Basic 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 doesnโ€™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.