Integration Overview
Our Deltek Ajera integration empowers you to seamlessly manage the entire project lifecycle, from start to finish, by synchronizing crucial data elements like clients, employees, roles, external contacts, and project stages across your ERP, PM, or CRM platform.
This integration also includes features like email notifications for integration status, automated project startup, robust error handling, and comprehensive tracking and reporting.
Features and Capabilities
Our Ajera integration offers the following powerful features in its current release:
Daily Integration Processing
Automatically captures and processes all new and updated data points across your ERP, PM, or CRM platforms, including Accounts (Clients), Contacts, Employees, Projects, Phases, Proposals, and Company and Department details. This ensures your system is always up-to-date with the latest information.
Email Notifications
Receive daily summary emails post-integration detailing key stats for each data element—such as the number of records processed, failed, or skipped—and the specific integration job associated with the report, keeping you informed of all activity.
Error Handling and Tracking
This feature, accessible to both your team and ours, ensures any integration issues are flagged and can be addressed promptly. While you won’t need to dive into the technical specifics, you’ll receive clear insights into any problems, including when they occurred and which system encountered the issue (with integration-specific failures labeled accordingly).
Use Cases and Benefits
Full Project Lifecycle Management
Seamlessly manage every project stage, from initial discovery to final closure, with comprehensive integration and support.
Extensive Reporting
Access detailed and actionable insights, keeping your data readily available within TrebleHook for informed decision-making.
Status Notifications
Stay updated with real-time notifications for each daily integration process, ensuring you’re always in the loop.
Daily Integration Jobs
Maintain seamless synchronization between your platform and TrebleHook, ensuring data consistency and accuracy.
Built-in Error Handling
Ajera integrations, along with other TrebleHook solutions, feature advanced error handling and logging. Unlike many competitors, we prioritize swift issue resolution to keep your systems running smoothly.
Extensibility
Your Ajera integration is designed for growth—future features, customization, and the inclusion of additional data elements can be implemented with ease.
