PIM
Deltek PIM puts your projects and people at the center of your business so that you have the visibility to deliver successful projects.
With Project Information Management (PIM), you save time with easy access to emails, documents and drawings from one location - reducing corporate risk and improving collaboration. Empower your teams to be more efficient so they can spend more time on billable work.
Connector Overview
The Deltek PIM connector empowers you to build automation around PIM's CRM and Project Management API as part of the initial release. Document Management features will follow in subsequent releases of the connector.
The Deltek PIM connector uses PIM API v1. It requires PIM app version 23.0 or later.
Connection
A successful app connection authorizes the Deltek PIM connector to interact with the specified PIM instance under the user logon entered during the authentication process.
Provide a name for the connection.
This connector requires the following parameters:
| Parameter | Description |
|---|---|
|
PIM Base URL |
The base URL of PIM site. For example: engdemo.deltekpim.com |
|
PIM Client ID |
For client ID, contact Client Care. |
Authentication
Authentication requires the Deltek PIM 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 method.
| Authentication Method | Description |
|---|---|
|
oAuth 2.0 API Client ID |
This method allows an instance of the Deltek PIM connector to authenticate through a dedicated Client ID for a given integration. |
Triggers
Triggers check for certain events to occur and can group these events for further processing.
This connector provides the following triggers.
| Trigger | Description |
|---|---|
|
Campaign Added/Updated (Real-time) |
Triggers when a campaign is added or changed. |
|
Contact Added/Updated (Real-time) |
Triggers when a contact is added or changed. |
|
Enquiry Added/Updated (Real-time) |
Triggers when a enquiry is added or changed. |
|
Organization Added/Updated (Real-time) |
Triggers when an organization is added or changed. |
|
Project Added/Updated (Real-time) |
Triggers when a project is added or changed. |
Actions
When a trigger event occurs, you can specify at least one action (or step) to execute through the Deltek PIM connector.
This connector provides the following actions.
| Action | Description |
|---|---|
|
Create Projects in PIM |
This action creates Projects in PIM. Note: Requires Project.Edit entity class function.
|
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Get Project from PIM |
This action retrieves Projects from PIM. |
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Search for Project in PIM |
This action searches Projects in PIM. |
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Update Project in PIM |
This action updates existing Projects in PIM. Note: Requires Project.Edit entity class function.
|
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Delete Project from PIM |
This action deletes Projects from PIM. Note: Requires Project.Edit entity class function.
|
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Create Project Contacts in PIM |
This action creates Project Contacts in PIM. Note: Requires Project.Edit entity class function.
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Get Project Contact from PIM |
This action retrieves Project Contacts from PIM. |
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Search for Project Contact in PIM |
This action searches Project Contacts in PIM. |
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Update Project Contact in PIM |
This action updates existing Project Contacts in PIM. Note: Requires Project.Edit entity class function.
|
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Delete Project Contact from PIM |
This action deletes Project Contacts from PIM. Note: Requires Project.Edit entity class function.
|
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Create Project Organizations in PIM |
This action creates Project Organizations in PIM. Note: Requires Project.Edit entity class function.
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Get Project Organization from PIM |
This action retrieves Project Organizations from PIM. |
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Search for Project Organization in PIM |
This action searches Project Organizations in PIM. |
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Update Project Organization in PIM |
This action updates existing Project Organizations in PIM. Note: Requires Project.Edit entity class function.
|
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Delete Project Organization from PIM |
This action deletes Project Organizations from PIM. Note: Requires Project.Edit entity class function.
|
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Create Contacts in PIM |
This action creates Contacts in PIM. Note: Requires Contact.Edit entity class function.
|
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Get Contact from PIM |
This action retrieves Contacts from PIM. |
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Search for Contact in PIM |
This action searches Contacts in PIM. |
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Update Contact in PIM |
This action updates existing Contacts in PIM. Note: Requires Contact.Edit entity class function.
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Create Contact Roles in PIM |
This action creates Contact Roles in PIM. Note: Requires PIM.Admin entity function.
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Get Contact Role by ID from PIM |
This action retrieves Contact Roles from PIM. |
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List Contact Role in PIM |
This action lists Contact Roles in PIM. |
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Update Contact Role in PIM |
This action updates existing Contact Roles in PIM. Note: Requires PIM.Admin entity class function.
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Delete Contact Role from PIM |
This action deletes Contact Roles from PIM. Note: Requires PIM.Admin entity class function.
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Create Organizations in PIM |
This action creates Organizations in PIM. Note: Requires Organization.Edit entity class function.
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Get Organization from PIM |
This action retrieves Organizations from PIM. |
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Search for Organization in PIM |
This action searches Organizations in PIM. |
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Update Organization in PIM |
This action updates existing Organizations in PIM. Note: Requires Organization.Edit entity class function.
|
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Delete Organization from PIM |
This action deletes Organizations from PIM. Note: Requires Organization.Edit entity class function.
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Create Organization Roles in PIM |
This action creates Organization Roles in PIM. Note: Requires PIM.Admin entity function.
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Get Organization Role by ID from PIM |
This action retrieves Organization Roles from PIM. |
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List Organization Role in PIM |
This action lists Organization Roles in PIM. |
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Update Organization Role in PIM |
This action updates existing Organization Roles in PIM. Note: Requires PIM.Admin entity function
|
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Delete Organization Role from PIM |
This action deletes Organization Roles from PIM. Note: Requires PIM.Admin entity function
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Create Projects Statuses in PIM |
This action creates Project Statuses in PIM. |
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Delete Project Status from PIM |
This action deletes Project Status from PIM. |
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Get Project Status from PIM |
This action retrieves Project Status from PIM. |
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Update Project Statuses in PIM |
This action updates existing Project Status in PIM. |
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List Project Status in PIM |
This action lists Project Status in PIM. |
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Create Organization Statuses in PIM |
This action creates Organization Statuses in PIM. |
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Delete Organization Status from PIM |
This action deletes Organization Statuses from PIM. |
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Get Organization Status from PIM |
This action retrieves Organization Statuses from PIM. |
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Update Organization Statuses in PIM |
This action updates existing Organization Statuses in PIM. |
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List Organization Status in PIM |
This action lists Organization Statuses in PIM. |
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Create Organization Entity Statuses in PIM |
This action creates Organization Entity Statuses in PIM. Note: Requires PIM.Admin entity function.
|
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Delete Organization Entity Status from PIM |
This action deletes Organization Entity Statuses from PIM. Note: Requires PIM.Admin entity function.
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Get Organization Entity Status from PIM |
This action retrieves Organization Entity Statuses from PIM. |
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Update Organization Entity Statuses in PIM |
This action updates existing Organization Entity Statuses in PIM. Note: Requires PIM.Admin entity function.
|
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List Organization Entity Status in PIM |
This action lists Organization Entity Statuses in PIM. |
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Create Enquiries in PIM |
This action creates Enquiries in PIM. Note: Requires Enquiry.Edit entity class function.
|
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Get Enquiry from PIM |
This action retrieves Enquiries from PIM. |
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Search for Enquiry in PIM |
This action searches Enquiries in PIM. |
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Update Enquiry in PIM |
This action updates existing Enquiries in PIM. Note: Requires Enquiry.Edit entity class function.
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Delete Enquiry from PIM |
This action deletes Enquiries from PIM. Note: Requires Enquiry.Edit entity class function.
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Create Enquiry Contacts in PIM |
This action creates Enquiry Contacts in PIM. Note: Requires Enquiry.Edit entity class function.
|
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Get Enquiry Contact from PIM |
This action retrieves Enquiry Contacts from PIM. |
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Search for Enquiry Contact in PIM |
This action searches Enquiry Contacts in PIM. |
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Update Enquiry Contact in PIM |
This action updates existing Enquiry Contacts in PIM. Note: Requires Enquiry.Edit entity class function.
|
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Delete Enquiry Contact from PIM |
This action deletes Enquiry Contacts from PIM. Note: Requires Enquiry.Edit entity class function.
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Create Enquiry Organizations in PIM |
This action creates Enquiry Organizations in PIM. Note: Requires Enquiry.Edit entity class function.
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Get Enquiry Organization from PIM |
This action retrieves Enquiry Organizations from PIM. |
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Search for Enquiry Organization in PIM |
This action searches Enquiry Organizations in PIM. |
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Update Enquiry Organization in PIM |
This action updates existing Enquiry Organizations in PIM. Note: Requires Enquiry.Edit entity class function.
|
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Delete Enquiry Organization from PIM |
This action deletes Enquiry Organizations from PIM. Note: Requires Enquiry.Edit entity class function.
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Create Countries in PIM |
This action creates Countries in PIM. Note: Requires PIM.Admin entity function.
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Delete Country from PIM |
This action deletes Countries from PIM. Note: Requires PIM.Admin entity function.
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Get Country from PIM |
This action retrieves Countries from PIM. |
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Update Country in PIM |
This action updates existing Countries in PIM. Note: Requires PIM.Admin entity function.
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List Country in PIM |
This action lists Countries in PIM. |
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Create Departments in PIM |
This action creates Departments in PIM. Note: Requires PIM.Admin entity function.
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Delete Department from PIM |
This action deletes Departments from PIM. Note: Requires PIM.Admin entity function.
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Get Department from PIM |
This action retrieves Departments from PIM. |
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Update Department in PIM |
This action updates existing Departments in PIM. Note: Requires PIM.Admin entity function.
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List Department in PIM |
This action lists Departments in PIM. |
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Create Campaigns in PIM |
This action creates Campaigns in PIM. Note: Requires Campaign.Edit entity class function.
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Get Campaign from PIM |
This action retrieves Campaigns from PIM. |
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Search for Campaign in PIM |
This action searches Campaigns in PIM. |
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Update Campaign in PIM |
This action updates existing Campaigns in PIM. Note: Requires Campaign.Edit entity class function.
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Delete Campaign from PIM |
This action deletes Campaigns from PIM. Note: Requires Campaign.Edit entity class function.
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Overwrite a Campaign |
This action overwrites Campaigns in PIM. |
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List Campaign Categories |
This action lists Campaign Categories in PIM. |
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Create a Campaign Category |
This action creates Campaign Categories in PIM. |
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Get a speicific Campaign Category |
This action retrieves Campaign Categories from PIM. |
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Update a Campaign Category |
This action updates existing Campaign Categories in PIM. |
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Overwrite a Campaign Category |
This action overwrites Campaign Categories in PIM. |
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Delete a Campaign Category |
This action deletes Campaign Categories from PIM. |
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Create a new Campaign Status |
This action creates Campaign Statuses with ID/Reference in PIM. |
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Get a specific Campaign Status |
This action retrieves Campaign Statues from PIM. |
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Update a Campaign Status |
This action updates existing Campaign Status in PIM. |
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Get a list of Campaign Status |
This action retrieves Campaign Status from PIM. |
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Delete a Campaign Status |
This action deletes Campaign Statuses from PIM. |
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Create Job Categories in PIM |
This action creates Job Categories in PIM. Note: Requires PIM.Admin entity function.
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Delete Job Category from PIM |
This action deletes Job Categories from PIM. Note: Requires PIM.Admin entity function.
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Get Job Category from PIM |
This action retrieves Job Categories from PIM. |
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Update Job Category in PIM |
This action updates existing Job Categories in PIM. Note: Requires PIM.Admin entity function.
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List Job Category in PIM |
This action lists Job Categories in PIM. |
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Overwrite a Job Category |
This action overwrites Job Categories from PIM. |
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Create a Document |
This action creates a Document in the DMS based on a file uploaded to the filestore in PIM. |
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Get a specific Document |
This action retrieves a specific Document from PIM. |
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Get a specific Document by Rendition Type |
This action retrieves a specific Document by Rendition Type from PIM. |
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Create a Document Version |
This action creates a Document Version in PIM. |
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Get a specific Document Version |
This action retrieves a specific Document Version from PIM. |
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Get a specific Document Version by Rendition Type |
This action retrieves a specific Document Version by Rendition Type from PIM. |
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Update Document Version by Rendition Type |
This action updates existing Document Version by Rendition Type in PIM. |
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Overwrite Document Version by Rendition Type |
This action overwrites the Document Version by Rendition Type in PIM. |
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List Document Status |
This action lists Document Statuses from PIM. |
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Publish a Document |
This action publishes a Document in PIM. |
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Get a Document |
This action retrieves a Document from PIM. |
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Get the Latest Document |
This action retrieves the Latest Document from PIM. |
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Get File by ID |
This action retrieves File by ID from PIM. |
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Get a specific File Type |
This action retrieves File Types from PIM. |
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Get a list of File Type |
This action lists File Types in PIM. |