OpenAir ↔ Jira
Improve data consistency and expand automation by connecting your OpenAir system with Jira. Integrating Jira with OpenAir allows your developers to enter time in Jira, be able to analyze project time, and potentially bill that time in OpenAir. This will let developers work in one system without having to enter time in multiple systems, thus increasing accuracy. Integrations require an understanding of more than simple field mapping and data rules. With over a decade of experience, Top Step will ensure your integrations consider business process workflows, end-user behavior, timing and dependencies, and best practices that should be applied when integrating your OpenAir system to Jira as well as other critical operational systems in the business.
OpenAir Jira Integration Experience:
- Jira Project to OpenAir Project
- Jira Epic to OpenAir Project/Phase
- Jira Story/Task/Bug to OpenAir Tasks
- Jira Associated Worklogs (Time entries) to OpenAir Time entries
OpenAir ↔ NetSuite Financials
Gain an end-to-end benefit of both systems through integration and remove duplication of effort in data entry.
- Leverage the strength of each System’s intended purpose
- Tight integration provides powerful organizational collaboration
- Accelerate lead-to-cash process
- Greater overall ROI due to efficiencies and automation
- Improve quality and accuracy of data
- Improve speed at which data is available
- Visibility of data across the enterprise
OpenAir & NetSuite Financials Integration Experience:
- Push lead, prospect, contact, and customer information to OpenAir
- Use OpenAir project templates in NetSuite to pre-populate projects with commonly used tasks, billing rules, loaded costs, revenue recognition rules, auto-bill settings, and project approvers
- Transfer OpenAir invoices to NetSuite while project is in progress
- Send revenue % complete data to ARM for revenue calculation
NetSuite Expenses → OpenAir Expense Reports
OpenAir’s out-of-the-box SuiteConnect service allows the synchronization of Expense Reports from OpenAir to Netsuite, but it does not allow expense reports originating in NetSuite to transfer to OpenAir. This integration is built to solve that specific business problem for clients whose expenses either originate in NetSuite or are integrated into NetSuite from a 3rd-party expense tool (Concur, Expensify, etc.).
NetSuite Express & OpenAir Integration Experience:
Expense Categories are first synchronized between OpenAir and Netsuite, followed by Approved Expense Reports. Fields within the Expense Receipts can be included in the integration with Netsuite.
In addition to this, logic can be used to filter or map the Expense tables to respect Netsuite Classification structure.
OpenAir ↔ Quickbooks Online
Using OpenAir’s API functionality, Top Step has built a quality integration between Quickbooks Online and OpenAir. This integration synchronizes your Accounting configuration with OpenAir to ensure a more seamless flow of data between the two systems. The Quickbooks Online integration reduces intervening with data manually while improving data integrity for the organization. This integration is a cost-effective and reliable alternative to 3rd party integrator solutions.
OpenAir & Quickbooks Integration Experience:
This integration can pull a variety of fields and record data from Quickbooks Online to sync with OpenAir, such as Chart of Accounts, Departments, Locations, or Service Allocations. In addition, syncing invoices, invoice payments, clients, projects and expense reports are provide a benefit of avoiding manual data entry in either system.
OpenAir ↔ SalesForce Sales Cloud
One of the challenges in your project-based organization is getting your sales and services teams on the same page. By integrating the two systems, you create an environment that removes barriers of “your data” and “my data” conflicts that create miscommunication and unreliable reporting.
Top Step understands these challenges and how to set you on a path to improving your sales to services process by integrating between your OpenAir and Salesforce.com environments. By automating data flows between systems, you can concentrate on generating revenue and managing profitable projects
OpenAir & SalesForce Integration Experience:
What data is exchanged?
- Seamless movement of Opportunity data from Salesforce.com into OpenAir projects
- Sending account information in Salesforce.com to Client information in OpenAir
- Converting product lines into budget transactions for order line level detail tracking
- Movement of contact information from Salesforce.com to OpenAir for invoicing
- Movement of selected project and client data points back into salesforce.com
OpenAir ↔ SalesForce Service Cloud
This integration was implemented to solve for customer service reps needing to track time in OpenAir against cases in Salesforce.com Service Cloud. Each customer had a OpenAir customer service project in OpenAir and each case assigned in Salesforce.com creates a task and assignment on the CS project. Customer service reps can see and enter time in OpenAir against the project task.
OpenAir & SalesForce Integration Experience:
- Salesforce.com Accounts sync with OpenAir Customers
- Salesforce Cases sync with OpenAir Tasks
- Salesforce Case owners sync to OpenAir task assignments Salesforce users sync with OpenAir users
OpenAir ↔ Hubspot
One of the challenges in your project-based organization is getting your sales and services teams on the same page. By integrating the two systems, you create an environment that removes barriers of “your data” and “my data” conflicts that create miscommunication and unreliable reporting. Top Step understands these challenges and how to set you on a path to improving your sales to services process by integrating between your OpenAir and Hubspot environments. By automating data flows between systems, you can concentrate on generating revenue and managing profitable projects.
OpenAir & Hubspot Integration Experience:
What data is exchanged?
- Seamless movement of Opportunity data from Hubspot into OpenAir projects
- Sending client information in Hubspot to Client information in OpenAir
- Converting product lines into budget transactions for order line level detail tracking
- Movement of contact information from Hubspot to OpenAir for invoicing
- Movement of selected project and client data points back into Hubspot
OpenAir ↔ Slack
Communication tools like Slack have become critical tools for employees to communicate with each other efficiently. Integrating OpenAir with Slack allows for customized alerts to be sent seamlessly. Proactively sending notifications of key events from OpenAir to Slack ensures your organization is informed and able to take action as needed. This intergation will greatly reduce any dropped handoffs or lost key information by keeping everyone informed.
OpenAir & Slack Integration Experience:
Some of the customized notifications Top Step has worked on:
- Approval alerts
- Project stage moves
- Project status changes
- Key date changes
- Budget changes
- Planned/Budget hours updates
- New project creations
Almost any event that occurs in OpenAir can be tracked and notified via Slack, however.
OpenAir ↔ Smartsheet
Integrations require an understanding of more than simple field mapping and data rules. With over a decade of experience, Top Step will ensure your integrations consider business process workflows, what system holds the source of truth, end user behavior, timing and dependencies, and best practices that should be applied when integrating your OpenAir system to Smartsheets.
OpenAir & Smartsheets Integration Experience:
Integrating Smartsheet with OpenAir enables:
- Seamless access to all project information even for users who may not be in OpenAir
- Visibility within OpenAir into data managed in Smartsheet (and vice versa)
- Ability to manage projects to a greater level of granularity in Smartsheets than what may be needed in OpenAir
- Customer collaboration in Smartsheet using OpenAir data
OpenAir ↔ Outlook
Microsoft Outlook is the market leader for managing company’s emails and calendars. Integrating OpenAir to Outlook will allow your PSA to use the email and calendar features to send emails and update calendars.
OpenAir & Outlook Integration Experience:
Connecting OpenAir to Outlook email server allows for completely customizable email alerts with OpenAir content.
- Email timesheet statuses with more details across a group of users
- Emailing customers with key project data on a recurring basis
- Emailing project managers when updates are required on their projects
- Project stage emails with additional details
- Approval emails with additional details.
- Connecting OpenAir with Outlook calendar allows schedule events in OpenAir to show on employee calendars.
OpenAir ↔ G-Suite Communication Tools
Google’s G-Suite Communication Tools provide a solution for small to mid-size companies to manage corporate emails and calendars. Integrating OpenAir to these tools (Gmail, Google Calendar, etc.) will allow your organization to use your PSA to more effectively communicate through notifications and audit reporting, as well as provide a common platform for all of your teams’ scheduled tasks, meetings, and other activities.
OpenAir & G-Suite Integration Experience:
Connecting OpenAir to Google email allows for completely customizable email alerts with OpenAir content.
- Email timesheet statuses with more details across a group of users.
- Emailing customers with key project data on a recurring basis.
- Emailing project managers when updates are required on their projects
- Project stage emails with additional details
- Approval emails with additional details.
- Connecting OpenAir with Google calendar allows schedule events in OpenAir to show on employee calendars.
OpenAir ↔ Google Sheets
Through this integration data stored in Google Sheets pages can be synchronized with OpenAir entities automatically on a scheduled basis. This can include project plans, task lists, issue lists, time entries, expenses, schedules, etc. Integrating Google Sheets with OpenAir has allowed customers to manage data for one purpose in Google Sheets while managing the same data for a different purpose (and often at a different level) in OpenAir. For example, a company might want to build very detailed project plans in Google Sheets but only pull in higher level tasks to use for time entry and billing purposes in OpenAir. Another benefit of this integration is that it allows data accessibility via Google Sheets for client and partner users outside of an organization. Typically these users won’t have OpenAir licenses or logins, but the data from OpenAir can be propagated to Google Sheets for access by these users.
OpenAir & G-Suite Integration Experience:
- Google Sheets to OpenAir Project work breakdown structure (WBS) including:
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- Project tasks
- Task planned hours
- Task assignments
- Custom fields
- Creation of a milestone phase with child milestones for tracking
- Google Sheets to OpenAir Time entries
- Ability for integration to be bi-directional — OpenAir passing data into Google Sheets
OpenAir ↔ Power Bi
Enhance reporting and analytics by transferring data either directly to Power BI or to a data source that stages data for Power BI to process. Whether pivoting data externally to better manage the details of your organization or populating dashboards to tactically approach big business decisions, integrating with Power BI can improve your business analytics across your professional services.
OpenAir & Power Bi Integration Experience:
Power BI can query virtually any table in OpenAir, providing up to real-time analytics of your Projects, Revenue, Time and Expense, Resourcing, AR, or customized areas within your system. Articulate data externally in a way that allows analysis without logging into OpenAir.
OpenAir ↔ Bamboo HR
Keep professional service employees in PSA updated based on data in your HR system by connecting OpenAir to Bamboo HR. By integrating these two systems, you create an environment that removes barriers between informational data. This allows you to remove conflicts that create unreliable reporting when employee attributes are changed.
OpenAir & Bamboo HR Experience:
Connecting to OpenAir allows data to be exchanged with BambooHR.
- Seamless movement of employee data from Bamboo HR into OpenAir users
- Sending updated job title information in Bamboo to user information in OpenAir
- Integrating time off request data from Bamboo into OpenAir for visibility into resource availability
- If cost bands are updated in Bamboo, updating user cost bands in OpenAir then having a script update loaded cost tables
- Creating new users in OpenAir when new employees are added to Bamboo
OpenAir ↔ Workday HR
By connecting OpenAir with Workday HR, your project-based organization can be sure service employees in PSA are updated based on data in your HR system. This system integration helps you avoid unreliable reporting when employee attributes are changed.
OpenAir & Workday HR Experience:
What data can be exchanged by connecting to OpenAir with Workday HR?
- Seamless movement of employee data from Workday HR into OpenAir users
- Sending updated job title information in Workday to user information in OpenAir
- Integrating time off request data from Workday into OpenAir for visibility into resource availability
- If cost bands are updated in Workday, updating user cost bands in OpenAir then having a script update loaded cost tables
- Creating new users in OpenAir when new employees are added to Workday
- Sending time from OpenAir to Workday for payroll processing
OpenAir ↔ Sympa HR
Integrating OpenAir with Sympa HR will ensure that you avoid unreliable reporting when employee attributes are changed. By automating data flow between these two systems, you're improving employee management processes by keeping service employees updated in PSA.
OpenAir & Sympa HR Experience:
The following data can be exchanged by connecting to OpenAir with Sympa HR:
- Seamless movement of employee data from Sympa HR into OpenAir users
- Sending updated job title information in Sympa to user information in OpenAir
- Integrating time off request data from Sympa into OpenAir for visibility into resource availability
- If cost bands are updated in Sympa, updating user cost bands in OpenAir then having a script update loaded cost tables
- Creating new users in OpenAir when new employees are added to Sympa as well as inactivating OA
