External Systems allows administrators to build a master list of third-party platforms used across the organisation. Organising these systems in Settings ensures that external identifiers can be mapped to your records, creating a bridge between GO! Site Ready and your other business tools.
This guide covers:
- Establishing new External System Types within the master list.
- Standardising system names to ensure data consistency across the account.
- Editing or removing existing system entries.
- Making external identifiers available site-wide for linking to Companies, People, and Attainments.
Start confidently and get results fast.
💡 Power User Insight: By centralising External Systems in Settings, you enable one-click access to outside records directly from your data hierarchy, significantly reducing the time spent searching for information across multiple platforms.