Integration FAQs

Applies to

Resource Management

I need help building my integration. What should I do?

We’re always happy to answer questions about our integration options. If you’re looking for more hands-on assistance, we’d recommend contacting your account representative to discuss the possibility of having our consulting services team help you build something.

Will you be building more Zapier Zaps?

Yes. We're working on more templates in Zapier to allow for more complex Zapier integrations. We'd love to hear which Zapier templates you'd find more helpful.

Does the Resource Management API support webhooks?

Resource Management does support webhooks which you can read about in our new updated documentation located here.

Can I access Resource Management Reports Data via the API?

Yes. The Reports API is perhaps one of the most powerful endpoints, as it allows you to pull all the data from Resource Management reports. This includes calculations like Utilization %. You can review the documentation for the Reports API here.

Can I update Bill Rates using the API?

We're calling this question out specifically because the API actually allows more functionality than is allowed in the Resource Management UI. For example, teams often want to update project bill rates based on annual salary increases or project rate increases. If you need to update all of your bill rates part-way through a project, you can use the API to add bill rate start and end dates to more quickly make this change.