Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

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 comma-separated values (.csv) file.

Video: See related video below

Each integration form 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 checkbox, 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.
Maconomy Use this form to configure APIs to connect your Maconomy instance to Vantagepoint. This enables 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 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

Integration with Salesforce

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.