OpenAir – Salesforce quickstart integration template

Contents

• Supported integration flows
  • OpenAir to Salesforce
  • Salesforce to OpenAir
• Gather your credentials
  • Before you install
  • Install Salesforce package
• Install the OpenAir – Salesforce template
• Configure the OpenAir – Salesforce flows
  • OpenAir client's contacts to Salesforce account's contacts
  • OpenAir clients to Salesforce accounts
  • OpenAir projects to Salesforce opportunities
  • OpenAir projects to Salesforce opportunity products
  • Salesforce account's contacts to OpenAir client's contacts
  • Salesforce accounts to OpenAir clients
  • Salesforce accounts to OpenAir clients (real-time)
  • Salesforce opportunities to OpenAir projects
  • Salesforce opportunity products to OpenAir charges
  • Salesforce opportunity products to OpenAir project budgets
  • Salesforce opportunity products to OpenAir project tasks
  • Salesforce opportunity products to OpenAir projects

The OpenAir – Salesforce quickstart integration template lets you sync your OpenAir PMS account with a Salesforce CRM account. This template is comprised of a set of prebuilt integration flows, which automate the workflow by syncing the clients, charges, projects, project budgets, project tasks, and client contacts between OpenAir and Salesforce.

Supported integration flows

The Celigo quickstart bundle contains workflows you can easily configure and deploy without coding or IT support. The following built-in flows sync from the specified source data to the corresponding destination.

OpenAir to Salesforce

Salesforce to OpenAir

Gather your credentials

Before you install

Install Salesforce package

Before installing the OpenAir – Salesforce support template, you must install the Celigo[AT]_OpenAir -Salesforce package in Salesforce to create custom field and record types.

To install the Salesforce package:

1. Sign in to your Salesforce account and click to open this package.
2. Select Install for admins only.
3. Click Install.

Keep your OpenAir and Salesforce account credentials ready:

• OpenAir – verify APIs and authorization
  • Before you set up an OpenAir connection below, ensure you have the API and authentication details for your OpenAir app. 
  • Refer to the OpenAir help documentation to learn more about APIs and authorization.

• Salesforce – verify APIs and authorization
  • Before you set up a Salesforce connection below, ensure you have the API and authentication details for your Salesforce app. 
  • Refer to the Salesforce help documentation to learn more about APIs and authorization.

Install the OpenAir – Salesforce template

To install the OpenAir – Salesforce template:

1. Navigate to integrator.io > Marketplace.
2. From the available templates, select either OpenAir or Salesforce.
3. Find the OpenAir – Salesforce template and click Preview. The Install template page appears.
4. Review the template’s contents and the ReadMe file, and click Install now to begin.
5. Add your credentials and install the template.

Note: In installation step 3, for the adaptor package, the setup page detects whether this integration bundle is already installed with the Salesforce connection that you provided. If it cannot be confirmed, you are redirected to Salesforce where you can install the bundle as follows:

1. Sign in to your Salesforce account. The Install Celigo integrator adaptor package page opens.
2. Select the profile on which you want to install the package.
3. Accept the acknowledgment.
4. Click Install for admins only.
5. Click Install.
6. Click Done.
7. Return to integrator.io and click Verify now.

Configure the OpenAir – Salesforce flows

Additional record mapping is required to integrate the template’s exports and imports with your OpenAir and Salesforce apps.

Note that all of your flows are disabled when first installed. After configuring the flows, you may enable them in your Flows dashboard or in Flow Builder with the Off/On toggle button and then run or schedule each flow.

OpenAir client's contacts to Salesforce account's contacts

This flow syncs the OpenAir client contacts with the Salesforce account contacts. When a contact is added/updated in OpenAir this integration flow exports contacts from OpenAir to Salesforce.

Before you begin

The OpenAir accounts should be present in Salesforce clients. The OpenAir client ID should be stored as a custom field in the Salesforce accounts.

OpenAir clients to Salesforce accounts

This flow syncs the OpenAir clients with the Salesforce accounts. When a client is added/updated in OpenAir this integration flow exports clients from OpenAir to Salesforce accounts.

OpenAir projects to Salesforce opportunities

This flow syncs the OpenAir projects with the Salesforce opportunities. When a project is added/updated in OpenAir this integration flow exports projects from OpenAir to Salesforce opportunities.

Before you begin

The Salesforce project owners and OpenAir users should be the same.

Setup instructions

1. Configure the following static mapping according to your business requirements in Import Salesforce opportunities before running the flow.

2. Configure dynamic mapping for Project owner (custom field) according to your business requirements in Import Salesforce opportunities before running the flow.

OpenAir projects to Salesforce opportunity products

This flow syncs the OpenAir projects with the Salesforce opportunity products. When a project is added in OpenAir, this integration flow exports projects from OpenAir projects to Salesforce opportunity products.

Before you begin

• The Salesforce opportunity products should be present in OpenAir projects. The OpenAir project ID should be stored as a custom field in the Salesforce opportunity products.
• The Salesforce project owners and OpenAir project owners should be the same.

Setup instructions

1. Configure the following static mapping according to your business requirements in Import Salesforce opportunity products before running the flow.

2. Configure dynamic mapping for Project owner according to your business requirement in Import Salesforce opportunity products before running the flow.

Salesforce account's contacts to OpenAir client’s contacts

This flow syncs the Salesforce account’s contacts with the OpenAir client’s contacts. When a contact is added/updated in Salesforce, this integration flow exports contacts from Salesforce to OpenAir.

Before you begin

• The OpenAir accounts should be present in Salesforce clients. The OpenAir client ID should be stored as a custom field in the Salesforce accounts.
• The OpenAir contacts should be present in Salesforce contacts. The OpenAir contact ID should be stored as a custom field in the Salesforce contacts.

Salesforce accounts to OpenAir clients

This flow syncs the Salesforce accounts with the OpenAir clients. When an account is added in Salesforce, this integration flow exports accounts from Salesforce accounts to OpenAir clients.

Setup instructions

In OpenAir, create a custom text field in clients to store the Salesforce account ID and map it as the destination field in Import OpenAir clients.

Salesforce accounts to OpenAir clients (real-time)

This flow syncs the Salesforce accounts with the OpenAir clients in real-time. When an account update is added in Salesforce, this integration flow exports accounts from Salesforce accounts to OpenAir clients.

Before you begin

The OpenAir clients should be present in Salesforce accounts. The OpenAir client ID should be stored as a custom field in the Salesforce accounts.

Salesforce opportunities to OpenAir projects

This flow syncs Salesforce opportunities with OpenAir projects. When an opportunity is added/updated in Salesforce, this integration flow exports Salesforce opportunities to OpenAir projects.

Before you begin

• The OpenAir projects should be present in Salesforce opportunities. The OpenAir project ID should be stored as a custom field in the Salesforce opportunities.
• The Salesforce project owners and OpenAir users should be the same.
• The Salesforce OpenAir templates and OpenAir templates should be the same.

Setup instructions

1. Configure the following static mapping according to your business requirements in Import OpenAir projects, before running the flow.

2. In OpenAir, create a custom text field in clients and contacts record type to store the Salesforce account ID and contact ID and configure its mapping both in Import OpenAir clients and Import OpenAir contacts.

Salesforce opportunity products to OpenAir charges

This flow syncs Salesforce opportunity products with OpenAir charges. When an opportunity product is added/updated in Salesforce, this integration flow exports products from Salesforce opportunity products to OpenAir charges.

Before you begin

The OpenAir projects should be present in Salesforce opportunities. The OpenAir project ID should be stored as a custom field in the Salesforce opportunities.

Setup instructions

Configure the mapping type according to your business requirements in Import OpenAir charges, before running the flow.

Salesforce opportunity products to OpenAir project budgets

This flow syncs the Salesforce opportunity products with the OpenAir project budgets. When an opportunity product is added in Salesforce, this integration flow exports products from Salesforce opportunity products to OpenAir project budgets.

Before you begin

The OpenAir projects should be present in Salesforce opportunities. The OpenAir project ID should be stored as a custom field in the Salesforce opportunities.

Salesforce opportunity products to OpenAir project tasks

This flow syncs the Salesforce opportunity products with the OpenAir project tasks. When an opportunity product is added in Salesforce, this integration flow exports products from Salesforce opportunity products to OpenAir project tasks.

Before you begin

The OpenAir projects should be present in Salesforce opportunities. The OpenAir project ID should be stored as a custom field in the Salesforce opportunities.

Salesforce opportunity products to OpenAir projects

This flow syncs Salesforce opportunity products with OpenAir projects. When an opportunity product is added in Salesforce, this integration flow exports products from Salesforce opportunity products to OpenAir projects.

Before you begin

The OpenAir projects should be present in Salesforce opportunities. The OpenAir project ID should be stored as a custom field in the Salesforce opportunities.