Set Up Integration with Ajera
You can connect your Ajera instance to Vantagepoint, to synchronize data between the two applications.
To set up integration with Ajera:
-
Open Ajera and select the CRM tab in
Company > Preferences > Integration to set up synchronization to occur automatically at regularly scheduled times.
You can also run the synchronization process manually at any time using the Synchronize with CRM menu option.
- Log on to Vantagepoint.
- In the Navigation pane, select Utilities > Integrations > Ajera.
-
Select the
Enable Ajera Synchronization checkbox to enable
Vantagepoint to synchronize firm, project, and contact information with the Ajera application.
When you select this option, the following updates occur:
- In the Firms hub:
- On the Overview tab, a Sync to Ajera checkbox displays. Select this option to synchronize a client firm's Vantagepoint information with Ajera. Note that vendor-type firms cannot be synchronized.
- On the Contacts tab, an Ajera Sync checkbox displays. You can select any or all contact records to synchronize with Ajera.
- In the Projects hub:
- On the Overview tab of the Projects form, a Sync to Ajera checkbox displays. Select this option to synchronize a project's Vantagepoint information with Ajera.
- An Ajera Project Template field displays. Select this option if you are syncing the project to Ajera and have a particular template to be used when creating the project in Ajera. The template controls prefill the work breakdown structure (WBS) used on the project.
- On the Team tab of the Projects form, an Ajera Sync checkbox displays. You can select a maximum of twenty contact records to synchronize with Ajera.
- If you are using Ajera version 8.09 or later, accounting information on the following tabs in the Projects form of the Projects hub is synchronized:
- Ajera Totals
- Accounting
- Dates & Costs
- Team
Only the employee Name, Role, and Hours fields are shown; the hours are based on timesheet entries and the date shown is the date of the first timesheet entry.
- In the Employees hub: If you are using Ajera version 8.09 or later, employee records are synchronized.
- In the Firms hub:
Parent Topic: Ajera Integration Utility