Connectors Management

ZINFI’s Connector Management centralizes integrations with essential systems like CRMs, SSO, and ERPs. It features a library of connectors, guided setup, and flexible field mapping to ensure accurate, synchronized data flow between the Unified Partner Management platform and external systems. This automation reduces IT and administrative overhead and improves decision-making by eliminating data silos.

Centralized Connector Library

Easily access a comprehensive library of connectors for CRMs, marketing platforms, LMS, and more. The guided wizard ensures quick setup with minimal technical overhead.

Connect to Salesforce, HubSpot, MS Dynamics, SugarCRM, and others.
Navigate via wizard-driven steps for faster configuration.
Access connectors by role-based permissions for security.

Improves partner productivity by consolidating integrations into one unified, easy-to-use dashboard.

Secure, Guided Connections

Establish API connections using OAuth or SSO in just a few clicks. Users are prompted to authenticate directly with external systems, ensuring secure and seamless connectivity.

Guided login with OAuth or SAML 2.0 authentication.
Assign connectors to specific users, groups, or partner tiers.
Track assignment history with easy revoke and reassign options.

Reduces IT overhead by simplifying and securing platform integrations at scale.

Flexible Field Mapping

Define and manage mappings between UPM modules and external system fields to ensure data flows correctly between platforms, with duplicate validation and dynamic field labels.

Create object-to-object mappers for CRMs and UPM modules.
Auto-fetch attributes with intelligent data type recognition.
Prevent errors with duplicate mapping validation alerts.

Ensures clean, accurate data synchronization across platforms, minimizing errors and manual rework.

End-to-End Sync Visibility

Access detailed logs at every stage—API requests, payloads, and record lifecycle. Error messages and suggested fixes simplify root cause analysis and error resolution.

Track sync status: initiate, success, warning, or error.
Review payloads and endpoint details for accuracy.
Trace individual record history through validation and updates.

Reduces downtime and costs by enabling proactive issue resolution in data synchronization.

Seamless SSO Integration

Use SAML or OAuth to provide single sign-on access across UPM and third-party applications. For flexibility, both IDP and SP-initiated logins are supported.

Configure SAML 2.0 for IDP or SP-initiated login.
Set up OAuth 2.0 for secure token-based access for SSO implementation.
Manage multiple SSO integrations from a central console.

Enhances security while reducing friction for users navigating across multiple business applications.

Connectors Management