Upland Integration Platform

Connect PSA to Your Enterprise

Upland Integration Platform connects PSA PSA to enterprise softwarePSA leverages the Upland Integration Platform to connect your best-of-breed PSA software to your enterprise ecosystem.

Powered by Dell Boomi, the Upland Integration Platform, enables efficient data exchange to and from 1000s of software applications, including Upland solutions or everyday business applications, giving organizations a holistic view of their professional services operations.

Bridge PSA with your CRM, financial, ERP, payroll or other systems, and derive greater value from your investment in PSA, and also from the solutions connected to PSA.

Category: CRM

Connecting Salesforce with PSA streamlines information from the CRM system to PSA, to support project launch, people management with greater efficiency.

Category: CRM

Connecting Microsoft Dynamics CRM with PSA gives users the flexibility to manage sales, marketing, and customer service operations through efficient communication between the two systems including information related to users, accounts, contacts, projects and KPIs.

Category: Payroll, Financial

Connectivity with ADP reduces the manual overhead involved in re-entering all the information in a different system by sending data, specifically related to payroll and payable batches, from PSA to ADP.

Category: Payroll

Reduce the manual overhead involved in re-entering all the information in a different system by sending data, specifically related to payroll and payable batches.

Category: Payroll

Reduce the manual overhead involved in re-entering all the information in a different system by sending data, specifically related to payroll and payable batches.

Category: Financial

Connecting Sage ERP Accpac with PSA provides users the capability to effectively exchange financial information through efficient communication between the two systems. This integration allows for sending data within PSA related to payroll, payable and WIP accrual batches, invoices and multi-client invoices to Sage ERP Accpac.

Category: Financial

Organizations can efficiently exchange financial information, including sending data related to payroll, payable and WIP accrual batches, invoices and multi-client invoices to Sage Intacct.

Category: Financial

Reduce the manual overhead involved in re-entering information in a different system by sending data, specifically invoices, payroll, payable and WIP Accrual batches, from PSA to Dynamics Great Plains.

Category: Financial

Send data related to invoicing and payable batches into QuickBooks.

Category: ERP + Financial

Exchange financial information related to payroll, payable and WIP accrual batches, invoices and multi-client invoices to Workday.

Category: ERP + Financial

Exchange financial information related to payroll, payable and WIP accrual batches, invoices and multi-client invoices to Oracle E-Business Suite.

Category: HCM Systems

Connect HR data with the PSA resource pool, without having to perform double entry.

Category: ERP + Financial

Exchange financial information related to payroll, payable and WIP accrual batches, invoices and multi-client invoices to SAP.

Category: Financial

Clients who use Concur for travel and expense management can move data between box systems and enjoy the benefits of using PSA.

Category: Project Management

Connect PSA with customers’ Agile projects, which cannot be directly managed within the PSA software.

Zendesk

Category: IT Support

Integration with Zendesk provides PSA users with a streamlined process to import and link tickets in Zendesk with time cards in their PSA software.

ServiceNow

Category: Project Management

Integration with ServiceNow will provide the PSA user with a more reliable way of tracking incidents as they progress without double data entry.

Request Information