Connect NewOrg to the Systems
You Already Use
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.
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Example Integrations
NewOrg has delivered complex, multi-system integrations across government, healthcare, and financial systems in production environments nationwide
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Netsuite and Sage Financials integration for emergency-assistance and financial-assistance programs — directly analogous to ERP/check-writing requirements.
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EDI for Medicare, Medicaid, and Medi-CAL billing, including U.S. private-insurance medical billing services.
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Custom OCR Scanning Workflows for federal agencies, courts, and banking entities for document digitization and routing.
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Mobile Application Development and custom client and volunteer portals, including iCare bulk-upload enablement.
NewOrg Integrations Frequently Asked Questions
How do we know if an integration is the right approach?
An integration is usually worth exploring when staff are entering the same information in multiple systems, manually exporting files, reconciling data across platforms, or waiting on another system before work can move forward. NewOrg can help evaluate whether a direct integration, import process, export, or workflow adjustment makes the most sense.
What should we prepare before discussing an integration?
It helps to know which system needs to connect with NewOrg, what information should move between systems, how often that information needs to update, and who is responsible for maintaining data quality. Clear goals make it easier to determine the best technical approach.
Can integrations be phased in after launch?
Yes. Many organizations start with core NewOrg workflows first, then add integrations after staff have a better understanding of what data needs to move and where the biggest bottlenecks are. This can help avoid overcomplicating the initial implementation.
How does NewOrg help reduce duplicate work between systems?
NewOrg can help streamline data movement so staff are not constantly copying information from one platform to another. Depending on the workflow, this may involve imports, exports, automated file transfers, API connections, or structured data exchange.
How are security and access handled with integrations?
Integration planning includes reviewing what data is being exchanged, who should have access, and how the connection should be managed. The goal is to support data movement while protecting sensitive client, program, financial, or operational information.
What happens if our organization uses a system that is not listed on the page?
NewOrg can review the system, the available connection options, and your organization’s workflow goals. Not every tool will support the same level of integration, but NewOrg can help determine whether a custom connection, scheduled import, export process, or alternate workflow is the best fit.