Integrating with Polaris
Deltek offers several integration options to get your data into and out of Replicon and Polaris on a regular basis:
- Out of the box project and billing integrations
- Deltek Costpoint integration
- Out of the box HR and payroll integrations for Replicon
- CSV integrations
- API integrations
Out of the box project and billing integrations
For Replicon
Replicon offers a number of integration options that allow you to transfer project data to and from external systems.
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Integration |
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Replicon’s JIRA integration allows you to easily transfer employees from Replicon to Jira, and projects and issues from Jira to Replicon. Issues are saved in Replicon as tasks. Then, you can use Replicon to plan work, track progress, and bill clients. |
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Our Microsoft Project Online integration allows you to transfer projects, along with their tasks and assignments, from Microsoft Project to Replicon. Users can then enter time in Replicon and the data is transferred back to Microsoft Project as actuals. |
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Our QuickBooks integrations allow you to use Replicon to track time and expenses against projects and then transfer the data to QuickBooks for client billing. |
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Replicon’s Sage Financials integration allows you to easily transfer accounts, opportunities, and users from Sage Financials to Replicon. Once opportunities are transferred, you can use Replicon to plan the work, track progress, and bill clients. |
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With Replicon’s Sage Intacct integration, you can transfer customers and projects from Sage Intacct to Replicon, where they can be used to plan work, track progress, and create invoices. You can also transfer Replicon invoices back to Sage Intacct as sales invoices you can use for billing. |
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With the Salesforce integration, accounts and opportunities can be automatically transferred to Replicon as clients and projects. Once transferred, you can use Replicon to plan task and resources and forecast costs and billing. |
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This integration allows you to transfer data between Replicon TimeBill Plus and SAP S/4 HANA Cloud & SAP SuccessFactors, using the SAP Business Technology Platform as the integration platform. |
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Replicon's ServiceNow integration allows you to create incidents in ServiceNow and transfer them to Replicon for time tracking. |
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With our Xero integration, you can track time and expenses in Replicon and easily transfer the invoice data to Xero for billing and payment processing. |
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With our Zendesk integration, you can transfer organizations to Replicon as clients and tickets as projects. Then, employees can track time and expenses against those projects and expenses, and you can use Replicon to track project progress and carry out billing. |
For Polaris
Polaris offers a number of integration options that allow you to transfer project data to and from external systems.
| Integration | Description |
|---|---|
| Concur | The Concur integration allows you to capture expenses in Concur and transfer that data to Polaris for seamless and accurate client billing or project costing. |
| Jira | Polaris’ Jira integration allows you to easily transfer employees from Polaris to Jira, and projects and issues from Jira to Polaris. Issues are saved in Polaris as tasks. Then, you can use Polaris to plan work, track progress, and bill clients. |
| Microsoft Project | Our Microsoft Project add-in allows you to transfer projects, along with their tasks and assignments, from Microsoft Project to Polaris. Users can then enter time in Polaris and the data is transferred back to Microsoft Project as actuals. |
| QuickBooks Online | Our QuickBooks integrations allow you to use Polaris to track time and expenses against projects and then transfer the data to QuickBooks for client billing. |
| Sage Financials | Polaris’s Sage Financials integration allows you to easily transfer accounts, opportunities, and users from Sage Financials to Polaris. Once opportunities are transferred, you can use Replicon to plan the work, track progress, and bill clients. |
| Sage Intacct | With Polaris’ Sage Intacct integration, you can transfer customers and projects from Sage Intacct to Polaris, where they can be used to plan work, track progress, and create invoices. You can also transfer Polaris invoices back to Sage Intacct as sales invoices that you can use for billing. |
| Salesforce | With the Salesforce integration, accounts and opportunities can be automatically transferred to Replicon as clients and projects. Once transferred, you can use Replicon to plan task and resources and forecast costs and billing. |
| ServiceNow | Polaris' ServiceNow integration allows you to create incidents in ServiceNow and transfer them to Polaris for time tracking. |
| Xero | With our Xero integration, you can track time and expenses in Replicon and easily transfer the invoice data to Xero for billing and payment processing. |
| Zendesk | With our Zendesk integration, you can transfer organizations to Polaris as clients, and transfer tickets as projects. Then, employees can track time and expenses against those projects and expenses, and you can use Polaris to track project progress and carry out billing. |
Deltek Costpoint integration
Deltek offers Replicon and Polaris integrations with the Deltek’s Costpoint ERP.
These integrations allow customers to manage their project data within Costpoint, which acts as the source of truth for the data, while taking advantage of Replicon’s powerful time tracking capabilities and/or Polaris’ advanced resourcing functionality.
Using the Replicon integration, you can transfer:
- Users, projects, and related data from Costpoint to Replicon
- Time and related project and pay data from Replicon to Costpoint
Using the Polaris integration, you can transfer:
- Users, projects, budget assignments, and time off for users from Costpoint to Polaris
- Resourcing data from Polaris to Costpoint’s Budget & Planning Module
Plus, we offer a Replicon Resource Management for Costpoint add-on for these integrations that allows Costpoint customers or prospects to use Costpoint for time tracking, and Polaris for advanced resourcing.
For more information on these integrations, contact your Customer Success manager.
Out of the box HR and payroll integrations for Replicon
We also offer a couple of integration options that allow you to transfer HR and payroll data from external systems.
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Integration |
Description |
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Our BambooHR integration will automatically transfer new users from BambooHR to Replicon. Plus, if users are assigned the Terminated status in BambooHR, the integration can be set to automatically disable those users' accounts in Replicon. |
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Our Namely integration lets you transfer users from Namely to Replicon, to easily sync users across both applications. |
Replicon also offers out of the box integrations with ADP, which is available for purchase from the ADP Marketplace.
CSV integrations
If none of our out of the box options meet your requirements, we may be able to set up a CSV integration for you. CSV integrations can work in either or both directions, and can work with a wide range of third party tools.
If you’re interested in having a CSV integration set up, contact your Customer Success manager, your implementation specialist, or Deltek Support. They’ll ask you to complete a spreadsheet, indicating what data you need transferred.
If none of our other integration options meets your requirements, custom integrations can be developed using Replicon's API.
Our API is accessible by our customers, so you can either create your own integrations, or contract Replicon to create an integration for you. Contact Deltek Support for more information.
Related links
Mass adding, updating, and deleting data using data import
Gaining business intelligence using your Replicon data
Exporting a report to Excel or PDF
Using Polaris reports