Addtional Integrations

ClearGrid offers multiple integration options to accommodate different technical requirements, data sources, and organisational preferences. In addition to our REST API, you can connect with Tableau,


Tableau Cloud Integration

Extract data directly from your Tableau Cloud views and workbooks for ClearGrid processing.

Best for:

  • Organizations using Tableau for data visualization

  • Existing Tableau-based reporting workflows

  • Cross-platform data sharing

Key Features:

  • Personal Access Token (PAT) authentication

  • Crosstab Excel data extraction

  • Support for Tableau REST API v3.21


Google Sheets Integration

Simple, accessible integration using Google Sheets as your data source.

Best for:

  • Small to medium datasets

  • Organizations preferring spreadsheet-based data management

  • Quick setup with minimal technical requirements

  • Real-time collaborative data entry

Key Features:

  • Service account authentication

  • Real-time data synchronization

  • Read-only access for security

  • Easy setup and maintenance


SFTP File Transfer

Secure file-based integration for batch data uploads and processing.

Best for:

  • Legacy systems with file-based outputs

  • Batch processing workflows

  • Organizations with existing SFTP infrastructure

  • Scheduled data transfers

Key Features:

  • Multiple authentication methods (username/password or SSH keys)

  • Support for CSV, Excel, and JSON formats

  • Automated file processing pipeline

  • Secure file transfer protocol


Integration Comparison

Method
Setup Complexity
Real-time
Data Volume
Technical Requirements

REST API

Medium

Yes

High

Development resources

Tableau Cloud

Medium

No

Medium

Tableau Admin access

Google Sheets

Low

Yes

Low-Medium

Google account

SFTP

Low

No

High

File system access


Security and Compliance

ClearGrid implements enterprise-grade security measures across all integrations and platform access.

Authentication and Access Control:

  • Multi-Factor Authentication for all users

  • OAuth 2.0 for integrations

  • Role-Based Access Control (RBAC)

  • Principle of Least Privilege

Data Protection:

  • TLS 1.2+ encryption in transit

  • AES-256 encryption at rest

  • Configurable data residency

Infrastructure Security:

  • SOC 2 Type II compliance

  • ISO 27001 certification

  • Regular penetration testing

  • 24/7 security monitoring

  • Documented incident response plan

Compliance and Governance:

  • Data Processing Agreements (DPAs)

  • Immutable audit logging

  • Regular compliance reviews

For detailed information, see our Security Overview page.


Integration Benefits

Operational Efficiency:

  • Reduced manual data entry

  • Automated workflow triggers

  • Real-time data synchronization

  • Streamlined collection processes

Enhanced Recovery Rates:

  • AI-optimized collection strategies

  • Personalized borrower engagement

  • Predictive analytics for improved outcomes

Risk Management:

  • Early warning indicators

  • Compliance monitoring

  • Fraud detection and alerts

  • Regulatory reporting automation

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