PPM integration: KeyedIn & ProjectAdvantage
Project portfolio management tools like KeyedIn and ProjectAdvantage are only as good as the data in them. We connect PPM with CRM, delivery, HR and finance systems so projects, resources and financials are always current, and project managers stop maintaining the same data in several places.
At a glance
- APIs or scheduled imports, whichever is most reliable
- A clear system of record for each field
- Project, resource and rate mapping
- Reconciliation between PPM and finance
Backed by over 20 years of hands-on integration experience.
What we connect
CRM to PPM
Create projects automatically when deals are won in Salesforce, Dynamics or HubSpot.
Delivery and time to PPM
Feed actuals from Jira, Azure DevOps, Tempo and 7pace into project financials.
HR to PPM
Keep people, roles, rates and availability up to date from Workday or your HR system.
PPM to finance
Send billing, revenue and cost data to Sage Intacct or your finance system.
Problems we solve
- Project managers re-entering the same data in several tools
- Actuals that lag weeks behind reality
- Resource plans built on out-of-date people data
- PPM and finance reporting different numbers
- No clear owner for each piece of project data
How it's built
PPM platforms differ in how they expose data, from REST APIs to scheduled imports and exports. Our founder has hands-on experience integrating both KeyedIn and ProjectAdvantage, and we pick the most reliable route for each flow, with a clear system of record for every field.
Every integration comes with monitoring, alerting and documentation, so your team can see it working and keep it running after handover.
It can run in your own environment at no extra cost, or be hosted by us in a UK, EU or USA data centre of your choice, priced by data volume from £60 a month.
Questions
It depends on the field: usually CRM for commercial data, PPM for plans and resources, and finance for actual costs and revenue. We agree this with you up front.
Our focus is integration, but we can assess how well the tools on your shortlist will integrate with your existing systems.
Yes. We can migrate projects, resources and history, and set up ongoing integrations at the same time.
Talk through your KeyedIn & ProjectAdvantage integration
Book a free one-hour consultation. We'll look at your systems and goals and give you an honest view of the options, with no obligation.
Book a free call