      • ActiveH Web
      • Breeze IT
      • Caltech
      • Capita
        • Capita Housing / Academy
          • Host Table Usage
          • Troubleshooting
        • Open Housing
      • Civica
        • Civica CX
          • Introduction
          • Mappings
          • Start Up Data
          • Inspections
          • Known Issues
        • Civica CM
          • Known problems
        • Servitor
          • Example Import XML
          • Example Export XML
      • ContactView
      • Dynamics
      • Kirona
      • Lagan
      • MIS
      • MRI
      • Northgate
        • Launching Keyfax
        • Exchange process
        • XML/Field mappings
      • OneServe
      • ROCC
      • Total Mobile
        • Launching Keyfax (TASK)
        • TotalView Configuration
      • SDM
    • Best Practices
      • Integration Considerations
      • Displaying Keyfax Self-Service
  • Technical
    • General
      • Keyfax Architecture
      • Clearing Cache
    • Cloud Operation
      • Microsoft Azure
      • Amazon Web Services
    • Configuration Settings
      • Introduction
      • Paths Element
    • Developer Zone
      • eForm Technical Details
    • SQL Server
      • Freeing Space
      • Maintaining Indexes
      • Maintenance Plan
      • Restoring Live into Test
  • Links
    • Our Web Site
    • Our Blog
    • Try Keyfax
    • Contact Us
Powered by GitBook
On this page

Was this helpful?

  1. Integrations

Best Practices

Recommendations when undertaking a Keyfax integration

PreviousSDMNextIntegration Considerations

Last updated 1 year ago

Was this helpful?

Integration Considerations
Displaying Keyfax Self-Service