Deltek Unionpoint Help

Deltek Integrations

Anytime an integration is created by managers, they display on this tab. Customers can view Details or Deploy an integration.

Integrations, whether Deltek to Deltek or Deltek to third-party, can be accessed on this page. Managers can toggle if an integration is available to customers.

To view an integration's details:

  1. From the Deltek Integrations tab in grid view, select the integration you want to display the details of.

  2. Click Details.

    The integration's dialog displays.

  3. (Optional) Click Available Versions to see a dropdown list of which versions are available to the customer.

(Managers only) To make an integration available or unavailable to customers:

  1. From the Deltek Integrations tab in list view, select the integration you want to give or revoke access for customers.

  2. Click the gear icon.

    The integration's dialog displays.

  3. For each version number available, toggle the Available to Customers button.

  4. Click Close.

To deploy an integration:

  1. From the Deltek Integrations tab in grid view, select the integration you want to deploy.

  2. Click Deploy.

    The integration platform confirmation may take several minutes. Once confirmed, a notification displays that the integration was successfully deployed.

To configure a deployed integration:

  1. From the Deltek Integrations tab in grid view, select the integration you want to configure.

  2. Click Configure.

    The integration's configuration dialog displays.

  3. You can start configuring and using the integration based on instructions from the Productized Integration Reference document for that integration.

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