The purpose of the portal is to enable software providers to directly update the information we have on their product’s integrations with other applications. Once we receive updated information, it will be reviewed by an Ezra Group admin and then your product’s integration score will automatically be updated on our website.
Registering New Users
Our system supports access by one or more users from each vendor. Each user must receive a registration email from Ezra Group which will include a link to create their account.
Once registered, our admins will assign your account.
You will be able to login to the portal using the email.
If you haven’t received an email from us after 48 hours, please contact us at: Integrations@ezragroup.com
List of Applications
After you log into the portal, you will see one or more applications (if your company has multiple products) as shown.
On the Applications List Screen, you will see each application from your company that is registered with Ezra Group along with its category, current integration score, the total number of integrations we have logged, the status and the last time any updates were made.
An application can have one of the following status:
Approved
The changes were approved and the score was updated.
Rejected
The changes were rejected.
Pending
Changes were submitted and are under review.
Unsubmitted
Changes were made and saved, but not submitted. you need to go to the edit screen and click the Submit button to submit the changes.
View Integration Data
Users will be able to view the data for a product’s integrations.
From the Application List Screen, click on the name of an application to open the View\Edit Screen
Scroll through the View\Edit Screen to view and or edit any of the data we have on your application’s integrations.
You will see the following:
1. Application Name 2. Primary Category 3. Total number of integrations 4. List of applications your product is integration with along with their corresponding integration level 5. Other Integrations? Yes/No 6. APIs and Tools – Yes\No Questions
Edit Integration Data
From the Application List Screen, click on the name of an application to open the View\Edit Screen (sample screens shown below).
From the View\Edit Screen, click the Edit Application button.
Edit\update any data.
Add any new integrations in question 4 by typing directly into the application box. The system will search as you type and display the application names for you to select from.
For each application integration, select the integration level (1 to 5):
1 – Single Sign On
2 – Ability to Access Functionality
3 – One Direction Data Transfer
4 – Bi-Directional Data Transfer
5 – Bi-Directional Data Transfer PLUS one or more additional actions. Selecting this level requires entering an explanation of why a 5 score is appropriate, which will be reviewed by Ezra Group.
If there is one or more applications you are integrated with that are not in the list, use the Additional Integrations question to add them.
Update the API and Tools questions. All of these questions are mandatory, but some can be answered No.
When you are finished with your updates,
click the Submit button to send them.
All updates must be approved by an Ezra Group administrator. Once they are approved, your product’s score will be updated on our website and you will receive a confirmation email.
Frequently Asked Questions (FAQ)
Will our application’s score be updated if we only save the changes but don't submit them?
No
Will our application’s score be automatically updated when we add a new integration and submit it?
No. All changes must be approved by an Ezra Group admin first.
How long does it take for an admin to approve our changes?
Usually within a few days.
Why can’t I change our product’s category?
Categories are set to match the Kitces\Ezra Group Advisortech Map and can only be changed there. You can send an email to integrations@ezragroup.com to request a category change.
The person who was registered for our product is no longer with the company. How do I replace him/her in the portal?
You will have the opportunity to return to the portal and correct the issue and resubmit your changes
Warning!
You are changing the category of the product application.
Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form.
