> ## Documentation Index
> Fetch the complete documentation index at: https://help.gostanna.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrations Overview

> Connect Stanna with your existing tools

## Available Integrations

Stanna integrates with your existing tools. Interactions are tracked, analyzed for sentiment, and used by Lars AI to provide insights.

<CardGroup cols={2}>
  <Card title="HubSpot" icon="hubspot" href="/integrations/hubspot">
    Sync contacts, companies, deals, and activities from your CRM
  </Card>

  <Card title="Intercom" icon="intercom" href="/integrations/intercom">
    Import conversations, contacts, and support ticket data
  </Card>

  <Card title="Google Workspace" icon="google" href="/integrations/google">
    Connect Gmail and Calendar for comprehensive interaction tracking
  </Card>

  <Card title="CSV Import" icon="file-csv" href="/features/client-management#import-clients">
    Upload client data manually via spreadsheet templates
  </Card>
</CardGroup>

## How Integrations Work

### Data Sync Process

1. **Initial Connection**: Authenticate with your external tool
2. **Permission Setup**: Grant Stanna access to relevant data
3. **Historical Import**: Sync existing data (up to 2 years)
4. **Ongoing Sync**: Automatic updates every 15-30 minutes
5. **Real-time Updates**: Critical events sync immediately

### Data Mapping

<Info>
  Stanna automatically maps common fields but allows customization for unique setups.
</Info>

**Standard field mapping**:

* **Company Name** → Client Name
* **Domain/Website** → Client Domain
* **Deal Value** → MRR Amount
* **Close Date** → Renewal Date
* **Contact Owner** → CSM Owner

## Integration Benefits

**Automated data entry**:

* Client interactions appear automatically
* Tasks created from email threads
* Meeting notes imported from calendar

**Complete timeline**:

* All touchpoints in one place
* Historical context for every client
* Sentiment tracking across channels

**Performance analytics**:

* Response time metrics
* Client engagement patterns
* Revenue pipeline accuracy
* Revenue risk identification

## Setting Up Integrations

### Prerequisites

Before connecting integrations:

* [ ] Admin access to the external tool
* [ ] Clear understanding of data you want to sync
* [ ] Team consensus on field mapping
* [ ] Backup of existing data (recommended)

### General Setup Process

<Steps>
  <Step title="Navigate to Integrations">
    Go to **Settings** → **Integrations** in Stanna
  </Step>

  <Step title="Choose Integration">
    Click **Connect** next to your desired integration
  </Step>

  <Step title="Authenticate">
    Log in to your external account and grant permissions
  </Step>

  <Step title="Configure Mapping">
    Review and adjust field mappings as needed
  </Step>

  <Step title="Start Sync">
    Begin initial data import and monitor progress
  </Step>
</Steps>

### Best Practices

* **Start with one integration** to understand the process
* **Test with small data sets** before full sync
* **Document custom mappings** for team reference
* **Monitor initial sync** for any data inconsistencies
* **Train team** on new data sources and workflows

## Data Quality & Management

### Ensuring Clean Data

<AccordionGroup>
  <Accordion title="Duplicate Prevention">
    **Company matching** by domain:

    * Stanna matches companies primarily by domain
    * Clean up domain variations (www, subdomains) in source systems
    * Use merge tools for any duplicates that slip through

    **Contact deduplication**:

    * Multiple contacts per company are preserved
    * Email addresses used for contact matching
    * Manual merge available for edge cases
  </Accordion>

  <Accordion title="Data Validation">
    **Automatic validation**:

    * Invalid email formats flagged
    * Missing required fields highlighted
    * Unusual data patterns reported

    **Manual review process**:

    * Weekly data quality reports
    * Flagged records for human review
    * Bulk correction tools available
  </Accordion>

  <Accordion title="Historical Data">
    **Sync timeframe**:

    * Default: 2 years of historical data
    * Configurable: 6 months to 5 years
    * Selective sync: Choose specific data types

    **Performance impact**:

    * Large syncs may take several hours
    * Background processing doesn't affect usage
    * Progress tracking available in settings
  </Accordion>
</AccordionGroup>

### Managing Data Conflicts

When data conflicts arise between systems:

1. **Source priority**: Configure which system is authoritative for each field
2. **Manual override**: Always possible for individual records
3. **Conflict reports**: Weekly summaries of discrepancies
4. **Sync preferences**: Choose merge behavior for specific scenarios

## Integration Troubleshooting

### Common Issues

<AccordionGroup>
  <Accordion title="Integration shows as disconnected">
    **Causes**:

    * API credentials expired
    * Permissions revoked in source system
    * Network connectivity issues

    **Solutions**:

    1. Click "Reconnect" in integration settings
    2. Verify account permissions haven't changed
    3. Check for any recent password/security changes
  </Accordion>

  <Accordion title="Data not syncing or outdated">
    **Immediate checks**:

    1. Verify last sync time in integration dashboard
    2. Check sync status for any error messages
    3. Confirm data exists in source system

    **Troubleshooting steps**:

    1. Trigger manual sync
    2. Review error logs if available
    3. Test with a single record
    4. Contact support with specific examples
  </Accordion>

  <Accordion title="Wrong data in fields">
    **Field mapping issues**:

    1. Review field mapping in integration settings
    2. Check data format in source system
    3. Look for custom fields or naming conflicts

    **Correction process**:

    1. Fix mapping configuration
    2. Re-sync affected data
    3. Manually correct any persistent issues
  </Accordion>
</AccordionGroup>

## Security & Permissions

### Data Access

* **Read-only access**: Stanna never modifies data in connected systems
* **Selective permissions**: Grant access only to necessary data types
* **Audit trail**: All data access logged for security review

### Authentication Methods

* **OAuth 2.0**: Secure, revocable access tokens
* **API keys**: For systems without OAuth support
* **SSO integration**: Enterprise plans support SAML/OIDC

### Compliance

* **SOC 2 Type II**: All integrations meet security standards
* **GDPR compliant**: Data processing agreements in place
* **Data residency**: Choose where integration data is processed

<Info>
  **Want to request an integration?** Email [support@gostanna.com](mailto:support@gostanna.com) with your specific needs and use case.
</Info>

## Getting Help

<CardGroup cols={2}>
  <Card title="Technical Support" icon="wrench">
    Integration issues? Contact support through Settings or email [support@gostanna.com](mailto:support@gostanna.com) with integration name and error details
  </Card>
</CardGroup>