Manual Onboarding
Manual onboarding for each agency was time-consuming and costly.
Boomi API Gateway Simplifies
Data Integration for UK Charity
Client Overview
Our client is one of the UK’s most respected children’s hospital charities, dedicated to providing the best treatment and care to seriously ill children. They aim to leave no child behind and offer them a happy childhood. The charity supports medical research on critical diseases and illnesses, cutting-edge treatments, and family-centered care to help all children across the UK.
Business Objective
The charity was seeking a solution that could streamline the process of onboarding data management from partner agencies. The existing setup necessitated a custom data integration process for each agency, leading to costly maintenance and scalability issues. They aim for a solution that streamlines agency onboarding, unifies data ingestion, reduces manual dependency, and ensures consistent data flow.
Boomi API Capabilities
Boomi has comprehensive API management capabilities designed to streamline and secure API-led integrations. The Key components of the Boomi API are:
- API Management – Boomi API Management allows users to design, deploy, version, monitor, and manage APIs from a centralized interface. It supports policy enforcement, tracks usage, and ensures consistent governance.
- API Gateway – The API Gateway created by Boomi provides a secure entry point for all API traffic, supporting features such as authentication, and routing. The gateway can be deployed in clustered, single-tenant environments for scalability and isolation.
- Developer Portal – The Boomi Developer Portal is a self-service interface that allows external partners to discover APIs, access documentation, subscribe to APIs, and manage their credentials.
Industry
Charity
Platform
Boomi
Service
Boomi API Management
Nick Owen
CTO
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Read More Challenges
Inconsistent Data
Data in various formats and through different channels, resulting in inconsistent file formats.
Knowledge Management
Knowledge management became fragmented due to different logic and profiles per agency.
Tightly Coupled Systems
Any changes to staging object requires an update across Boomi due to tight coupling with Salesforce logic.
Reduce onboarding time, improve data consistency, and secure API access with our expert Boomi integrations.
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Designed a Scalable API Architecture
We developed two core APIs: the Supporter API and the Income API, to streamline the process by which the charity receives and authenticates data from agencies. This approach eliminated the need to build a custom Boomi process for each agency, making onboarding more predictable, quicker, and less prone to errors. The Supporter API was designed for supporter/donor information, and the Income API was designed to manage both donation and limited supporter data, simplifying the process for agencies to make a single API call.
API Gateway and Developer Portal Enablement
As part of our API modernization, we implemented a centralized API Gateway and Developer Portal using Boomi to enhance governance, security, and discoverability. Previously, APIs were fragmented, with inconsistent access control. Agencies are onboarded via Azure AD and authenticated API keys, subscribing to APIs to receive secure access. The Developer Portal provides a single interface for discovering, subscribing, and managing API access, while Boomi Gateway validates every request to ensure secure, authorized usage.
Enabled Dynamic Record Processing Using Data Categories
We introduced the data category-driven approach to move away from hardcoded rules. Each agency was assigned a category that linked to specific processing logic through a cross-reference table. This enabled Salesforce staging processes to determine the proper action (insert, update, etc.) based on incoming data—without manual intervention or custom configurations per agency.
Simplified Data Handling with Smart Field Logic
Not all fields can be provided by agencies, so we implemented internal logic within Boomi to populate missing or derived values. Only a minimal set of fields was required in the API payload, allowing our client to fill in the gaps directly in Salesforce staging whenever needed. We also reduced the complexity by referencing other values or internal tables to manage optional and calculated fields automatically.
Secured and Controlled Integration Access
Our team set up Boomi API Management with external authentication via Azure IDP and API Key control, giving the charity full governance over who and how anyone can access their APIs. We enabled a dedicated developer portal in the testing environment to facilitate safe testing, ensuring agencies could try integrations in a controlled space. For each agency and environment, our team implemented separate keys, client credentials, and expiration controls to provide flexibility while ensuring security.
Established a Long-Term Operational Model
As a Boomi expert, we build solutions that align with our clients’ future objectives. With reusable APIs, editable cross-reference tables, and minimal ongoing dependency on custom logic, today our client is now positioned to onboard agencies independently, managing all changes internally and quickly adapting to future requirements without re-entering integrations.
Results
Faster Agency Onboarding
Reduced agency onboarding time by up to 70%
Consistent Partner Data
Improved data consistency across partners through standardized API payloads
Simplified Maintenance
Simplified integration, maintenance with reusable processes, and dynamic cross-referencing
Secure Access Management
Secured access management with environment-specific authentication and granular API keys
Lower Development Costs
Fewer custom builds and lower ongoing development costs.
Technology Stack
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