Integrations
Connect supported external systems while preserving record identity.
Integrations connect supported identity, operational or business systems. Available connectors and fields differ. HxGN EAM, SAP and IBM Maximo have dedicated guides covering their supported synchronization behavior.
Workspace access. Pages and actions depend on your role and the modules enabled for your workspace. This guide describes CW release/1.0.1; your administrator can confirm the options available to your team.
Get started
Open Integrations and choose the intended connector. Configure the required fields using your organization’s approved connection details. Review scope, field mappings and supported sync direction before enabling it; inspect the results after the first run.
Watch the walkthrough
Follow the actions in Connected Workers, then use the chapter sections in the progress bar to revisit a step. English subtitles are on by default; choose Hebrew in the captions settings.
The user flow
- Choose the supported connector.
- Configure its connection.
- Select scope and mappings.
- Enable the supported sync direction.
- Review run results.
- Resolve mapping and data issues.
How the information moves
| Stage | Responsibility |
|---|---|
| 1 | Connector configuration |
| 2 | Connection and access validation |
| 3 | Scoped external records |
| 4 | Mapping and supported sync jobs |
| 5 | CW records and run status |
| 6 | Review results and correct mappings |
The diagram describes the logical path through the application. Saved records retain their workspace and relationships. Supported background processing and external synchronization can complete after the initial save.
Tips for better data and TAI context
- Preserve stable external IDs.
- Decide which system owns each field.
- Check location hierarchy, units and status mappings before a broad sync.
Consistent equipment codes, precise location links and readable approved files help TAI retrieve the intended context. A saved record does not mean every attached file has finished indexing. See background indexing for the preparation process.
Check the result
Open the saved record or configuration again. Check its location, equipment links, status and visibility for the intended role. If information is missing, check scope and permissions before adding a duplicate.
Related guides
Connected Workers overview · TAI · Knowledge and search
HxGN EAM · SAP · IBM Maximo
For help with availability or setup, contact your workspace administrator or support@treedis.com.
