Maconomy
Maconomy is a project-based enterprise resource planning (ERP) solution that integrates projects, finances, and people or resources.
Maconomy gives you streamlined access to time and expense activities, favorites, absence management, employee information, approvals, jobs, job budgets, job risks, progress evaluations, invoices, customer information, purchase orders, and reports.
Connector Overview
The Deltek Maconomy connector empowers you to build automation around Maconomy to help you deliver the business agility, transparency and control you need to run your company and meet your needs both today and into the future, by enabling connections with other Deltek products or third-party applications.
The Deltek Maconomy connector uses Maconomy API. It requires Maconomy Web Client version 2.5.2.
Connection
An app connection or connection authorizes the Deltek Maconomy connector to interact with the Maconomy application.
Provide a name for the connection.
This connector requires the following parameters:
Parameter | Description |
---|---|
Authentication Type |
Authentication type. Can be basic, Kerberos, or OIDC. |
Base URL |
The base URL for Maconomy Workspace client. For example: https://client.deltekflexplus.com |
Base Path |
The base path for the URL. Optional. For example: maconomy-api |
Client App Shortname |
Client app shortname. For example: s279e05f |
User Name (for Basic and Kerberos) |
The user name, if using either Basic or Kerberos authentication type. |
Password (for Basic and Kerberos) |
The password, if using either Basic or Kerberos authentication type. |
Client ID (for OIDC) |
The client ID, if using OpenID (OIDC) authentication type. |
Client Secret (for OIDC) |
The client secret, if using OpenID (OIDC) authentication type. |
Authentication
Authentication requires the Deltek Maconomy connector to prove that it has the correct identity before its connection authorizes or allows you to do certain actions.
This connector supports the following authentication methods:
Authentication Method | Description |
---|---|
Basic |
Basic access authentication, using basic credentials like user name and password. |
Kerberos |
Kerberos authentication, using tickets to allow nodes communicating over a non-secure network to prove their identity to each another in a secure manner. |
OpenID |
OpenID authentication, using OpenID credentials (valid with any website using OpenID authentication) instead of a unique user name and password. |
Triggers
Triggers check for certain events to occur and can group these events for further processing.
This connector provides the following triggers.
Trigger | Description |
---|---|
Employees |
Only available in Maconomy version 2.6 and above. |
Expense Sheets |
|
Jobs/Projects |
|
Job Tasks |
|
Purchase Orders |
|
Timesheets |
|
Sales Orders |
|
Vendor Invoices |
|
Actions
Access to all the containers and fields in the connected instance, including custom containers.
Depending on the container, the supported actions are:
- Search/Retrieve Records
- Create Records
- Update Records
- Add Table Entry
- Update Table Entry
- Delete Table Entry
- Submit Card
- Approve Card
The most common and recommended containers, of which its array contents are listed, are the following. They are displayed by default, but additional containers are available if the ones needed are not in the default recommended list.
Area | Name |
---|---|
Customer |
Customer Information Card |
Customer |
Company Specific Customer Information Card |
Customer |
Customer Entry Analysis |
Customer |
Customer Payment |
CRM |
Contact Companies |
CRM |
Opportunities |
CRM |
Contact Persons |
Projects |
Jobs |
Projects |
Job Price Lists |
Projects |
Job Price Information |
Projects |
Task Lists |
Projects |
Job Tasks |
Projects |
Invoicing Plans |
Projects |
Invoice Selection |
Projects |
Invoice Editing |
Projects |
Job Budgets |
Projects |
Job Budget Lines |
Projects |
Job Progress |
Projects |
Show Job Invoice |
Projects |
Show Job Credit Memo |
Projects |
Job Entry Analysis |
Projects |
Job Journal |
Time and Expenses |
Time Sheets |
Time and Expenses |
Time Sheet Lines |
Time and Expenses |
Expense Sheet |
Time and Expenses |
Expense Sheet Lines |
Time and Expenses |
Mileage Sheets |
Time and Expenses |
Absence Entry Overview |
Sales and Subscription Orders |
Sales Orders |
Sales and Subscription Orders |
Order Lines |
Sales and Subscription Orders |
Credit Orders |
Sales and Subscription Orders |
Subscription Orders |
Sales and Subscription Orders |
Subscription Order Lines |
Sales and Subscription Orders |
Subscription Information Card |
Sales and Subscription Orders |
Show Invoice |
Sales and Subscription Orders |
Show Credit Memo |
Human Resources |
Employees |
Human Resources |
Emergency Contacts |
Human Resources |
Employee Positions |
Human Resources |
Education and Qualifications |
Human Resources |
Employee Evaluations |
Human Resources |
Parental Status |
Human Resources |
Relocations |
Human Resources |
Work Eligibilities |
Human Resources |
Company Properties |
Finance |
General Journal |
Finance |
Account Information Card |
Finance |
Local Account Information Card |
Finance |
Finance Entry Analysis |
Finance |
Finance Budgets |
Finance |
Show Budget Entries |
Finance |
Company Information |
Finance |
Exchange Rate Tables |
Dimensions |
Locations |
Dimensions |
Entities |
Dimensions |
Projects |
Dimensions |
Purpose |
Dimensions |
Specification 1 |
Dimensions |
Specification 2 |
Dimensions |
Specification 3 |
Dimensions |
Specification 4 |
Dimensions |
Specification 5 |
Dimensions |
Specification 6 |
Dimensions |
Specification 7 |
Dimensions |
Specification 8 |
Dimensions |
Specification 9 |
Dimensions |
Specification 10 |
Vendors |
Vendor Information Card |
Vendors |
Company Specific Vendor Information Card |
Vendors |
Vendor Invoices |
Vendors |
Invoice Allocation |
Vendors |
Show Vendor Invoices |
Vendors |
Show Vendor Payment |
Vendors |
Requisitions |
Vendors |
Purchase Orders |
Vendors |
Request for Quote |
Vendors |
Vendor Entry Analysis |
Approvals |
Approvals |
Approvals |
Approval Groups |
Documents |
Document Archives |
Documents |
Document Archive Lines |
Access Control |
Users |
Access Control |
User Roles |
Access Control |
User Access Levels |
Access Control |
Access Levels |
Custom Actions
This connector also provides custom actions. These custom actions allow you to create and implement actions you need that were not available in the connector.
For more information about actions and custom actions, refer to the Maconomy API Reference.