Integration & API

Integrate your high-quality data with business and reporting tools

Using Onebase puts your business in a solid position of having the most complete and high-quality data available. By integrating this data into your existing business tools you will gain even greater benefit and maintain your competitive edge.

Existing Use Cases

CRM and Sales

Integrate with tools like atWORK and Salesforce to get more out of your sales spend and improve your conversion rate.

Planning & Advice

Integrate into planning tools such as Xplan (by Iress) to optimise your resource capacity.

Client Reporting

Quickly get your data into reporting platforms, like InfoSlips, SQL Server Reporting Services (SSRS), or any other reporting tool and deliver rich, white-labelled statements to your clients.

Investment Enrichment

Work together with data platforms like Bloomberg, Morningstar, and FE Fund Analytics to enrich your investment data and delve into the finest detail during analysis.

Custom Integration

Are you developing or making use of a new app or business tool?

Please fill in the contact form or email [email protected] to find out how Onebase can help your business. Having worked on hundreds of projects with a multitude of integration tasks, our experts can help you get the most out of your software.

API Documentation

If you are an existing Onebase user, please fill in the contact form or email [email protected] to request API documentation.