Ajera Tab of the Integrations & Imports Form

Use the Ajera tab of Integrations and Imports to configure Deltek to connect to your Ajera instance and synchronize data.

Depending on your version of Ajera, the synchronization is one-way or two-way. In Ajera versions earlier than 8.09, the synchronization process is one-way. Contact, firm, and project information is imported from the corresponding Deltek hubs into Ajera.

In Ajera version 8.09 and later, the synchronization is bidirectional. When the synchronization process runs, any new or changed information in Ajera is updated in Deltek and vice versa.

Before you begin, you must turn on integration to Deltek in Ajera. Open Ajera and select the CRM tab in Company > Preferences > Integration to set up synchronization to occur automatically at regularly scheduled times. You can also run the synchronization process manually at any time using the Synchronize with CRM menu option.

Ajera Synchronization

Field

Description

Enable Ajera Synchronization

Select this checkbox to enable Deltek CRM and CRM Plus to synchronize firm, project, and contact information with the Ajera application. When you select this option, the following updates occur: In the Firms hub: On the Overview tab, a Sync to Ajera checkbox displays. Select this option to synchronize a client's Deltek information with Ajera. On the Contacts tab, an Ajera Sync check box displays. You can select a maximum of five contact records to synchronize with Ajera. In the Projects hub: On the Overview tab, a Sync to Ajera check box displays. Select this option to synchronize a project's Deltek information with Ajera. An Ajera Project Template field displays. Select this option if you are syncing the project to Ajera and have a particular template to be used when creating the project in Ajera. The template controls prefill the WBS used on the project. On the Contacts tab, an Ajera Sync check box displays. You can select a maximum of five contact records to synchronize with Ajera. If you are using Ajera version 8.09 or later, Accounting information on the following tabs in the Deltek Projects hub is synchronized: Ajera Totals Budget & Revenue Dates & Costs Team (only the employee Name, Role, and Hours fields, which is based on timesheet entry. Date displays date of first time entry.) In the Employees hub: If you are using Ajera version 8.09 or later, Employee records are synchronized.