Integration patterns: connecting Onomi to your enterprise systems

Onomi connects to enterprise systems through packaged CRM connections, operational APIs, event streaming, analytics feeds, and customer-specific operational contracts. Select the pattern from the record being moved and the system that remains authoritative for it.

This overview helps you choose the detailed integration guide. The deployment solution architecture records the exact systems, identifiers, mappings, environments, controls, and support ownership.

Start with system-of-record ownership

Give each business value one authoritative source. Onomi may capture, display, or synchronize a value without becoming its system of record.

Common ownership boundaries are:

• the CRM or master-data platform owns HCP identity and the customer consent status;
• Onomi owns the event-side request, approval, operational, and audit records created in the platform;
• the sourcing platform owns its supplier search, proposal, and contracting transaction;
• the procurement or ERP platform owns purchase requisitions, purchase orders, invoices, accounting, and payment execution;
• the travel or expense platform owns bookings, expense adjudication, and payout statuses; and
• the transparency platform owns the submitted disclosure process after it receives a confirmed handoff.

Record the direction of every synchronized field. If two systems can edit the same value without a precedence rule, the connection is not ready to build.

Choose the integration family

Define the contract before implementation

Every integration contract should name:

• the source and destination system;
• the record and field owner;
• stable identifiers and cross-references;
• create, update, retry, and duplicate behavior;
• scope and filtering rules;
• consent, privacy, and classification handling;
• authentication and secret ownership;
• expected schedule or latency;
• visible exceptions and reconciliation;
• audit and retention requirements; and
• customer, partner, and SpotMe support ownership.

Named-system guarantees are agreed per customer. Middleware topics, message schemas, latency commitments, environment counts, and supported versions belong in the deployment solution architecture, not in a general Help Center promise.

Keep authentication and provisioning separate

Single sign-on (SSO) authenticates the user. Just-in-time (JIT) provisioning can create or update an account during sign-in, while System for Cross-domain Identity Management (SCIM) manages account lifecycle separately from a login.

None of those mechanisms assigns an Onomi 360 business role by itself unless the customer-specific mapping explicitly does so. Review the separation in Assigning roles, enterprise sign-in, and provisioning.

Account for record-only meetings

A record-only meeting has an Onomi event record but no event workspace. Operational workspace APIs and the Analytics API do not expose its complete strategic meetings management record.

Its request and approval history, costs, confirmed allocation, attendee list, and CRM synchronization remain available on the surfaces that own them. Each detailed guide identifies whether its pattern applies to workspace-backed events, record-only events, or both.

Test the connection as a business process

Test more than a successful API call. Use representative records to verify:

• a valid create and update;
• a duplicate or repeated delivery;
• an unknown identifier or mapping value;
• a refused consent or policy path;
• a currency, category, or lifecycle conflict;
• a retry after a temporary failure; and
• reconciliation between the source, Onomi, and the destination.

Keep test records synthetic. Verify the user-visible exception, audit trail, and support route before production activation.

Continue with the focused guide

• Connecting CRM, HCP identity, and consent
• Using Onomi APIs, event streaming, analytics, and BI
• Connecting finance, procurement, travel, and transparency systems
• Assigning roles, enterprise sign-in, and provisioning

For the rollout sequence, see How to plan your Onomi 360 implementation.

* Onomi 360 MeetingsEQ exclusive capabilities.