Xero Integration with Vantagepoint
With Deltek Unionpoint, you can integrate and connect a new Vantagepoint PSA database with an existing Xero database so that your project accounting is managed in Vantagepoint and your general ledger is managed in Xero.
Unionpoint is an Integration Platform as a Service (iPaas) solution that allows non-technical business users to build, deploy, and manage integrations with Deltek products.
The integration is currently available only to new customers who use Vantagepoint version 5.5.4 and later.
The integration is not available to existing Vantagepoint customers. If you are an existing customer and you use the Vantagepoint Exports utility to export Vantagepoint data to Xero (using a data definition based on the XEROClientInvoice data pack), the setup and processing in the Exports utility is separate from the Unionpoint integration.
Requirements
To integrate Vantagepoint with Xero using Unionpoint, you must be a new Vantagepoint customer and have the following software versions and modules:
| Product | Version | Module |
|---|---|---|
| Vantagepoint | 5.5.4 and later | Front Office Package (PSA, CRM Plus, Time & Expense, and Resource Planning modules) |
| Xero | Latest version | Accounting – Premium |
For information on compatibility, see the What's New section in the Unionpoint Help.
Set Up the Integration
To use Unionpoint to set up and manage the integration between Vantagepoint and Xero, see the Deltek Unionpoint Help, which includes topics such as the following:
- Set Up an Integration in the Portal
- Vantagepoint - Xero in the Table of Contents under