CRM Integration

NIAD can be customized to integrate with your CRM system (e.g., Salesforce, HubSpot, Microsoft Dynamics). Integration is achieved via:

• API endpoints
• Scheduled CSV imports/exports
• Flag-based configuration for user roles, permissions, and data visibility

CRM integration is available as an add-on service. Contact us for a tailored quote.
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How Integration Works

NIAD’s integration is a mapping exercise—we align your data fields with NIAD’s standardized extract formats. This includes:

• Country, Residence, Branch, and User data
• RRCode and UserRRCode permissions
• Client and Account structures
• Trade file formats and ticketing logi

Each data point can be enabled or disabled via configuration flags, allowing for granular control over what gets imported, exported, or displayed.
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Minimal Setup, Maximum Compatibility

• Plug-and-play architecture: NIAD Reads and writes standardized CSV files
• Flexible scheduling: SSIS packages can be configured to run at your preferred intervals
• Error logging and archiving: Built-in error handling ensures data integrity and traceability
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IT & Operations Friendly

• Works with current versions Windows Server, SQL Server, and IIS
• Supports load balancing, sticky sessions, and round-robin API calls
• Supports SAML for secure user authentication and role-based authorization