The OpenAir – Salesforce Integration App is a prebuilt integration that connects Salesforce with OpenAir and syncs information between the two systems. The connector is turnkey and supports key integration use cases out of the box: Projects, Customers and Contacts. The integration automatically exports Salesforce Opportunities (and opportunity line items), Accounts and Contacts as OpenAir Projects (and tasks), Clients, and Contacts respectively. The Connector is built on top of Celigo’s integration platform, integrator.io.
Workflow: Salesforce to OpenAir
Workflow: OpenAir to Salesforce
Dataflows: Salesforce Opportunities, Accounts and Contacts are synced as OpenAir Projects, Clients and Contacts respectively. Updates from OpenAir are synced back into Salesforce.
Video overview of OpenAir - Salesforce Connector
- OpenAir – Salesforce Quickstart integration template
Sync Clients, Charges, Projects, Project Budgets, Project Tasks and Client's Contact between OpenAir and Salesforce.