Methodologies offered by Compass

Compass uses various standardized methodologies to work with Client organizations to integrate data into Compass

The initial process typically involves tech teams from both sides to discuss and implement the pilot of the integration

Once set, the Compass integration method fetches data automatically in the next cycle onwards from Client systems and programs, reports, templates are updated automatically

To make the best use of the Compass offerings, we should look at integrations that enable secure real-time integration maintaining data integrity in every data cycle. In order of preference, we generally suggest integrations through CRMs, Webhook, SDKs and SFTP to get the best experience of overall Compass integration.