---
title: "Integrations"
description: "Connect Kliper to the tools your firm and clients already use — Slack, Microsoft Teams, Jira, Odoo, SharePoint, Google, Git, and custom webhooks."
version: "en"
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.kliper.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrations

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.

  <img src="/images/integrations-overview.webp" srcset="/images/integrations-overview-768.webp 768w, /images/integrations-overview.webp 1536w" sizes="(min-width: 768px) 768px, 100vw" loading="lazy" decoding="async" alt="Screenshot of the Integrations page showing connected integrations" />

> **Note**
>
> Integrations are configured **per organization** — each workspace connects its own accounts. Connections are never shared across organizations.

## 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

  <img src="/images/integrations-catalog.webp" srcset="/images/integrations-catalog-768.webp 768w, /images/integrations-catalog.webp 1536w" sizes="(min-width: 768px) 768px, 100vw" loading="lazy" decoding="async" alt="Screenshot of the Add Integration catalog" />

| 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) |

> **Note**
>
> Salesforce appears in the catalog as **coming soon** and is not yet active.

## Connecting an integration

1. **Open the catalog**

   Go to **Admin → Integrations** and pick an integration from the catalog.
2. **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.
3. **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).

1. **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.
2. **Paste the URL**

   In **Admin → Integrations**, choose Slack or Microsoft Teams and paste the webhook URL.
3. **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.

  <Accordion>
<AccordionTrigger>Connect Odoo</AccordionTrigger>
<AccordionContent>
    Provide your Odoo **URL**, **database name**, **username**, and an **API key** (Odoo → Preferences → Account Security → New API Key). Use **Test** to verify.
  </AccordionContent>
</Accordion>
  <Accordion>
<AccordionTrigger>What you can sync</AccordionTrigger>
<AccordionContent>
- **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.
  </AccordionContent>
</Accordion>

> **Tip**
>
> If an invoice lands in the wrong currency, make sure the LOE's currency is **active** in your Odoo company settings — Odoo falls back to the company currency otherwise.

## 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](/operations/client-portal#upload-evidence-files) — 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).

Source: https://docs.kliper.dev/operations/integrations/index.mdx