Set Up Integration with Ajera

You can connect your Ajera instance to DPS to synchronize data between the two applications.

To set up integration with Ajera:

1. 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.
2. Log on to DPS.
3. Go to Utilities > Integrations > Ajera.
4. Select the Enable Ajera Synchronization checkbox to enable DPS 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 DPS 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 DPS 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 DPS 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.