Set Up Integrations

Use the Integrations Setup forms in Utilities to set up integrations between Vantagepoint and other software products and to import data into Vantagepoint from a spreadsheet or other CSV file.

Each of the integration forms applies to a different type of integration.

Form Description
Ajera Use this form to set up integration between Vantagepoint and Ajera. This tab has just one check box, Enable Ajera Synchronization.
API Authorization Use this form if you are licensed to use the Resource Planning module and want to use any APIs to import data from other applications into the Vantagepoint database.

Click Generate Secret to generate the Client ID and Client Secret.

GovWin IQ Use this form to set up integration between Vantagepoint and GovWin IQ, a Deltek service that helps companies find government contract opportunities.
Collaboration Use this form to set up integration withCollaboration. Before you perform this step, you must obtain a Client ID and Client Secret from Deltek.
Maconomy Use this form to configure APIs to connect your Maconomy instance to Vantagepoint. This allows you to integrate Maconomy information with Vantagepoint and synchronize user-defined fields and workflow data.
VAT Registrations Use the VAT Registrations form to configure the subscription license for Vantagepoint to use the vatlayer API system to validate European Union VAT numbers.
Salesforce Use this form to set up integration between Vantagepoint and Salesforce, including the rules that will control which data is shared between the two applications, when it is shared, and how data is mapped between the two applications.

See the Salesforce Integration help topic for more information.

QuickBooks Use this form to turn on the QuickBooks integration, connect Vantagepoint with QuickBooks Online, run the initialization to copy records from QuickBooks Online to Vantagepoint for the first time, map records, set up the time interval for automatic updating to occur between Vantagepoint and QuickBooks Online, and complete other settings.

For more information, see QuickBooks Integration Utility.