Upland Integration Platform

Time Import

This import allows entering time logged in another system for a subset of or the complete user base, allowing all tracked time to be centralized for reporting and invoicing.

Included Features:

The source can either be a text, CSV or Excel file, or even through a SQL Server staging database
PSA Automation Service
Error logging, file based and/or staging database
Email notification providing process status with a summary and details of errors encountered

Software Requirements:

PSA 2015 R2 or later

Sage ERP Accpac Integration

The integration of Sage ERP Accpac with the PSA application 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.

Included Features:

Mapping of Accounts, Customers, Employees, Invoices
Export Payable Batches from PSA into Sage ERP Accpac
Export Invoices from PSA into Sage ERP Accpac
Export Payroll Batches from PSA into Sage ERP Accpac
Export WIP Accrual Batches from PSA into Sage ERP Accpac

Software Requirements:

Sage ERP 2010
Sage ERP 2013

Project Time Billing Report

The PSA PS Project Time Report (Billing Report) provides users with a detailed view and information about time spent on projects :

Included Features:

To provide users with a detailed view and information about time spent on projects
This can include Billable time entries only or Billable, Non-Billable and Funded hours
The report gives you the ability to drill down to each user level by entry date and view the notes entered against each time entry
The report can be exported to Word, PDF and Excel
The ability to expand/collapse each user data

Requirements:

PSA Version 2011 R1 and above.

Microsoft Dynamics CRM Integration

The integration of Microsoft Dynamics CRM and the PSA application affords users ample flexibility to manage sales, marketing, and customer service operations through efficient communication between the two systems. The integration allows for sending data within PSA related to users, accounts, contacts, projects and KPIs into Dynamics CRM.

Included Features:

Mapping of Users, Accounts, Contacts, Projects
Export PSA Project KPIs into Microsoft CRM
Viewing Microsoft CRM reports within PSA

Software Requirements:

Microsoft Dynamics CRM 2013 Online (as of PSA 2014 R1)
Microsoft Dynamics CRM 2013 On-Premise (as of PSA 2014 R1)
Small Business Edition 3.0
Enterprise Edition 3.0
CRM 4.0 On-Premise

CRM 5.0 On-Premise

Unbilled Entries by Task Report

This report provides detailed data for project tasks including all types of entries time, expense, charges…etc.) which were not included in an invoice.

Included Features:

The report gives you the ability tp see entries by data and see the notes entered against each entry
The report can be exported to Word, PDF and Excel

Software Requirements:

PSA Version 2011 R1 or later

Unbilled Entries by Project Report

This report provides detailed data for project tasks including all types of entries (time, expense, charges…etc.) which were not included in an invoice.

Included Features:

The report gives you the ability to see entries by data and see the notes entered against each entry
The report can be exported to Word, PDF and Excel

Software Requirements:

PSA Version 2011 R1 and later

Salesforce.com Integration

The integration of Salesforce.com and PSA allows the handling of financial and Customer Relationship Management (CRM) information in Salesforce.com and the management of people, projects and business processes in PSA.

Included Features:

Mapping of Users, Accounts, Contacts, Projects
Export PSA Project KPIs into Salesforce
Advanced integration options
Access PSA reports within Salesforce

Software Requirements:

Salesforce.com:

Enterprise
Professional Edition
Unlimited Edition

QuickBooks Desktop Integration

The QuickBooks Desktop integration allows for a seamless communication between PSA and QuickBooks Desktop. The integration allows for sending data within PSA related to invoicing and payable batches into QuickBooks.

Included Features:

Mapping of Customers, Chart of Accounts, Service Items, Non-Inventory Items, Other Charge Items, Employees
Export Invoices from PSA into QB
Export Payable Batches from PSA into QB

Software Requirements:

QuickBooks Desktop 2015 US, Canada, Australia, and UK Versions Supported: Pro, Premier and Enterprise
QuickBooks Desktop 2014 US, Canada, Australia, and UK Versions Supported: Pro, Premier and Enterprise
QuickBooks Desktop 2013 US, Canada, Australia, and UK Versions Supported: Pro, Premier and Enterprise

QuickBooks Online Integration

The QuickBooks Online integration allows for a seamless communication between PSA and QuickBooks Online. The integration allows for sending data within PSA related to invoicing and payable batches into QuickBooks.

Included Features:

Mapping of Customers, Chart of Accounts, Service Items, Non-Inventory Items, Other Charge Items, Employees
Export Invoices from PSA into QB
Export Payable Batches from PSA into QB

Software Requirements:

QuickBooks Online 2015 US, Canada, Australia, and UK (as of PSA 2014 R3)
QuickBooks Online Essentials (as of PSA 2013 R1)
QuickBooks Online Plus (as of PSA 2013 R1)

Leave Time History Report

The PSA Leave Time History report allows users to review their leave time history for the current year. The report groups the events by type of leave and displays details for each event including each events effect on the balance. The report is accessible directly from the timesheet and can be exported to Word, PDF, or Excel.

Included in the Report:

Leave time history overview
Accessible directly from the time sheet
The report can be exported to Word, PDF and Excel
Different section for each leave type
The ability to expand/collapse each type of leave

Software Requirements:

PSA 2013 R1 or later

Microsoft Dynamics GP Integration

The integration of Dynamics Great Plains with the PSA application offers users optimal flexibility to handle financial information through a smooth communication between the two systems. This integration diminishes 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.

Included Features:

Mapping of Accounts, Customers, Employees
Export Invoices from PSA into Microsoft Dynamics
Export Payable Batches from PSA into Microsoft Dynamics
Export Payroll Batches from PSA into Microsoft Dynamics
Export WIP Accrual Batches from PSA into Microsoft Dynamics

Software Requirements:

MSGP (Dynamics) 10.0 (Not supported as of PSA 2014 R3)
MSGP (Dynamics) 2010 (Not supported as of PSA 2014 R3)
MSGP (Dynamics) 2013

Project Team Import

This service simplifies staffing projects with PSA resources.

Instead of manually going through projects and assigning users, a list of users needed to be assigned to each project can be uploaded. This is particularly useful for implementations with projects imported from an external source into PSA.

Included Features:

FTP based text, CSV or Excel files or SQL Server 2008 staging database based import
PSA Automation Service
Error logging, file based and/or staging database.
A different section can be created for each leave type
Email notification providing process status with a summary and details of errors encountered

Software Requirements:

PSA 2014 R1 or later

Leave Time Balance Import

This application is used to synchronize employee leave time values with a third party software or any calculation outside of PSA.

Included Features:

The source can either be a text, CSV or Excel file, or even through a SQL Server staging database
PSA Automation Service
Error logging, file based and/or staging database
Email notification providing process status with a summary and details of errors encountered

Software Requirements:

PSA 2014 R1 or later

Intacct Integration

The integration of Intacct with the PSA application offers users optimal flexibility to handle financial information through a smooth communication between the two systems. This integration diminishes manual overhead involved in re-entering information in a different system by sending data, specifically invoices and payable batches, from PSA to Intacct.

Included Features:

Mapping of Accounts, Customers, Employees
Export Invoices from PSA into Intacct
Export Payable Batches from PSA into Intacct

Exchange Rate Import

This service maintains consistency for currency exchange rates between PSA and third party systems. It is especially necessary if the exchange rates are maintained outside of PSA and requires synchronization with the master system.

Included Features:

FTP based text, CSV or Excel files or SQL Server 2008 staging database based import
PSA Automation Service
Error logging, file based and/or staging database.
Email notification providing process status with a summary and details of errors encountered

Software Requirements:

PSA 2014 R1 or later

Concur Integration

PSA supports integration with the Concur Travel and Expense Management Solution. Clients who use Concur for travel and expense management and need a solution for their professional services now have a streamlined way to move data seamlessly between the PSA and Concur applications and enjoy the benefits of utilizing PSA.

Included Features:

Generating invoices that will include the expenses from Concur as well as Time & non-labor actuals from PSA.

Software Requirements:

PSA 2014 R3 or later
Concur Standard or Professional

Charge Import

The charge import allows transactions recorded elsewhere to be imported through a scheduled service to maintain a financial integration.

Included Features:

The source can either be a text, CSV or Excel file, or even through a SQL Server staging database
PSA Automation Service
Error logging, file based and/or staging database
Email notification providing process status with a summary and details of errors encountered

Software Requirements:

PSA 2014 R1 or later

ADP integration

PSA supports a file-based integration with ADP (Automatic Data Processing). This type of integration 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.

Included Features

Mapping of Accounts, Departments, Employees and Leave Time
Export Payroll Batches from PSA into ADP
Export Payable Batches from PSA into ADP

Software Requirements

ADP HR Partner
ADP HRizon
ADP Pay eXpert
ADP PC/Payroll

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