Integrate QUickBase with Costpoint?

Question

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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blakeharrison · Answer

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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michaeltamoush · Answer

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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christopherwhe1 · Answer

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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michaeltamoush · Answer

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.------------------------------Mike Tamoush------------------------------

christopherwhe1 · Answer

I used a combination of Webhook steps and JSON Handler steps.&nbsp; 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)&nbsp; &nbsp; For each JSON Object&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Search for matching QB records (Quickbase - Search Records)&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;For each QB Record, there should only be one&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Update QB records (Quickbase - Update Record)Close session (Webhook - Make Request)------------------------------Chris Wheatley------------------------------

Forum Discussion

Integrate QUickBase with Costpoint?