Basic Details

Step 1: Add Basic System Details

Provide the essential information required to create the system. These details help accurately categorize and describe the system for future identification and use.

Fields to collect:

• System Logo Builders are required to upload a system image to visually represent the system. The image must be less than 5MB in size and must be in one of the following formats: JPEG, JPG, or PNG.

• System Name A unique and clear name for the system. This is how it will be identified across workflows and configurations.

• System Documentation Link A URL pointing to the API documentation or user guide for the system. Helps system users understand how to use or integrate with the system.

• System Type Choose from one of the following predefined types:

  • ERP: For enterprise resource planning systems like SAP, NetSuite, or Oracle ERP.

  • CRM: For customer relationship management systems like Salesforce or HubSpot.

  • Files: For file storage and transfer systems like Google Drive, Dropbox, or SFTP.

  • ECommerce: For online commerce platforms like Shopify, Magento, or WooCommerce.

  • Others: For any system that doesn’t fit the above categories.

  Selecting the right type helps in organizing systems, filtering them, and possibly applying pre-configured defaults or behaviors based on type.

• Description An optional text field to describe the purpose or behavior of the system for better clarity.