UniConnect
Unconnected is a powerful team to the collaboration platform that form the to in communication.
Step 1: Initial Configuration Setup
Open the Finet integrations dashboard and find UniConnect. Click “Connect” and provide the UniConnect API key. Double-check account readiness to avoid authorization issues.
Step 2: Data Mapping and Synchronization
Map essential financial fields—profiles, expenses, revenue details—between Finet and UniConnect. This ensures smooth and accurate data syncing across platforms.
Step 3: Workflow Automation Configuration
Define workflows that send Finet updates into UniConnect automatically. For example, new processed payments in Finet can instantly sync to UniConnect.
Step 4: Integration Testing and Deployment
Test with sample records to verify real-time synchronization. Activate the integration once confirmed, and monitor closely to optimize performance.
