Integrating with SureSteps
How we connect to your systems, how we keep that connection secure, and what we need from your team to get started. Questions: info@suresteps.io
How an integration comes together
Every partner integration follows the same six steps. Nothing touches production data until your team has reviewed and approved it.
Where your systems fit
SureSteps sits between your systems of record and the people doing field work — reading what it needs, writing back what changes, and nothing more.
Full architecture and data-flow detail, including how the AI layer is isolated, is covered in the Trust Center.
What we typically connect to
Every integration is scoped to your stack — this is the shape of what we've built before, not a fixed menu.
| Category | Examples | Typically syncs | Direction |
|---|---|---|---|
| CRM / field service | Salesforce, SiteTracker | Accounts, work orders, job status, attachments | Two-way |
| Documentation & knowledge | SharePoint, Confluence, shared drives, PDFs | Procedures, manuals, reference content for the knowledge base | Inbound (from you) |
| Asset / inventory | Asset registries, equipment & parts inventory systems | Asset records, equipment status, parts/inventory levels tied to a job | Two-way |
| Notifications | Email, SMS/voice, Slack/Teams | Job alerts, review requests, status changes | Outbound (from SureSteps) |
Built the same way for every partner
Nothing about an integration is a special case for security — every connection gets the same baseline:
- Credentials are exchanged and stored through a secrets manager, never over email or chat.
- Access is scoped to what the integration actually needs — OAuth or a limited API role over a shared admin login wherever the source system supports it.
- All connections use TLS 1.2 or higher in transit; data at rest is encrypted, with an added application-level encryption layer for sensitive fields.
- Your data is logically isolated from every other customer's, enforced on every query — not just at sign-up time.
- New builds go through the same CI, code review, and testing gates as everything else we ship — integrations aren't a side channel that skips review.
For the full picture — subprocessors, data retention, AI governance, and our compliance roadmap — see the Trust Center, or request our private security package.
What we'll need from you
This is the fastest way to start: gather what you can from the four areas below and send it over. Partial answers are fine — we'll fill gaps together on the discovery call.
A named technical contact plus:
- A sandbox or developer account for the system(s) we're connecting to (preferred over production access for build/test)
- API credentials or an OAuth app registration, scoped to only what's needed
- Confirmation of any IP allowlisting, VPN, or firewall rules we'll need to work within
Whatever you already have — we don't need it polished:
- API docs or a Postman collection for any custom/internal system
- A data dictionary or export sample for the objects you want synced (even a CSV helps)
- Existing procedures/manuals you want in the knowledge base, in whatever format they're in today
Doesn't need to be exact yet — a starting point is enough:
- Which objects matter (accounts, work orders, users, assets, procedures, etc.)
- Direction: does SureSteps read from this system, write to it, or both
- Any fields that must stay in sync in near-real-time vs. fields that can sync on a schedule
So we're scoping for how your team actually works:
- Who signs off on the field mapping and the go-live decision
- Who your technicians/end users are and roughly how many
- Any compliance, security review, or procurement steps on your side we should plan around up front
What to expect, timeline-wise
| Phase | Typical duration | Depends most on |
|---|---|---|
| Discovery & scoping | 1 week | Getting the checklist above back to us |
| Connection & mapping build | 1–3 weeks | Complexity of the source system(s) |
| Sandbox testing & sign-off | 1–2 weeks | Your team's review availability |
| Go-live | Scheduled with you | Your preferred cutover window |
Straightforward CRM connections tend to land on the faster end; multiple systems, custom fields, or a legacy/on-prem system push toward the longer end.
Ready to start?
Send us what you have from the checklist above — even incomplete — and we'll schedule the discovery call.
Start an integration →Prefer email directly? info@suresteps.io