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NewOrg's integration toolkit has been built out over years of production deployments - connecting ERPs, HRIS platforms, government reporting systems, and hundreds of SaaS tools out of the box

Built-In Integration Capabilities

 From single sign-on to automated file transfers, NewOrg handles the connections your organization depends on

 

Azure SSO

Full single sign-on via Azure Active Directory / Entra ID with SAML and OAuth support. No separate NewOrg credential required for staff. 

SFTP Integrations 

Scheduled SFTP exports and imports for HRIS, ERP, and funder systems with configurable formats (.csv, .xlsx), delimiters, field mapping, and schedules.

ERP/Financial Assistance

Export files for check writing with payee name, amount, comments, and GL coding. Supports vendor lists and generates acknowledgment vouchers with digital-signature capture. 

REST API Framework

Programmatic reads and writes against client records, service events, and program objects. Used in production for custom integrations across complex multi-system environments.  

Zapier Connector

Off-the-shelf Zapier integration for low-code connections to hundreds of SaaS tools — email marketing, forms, scheduling, document signing, and analytics.

Import Wizard

Import ad hoc files or saved templates for recurring imports. Upload PDFs, Word files, and other documents, then automatically attach them to the correct client record.

Custom Exports

Any saved report can be exported as a .csv or .xlsx to a shared SFTP location

Data Ownership & Portability

Your organization retains full ownership of all data. A full copy of your database can be requested - no data lock-in.

Integrated Partners

NewOrg connects with the tools your team already relies on — from financial systems to communication platforms and beyond.

  Bullhorn Bullhorn logo
  PayPal PayPal logo
  DrFirst DrFirst logo
  SendGrid SendGrid logo
  MediRoutes MediRoutes logo
  Regroup Regroup logo
  Kibbi Kibbi logo
  Waystar Waystar logo
  EqualWeb EqualWeb logo
  Azure AD / Entra ID Azure AD / Microsoft Entra ID logo
  Zapier Zapier logo
  iCare iCare logo
  Google Maps Google Maps logo
  Zoom Zoom logo
  Microsoft Teams Microsoft Teams logo
  Stripe Stripe logo
  ChatGPT ChatGPT logo
  Daily Daily logo
  USPS USPS logo

Example Integrations

 NewOrg has delivered complex, multi-system integrations across government, healthcare, and financial systems in production environments nationwide 

 

  • Netsuite and Sage Financials integration for emergency-assistance and financial-assistance programs — directly analogous to ERP/check-writing requirements. 

  • EDI for Medicare, Medicaid, and Medi-CAL billing, including U.S. private-insurance medical billing services. 

  • Custom OCR Scanning Workflows for federal agencies, courts, and banking entities for document digitization and routing. 

  • Mobile Application Development and custom client and volunteer portals, including iCare bulk-upload enablement.

See How NewOrg Connects Your Systems

 Simplify integrations, eliminate manual work, and bring everything into one platform.