Adding Company External Links allows you to connect your company profiles directly to external systems and records. Organising these identifiers here is a critical first step, as external systems must be defined at the company level before they can be linked to individual asset profiles or specific attainments.
This guide covers:
- Opening the company profile and accessing the External Links tab.
- Adding and creating external system types.
- Selecting or creating the correct Worksite where required.
- Entering identifiers and pasting external URLs.
- Saving each link to complete the connection.
Your company records now serve as the foundation for system-wide data integration.
💡 Power User Insight: Establishing your external links at the company level first ensures that the “External Identifiers” dropdowns are correctly populated across the rest of the platform. This top-down configuration allows you to seamlessly map individual worker or equipment records to external portals like GO! Site Approved without any data gaps.