Start automating data entry with our API connections with the CSG Portal. We are excited to introduce our latest portal enhancements featuring integrations with Solo and Aurora, aimed at automating information transfers to pre-fill customer, system, and production data. Here's how it works:
- One-Time Import on System Creation: When you create a new system within our portal, the integrated software solutions automatically pre-fill system and customer information. This not only saves you valuable time but also minimizes the risk of errors associated with manual data entry.
Abilities and Limitations
While our integrations offer remarkable benefits, it's important to understand their capabilities and limitations:
Abilities:
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Time-Saving Pre-Fills: The integrations effortlessly pre-fill system and customer information, ensuring that your project gets off to a flying start.
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Error Reduction: By eliminating manual data entry, our enhancements significantly reduce the chances of errors creeping into your project documentation.
Limitations:
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Customization Dependency: Some information transfer may depend on customizations within your modeling software. Not all data may be transferred automatically.
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Documentation Not Transferred: It's worth noting that while customer and system information is pre-filled, actual project documentation is not transferred. Therefore, it's crucial to ensure the accuracy of the information in your documentation.
Getting Started: A Simple Process
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Fill out CSG's Request Form: Begin by filling out our request form. This is the initial step to initiate the integration process.
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Provide Pertinent Information: Share the necessary details with us. Depending on whether you're integrating with Aurora or Solo, you'll need to provide specific information (see below).
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CSG Activation: Once we receive your information, our team will enable the integration for your company. We'll also confirm the successful integration with you.
Ready to get started? Fill out our Request Form, provide the necessary information, and we reach out the primary contact listed on the form to get you started.
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