INTEGRATIONS

Make your systems work for you

Upland PSA integrates with the best enterprise software products so you can be more productive and get more value out of what you already have.

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GAIN VALUE

Move faster with the right insights

Nobody likes to manually process timesheets, sift for opportunities, juggle customer invoicing and billing, or chase down project status updates. Set up automated workflows and get full visibility into projects, resources and financials to keep things moving quickly.

TOTAL FLEXIBILITY

Get more done across more teams

The Upland Integration platform, powered by Boomi, enables you to create as many connections as you want across your enterprise systems.

  • Develop and maintain the right processes to keep employee skills inventory and availability up to date so you can ensure your team is put in the best position to succeed.
  • Detailed field mapping helps keep data consistent and organized for everyone who has access to it – professional services, project managers, business consultants, resource managers, finance, payroll, HR, and customer success managers.
  • Completely flexible system configuration puts you in control. Quickly adapt workflows and automation rules when your needs evolve.
  • Manage every billable opportunity with greater accuracy to recognize revenue faster and closely monitor your profit margins at month, quarter, and year end.
  • Design workflows to set up automatic reminders that help employees and managers stay on top of approvals in real-time and streamline your invoicing cycle.
Easy administration

Drag and drop visual editor allows administrators to create and update field mapping to precisely match the needs of your business.

Consistent data

Improve data accuracy and reporting with one-way or two-way information flow based on your cross-departmental processes.

Get down to business

Schedule integration runs or activate as needed to keep information fresh across your connected systems.

Integrate with your favorite tools

Regardless of the size of your business, you can integrate Upland PSA with any application your team relies on to wow your customers.

CRM

  • Salesforce
  • HubSpot
  • Microsoft Dynamics

ERP and financial systems

  • Sage Intacct
  • QuickBooks
  • SAP Concur
  • Microsoft Dynamics

Payroll and HR

  • Workday
  • Ultimate
  • Oracle
  • ADP

Project management

  • Microsoft Project
  • Jira

“Upland PSA’s integration flexibility was key. We wanted to integrate with our HR application and ERP to automatically update users and projects, and with our reporting data warehouse to get a near real-time view of project costs, as well as feed that information directly into our payroll application.”

Sarel Dercksen
Lead Cost Control, DRA Global

Ready to get things done?

Let’s get to work