Once you’re ready to integrate a new workflow into Resource Management, you'll figure out which method is right for your needs.
Multiple solutions exist for integrations. Here's a breakdown of each method's capabilities, implementation challenges, and costs.
Resourcing Administrators can set up integrations with the Resource Management API.
Exports
Use this option when you want to extract data from Resource Management. Export to CSV to pull data into Excel or another spreadsheet program.
Learn how to export data from reports.
Zapier
Zapier offers a subset of the full API through an easy-to-use point-and-click interface. Using Zapier does not require a software engineer to write custom code for your integration, so it can be less expensive and faster to execute than using the API. Zapier doesn't allow the robust integrations possible with our API, but it is great for simple actions between tools, such as creating a project or adding an assignment.
The application you’re trying to integrate with may not be connected to the Zapier platform. Check the Zapier website before committing to this type of integration. Also, depending on your usage, you might need a monthly subscription to the Zapier service.
API
This is the most robust, flexible, and challenging solution to implement. This option provides the most capability for integration but requires web development skills to implement it effectively.
Compare integration methods
This chart gives a brief overview and compares the capabilities of each integration method to the website.
- Full: All features and functionality available
- Partial: Offers a subset of full features. See full documentation for details.
- Read-only: Can only view records
Web app | API | Zapier | Exports | |
---|---|---|---|---|
Users | Web app Full | API Partial | Zapier Partial | Exports Read-only |
Placeholder resources | Web app Full | API Full | Zapier None | Exports Read-only |
Projects | Web app Full | API Full | Zapier Partial | Exports Read-only |
Leave types | Web app Full | API Full | Zapier None | Exports Read-only |
Time entries | Web app Full | API Full | Zapier Partial | Exports Read-only |
Assignments | Web app Full | API Full | Zapier Partial | Exports Read-only |
Bill rates | Web app Full | API Full | Zapier None | Exports Read-only |
Time + expense approvals | Web app Full | API Full | Zapier None | Exports Read-only |
Holidays | Web app Full | API Partial | Zapier None | Exports Read-only |
Custom fields | Web app Full | API Full | Zapier None | Exports Read-only |
Reports | Web app Full | API Full | Zapier None | Exports Read-only |