Deltek Unionpoint Help

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Set Up an Integration in the Portal

If you are a Portal user with an Admin or a Manager role, you can set up a productized integration for Deltek-to-Deltek or Deltek-to-third-party products within the Unionpoint Portal.

Prerequisites:

To set up an integration in the Portal:

  1. On the Deltek Integrations tab, select the integration you want to set up.

    Only the integrations available for set up are displayed, with a green Available tab above. If you do not see any integrations on the page, contact Customer Care to discuss available options for your company.

  2. Click Details.

    Information about the integration's details and its available versions display. This includes release notes that display version numbers and release dates, and discusses supported products, features, known issues, and fixed issues for each version.

  3. Select an available version of the integration from the dropdown.

    Make sure that the selected version is compatible with the supported products.

  4. Click Deploy.

    The Copy Files tab displays, confirming if you are ready to copy files.

  5. Click Start Copying.

    This copies the integration code to the Unionpoint environment. Once the files have finished copying, a confirmation message displays.

    Note: Copying files may take some time to finish, depending on the size of the integration.
  6. Click Next.

    The Connect tab displays.

  7. Enable the Unionpoint Integration Platform account, set to "My Account".

    Once enabled, the Prepare Integration tab displays.

  8. Click Start Prepping.

    This step completes the deployment and prepares the integration for configuration.

    Once the integration has been prepared, a confirmation displays.

    Note: Prepping the integration may take some time to finish, depending on the size of the integration.
  9. Click Configure.

    The Properties tab displays. Configuration to be set up will depend on the integration you are using. However, each field needs to be populated.

    These properties control how the integration behaves. For information about the properties required for your productized integration, see Productized Integration Reference .

  10. Click Save.

    The Connections tab displays. The apps to be set up will depend on the integration you are using. However, each field needs to be populated.

    This authenticates the connection between Unionpoint and the solutions that will be part of the integration. The authentication is unique to each solution.

  11. Click Connect.

    The Mapping tab displays.

  12. Click Get My Data Tables!

    Unionpoint creates and prepopulates the required mapping tables for your integration. The data mapping tables will display values that are mapped or can be mapped for the integration.

    Note: Data mapping may take some time to finish, depending on the size of the integration.
  13. Confirm how the data mapping was set up.

    You can add, modify, and delete information as necessary before validating the data mapping.

  14. Click Validate Mapping.

    The Data Spec tab displays. This step checks that there are no errors in the mapped data.

  15. Click Pair My Data!

    Unionpoint syncs data between the two systems you are integrating. The initial data sync may take some time to finish, depending on the size of the integration. Once done, a confirmation displays that your integration is successful.

    Note: When the Initial Data Sync or Upgrade Data Sync option is turned off, Unionpoint skips the data sync and proceeds to the rest of the configuration settings.
  16. Click Complete Configuration!

    The integration details page displays, displaying information such as Details, Properties, Connections, Data Mapping Tables, Data Reports, and Error Log. Some of the details may still be modified (such an expired API key) or generated (such as available data reports).

  17. Click Start Integration.

    You may also stop the integration from here as needed, as the Start Integration button becomes Stop Integration when an integration is active.