OpenAir Projects can be synced to Salesforce as Opportunities. Two flows are available:
- OpenAir Project to Salesforce Opportunity Add
- OpenAir Project to Salesforce Opportunity Update
When a new Project is created in OpenAir, the Project can be exported to Salesforce as an Opportunity. When an existing OpenAir Project is updated, the updates are reflected in the associated Salesforce Opportunity.
NOTE: The OpenAir Project to Salesforce Opportunity Add flow is available only in Config 1 (Sync Salesforce Opportunity as OpenAir Projects) and not in Config 2 (Sync Salesforce Opportunity Line Items as OpenAir Projects). Refer General Settings section in the topic Data Flow Settings.
In the following example, an existing OpenAir Project is being updated.
Update an OpenAir Project. This example shows updating the timesheet.
Go to the Integrator and trigger the data flow: OpenAir Project to Salesforce Opportunity Update.
The Integrator dashboard provides the status of the flow.
In Salesforce, refresh the Opportunity to view the updates from OpenAir in the OpenAir Information section.