Vantagepoint
Deltek Vantagepoint is a single cloud-based or on-premises solution that puts projects and people at the center of your business so that you can improve productivity, efficiency, and profitability.
Connector Overview
The Deltek Vantagepoint connector empowers you to build automation around Vantagepoint to help you make better, more informed decisions throughout the entire project lifecycle, by enabling connections with other Deltek products or third-party applications.
The Deltek Vantagepoint connector uses Vantagepoint API. It requires Vantagepoint app version 5.0.0 or later.
Connection
An app connection or connection authorizes the Deltek Vantagepoint connector to interact with the Vantagepoint application.
By default, this connector uses the connection name My Deltek Vantagepoint account. You can opt to replace this default connection name and use your preferred connection name.
This connector requires the following parameters.
Parameter | Description |
---|---|
Vantagepoint Domain and Path |
The fully qualified domain name and path to your Vantagepoint instance. For example: customer1.deltek.com/customer1 |
Consumer Key |
The unique identifier for your Vantagepoint instance. Note: For Vantagepoint 5.0 or later, the
Client ID is called the
Consumer Key.
For example: <xxxxxxxxxxxxxxxxx111111> |
Secret |
The unique code associated with your Consumer Key. Note: For Vantagepoint 5.0 or later, the
Client Secret is called the
Secret.
For example: <xxxxxxxxxxxxxxxxx111111> |
Redirect URL |
The callback URL for the application that is designated to receive an authorization code on behalf of your application. Note: For Vantagepoint 5.0 or later, the
Redirect URL is called the
Callback URL.
|
Database |
The name of the database to log into. Note: To get the database name, navigate to
in your Vantagepoint instance.
For example: TestDatabaseName |
Culture |
The language associated with your Vantagepoint instance. Select the same language you used when you logged into Vantagepoint to connect. This will determine what language to use when adding records. For example: English (United States) |
Authentication
Authentication requires the Deltek Vantagepoint 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 |
---|---|
API Key or Secret |
This method allows a connector to authenticate through a single API key or secret. In Vantagepoint, this is the access token you obtain using the unique code (Client Secret) associated with the Client ID (or Consumer Key) of your application instance. Note: The
Allow Password Grant Type checkbox must be selected when using API Key or Secret.
|
Triggers
Triggers check for certain events to occur and can group these events for further processing. Triggers need to support an input field for an integration key.
This connector provides the following triggers:
Trigger | Description |
---|---|
AP Voucher posted (Polling) |
This trigger polls at regular intervals for when an AP voucher is posted. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Employee created/updated (Polling) |
This trigger polls at regular intervals for when an employee is created or updated. Provide a value for the following required field:
You can also provide a value for the following optional field:
|
Employee Expense posted (Polling) |
This trigger polls at regular intervals for when an employee expense is posted. Provide a value for the following required field:
You can also provide a value for the following optional field:
|
Firm created/updated (Polling) |
This trigger polls at regular intervals for when a firm is created or updated. Provide a value for the following required field:
You can also provide a value for the following optional field:
|
Journal Entry posted (Polling) |
This trigger polls at regular intervals for when a journal entry is posted. Provide a value for the following required field:
You can also provide a value for the following optional field:
|
Invoice posted (Polling) |
This trigger polls at regular intervals for when an invoice is posted. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Timesheet posted (Polling) |
This trigger polls at regular intervals for when a timesheet is posted. Provide a value for the following required field:
You can also provide a value for the following optional field:
|
Account created (Real-time) |
This trigger checks in real-time (through a webhook) for when an account is created. |
Account updated (Real-time) |
This trigger checks in real-time (through a webhook) for when an account is updated. |
Employee created (Real-time) |
This trigger checks in real-time (through a webhook) for when an employee is created. |
Employee updated (Real-time) |
This trigger checks in real-time (through a webhook) for when an employee is updated. |
Employee deleted (Real-time) |
This trigger checks in real-time (through a webhook) for when an employee is deleted. |
Firm created (Real-time) |
This trigger checks in real-time (through a webhook) for when a firm is created. |
Firm updated (Real-time) |
This trigger checks in real-time (through a webhook) for when a firm is updated. |
Project created (Real-time) |
This trigger checks in real-time (through a webhook) for when a project is created. |
Project updated (Real-time) |
This trigger checks in real-time (through a webhook) for when a project is updated. |
Activities posted (Polling) |
This trigger polls at regular intervals for when an activity is posted. |
Contacts posted (Polling) |
This trigger polls at regular intervals for when a contact is posted. |
Employee Credentials posted (Polling) |
This trigger polls at regular intervals for when an employee credential is posted. |
Employee Education posted (Polling) |
This trigger polls at regular intervals for whenan employee education is posted. |
Marketing Campaigns posted (Polling) |
This trigger polls at regular intervals for when a marketing campaign is posted. |
Users posted (Polling) |
This trigger polls at regular intervals for when a user is posted. |
Activities created (Real-time) |
This trigger checks in real-time (through a webhook) for when an activity is created. |
Activities updated (Real-time) |
This trigger checks in real-time (through a webhook) for when an activity is updated. |
Contacts created (Real-time) |
This trigger checks in real-time (through a webhook) for when a contact is created. |
Contacts updated (Real-time) |
This trigger checks in real-time (through a webhook) for when a contact is updated. |
Marketing Campaigns created (Real-time) |
This trigger checks in real-time (through a webhook) for when a marketing campaign is created. |
Marketing Campaigns updated (Real-time) |
This trigger checks in real-time (through a webhook) for when a marketing campaign is updated. |
Users created (Real-time) |
This trigger checks in real-time (through a webhook) for when a user is created. |
Users updated (Real-time) |
This trigger checks in real-time (through a webhook) for when a user is updated. |
Actions
When a trigger event occurs, you can specify at least one action (or step) to execute through the Deltek Vantagepoint connector.
This connector provides the following actions.
Action | Description |
---|---|
Create Employee in Vantagepoint |
This action creates an employee in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Get Single Employee in Vantagepoint |
This action retrieves a single employee in Vantagepoint. Provide a value for the following required field:
|
List Employees in Vantagepoint |
This action retrieves all employees in Vantagepoint. |
Update Employee in Vantagepoint |
This action updates data for a single employee in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Search Employees in Vantagepoint |
This action searches for employees in Vantagepoint based on a given set of fields as filters. Note: This action does not have any required fields to configure.
You can provide a value for the following optional fields:
|
List Project Experiences for an Employee in Vantagepoint |
This action retrieves all project experiences for an employee in Vantagepoint. Provide a value for the following required field:
|
Add Skill for an Employee in Vantagepoint |
This action adds a skill for an employee in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Get Single Skill for an Employee in Vantagepoint |
This action retrieves a single skill for an employee in Vantagepoint. Provide a value for the following required fields:
|
List Skills for an Employee in Vantagepoint |
This action retrieves all skills for an employee in Vantagepoint. Provide a value for the following required field:
|
Update Skill for an Employee in Vantagepoint |
This action updates data for a single skill of an employee in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Remove Skill for an Employee in Vantagepoint |
This action removes a single skill for an employee in Vantagepoint. Provide a value for the following required fields:
|
Create Firm in Vantagepoint |
This action creates a firm in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Get Single Firm in Vantagepoint |
This action retrieves a single firm in Vantagepoint. Provide a value for the following required field:
|
Update Firm in Vantagepoint |
This action updates data for a single firm in Vantagepoint. Provide a value for the following required field:
You can also provide a value for the following optional fields:
|
Delete Firm in Vantagepoint |
This action deletes a single firm in Vantagepoint. Note: Deleting a firm in Vantagepoint moves its equivalent Contacts to the Archived tab in Xero.
Provide a value for the following required field:
|
Search Firms in Vantagepoint |
This action searches for firms in Vantagepoint based on a given set of fields as filters. Note: This action does not have any required fields to configure.
You can provide a value for the following optional fields:
|
Add Address for a Firm in Vantagepoint |
This action adds an address for a firm in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Get Single Address for a Firm in Vantagepoint |
This action retrieves a single address for a firm in Vantagepoint. Provide a value for the following required field:
|
List Companies for an Employee in Vantagepoint |
This action retrieves all companies for an employee in Vantagepoint. Note: Listed companies cannot be assigned to an employee (through the API) until these companies are associated with a hub record in Vantagepoint (through the UI).
Provide a value for the following required field:
|
List Configured Organizations in Vantagepoint |
This action retrieves all configured organizations in Vantagepoint. Note: This action does not have any required or optional fields to configure.
|
Create Project in Vantagepoint |
This action creates a project in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Get Single Project in Vantagepoint |
This action retrieves a single project in Vantagepoint. Provide a value for the following required fields:
Note: To get a Project, enter a project number. To get a Phase, enter both a project number and phase number. To get a Task, enter a project number, phase number, and task number.
|
Update Project in Vantagepoint |
This action updates data for a single project in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Delete Project in Vantagepoint |
This action deletes a single project in Vantagepoint. Provide a value for the following required field(s):
|
Search Projects in Vantagepoint |
This action searches for projects in Vantagepoint based on a given set of fields as filters. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Create Account in Vantagepoint |
This action creates an account in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Get Single Account in Vantagepoint |
This action retrieves a single account in Vantagepoint. Provide a value for the following required field:
|
List Accounts in Vantagepoint |
This action retrieves all accounts in Vantagepoint. Note: This action does not have any required or optional fields to configure.
|
Update Account in Vantagepoint |
This action updates data for a single account in Vantagepoint. Provide a value for the following required fields:
You may also provide a value for the following optional field(s):
|
Delete Account in Vantagepoint |
This action deletes a single account in Vantagepoint. Provide a value for the following required field:
|
Create Currency Code in Vantagepoint |
This action creates a currency code in Vantagepoint. Provide a value for the following required fields:
|
List Currency Codes in Vantagepoint |
This action retrieves all currency codes in Vantagepoint. Note: This action does not have any required or optional fields to configure.
|
Update Currency Code in Vantagepoint |
This action updates data for a single currency code in Vantagepoint. Provide a value for the following required field:
You can also provide a value for the following optional fields:
|
Delete Currency Code in Vantagepoint |
This action deletes a single currency code in Vantagepoint. Provide a value for the following required field:
|
Add Option for the Organization List Settings in Vantagepoint |
This action adds an option for the Organization list settings in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional field:
|
List Options for the Organization List Settings in Vantagepoint |
This action retrieves all options for the Organization list settings in Vantagepoint. Note: This action does not have any required or optional fields to configure.
|
Add Option for the Employee Status List Settings in Vantagepoint |
This action adds an option for the Employee Status list settings in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional field:
|
List Options for the Employee Status List Settings in Vantagepoint |
This action retrieves all options for the Employee Status list settings in Vantagepoint. Note: This action does not have any required or optional fields to configure.
|
Add Option for the Employee Job Title List Settings in Vantagepoint |
This action adds an option for the Employee Job Title list settings in Vantagepoint. Provide a value for the following required fields:
You may also provide a value for the following optional field:
|
List Options for the Employee Job Title List Settings in Vantagepoint |
This action retrieves all options for the Employee Job Title list settings in Vantagepoint. Note: This action does not have any required or optional fields to configure.
|
Add Option for the Location List Settings in Vantagepoint |
This action adds an option for the Location list settings in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional field:
|
List Options for the Location List Settings in Vantagepoint |
This action retrieves all options for the Location list settings in Vantagepoint. Note: This action does not have any required or optional fields to configure.
|
Add Option for the Country List Settings in Vantagepoint |
This action adds an option for the Country list settings in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional field:
|
List Options for the Country List Settings in Vantagepoint |
This action retrieves all options for the Country list settings in Vantagepoint. Note: This action does not have any required or optional fields to configure.
|
Add Option for the Employee Skill List Settings in Vantagepoint |
This action adds an option for the Employee Skill list settings in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional field:
|
List Options for the Employee Skill List Settings in Vantagepoint |
This action retrieves all options for the Employee Skill list settings in Vantagepoint. Note: This action does not have any required or optional fields to configure.
|
Add Option for the Employee Skill Level List Settings in Vantagepoint |
This action adds an option for the Employee Skill Level list settings in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional field:
|
List Options for the Employee Skill Level List Settings in Vantagepoint |
This action retrieves all options for the Employee Skill Level list settings in Vantagepoint. Note: This action does not have any required or optional fields to configure.
|
Add Option for the Employee Skill Usage List Settings in Vantagepoint |
This action adds an option for the Employee Skill Usage list settings in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional field:
|
List Options for the Employee Skill Usage List Settings in Vantagepoint |
This action retrieves all options for the Employee Skill Usage list settings in Vantagepoint. Note: This action does not have any required or optional fields to configure.
|
Add Option for the Client Status List Settings in Vantagepoint |
This action adds an option for the Client Status list settings in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional field:
|
List Options for the Client Status List Settings in Vantagepoint |
This action retrieves all options for the Client Status list settings in Vantagepoint. Note: This action does not have any required or optional fields to configure.
|
Add Option for the Client Type List Settings in Vantagepoint |
This action adds an option for the Client Type list settings in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional field:
|
List Options for the Client Type List Settings in Vantagepoint |
This action retrieves all options for the Client Type list settings in Vantagepoint. Note: This action does not have any required or optional fields to configure.
|
Add Option for the Vendor Type List Settings in Vantagepoint |
This action adds an option for the Vendor Type list settings in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional field:
|
List Options for the Vendor Type List Settings in Vantagepoint |
This action retrieves all options for the Vendor Type list settings in Vantagepoint. Note: This action does not have any required or optional fields to configure.
|
Create Tax Code in Vantagepoint |
This action creates a tax code in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
List Tax Codes in Vantagepoint |
This action retrieves all tax codes in Vantagepoint. Note: This action does not have any required or optional fields to configure.
|
Update Tax Code in Vantagepoint |
This action updates data for a single tax code in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Delete Tax Code in Vantagepoint |
This action deletes a single tax code in Vantagepoint. Provide a value for the following required field:
|
Create AP Voucher in Vantagepoint |
This action creates an AP voucher in Vantagepoint. Provide a value for the following required fields:
|
Get Single AP Voucher in Vantagepoint |
This action retrieves a single AP voucher in Vantagepoint. Provide a value for the following required field:
|
Delete AP Voucher in Vantagepoint |
This action deletes a single AP voucher in Vantagepoint. Note: This action should only be used on un-posted AP voucher transactions. Deleting an AP voucher transaction that had already been posted will not un-post the said transaction.
Provide a value for the following required field:
|
Search AP Vouchers in Vantagepoint |
This action searches for AP vouchers in Vantagepoint based on a given set of fields as filters. Note: This action does not have any required fields to configure.
You can provide a value for the following optional fields:
|
Create Cash Receipt in Vantagepoint |
This action creates a cash receipt in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Get Single Cash Receipt in Vantagepoint |
This action retrieves a single cash receipt in Vantagepoint. Provide a value for the following required field:
|
Delete Cash Receipt in Vantagepoint |
This action deletes a single cash receipt in Vantagepoint. Provide a value for the following required field:
|
Search Cash Receipts in Vantagepoint |
This action searches for cash receipts in Vantagepoint based on a given set of fields as filters. Note: This action does not have any required fields to configure.
You can provide a value for the following optional fields:
|
Create Employee Expense in Vantagepoint |
This action creates an employee expense in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Get Single Employee Expense in Vantagepoint |
This action retrieves a single employee expense in Vantagepoint. Provide a value for the following required field:
|
Delete Employee Expense in Vantagepoint |
This action deletes a single employee expense in Vantagepoint. Provide a value for the following required field:
|
Search Employee Expenses in Vantagepoint |
This action searches for employee expenses in Vantagepoint based on a given set of fields as filters. Note: This action does not have any required fields to configure.
You can provide a value for the following optional fields:
|
Create Expense Payment in Vantagepoint |
This action creates an expense payment in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Search Expense Payments in Vantagepoint |
This action searches for expense payments in Vantagepoint based on a given set of fields as filters. Note: This action does not have any required fields to configure.
You can provide a value for the following optional fields:
|
Create Journal Entry in Vantagepoint |
This action creates a journal entry in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Get Single Journal Entry in Vantagepoint |
This action retrieves a single journal entry in Vantagepoint. Provide a value for the following required field:
|
Delete Journal Entry in Vantagepoint |
This action deletes a single journal entry in Vantagepoint. Provide a value for the following required field:
|
Search Journal Entries in Vantagepoint |
This action searches for journal entries in Vantagepoint based on a given set of fields as filters. Note: This action does not have any required fields to configure.
You can provide a value for the following optional fields:
|
Complete Posting of Transactions using Batch Number |
This action completes the posting of transactions by batch number. Provide a value for the following required fields:
You can also provide a value for the following optional field:
|
Create Invoice in Vantagepoint |
This action creates an invoice in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Get Single Invoice in Vantagepoint |
This action retrieves a single invoice in Vantagepoint. Provide a value for the following required field:
|
Delete Invoice in Vantagepoint |
This action deletes a single invoice in Vantagepoint. Provide a value for the following required field:
|
Search Invoices in Vantagepoint |
This action searches for invoices in Vantagepoint based on a given set of fields as filters. Note: This action does not have any required fields to configure.
You can provide a value for the following optional fields:
|
Create Timesheet in Vantagepoint |
This action creates a timesheet in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Get Single Timesheet in Vantagepoint |
This action retrieves a single timesheet in Vantagepoint. Provide a value for the following required field:
|
Delete Timesheet in Vantagepoint |
This action deletes a single timesheet in Vantagepoint. Provide a value for the following required field:
|
Search Timesheets in Vantagepoint |
This action searches for timesheets in Vantagepoint based on a given set of fields as filters. Note: This action does not have any required fields to configure.
You can provide a value for the following optional fields:
|
Create Vendor Payment in Vantagepoint |
This action creates a vendor payment in Vantagepoint. Provide a value for the following required fields:
You can also provide a value for the following optional fields:
|
Search PSA Ledger Entries in Vantagepoint |
This action searches for PSA Ledger entries in Vantagepoint based on a given set of fields as filters. Provide a value for the following required field:
You can also provide a value for the following optional fields:
|
Get Activities in Vantagepoint |
This action retrieves a single activity in Vantagepoint. |
Search Activities in Vantagepoint |
This action searches for activities in Vantagepoint based on a given set of fields as filters. |
Add Activities in Vantagepoint |
This action creates an activity in Vantagepoint. |
Update Activities in Vantagepoint |
This action updates data for a single activity in Vantagepoint. |
Get Contacts in Vantagepoint |
This action retrieves a single contact in Vantagepoint. |
Search Contacts in Vantagepoint |
This action searches for contacts in Vantagepoint based on a given set of fields as filters. |
Add Contacts in Vantagepoint |
This action creates a contact in Vantagepoint. |
Update Contacts in Vantagepoint |
This action updates data for a single contact in Vantagepoint. |
Get Employee Credentials in Vantagepoint |
This action retrieves a single employee credential in Vantagepoint. |
Search Employee Credentials in Vantagepoint |
This action searches for employee credentials in Vantagepoint based on a given set of fields as filters. |
Add Employee Credentials in Vantagepoint |
This action creates an employee credential in Vantagepoint. |
Update Employee Credentials in Vantagepoint |
This action updates data for a single employee credential in Vantagepoint. |
Get Employee Education in Vantagepoint |
This action retrieves a single employee education in Vantagepoint. |
Search Employee Education in Vantagepoint |
This action searches for employee education in Vantagepoint based on a given set of fields as filters. |
Add Employee Education in Vantagepoint |
This action creates an employee education in Vantagepoint. |
Update Employee Education in Vantagepoint |
This action updates data for a single employee education in Vantagepoint. |
Get Marketing Campaigns in Vantagepoint |
This action retrieves a single Marketing Campaigns in Vantagepoint. |
Search Marketing Campaigns in Vantagepoint |
This action searches for Marketing Campaigns in Vantagepoint based on a given set of fields as filters. |
Add Marketing Campaigns in Vantagepoint |
This action creates an Marketing Campaigns in Vantagepoint. |
Update Marketing Campaigns in Vantagepoint |
This action updates data for a single Marketing Campaigns in Vantagepoint. |
Get Users in Vantagepoint |
This action retrieves a single user in Vantagepoint. |
Search Users in Vantagepoint |
This action searches for users in Vantagepoint based on a given set of fields as filters. |
Add Users in Vantagepoint |
This action creates an users in Vantagepoint. |
Update Users in Vantagepoint |
This action updates data for a single user in Vantagepoint. |
Batch Create Employees in Vantagepoint |
This action creates multiple employees in Vantagepoint. |
Batch Update Employees in Vantagepoint |
This action updates data for multiple employees in Vantagepoint. |
Batch Create Firms in Vantagepoint |
This action creates multiple firms in Vantagepoint. |
Batch Update Firms in Vantagepoint |
This action updates data for multiple firms in Vantagepoint. |
Batch Create Projects in Vantagepoint |
This action creates multiple projects in Vantagepoint. |
Batch Update Projects in Vantagepoint |
This action updates data for multiple projects in Vantagepoint. |
Batch Create Contacts in Vantagepoint |
This action creates multiple contacts in Vantagepoint. |
Batch Update Contacts in Vantagepoint |
This action updates data for multiple contacts in Vantagepoint. |
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 Vantagepoint API Reference.