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.

API Version

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.

Connection Name

Provide a name for the connection.

Note: The option to change the connection name is only available when creating connections in the Integration Platform. Productized integrations use a fixed name for their connections.
Parameters

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.

Note: Polling triggers check for data that has changed since the last time it polled. The default time is set to 5 minutes intervals, but can be changed within the UI.

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.

Note: It is recommended to use the available actions as much as possible.

For more information about actions and custom actions, refer to the Maconomy API Reference.

Related Links