Uni Compare

Choose your integration below to view setup instructions and learn how to access the credentials you need to share with us.

Integrations — what to provide

How the pre-go-live test session works, what a CRM sandbox is, and how to re-test after credential rotation.

Testing before going live

Uni Compare's UK GDPR position for lead delivery: data processor model, lawful basis, and Data Protection contact details.

Data protection

Uni Compare's response targets and best-efforts commitments for the lead-delivery integration. Three severity levels, response timeframes, and what's in/out of scope.

Service Level Agreement (SLA)

This guide explains how Uni Compare integrations operate, what data is shared with your chosen application and how we test before going live.

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Create your workspace and invite the people you work with.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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