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  • 1.  Integrate QUickBase with Costpoint?

    Posted 08-12-2021 10:43
    Does anyone know if there is a way to auto transfer data from costpoint to QuickBase? I know it's not a native integration from pipelines, but perhaps there is another way, using a third party app?

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    Mike Tamoush
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  • 2.  RE: Integrate QUickBase with Costpoint?

    Posted 08-12-2021 20:53
    It looks like they're more interested in helping you build integrations using their team rather than DIY solutions, though I was able to (finally) locate their API documentation. I checked on Workato's service offerings and they don't have it, though they do have quite a number of enterprise-level accounting system integrations. Based on that, I'm going to guess it may be difficult to find something that's pre-built.

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    Blake Harrison
    bharrison@datablender.io
    DataBlender - Quickbase Solution Provider
    Atlanta GA
    404.800.1702 / http://datablender.io/
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  • 3.  RE: Integrate QUickBase with Costpoint?

    Posted 08-13-2021 10:22
    I suspected the same thing Blake. My only small hope is that I can have Costpoint auto export a csv report I design to Box Drive, and see if QuickBase can import? I haven't even checked to see if that idea is technically possible for QB to do, let alone Costpoint!

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    Mike Tamoush
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  • 4.  RE: Integrate QUickBase with Costpoint?

    Posted 08-13-2021 10:37
    I've integrated one of our apps with Ajera (another Deltek product) via Pipelines, so I imagine it's possible to do the same with Costpoint.  But, as Blank mentioned, I don't think there's anything out of the box with Workado or Zapier.

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    Chris Wheatley
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  • 5.  RE: Integrate QUickBase with Costpoint?

    Posted 08-13-2021 10:41
    How did you integrate with Ajera? I'd rather do it natively but figured it would need to be in Pipelines list of associated programs.

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    Mike Tamoush
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  • 6.  RE: Integrate QUickBase with Costpoint?

    Posted 08-13-2021 11:11
    I used a combination of Webhook steps and JSON Handler steps.  At a high level, it looks like this:

    Open session (Webhook - Make Request)
    Parse response to get Session Token (Text - Apply Regular Expression)
    Get JSON (JSON Handler - Fetch JSON)
    Iterate over JSON payload (JSON Handler - Iterate over JSON records)
        For each JSON Object
              Search for matching QB records (Quickbase - Search Records)
                   For each QB Record, there should only be one
                        Update QB records (Quickbase - Update Record)
    Close session (Webhook - Make Request)

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    Chris Wheatley
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