Dashboard Integration Configuration

Integration Configuration

Manage all external integration connections, credentials, and health settings.

View Health Dashboard

Bank SFTP Connections

Configure SFTP credentials for all 8 bank statement imports.

BDO

Bank SFTP

Not Configured

Format --

Schedule --

Last Success Never

Credentials ••••••••

Active

Security Bank

Bank SFTP

Not Configured

Format --

Schedule --

Last Success Never

Credentials ••••••••

Active

Union Bank

Bank SFTP

Not Configured

Format --

Schedule --

Last Success Never

Credentials ••••••••

Active

Metrobank

Bank SFTP

Not Configured

Format --

Schedule --

Last Success Never

Credentials ••••••••

Active

China Bank

Bank SFTP

Not Configured

Format --

Schedule --

Last Success Never

Credentials ••••••••

Active

PBCOM

Bank SFTP

Not Configured

Format --

Schedule --

Last Success Never

Credentials ••••••••

Active

BPI

Bank SFTP

Not Configured

Format --

Schedule --

Last Success Never

Credentials ••••••••

Active

RCBC

Bank SFTP

Not Configured

Format --

Schedule --

Last Success Never

Credentials ••••••••

Active

No Bank SFTP Integrations

No bank integrations configured for this category.

Marketplace API Connections

Configure API credentials for Shopee, Lazada, and TikTok Shop.

Shopee

Marketplace API

Not Configured

Endpoint --

API Key ••••••••

Last Success Never

Active

Lazada

Marketplace API

Not Configured

Endpoint --

API Key ••••••••

Last Success Never

Active

TikTok Shop

Marketplace API

Not Configured

Endpoint --

API Key ••••••••

Last Success Never

Active

FX Rate Sources

Primary and fallback exchange rate API providers.

Open Exchange Rates

FX Rate Source — Primary

Not Configured

Endpoint --

API Key ••••••••

Last Success Never

Active

BSP API

FX Rate Source — Fallback

Not Configured

Endpoint --

API Key ••••••••

Last Success Never

Active

Carrier Tracking

Configure carrier shipment tracking integrations.

ONE Solutions

Carrier Tracking API

Not Configured

Endpoint --

API Key ••••••••

Polling Interval 6 hours

Last Success Never

Active

Add Future Carrier

OOCL, Maersk (Phase 2)

ADN Integration

Advanced Delivery Notification integration configuration.

ADN

Delivery Notice API

Not Configured

Endpoint --

API Key ••••••••

Last Success Never

Critical Non-Critical

Active

SAP B1 Migration

Configure SAP B1 data migration connection and settings.

SAP B1 Migration

Data Migration

Not Configured

Endpoint --

API Key ••••••••

Fiscal Years 5 years

Last Success Never

Active

SAP B1 migration requires a data clean-up phase before import. Historical data covers 5 fiscal years. For full migration tools, visit SAP Migration Wizard.

General Settings

System-wide integration alert thresholds and defaults.

Integration Failure Alert Threshold

Number of consecutive failures before an integration is flagged as DOWN and alerts are sent.

Current threshold: 3 consecutive failures

No Integrations Configured

No integration configurations found. Start by editing an integration.

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Could not retrieve integration configurations. Please try again.

Configure Bank SFTP

Bank Display Name *

Bank display name is required.

SFTP Hostname *

A valid SFTP hostname is required.

SFTP Port *

Port must be between 1 and 65535.

SFTP Username *

SFTP username is required.

Password / Private Key *

Credentials are encrypted at rest. After saving, only masked summary is shown.

Credential is required.

Import Format *

MT940 CSV

Please select an import format.

Import Schedule Time *

Default import time is 02:00 daily (Asia/Manila).

Import schedule time is required (HH:MM format).

Active

Enable or disable this bank SFTP integration.

Configure Integration

Integration Name

Endpoint URL *

A valid endpoint URL is required.

API Key *

API key is encrypted at rest. Masked after saving.

API key is required.

Polling Interval (hours) *

Default is 6 hours (matches carrier tracking schedule).

Polling interval must be a positive number.

Active

Enable or disable this integration.

Integration Failure Alert Threshold

Configure the number of consecutive failures before an integration is flagged as DOWN and alert notifications are sent to system administrators.

Consecutive Failure Count *

Minimum 1. Default is 3 consecutive failures.

Value must be 1 or greater.

Alert Recipient Roles *

Select the primary role to receive failure alerts. Additional recipients can be configured in Notification Templates.

At least one recipient role is required.