Applies to

Resource Management


Who can use this capability

Resourcing Administrators can set up integrations with the Resource Management API.

Integration comparison

Once you’re ready to integrate a new workflow into Resource Management, you'll figure out which method is right for your needs.


  • Resource Management


Resourcing Administrators can set up integrations with the Resource Management API.

There are multiple solutions to integrations. Here's a breakdown of the capabilities, implementation challenges, and costs of each method:


Use this option when you want to get data out of Resource Management. Export to .CSV to pull sets of data into Excel or another spreadsheet program.

Learn how to export data from reports.


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 is great for simple actions between tools such as creating a project or adding an assignment.

It may be the application you’re trying to integrate with isn't 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.


This is the most robust, flexible, and challenging solution to implement. This option provides the most capability for integration but requires web development skills in order to implement it effectively.

Compare integration methods

This chart gives a brief overview and comparison of the capabilities of each integration method in comparison 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 appAPIZapierExports
Placeholder resourcesFullFullNoneRead-only
Leave typesFullFullNoneRead-only
Time entriesFullFullPartialRead-only
Bill ratesFullFullNoneRead-only
Time + expense approvalsFullFullNoneRead-only
Custom fieldsFullFullNoneRead-only

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