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.
Video: See related video below
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. |
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 Set Up QuickBooks Integration. |
Video
Title | Description |
---|---|
Learn how to use the Salesforce Integration module to integrate Salesforce and Vantagepoint. In addition, learn how to use existing Salesforce information to create projects in Vantagepoint, how to access and report on sales data in one place, and how to use Salesforce information to create estimates. |