Ajera-to-Cosential Integration
| Ajera 8 only: The Cosential Integration requires Ajera 8. |
Axium partnered with Cosential (a leading provider of customer relationship management [CRM] software) to provide integrated marketing, project management, accounting, and proposal solutions to architecture and engineering firms.
What does the Integration do?
The Ajera and Cosential partnership provides a seamless flow of information (illustrated below), giving you complete visibility throughout the life of your projects. The Integration helps your firm:
- Turn Cosential opportunities into new Ajera projects
The Integration imports Cosential projects and opportunities tagged with Ajera project templates into Ajera. - Sync Cosential contact, client, and company information with Ajera
The Integration imports Cosential contact, client, and company information into Ajera, eliminating the need to enter data twice and reducing data entry errors.
Relationship between Ajera and Cosential information
The Integration shares (syncs) Cosential contact, client, and company information with Ajera project information. In order to sync information correctly, the process creates a relationship between (or maps) corresponding information in both applications. Refer to the table below to understand how the process maps information between Ajera and Cosential.
| Ajera | Cosential |
| Project Information | |
|
Project ID |
Project number |
| Project description | Project name |
|
Project manager |
Staff |
| Department | Division name |
| Project type | Category name |
| Total contract amount | Contracted fee |
| Actual completion date | Actual completion date |
| Estimated completion date | Estimated completion date |
| Actual start date | Actual start date |
| Estimated start date | Scheduled start date |
| Notes | Project notes |
| Entity | Division name |
| Opportunity information | |
| Description | Opportunity name |
| Project type | Project category name |
| Client information | |
| Description | Firm name |
|
Address City State Zip Country |
Address City State Zip Country |
| Phone 1 | Office phone |
| Contact | Contact ID |
| Contact information | |
| Description | Other company name |
|
First name Last name Title |
First name Last name Title |
|
Phone 1 Phone 2 |
Business phone Home phone |
