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How-to guides

How-to: Integrations (Integration Hub)

Sync CoverGuard both ways with your CRM, LOS, AMS, MLS, or a custom system — and let AI auto-map an external API onto CoverGuard's schema, so data flows without hand-keying.

Who this is for: Agents, brokers, and lenders on a Professional plan. Where: Sys Admin → Integration Hub (/sys-admin).

Connect a provider (OAuth)

  1. Go to Sys Admin → Integration Hub.
  2. Pick a provider and start the connection — CoverGuard begins an OAuth flow and hands you

back after you authorize.

  1. Once connected, create an Integration to define what syncs.

The OAuth handshake uses a short-lived state (≈15 min); a stale callback is rejected — just restart the connection if it times out.

Map fields

CoverGuard uses an AI mapping agent to line an external system's fields up with its own canonical schema:

  • Propose mappings from a provider or from manual input, then review and adjust.
  • Stored mappings are listed under connector mappings.

Mapping only proposes a reviewable field map — it never moves data on its own.

Approve the mapping and run a sync

Once you're happy with the proposed fields, turn the connection into a live one from its detail page (open a connection from the hub grid):

  1. Propose mappings for the system, then review the fields.
  2. Approve & activate — this locks in the reviewed field map the sync engine actually

runs (kept separate from the raw proposal, so re-proposing never overwrites your approval).

  1. Run sync now — CoverGuard pulls records in (and/or pushes out). Each run shows the

records in/out and the outcome in Sync activity.

Pulled records land in a staging area first — they never write straight into your clients or properties. Review them under Staged records, then Promote the ones you want into your Clients/Properties. Promotion is idempotent, so re-promoting a record is a no-op.

Try it end-to-end in seconds. On the hub, click Try a live sync (sandbox). This provisions a built-in demo CRM with an approved mapping already in place, so you can run a real sync, see records stage, and promote them — with no external system to connect.

Auto-map an external API (consume docs / a live integration)

The Auto-Mapping tool ingests an external API and maps it for you:

  1. In the Integration Hub, choose Auto-map an API.
  2. Provide one of:
  • an OpenAPI/Swagger URL,
  • pasted spec text, or
  • a base URL to live-probe (CoverGuard checks well-known OpenAPI paths).
  1. CoverGuard parses it into a structured digest and feeds it to the mapping agent, which

proposes mappings against real provider field names.

  1. Review the proposed mapping; optionally attach it to an integration to save it.

Network fetches are SSRF-guarded (private/loopback/link-local hosts are rejected), time-boxed, and size-capped — a spec on an internal-only host won't be reachable by design.

Manage integrations

Create, update, list, and delete integrations from the hub. Provider examples by role: Agent — CRM / MLS; Lender — Encompass / LendingPad (LOS); Insurance — AMS360 / Applied Epic (AMS).

Troubleshooting

  • Integration Hub is locked → it's a Professional-tier feature. See

Billing & plans.

  • OAuth callback failed / "state expired" → the ~15-min window lapsed; restart the

connection.

  • Auto-map can't reach a URL → it may be a private/internal host (blocked by SSRF

guard), unreachable, or too large. Use pasted spec text instead. See Integrations & API.

  • Mapping looks wrong → it's a proposal; edit it before saving. Nothing syncs from a

proposal alone.

  • "Run sync now" is missing or says "not connected" → live sync turns on only once the

system is actually connected (via sign-in / OAuth) — a request-IT or describe-it connection is a registry entry until then. To see a sync work right now, use Try a live sync (sandbox).

  • Sync ran but nothing changed in my Clients → pulled records stage first. Open **Staged

records and Promote** them into the spine.

Do this next

Connect the one system you live in — your CRM, LOS, or AMS — then create an integration and review the AI-proposed field mapping before you save it.

Back to all guides

From the CoverGuard Record to bound coverage — without the surprises

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