Integrations come in a wide range of capabilities and complexities, ranging from simple solutions that only take a few clicks to complex, system-wide integrations automating many day-to-day tasks. While Record360 is a great documentation solution for all of the above, we've created this page to help you focus on which solutions work best for your business. Of course, there are many things you can do with Record360's integration tools, so don't feel limited to these options!

✨ Read on for

Common Integration use cases for Record360 customers
Recommended Record360 features for your use case
Example customers with a similar API use case already on Record360! (coming soon)

Syncing Inventory

Sending Unit data is the start of most integration journeys in Record360, and for some, it achieves an appropriate balance of operational efficiency and integration simplicity. Keeping your or your customers' inventory in Record360 up to date streamlines inspections and enriches the dashboard experience. Integrating units will let you:

Store key details in Record360 like serial number, VIN, make, model, and year, and keep valuable tabs on changing meters like mileage, fuel, and hour. Use these details to autofill checklist and PDF form fields during an inspection, saving inspectors valuable time and preventing typos.
Establish a record of unit activity that can be used to update ERP or rental management systems or as your source of truth.
Enable unit data-centric features and integrations like the Boom and Bucket valuation tool (coming soon — for equipment, truck, and large vehicle fleets only).

Sending or updating Units

Send automated spreadsheet imports via email, including any range of details. Units will be automatically created or updated if matches are found.
Create or update units via the Integration API to unlock maximum control over your unit data and get access to edit specific fields like make, model, year, hours, and odometer.
Set up a Live Unit Lookup (Asset Pull) (formerly "Secure Asset Pull"). For a unit lookup, you provide a RESTful API, according to certain specs, that enables us to search units in your system and pull data in real time. When starting an inspection, Record360 will search your system as the user types, providing autocompleted results to help select the right unit, and once selected, pull unit details to kickstart the inspection. Once the inspection is completed, the unit will then be created in Record360, or updated if matches are found.

Exporting or validating unit data

Use the Integration API to search and read units either individually or at scale to update your external system, create reporting dashboards, and much more!

To read more about inventory sync methods, visit Getting Started with Unit Data.

Inspections and Tasks

Many customers and partners take their integrations to the next level by incorporating Inspections and associated Tasks. Display inspection information for a specific contract, work order, or unit in your system. Download forms or share inspection summaries with your customers, and kick start business processes by assigning inspections to personnel or locations.

Keeping track of Inspections — Export & Automation

Use the Integration API to search and retrieve inspections either individually or at scale to reference inspection data in your external system, create reporting dashboards and much more!

In v1, and soon-to-be in the Integration API, Record360 can push inspection events via webhook to your system when they occur, saving you from expensive poll processes. Every time an inspection is completed, we can send the full inspection details and form data as well as links to photos, videos, signatures.

Driving Inspection process — Assigning Inspections and Tasks

Tasks and assignable inspections are coming to the Integration API (v3) soon! For those itching to get started, you can reach out to our team to learn about the v1 API.

Seamless Mobile Experiences

Have your own mobile experience? Record360's mobile developer tools on iOS and Android allow you to choose the right level of complexity for your use case and dial in a smooth mobile experience for your users, integrating their daily processes, your platform, and Record360's best-in-class inspection tools.

Use Deep Links to auto-launch the Record360 mobile app and pass reference numbers or task information, pushing users directly to the right content.
For a more robust and seamless integration, embed the entire Record360 inspection experience into your own app using the Record360 Mobile SDK.