Configure External System Integrations
Connect external systems and Common Data Environments (CDEs) to your AgentCon organization. Enable data synchronization with project management tools, BIM platforms, document management systems, and other enterprise tools.
This guide is designed for system-admin.
Steps
Step 1: Navigate to External Systems
From Organization Settings, click External Systems in the left menu. This shows all configured integrations and available systems to connect. External systems enable data sync between AgentCon and other platforms.
Integration availability depends on your subscription level and system compatibility.
Step 2: View available integrations
The External Systems page displays: Connected systems (currently integrated), Available systems (ready to connect), and Coming soon (planned integrations). Review what's available for your organization and project needs.
Different subscription tiers offer different integration options.
Step 3: Select system to connect
Click Connect System and select the system you want to integrate: CDE platforms (Assemble, Touchplan, BIM 360), Project tools (Microsoft Project, Smartsheet), BIM tools (Revit, ArchiCAD), or document systems (SharePoint, Google Drive).
Read the integration guide for specific system to understand requirements.
Step 4: Provide connection credentials
Enter credentials or authentication tokens for the external system. This typically includes: API key, username/password, OAuth token, or webhook URL. Credentials are encrypted and securely stored. Never share credentials in plain text.
Most modern systems use API keys or OAuth - avoid username/password where possible.
Step 5: Configure sync settings
Configure what data synchronizes: Documents (upload/download), Tasks (sync schedule and status), Teams (sync people and roles), Custom fields (map to external system fields), and Reporting (export data). Choose direction: one-way or bidirectional sync.
Bidirectional sync keeps both systems updated but requires careful configuration.
Step 6: Map data fields
For systems with different data structures, map AgentCon fields to external system fields: AgentCon "Priority" → External "Priority Level", AgentCon "Status" → External "Workflow State", etc. Correct mapping ensures data integrity during sync.
Incorrect field mapping can cause data corruption - verify carefully.
Step 7: Test connection
Click Test Connection to verify credentials work and the external system is accessible. The system attempts to read data and reports success or error. Fix any connection issues before proceeding.
A successful test doesn't guarantee full sync will work - test sync with small data first.
Step 8: Configure sync schedule
Set how often data synchronizes: Real-time (immediate), Hourly, Daily, Weekly, or Manual (on-demand). Real-time sync keeps systems in perfect sync but uses more resources. Daily sync is typical for most integrations.
Real-time sync can impact performance - use judiciously for large data volumes.
Step 9: Enable for projects
Once integrated, the external system is available in all projects. Project admins can enable/disable the integration per-project if needed. Some projects may not need all integrations.
Organization-level integration is required before projects can use it.
Step 10: Monitor sync status
In the External Systems page, view the sync status: Last sync time, number of items synced, any errors or warnings. Sync logs show details of each synchronization. Monitor regularly to catch and resolve issues.
If sync fails, check logs for error messages and contact support if needed.
Step 11: Update or disconnect systems
To update credentials or settings, click the system and make changes. To disconnect, click Disconnect. Disconnecting stops data sync but doesn't delete existing data. Reconnect later if needed.
Disconnecting doesn't delete data - it just stops future sync.
Video Tutorial
Last updated: 2025-12-08