1. API Basics: Integrating with SmartSimple

2. Mark Bridger BFA, M.S Ed. UI Lead & Training Officer Meet your Presenter

3. Agenda What is an API? What can you do with an API? How does the API work? Next Steps Questions Audience Clients (Business users) Agenda/Audience

4. What is an API?

5. A toolbox that, extends system functionality and allows other systems to interact and exchange information with SmartSimple. API (Application Programming Interface)

6. An API is a tool that enables two systems to talk to each other API (Simplified)

7. The API gives you the ability to integrate with other systems and/or build out custom functionality to enhance the way you can use SmartSimple. API (Application Programming Interface)

9. Developers can create their own applications with a custom interface and/or functionality The custom application can connect via the API to SmartSimple This enables you to do and see the things you want, in ways, which are not yet possible through the SmartSimple interface. Why is an API important?

10. Example: For transparency purposes, a third party monitors our servers. We wanted to display that information on our website so all our clients and prospects can see the uptime statistics of our servers. We used the API from a third party monitoring service, to get the statistics, and display it on our website. http://smartsimple.com/uptime-users.html API Example: Server Uptime

11. What can you do with an API?

12. Think of an API as a connector that enables you to see and do things in new ways. You can use the API to integrate SmartSimple with other systems and automate your processes. What can you do?

13. Build your own custom scheduler or calendar interface Use custom matching algorithms to optimize the assignment of research reviewers for grants or physicians for patient care Automatically process payments that are generated within SmartSimple Possibilities

14. Connect with external systems: Get/Send payment details to your finance system (Example: Oracle) Get/Send employee and contractor details to your human resources system Get/Send donor, volunteer and employee information to your CRM (Customer Relationship Management) system Possibilities - connect with other systems

15. Display information on your website such as # children helped, grant monies given, or donations received Publish information in external systems Extend SmartSimple platform functionality with your own functionality Possibilities

16. How does the API work?

17. SmartSimple has three APIs? We are going to look at our (Released in 2015) Three APIs

18. The new SmartConnect RESTful API is: Easier to implement and maintain Lightweight and easy to use Industry standard format Our SmartConnect RESTful API

19. We have created a tool on our website to demonstrate how our API works We are going to look at some API functions: GET, LIST, UPDATE (see more functions on the wiki) https://api.smartsimple.com/devtools/api.html API demonstration tool

20. Retrieves information about a single object such as an organization, user, grant or case Example: Get information about an organization (Name, Address, etc.) The “Get” Action GET See function: A Simple Example 1: Retrieve a Single Organization Record

21. Retrieves information about a multiple objects such as organizations, users, grants or cases Example: Get a list of all non-profit organizations in NY The “LIST” Action List See function: A Simple Example 4: Retrieve a list of Contacts

22. Used to create or modify an object such as an organization, user, grant or case Example: Change the phone number on a contact The “UPDATE” Action UPDATE See function: Global: Create organizations

23. Our API is a connector between SmartSimple and other systems It enables developers to create their own applications These applications, can integrate with other systems, extend the SmartSimple platform, and automate processes Recap

24. Next Steps

25. Are you doing double entry of data (taking information to/from SmartSimple into another system)? Are there any areas or processes where the SmartSimple user interface seems too generic (could you benefit from a completely custom interface/process)? Are you encountering any time consuming tasks that could be simplified with customization? Would I benefit from the API?

26. Talk to your account manager or Eric Lauer about what you are interested in achieving elauer@smartsimple.com elauer@smartsimple.com Visit our website to see the API in action https://api.smartsimple.com/devtools/api.html https://api.smartsimple.com/devtools/api.html Visit our Wiki to learn more http://wiki.smartsimple.com/wiki/JSON_API http://wiki.smartsimple.com/wiki/JSON_API Continuing the conversation

27. The new Community Portal (2016) has a discussion board. You can discuss the API and with other SmartSimple clients and staff. Did you know?

28. Discussion Board Don’t have access to the community portal and discussion board? Contact your account representative

29. Questions?

30. SmartSimple Support support@smartsimple.com support@smartsimple.com 1.866.239.0991 Thank you for attending