External System Links and Identifiers (Full Set-up))

    

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.