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Connect Zertic to the tools you already use

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Zertic connects to your existing systems through an open, well-documented API, so your certification data flows where it needs to

Without manual re-entry and without vendor lock-in. Zertic acts as your central system of record for audit and certification data, then exchanges that data with the CRM, finance, and scheme-owner platforms your teams already rely on. Your data stays yours.

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Which systems does Zertic integrate with?

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Zertic integrates across four categories of tools, so a certificate issued in Zertic can update your CRM, trigger an invoice in your finance system, and stay in sync with the scheme owner — automatically.

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Category	What it connects	Examples
CRM	Client acquisition, contracts, and audit results kept in sync with sales	Salesforce, Microsoft Dynamics 365, HubSpot
Bookkeeping & ERP	Automated, timely invoicing and financial workflows	Exact Globe, QuickBooks, SAP
Scheme-owner databases	Direct connections so issued certificates stay valid and visible	GLOBALG.A.P., BRCGS, FSSC 22000, Beter Leven Keurmerk
Productivity & identity	Calendar, email, and single sign-on across your teams	Microsoft (Azure) 365, Google / Gmail

Zertic also links to public certification directories, so your issued certificates are visible where they need to be.

How do
the connections
work?

Connecting to Zertic rests on three things that make integrations reliable from day one.

✓ Open, documented API

Direct data flows for platforms like Salesforce and Exact, and custom integrations for any other system.

✓ A clear domain model

See how Zertic structures your data (clients, schemes, audits, findings, certificates) before you connect, so you know what maps where.

✓ Event-based business rules

Connections fire on the right event (certificate issued, audit closed, invoice due) and deliver the right dataset each time.

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Can you migrate data from your current system?

Yes. Zertic supports both Excel- and API-based data migration, so you can bring your existing clients, schemes, and audit history into Zertic when you go live — a key part of the 8–12 week go-live with Zertic GO.

Why an open API matters

100% API connectivity means no vendor lock-in. Because Zertic exchanges data through documented, standard interfaces rather than closed connectors, you keep control of your data and can adapt your tech stack as your certification body grows — whether you run a single scheme or manage multi-site programs across regions. Backed by a transparent domain model and event-based rules, you don’t just get data — you get the right data, at the right moment, in a structure your team already understands.

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See how Zertic fits your stack

Book a call to map your current tools to Zertic, or watch a demo to see the API-based data flows in action.

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Common questions about integration

[/fusion_title][fusion_accordion border_size=”1″ title_tag=”h3″ hide_on_mobile=”small-visibility,medium-visibility,large-visibility”][fusion_toggle title=”How does Zertic integrate with existing systems?” open=”no”]

Zertic works as the central system of record for your certification data, with API-based integrations so your data flows into your other business tools. You can connect audit and certification data with bookkeeping tools like Exact or CRM platforms like Salesforce, cutting out manual data entry between systems.

[/fusion_toggle][fusion_toggle open=”no” title=”Does Zertic connect to Salesforce, HubSpot, and Microsoft Dynamics?”]

Yes. Zertic supports native API data flows to Salesforce and, through its flexible API, enables custom integrations with HubSpot and Microsoft Dynamics 365.

[/fusion_toggle][fusion_toggle open=”no” title=”Can Zertic connect to a tool that isn’t listed?”]

Most likely, yes. Because Zertic uses an open, well-documented API, new integrations can be built without proprietary connectors. Tell us which system you use and we’ll confirm the path.

[/fusion_toggle][fusion_toggle open=”no” title=”How do I know what data I’ll be working with before connecting?”]

Zertic gives you a documented domain model up front, so your team understands the structure — clients, schemes, audits, findings, certificates — before anything is built. Event-based business rules then ensure each connection triggers at the right moment with the right dataset.

[/fusion_toggle][/fusion_accordion][/fusion_builder_column][/fusion_builder_row][/fusion_builder_container]

Connect Zertic to the tools you already use

Category

What it connects

Examples

Connecting to Zertic rests on three things that make integrations reliable from day one.

✓ Open, documented API

✓ A clear domain model

✓ Event-based business rules