Getting Started with the Unionpoint Integration Platform
This guide provides an introduction to how you can easily work with Deltek Unionpoint Integration Platform.
Prerequisites
- Get started with the Unionpoint Portal.
- Complete the recommended Workato Automation Pro certificate courses. Deltek recommends that you complete the Automation Pro I and II certificate courses, at least.
- Confirm that you have appropriate access to the Integration Platform.
- Confirm that you have appropriate project location set up in the Integration Platform.
- Familiarize yourself with Unionpoint overview.
- Familiarize yourself with Unionpoint concepts.
- Familiarize yourself with Workato concepts.
- Familiarize yourself with Unionpoint best practices.
Tasks
| Step | Task | See |
|---|---|---|
| 1 | Determine the apps needed to create your own integration and their appropriate connection methods.
Note: To avoid name clashes for your connections, sharing of connections is not recommended even though the Integration Platform allows it.
|
Connections |
| 2 | Create your first recipe. | Workato: Create Your First Recipe |