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Connecting Your Tools

Overview of integrations and where to configure them.

Overview

Integrations connect Transform to external systems for data, notifications, and context.

Most integrations are configured through Connectors.

Key Concepts

  • Connector: configurable connection to an external system

  • Scope: where the connector applies (Account or Project)

  • Authentication: authorization flow used to grant access

  • Data mapping: field alignment between systems for sync or imports

How It’s Used

Use integrations to reduce manual re-entry and keep reporting consistent.

Use them to keep delivery evidence and decisions linked to source systems.

Benefits

  • Less duplicated work across systems

  • Cleaner governance through consistent data signals

  • Faster escalation through traceable sources and timestamps

Setup Steps

1

Define the integration goal

Common goals include:

  • send notifications for mentions, assignments, or approvals

  • connect data sources to reduce manual updates

  • link context, such as files, meeting outputs, and evidence

2

Select the scope

Select the scope that matches the governance model:

  • Account scope for shared standards across multiple Projects

  • Project scope for one delivery initiative

3

Configure a connector

  1. Navigate to Settings → Connectors.

  2. Select the connector type.

  3. Complete authentication.

  4. Configure mapping and options.

  5. Run a test event when available.

Related: Connectors

Best Practices

  • Use least-privilege access for connector authentication.

  • Assign an owner for connector maintenance and renewals.

  • Test in a pilot Project before broader rollout.

  • Keep data mappings stable to protect reporting continuity.

Summary

Start here:

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