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Information synced between Ajera and PIM

Not available in ajeraCore or ajeraCore + add-ons

What information is shared between Ajera and PIM?

The integration with PIM syncs client, contact, employee, and vendor information with Ajera information.

If you are integrating with CRM, clients, contacts, and projects created in Ajera from CRM will automatically be added to PIM.

Information syncs from Ajera to PIM only.

In order to sync information correctly, the process creates a relationship between corresponding information in both applications. Refer to the table below to understand how the process maps information between Ajera and PIM.

Projects

Ajera database table: AxProject

PIM database: Project

Note:

Project information is sent to PIM at the project level only. Phases do not sync to PIM.

Ajera database field	Ajera field	PIM table	PIM field	Notes
prjKey	prjKey		Project ID	Project only – no phases go to PIM
prjDescription	Project Description	Project	Name
prjNotes	Project Notes		Description
prjID	Project ID		Project Code	Automatically generated if not entered in Ajera
prjStatus	Project Status		Status	This is the status description. For example: Marketing, Preliminary, Active, Hold, Work Hold, Billing Hold, Closed. If the status does not exist in PIM, it will be created.
VecDescription	Client			Information from the first invoice group associated with the project in Ajera
VecAddress1	Client Address 1			Information from the first invoice group associated with the project in Ajera
VecAddress2	Client Address 2			Information from the first invoice group associated with the project in Ajera
vecCity	City			Information from the first invoice group associated with the project in Ajera
Contact	Contact			The employee from Ajera
Role Type				If a project manager is setup in the PCC, the Role Type will be set to Project Manager in PIM. If principal in charge is setup in the PCC, the Role Type will be set to Principal in Charge in PIM. If marketing contact is setup in the PCC, the Role Type will be set to Marketing Contact in PIM. If the Role Type is not Project Manager, Principal in Charge, or Marketing Contact, a new role type will be created for the contact.
vecState	State			Information from the first invoice group associated with the project in Ajera
vecZip	Zip			Information from the first invoice group associated with the project in Ajera

Clients

Ajera database table: AxVec

PIM database table: Organization

Note:

Removing a contact from a client does not change the organization associated with the client in PIM.

Ajera database field	Ajera field	PIM field	Notes
vecKey	vecKey	Organization ID	Organization ID in PIM is prepended with “cl”. For example if the veckey in Ajera is 101 then the organization ID in PIM is “cl-101”
vecDescription	Client Name	Name
vecAddress1…3, vecCity, vecState	Address 1…3, City, State	Address
vecZip	Zip	Post Code
vecPhone1 or vecPhone2	Phone	Phone Number	If the phone number is not in first phone number, will look to second phone number
vecFax	Fax	Fax Number
vecWebsite	Website	Web Address
vecEmail	Email	Email

Vendors

If the contact associated with a vendor is not associated with any clients, the contact will be associated with the vendor in PIM. Removing a contact from a vendor does not change the organization associated with the vendor in PIM.

Ajera database field	Ajera field	PIM field	Notes
vecKey	vecKey	Organization ID	Organization ID in PIM is prepended with “ve”. For example if the veckey in Ajera is 102 then the organization ID in PIM is “ve-102”
vecDescription	Vendor Name	Name
vecAddress1…3 vecCity, vecState	Address 1…3, City, State	Address
vecZip	Zip	Post Code
vecPhone	Phone	Phone Number	If the phone number is not in first phone number, will look to second phone number
vecFax	Fax	Fax Number
vecWebsite	Website	Web Address
vecEmail	Email	Email

Employees

Ajera database table: AxVec

PIM database table: Contact

Ajera database field	Ajera field	PIM field	Notes
vecKey	vecKey	Contact ID	Contact ID in PIM is prepended with “em”. For example if the vecKey in Ajera is 103 then the contact ID in PIM is “em-103”
		Organization ID	Internal
vecFirstName	First Name	Forename
vecLastName	Last Name	Surname
n/a	n/a	Title	Prefills with “-“. Mr/Mrs used in merge templates
vecMiddleName	Middle Name	Middle Names
vecTitle	Title	Job Title
vecEmail	Email	Email	Used for single sign on
vecPhone2	Phone 2	Mobile
vecPhone1	Phone 1	Direct Dial
n/a	n/a	Created Date
		Document Initials	Uses first and last initials from name

Note:

If CRM and PIM are both are turned on, the PIM employee phone map will match the CRM employee phone map.

Contacts

Ajera database table: AxContact

PIM database table: Contact

The contact's organization is updated when the contact Integration Client or Integration Vendor is assigned to the Contact. You can associate a contact with either an Integration Client or an Integration Vendor.

Note:

Removing a contact from a client or vendor does not change the organization associated with the client or vendor in PIM.

Ajera database field	Ajera field	PIM field	Notes
cntKey	cntKey	Contact ID	Contact ID in PIM is prepended with “co”. For example if the cntKey in Ajera is 104 then the contact ID in PIM is “co-104”
		Organization ID	The Integration Client or Integration Vendor assigned in Ajera ( > Setup > Contacts > General Tab.
cntFirstName	First Name	Forename
cntLastName	Last Name	Surname
n/a	n/a	Title	Prefills with “-“. Mr/Mrs used in merge templates
cntMiddleName	Middle Name	Middle Names
cntTitle	Title	Job Title
cntEmail	Email	Email
cntPhone2	Phone 2	Mobile
cntPhone1	Phone 1	Direct Dial
n/a	n/a	Created Date
		Document Initials	Uses first and last initials from name

Concepts

About Project Information Management (PIM)

About PIM widgets

How Ajera, PIM, and Ajera CRM Work Together

Tasks

Setting up the Project Information Management (PIM) integration

References

Technical breakdown of PIM Integration