Integrate QUickBase with Costpoint?
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? ...
Forum Discussion
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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Mike Tamoush
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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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Chris Wheatley
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- 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
------------------------------- 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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