Configure External System Integration Credentials and Field Mappings
The integration configuration dashboard lists all available integration types for the organisation (based on feature flags). For each integration, a setup wizard guides the admin through credential entry (stored securely in the credential vault), field mapping configuration to align app fields with the target system's schema, sync schedule configuration, and a connectivity test. The integration health monitor displays the status of the last sync run with error logs if any records failed. The excluded features panel lets admins opt out of syncing specific data categories (e.g., draft activities).
User Story
Acceptance Criteria
- Given I open the integration dashboard, when I select 'Xledger', then the setup wizard prompts me for API credentials and walks me through field mapping for expense categories
- Given I enter integration credentials, when I tap 'Test Connection', then the system performs a health check against the external API and confirms connectivity within 10 seconds
- Given I configure a field mapping that maps an app field to an invalid Xledger account code, then the field mapping validator surfaces a warning before saving
- Given integration credentials are saved, when I view the credential management form, then credentials are masked and cannot be retrieved in plaintext from the UI
- Given a scheduled sync run completes with 3 failed records, when I view the integration health monitor, then I see the failure count, the reason for each failure, and a retry option
- Given I enable a sync schedule for daily exports at 02:00, when the scheduled time passes, then the sync runs automatically and a summary is recorded in the export history
Business Value
Both HLF and Blindeforbundet require automated data flow to their respective accounting systems (Dynamics and Xledger). Without this, expense claims are manually re-entered into accounting systems — a process that introduces errors, delays reimbursements for volunteers by weeks, and requires dedicated staff time. Automated integration also enables the Bufdir API connection that all four organisations need for automated statutory reporting, which is classified as a MUST HAVE requirement in Phase 3 of the roadmap.
Components
- Integration Configuration Dashboard ui
- Integration Setup Wizard ui
- Field Mapping Editor ui
- Credential Management Form ui
- Sync Schedule Configuration ui
- Excluded Features Configuration Panel ui
- Integration Configuration Service service
- REST API Adapter Registry service
- Field Mapping Resolver service
- Integration Health Monitor service
- Sync Scheduler service
- Organization Integration Repository data
- Integration Credential Vault data
- Integration Edge Functions infrastructure
- Integration Type Registry infrastructure
- Integration Config Validator infrastructure
- Accounting Credentials Vault infrastructure