This page gives an overview of how data comes in to the platform, where it is stored and how it can be accessed.

Custom Portal or LOS/CRM integration

When building a custom integration to Boss Insights API in order to transfer data to your own application the data flows through the following stages:

  1. Customer connected application data is synchronized and standardized

  2. Each customers data is mapped and saved in a private data store organized in a Common Data Model (CDM)

  3. CDM data is accessible via the Boss Insights REST API in either JSON or XML formats

  4. Your App consumes the data from the API and may use it directly or act as a bridge to another application.

  5. Optionally data can be synchronized to another application like a LOS/CRM.