accessplanit Integration & Developer Centre

Reduce Manual Administration

Integrations automate the transfer of data between systems, reducing the need for manual imports, exports, duplicate data entry and repetitive tasks. This allows teams to spend more time on higher-value activities.

Improve Data Accuracy & Consistency

By keeping information synchronised between systems, integrations help reduce errors caused by manual updates and ensure teams are working from consistent, up-to-date information.

Enhance Experience

Integrations create smoother experiences by connecting systems behind the scenes, enabling faster bookings, improved communication, personalised interactions and easier access to information.

Unlock Better Insights

Connecting accessplanit with other platforms allows organisations to combine data sources, improve visibility and make more informed decisions using richer reporting and analytics.

Increase Efficiency & Scalability

Integrations help organisations streamline processes and build foundations that support growth, allowing systems to handle increasing volumes of users, courses, customers and data without increasing manual workload.

API v1 Feeds

Provides access to core accessplanit data areas, allowing external systems to connect with courses, users, accounts and financial information.

✔ Supports integrations with external software
✔ Reduces manual data imports and exports
✔ Enables automated data exchange
✔ Suitable for existing integrations built using v1 endpoints

• Less flexible than API v2

• Limited field availability compared with v2

• Requires developer or middleware support

• Does not provide the same advanced filtering, field selection and custom field capabilities available in v2

Several days – Weeks

✅ Yes

A Developer skilled in working with API Feeds is required

🔴 Advanced

API v2 Feeds

Provides a flexible way to connect accessplanit with external systems, allowing organisations to retrieve and manage platform data across areas such as courses, delegates, customers, trainers, finance, HR systems, CRM platforms, websites and learning platforms.

✔ Highly flexible integration approach
✔ Supports bespoke integrations with systems not covered by native integrations
✔ Reduces manual data transfers and duplicate data entry
✔ Enables automation and improved data accuracy
✔ Supports wider platform coverage, custom fields, filtering and more advanced data retrieval options

• Requires technical development resource

• Data mapping and integration design required

• External system compatibility needs to be considered

• Ongoing maintenance may be required as connected systems evolve

• API access requires the additional API module

• Use of Webhooks

Several days – Weeks

✅ Yes

A Developer skilled in working with API Feeds is required

🔴 Advanced

HTML

Provides a simple way to display advertised future courses from accessplanit directly on your website, including course availability and booking links into the accessplanit shopping basket.

✔ Quick and simple website integration
✔ Minimal development effort required
✔ Keeps website course availability updated automatically
✔ Allows customers to view available courses and progress into booking
✔ Suitable as a long-term solution or temporary solution while developing a more bespoke website integration

• Limited styling and layout flexibility

• Displays information in a predefined table format

• Less control over the customer website experience compared with XML/API approaches

• Requires website access to add the plug-in code

30 minutes – 2 hours

❌ No (for standard setup)

Knowledge of HTML feeds is required

🟢 Easy

XML

Provides structured course data feeds that allow website developers to display accessplanit courses, availability and booking options in a more customised website experience.

✔ Greater flexibility than the HTML Plug-in
✔ Website team controls the design and layout
✔ Provides additional course information such as descriptions and external IDs
✔ Supports filtered course feeds
✔ Allows a more seamless customer website experience

• Requires website developer involvement

• XML knowledge required

• More development effort than the HTML Plug-in

• Website team responsible for building and maintaining the display

• Complex course structures may require additional planning

Several days – Weeks depending on website requirements

✅ Yes

🟡 Medium–Advanced

API V2

Uses accessplanit API v2 feeds to connect course catalogue and availability data with a website, allowing a fully customised integration experience.

✔ Most flexible website integration option
✔ Real-time access to course data
✔ Supports custom website experiences
✔ Enables greater control over data returned and displayed
✔ Scales as course volumes and website requirements grow
✔ Supports more advanced filtering and data management

• Requires developer resource

• Higher initial implementation effort

• Requires API knowledge

• Data mapping and integration planning required

• Ongoing maintenance may be required as website requirements change

Several days – Weeks

✅ Yes

🔴 Advanced

Coursecheck

Sends course information and delegate feedback data to Coursecheck.

✔ Collects external reviews
✔ Improves visibility of course quality
✔ Automates feedback collection

• Requires Coursecheck account

• Limited to Coursecheck functionality

1–2 hours

❌ No

🟢 Easy

Survey Monkey

Sends delegate feedback surveys automatically.

✔ Automates feedback collection
✔ Improves response rates
✔ Reduces administration

• Requires SurveyMonkey account

• Survey design required before setup

• Requires Multiple Workflows to be setup

1–2 hours

❌ No

🟢 Easy

MailChimp

Synchronises accessplanit users with Mailchimp audiences.

✔ Automates contact management
✔ Supports targeted email campaigns
✔ Reduces manual imports

• Requires Mailchimp account setup

• Marketing consent must be considered

• Audience structure should be planned

1–2 hours

❌ No

🟢 Easy

Zoom

Connects accessplanit web courses with Zoom meetings.

✔ Automatically creates Zoom sessions
✔ Reduces administration
✔ Improves online course management

• Requires Zoom account

• API permissions required

• Dependent on Zoom settings

1–3 hours

⚠️ Sometimes

Requires activation from accessplanit

Requires experience with Zoom setup

🟡 Medium

Microsoft Teams

Connects accessplanit web courses with Microsoft Teams meetings.

✔ Automatically creates Teams sessions
✔ Reduces manual meeting setup
✔ Simplifies virtual delivery

• Requires Microsoft permissions

• Meeting configuration required

• Dependent on Microsoft availability

1–3 hours

⚠️ Sometimes

Requires activation from accessplanit and experience using Microsoft Admin Centre

🟡 Medium

API V2

Connects accessplanit web course data with an external online meeting platform, allowing webinar scheduling, joining details and attendance information to be automated between systems.

✔ Automatically create webinar sessions when web courses are scheduled
✔ Reduce manual updates of webinar joining links
✔ Ensure trainer and delegate joining information is accurate
✔ Automate attendance tracking by matching webinar attendees with accessplanit delegates
✔ Improve reporting accuracy and reduce administration time

• Requires development resource to build and maintain the connection

• External webinar platform must support API integrations

• Data mapping and integration design required before development begins

• Additional permissions/licences may be required from the webinar provider

• Ongoing maintenance may be required if the external platform changes its API

Several days-weeks

✅ Yes
Based on complexity, requirements and the chosen webinar platform

🔴 Advanced

Exchange Integration

Synchronises trainer schedules with Microsoft Exchange calendars.

✔ Keeps trainer availability updated both in their personal calendar and accessplanit calendar
✔ Reduces scheduling conflicts
✔ Improves diary management

• Requires Microsoft configuration

• Calendar permissions required

• Requires knowledge of Microsoft Admin Centre

1–3 hours

⚠️ Sometimes

Experience with Exchange/Microsoft setup is required

🟡 Medium

Outlook Plugin

Connects Microsoft Outlook with accessplanit to centralise customer communications, allowing users to view customer information, link emails, and create records directly from Outlook.

✔ Keeps customer communication history stored within accessplanit
✔ Reduces manual copying and pasting of emails
✔ Allows teams to view relevant customer, course, booking and opportunity information alongside emails
✔ Improves collaboration by ensuring teams have visibility of customer interactions
✔ Allows users to create new Users and Accounts directly from Outlook

• Requires an additional paid module/licence

• Requires compatible Outlook versions

• Users need appropriate access permissions within accessplanit

• Email linking rules and internal email exclusions may need to be configured

• Not suitable for all Outlook environments (for example unsupported Outlook versions/platforms)

30–60 minutes for configuration and setup

❌ No

🟢 Easy

Additional time may be required for user rollout and configuration

Google Calendar

Synchronises trainer schedules with Google Calendar.

✔ Improves visibility of trainer schedules
✔ Reduces manual diary updates
✔ Supports better planning

• Requires Google permissions

• Calendar setup required

1–3 hours

⚠️ Sometimes

🟡 Medium

Salesforce

Synchronises customers and opportunities with Salesforce.

✔ Centralises customer information
✔ Improves sales visibility
✔ Supports customer lifecycle management

• Requires Salesforce configuration

• Salesforce administrator involvement may be needed

• Data mapping required

Several days

⚠️ Sometimes

Requires activation from accessplanit

🟡 Medium

Hubspot

Coming soon

Coming Soon

Coming Soon

TBC

⚠️ Sometimes

Requires activation from accessplanit

🟡 Medium

API V2

Exchanges customer and CRM data between accessplanit and external CRM platforms.

✔ Reduces duplicate data entry
✔ Improves customer visibility
✔ Keeps customer records aligned

• Requires CRM knowledge

• Data matching rules needed

• Custom CRM requirements may increase complexity

Several days – Weeks

✅ Yes

Requires knowledge of API feeds and integrating CRM

🔴 Advanced

Power BI

Connects platform data with Power BI for reporting and analysis.

✔ Advanced reporting capability
✔ Visual dashboards
✔ Combines accessplanit data with other sources

• Requires Power BI knowledge

• Reporting setup required

• Data modelling may be needed

Several days

⚠️ Sometimes

🟡 Medium–Advanced

Report Writer

Not an Integration, but can be purchased as an additional Module

Allows administrators to create custom reports directly from accessplanit's database, selecting the data fields, filters, formats and outputs required.

✔ Create bespoke reports tailored to business needs
✔ Access a wider range of platform data than standard reports
✔ Report on custom fields and attributes
✔ Build charts and formatted outputs
✔ Schedule reports to be automatically distributed
✔ Export data into formats such as Excel and CSV
✔ Reduces reliance on manual data extraction

• Requires understanding of accessplanit data structures and reporting concepts

• Report creation may require training or experience

• Poorly designed reports can return unnecessary data or become difficult to maintain

• Users require appropriate Report Writer permissions/licensing

• Advanced reporting requirements may require support from a technical resource

Hours – Several days depending on report complexity

❌ No

However, experience using Report writer may be required

🔴 Advanced

Report Engine

Not an Integration, but is available for everyone within your Platform