Vertibid

A5.2.2 Other integration categories

Four categories on the Integrations page have no connectors available in this release. Each shows the same message: "Nothing to connect here for now. Tell your Compatio contact which system you need and we'll prioritise it." Open them from Settings > Integrations in the left navigation and select the category in the list.

Category

What it will do

SSO

"Single Sign-On lets your team log in with existing company credentials."

Customer

"Sync client data from your CRM to pre-fill tender details and track outcomes."

Pricing

"Connect accounting and ERP systems to keep pricing current and push quotes to finance."

Catalog

"Connect supplier data feeds to keep your product catalogue current for matching."

To request an integration

  1. Note the category and the system you use — for example, Customer and Salesforce.

  2. Tell your Compatio contact.

See also A7.1 Only document intake integrations are available.