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.
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.
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.
Drag and drop visual editor allows administrators to create and update field mapping to precisely match the needs of your business.
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.
- Microsoft Dynamics
ERP and financial systems
- Sage Intacct
- SAP Concur
- Microsoft Dynamics
Payroll and HR
- Microsoft Project
“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.”