Maconomy Information Center

Set Up Connection to Deltek CRM

Use these steps to set up a connection to Deltek CRM.

To set up the connection to Deltek CRM:

  1. Add the following lines to the file server.ini located at <Path to Maconomy installation>/CouplingService/configuration:

    1. url.deltekcrmwebservice = http://<servername>/vantagepoint/api

    url.deltekcrmiaccess = http://<servername>/vantagepoint/app

    url.deltekcrmdatabase = <Database shortname>

    url.deltekcrmclientid = <client ID>

    url.deltekcrmclientsecret = <client secret>

  2. Select the Update Deltek CRM Connection Information action in the CRM Integration dialog box or the CRM Integration Setup workspace and enter the following information:

    • Deltek CRM Login: Login for Deltek CRM

    • Deltek CRM password: Password for this Deltek CRM

    The integration will use the values that you entered. In the CRM Integration Setup workspace, you can also see the currently set login.