Integrations let Kliper push notifications, sync remediation tasks, pull evidence, and exchange data with the systems your team already runs on.
Where to find them
Integrations live in the Admin section of the main sidebar → Integrations (Admin → Integrations). Open it as an organization admin.
Who can manage integrations
| Capability | Admin | Manager | Assessor | Viewer |
|---|---|---|---|---|
| Set up, connect, edit, remove | ✓ | — | — | — |
| Use a connection (test, sync) | ✓ | ✓ | — | — |
| View | ✓ | ✓ | — | — |
In short: admins own setup; admins and managers can use what’s connected.
Available integrations
| Integration | What it does | Connect with |
|---|---|---|
| Slack | Send notifications (task assignments, mentions, deadlines) to a Slack channel | Incoming webhook URL |
| Microsoft Teams | Send the same notifications to a Teams channel | Incoming webhook URL |
| Jira | Create and track remediation tasks as Jira issues | Domain + email + API token |
| Odoo | Two-way sync with Odoo ERP (CRM, Projects, Invoicing) | URL + database + user + API key |
| SharePoint / OneDrive | Access documents in Microsoft 365 | Microsoft sign-in (OAuth) |
| Google Drive | Store and pull evidence from Google Drive | Google sign-in (OAuth) |
| Google Calendar | Sync assessment deadlines and tasks to a calendar | Google sign-in (OAuth) |
| Git provider | Pull SDLC evidence from GitHub, GitLab, Bitbucket, or Gitea | Personal access token |
| Custom webhook | Send events to any endpoint you control | Endpoint URL (+ optional secret) |
Connecting an integration
Open the catalog
Go to Admin → Integrations and pick an integration from the catalog.
Authenticate
OAuth integrations (Google, SharePoint) redirect you to sign in and consent. Token- and webhook-based integrations (Jira, Odoo, Slack, Teams, Git, custom webhook) ask for the relevant URL, account, and secret.
Test
Use Test to confirm the connection is live before you rely on it. Webhook integrations deliver a sample message.
Notifications — Slack & Microsoft Teams
Both Slack and Microsoft Teams receive the same event notifications (task assigned, mention, task due, assessment due, and more).
Create an incoming webhook
In Slack, add an Incoming Webhook to the target channel. In Teams, create an Incoming Webhook connector (or a Power Automate Workflows webhook) on the channel.
Paste the URL
In Admin → Integrations, choose Slack or Microsoft Teams and paste the webhook URL.
Test
Run Test — a confirmation card appears in your channel.
Odoo (ERP)
The Odoo integration connects your engagement data to Odoo’s CRM, Projects, and Invoicing.
Provide your Odoo URL, database name, username, and an API key (Odoo → Preferences → Account Security → New API Key). Use Test to verify.
- Push a client to CRM — a Kliper client becomes a company contact in Odoo (
res.partner). - Import contacts from Odoo — pull Odoo companies into Kliper as clients.
- Push a task to Projects — a Kliper task becomes an Odoo project task under a Kliper project.
- Create an invoice from an LOE — generate a customer invoice (
account.move) in Odoo from a Letter of Engagement.
Each action is idempotent — re-running it updates the existing Odoo record instead of creating duplicates.
SharePoint / OneDrive
SharePoint has two distinct uses, and they’re configured separately:
Your firm's documents
Connect your organization’s Microsoft 365 from Admin → Integrations → SharePoint to access your own document libraries — templates, working papers, internal evidence.
Client evidence (portal)
Your clients import evidence directly from their SharePoint / OneDrive in the Client Portal — read-only, virus-scanned, no stored credentials.
Git provider
Connect GitHub, GitLab, Bitbucket, or Gitea with a personal access token to pull software-development-lifecycle evidence (e.g., branch protection, code-review records) into assessments.
Custom webhook
Send Kliper events to any endpoint you control. Provide the URL and an optional signing secret; Kliper delivers a ping on connect so you can confirm receipt.
Revoking access
Remove a connection any time from Admin → Integrations (admins only). OAuth integrations can additionally be revoked from the provider’s own security settings (Google, Microsoft, Atlassian).