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Integrations Overview

Audience: Admin, Developer, Strategy Manager
Page Type: Reference + How-To


Integration Approach

COS is designed as an open platform. You can connect COS with your existing systems through:

  1. REST API — full programmatic access to COS data
  2. CSV Import/Export — structured data exchange for KPIs, users, and resources
  3. Webhook Notifications (planned) — push events to external systems when things happen in COS

REST API

COS exposes a REST API that allows external systems to read and write data. Common use cases:

Use CaseDescription
KPI data pushPush metric values from your BI tools or data warehouse into COS KPI measurements
OKR syncRead OKR progress data into executive dashboards or reporting tools
User provisioningSync users from your HR system or identity provider
Approval automationTrigger approval flows from external workflow tools

Getting started with the API:

  • Obtain an API key from Admin → API Keys
  • All requests use Bearer token authentication
  • Base URL: https://your-tenant.cos.app/api/v1

Full endpoint reference → API Overview


CSV Import / Export

For non-technical teams, COS supports structured data exchange via CSV files.

Importing KPI Measurements

You can bulk-import KPI measurement values into the KPI Library from a CSV:

  1. Go to Library → KPI / IPF
  2. Open the KPI you want to update
  3. Click Import Measurements
  4. Download the CSV template (includes: date, value, notes)
  5. Fill in your measurement data
  6. Upload and confirm

Exporting OKR Data

Export OKR progress for use in presentations or external reporting:

  1. Go to OKR → Control Center
  2. Apply filters as needed (cycle, unit, status)
  3. Click Export → Excel / CSV

Exporting BSC Data

  1. Go to your BSC view
  2. Click Export to download the scorecard in Excel format

Planned Integrations

The following integrations are on the COS roadmap:

SystemTypeStatus
SlackNotification delivery — OKR check-in reminders, approval alertsPlanned
Microsoft TeamsNotification deliveryPlanned
Google SheetsKPI measurement sync (bidirectional)Planned
Jira / LinearInitiative/task tracking syncPlanned
SalesforceCRM KPI sync (revenue, pipeline metrics)Planned
HR systems (BambooHR, Workday)User provisioning syncPlanned

To request an integration or vote on priorities, contact support@cos.app.


Webhook Notifications (Coming Soon)

Webhooks will allow COS to push real-time event notifications to external systems.

Planned events:

  • okr.submitted — OKR submitted for approval
  • okr.approved / okr.rejected — Approval decision made
  • checkin.created — New check-in submitted
  • cycle.completed — OKR cycle closed

Webhook endpoints will be configurable from Admin → Integrations → Webhooks.


Security Considerations

All integrations communicate over HTTPS. API keys:

  • Are scoped per service (not per user)
  • Can be revoked at any time from Admin → API Keys
  • Should never be committed to source code repositories — use environment variables

See also