About Integration Setup
A project can be a standalone project, not syncing with an accounting platform. Or a project can be an integrated project and syncing with an accounting platform. To setup up a project to integrate with your accounting platform the Integration Setup needs to be completed. Within the Project Setup Module, you will find the Integrations Setup.
Once you click into the Integrations Setup section, the screen will appear like this if the project has not been setup to synchronize.
Integrate A Project
Navigate to Project Setup Module > Integrations Setup
Check the box next to Synchronize this Project with a Sage job
Enter the job number as it exists within the Sage platform that you are integrating with
Click Save
Click Sync Project Now to request the initial synchronization. This step is optional as the project will sync at the next full org sync scheduled task time.
Project Level Synchronization Reports:
Connector Sync History: Will show that the project was part of the automatic sync schedule or if it was a manual request, for the last 30 days. Showing the date and time the sync was scheduled to take place.
Contract Event Sync Queue: Items that have been released to accounting and are queued to sync with the integrated accounting platform.
Commitment Event Sync Queue: Items that have been released to accounting and are queued to sync with the integrated accounting platform.
