Integrations Dashboard Configurations

Last updated: October 5, 2026

The configuration section of the integrations dashboard is essential for managing how your system interacts with data sources, defining the methods and schedules for data transfers.

 

Navigation Configurations 

From the Setup menu, select Integrations, then click on Configuration. This section provides you details on active data integration configurations.

 

Each configuration entry provides key details, including the data version, external vendor, transfer method, and frequency of exchanges, as well as whether the data is configured for incoming (ingress) or outgoing (egress) operations.

 

Edit or Remove Active Configurations

To ensure data integrity and continuity, configurations cannot be edited or removed directly within your Housing.Cloud admin portal. For any changes, please reach out to your Housing.Cloud representative for assistance.

 

Add New Configurations

New configurations can be added at any time to adapt to your institution's evolving needs.

 

Click Add Configuration.

 

Fill in the required fields for the new configuration entry, including data version, external vendor, transfer method, and cadence.

See here for more information on SFTP configurations.

 

Click Add Configuration to finalize your integration.

 

Once added, new configurations will appear on the main screen alongside your active integrations, ensuring easy access and management.