Submit a ticket My Tickets
Welcome
Login  Sign up

Instant Integration

The advantages of integrating Projectmates construction management software with ERP systems are overwhelming. Integration automates manual processes, saves money through efficiency, and brings organizational excellence by cutting down on data entry errors. Unfortunately, integration projects typically have a long timeline and big price tag because they require specialized programming skills and knowledge of internal and external systems. To overcome these obstacles, Systemates introduces Projectmates Instant Integration.

Projectmates Instant Integration allows your company to bridge the gap between Projectmates and your internal ERP systems in record-breaking time and for a fraction of the cost of custom integrations. From a technical perspective, an integration is defined as an automated data exchange between Projectmates and one of your internal systems processing on a predetermined interval. An integration can be a one- or two-way data exchange. With a one-way data exchange, Projectmates exports the data and the internal system imports it. In a two-way data exchange, Projectmates exports the data, then later receives and imports information into Projectmates from this internal system. The internal system could be your AP system, CRM, or other data repositories you utilize in your organization.

Benefits of Projectmates Instant Integration

Over 80% of Projectmates integrations are done to automate invoice payments. As such, Projectmates Instant Integration is available for Invoices (2-way data exchange) and Company Profiles (1-way data exchange). The foundation is laid to add more integration types in the future.

  • Requires no technical knowledge on Projectmates side.
  • Drag and drop functionality lets you pick and choose fields required in your internal system.
  • Supports different file formats, specifically CSV, Excel, and TXT (numerous delimiters supported).
  • Receive the file via automated delivery to email, sFTP, FTPes, FTP, and file sharing services Box and Dropbox.
  • Exception handling is built in to catch and correct data issues in Projectmates. This includes specifying required fields.
  • Get peace of mind knowing your integration is running seamlessly by receiving success and failure email notifications.
  • Configure frequency and time of day for the integration to run.

Instant Integration Connectors

Projectmates offers connectors to Box and Dropbox, the two leadings providers of file sharing services, in addition to sFTP, FTPes and FTP. These services can be used to exchange files between Projectmates and your internal ERP systems.

Current Instant Integrations Available

There are multiple instant integrations available as of Projectmates version 18.6.  These include:

  • Budget Update (you to Projectmates)
  • Company Update (you to Projectmates)
  • Contract, PCO & CO (Projectmates to you)
  • Contract, PCO & CO Update (you to Projectmates)
  • Invoice (Projectmates to you)
  • Invoice Update (you to Projectmates)
  • Project Info Update (you to Projectmates)

Budget Update (You to Projectmates)

You can setup an automation for this one-way integration, uploading budget information from an outside system to the Projectmates Budget module.  This can be used to setup an original budget in another system or import cost information you want to track outside of Projectmates, but periodically update to show as a part of your overall project cost to date.

Company Update (You to Projectmates)

You can setup an automation for this one-way integration, uploading company profile information from an outside system to the Site Administration Area.  This can be used update company information, that can be manually associated with users or contacts within Projectmates by the site administrator.

Contract, PCO & CO (Projectmates to you)

You can setup an automation for this one-way integration, sending information about Contracts, PCOs & COs.  Once sent, the individual Contracts, PCOs & COs will flag its payment as submitted, preventing this from being sent again through the integration.  This resulting file can be used as an import to your current ERP or other system.

Contract, PCO & CO (you to Projectmates)

You can setup an automation for this one-way integration, sending update information about Contracts, PCOs & COs to the corresponding item that was created in Projectmates.  

Invoice (Projectmates to you)

You can setup an automation for this one-way integration, sending information about Invoices.  Once sent, the individual Invoices will flag its payment as submitted, preventing this from being sent again through the integration.  This resulting file can be used as an import to your current ERP or other system.

Invoice (you to Projectmates)

You can setup an automation for this one-way integration, sending update information about Invoices to the corresponding item that was created in Projectmates.   Once Imported, the individual Invoices will flag its payment as “Paid”.

Project Information (you to Projectmates)

You can setup an automation for this one-way integration, sending update information about projects to the corresponding project in Projectmates.  



Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.