Integration

Ensuring Your Enterprise Systems Work Together Seamlessly

We offer custom integration between our solutions, your back-office systems, and other third-party software.  

Our enterprise system expertise allows us to streamline the integration process and offer one-way or two-way data exchanges via nightly imports and exports, web services, or APIs. We also provide single sign-on (SSO) integration with corporate network security protocols such as ActiveDirectory and SAML. 

Integration and SSO are optional components of an overall solution.  

our unique approach

We use our proprietary software framework and API to provide the integration. 

Integration with third-party systems is frequently done as a phased approach. Wizard consultants work with your project team to define the information-sharing requirements between Projecto™, Performo™, or REportfolio™ and the third-party system. 

IMPLEMENTATION

Requirements Gathering + Analysis
Software Installation
User Orientation
Data Conversion + Migration
User Feedback
Change Control

OPTIONAL SERVICES

Customization
External Integration

PRODUCTION

Testing
Training
Go Live

ENTERPRISE SIMPLE PORTAL™

ESP™ is designed to dramatically reduce the time it takes to connect our solutions with your ERP or database systems. ESP also makes it easy for your data administrators to connect and build your own interfaces with Wizard Software application data.

Wizard ESP integration flow chart

ESP™ InterFace Options

  • Each data exchange is programmed to meet your specifications, data validation rules, data security protocols.

  • One-way or two-way flat file data transfer or synchronization.

  • Secure FTP batch file transfer, typically via a nightly script.

  • .csv flat file data exchange

Projecto™ Integration

  • Projects — activities/capital accounts. 

  • Project requests. 

  • Approved budgets and funding/awards. 

  • Project commitments — purchase requisitions, POs, contracts, change orders. 

  • Project expenditures — invoices, project expenses, inter-department charges. 

  • Cashflow forecasting. 

  • Project vendors and contact data. 

  • Project schedule phases and dates. 

  • Project documents, files, and photographs. 

  • Project labor recharge/reclass (Projecto™ Timecard module). 

REPORTFOLIO™ Integration

  • Landlord and tenants/lessee account data. 

  • A/P payments — monthly or on-demand to pay. 

  • A/P payments — actuals. 

  • A/R invoices — to be sent. 

  • A/R receipts received. 

  • Tenant/lessee insurance policies, coverages, and expiration dates. 

  • Allocation of payments and revenues by department or charge codes. 

  • Site/lease/agreement documents, files, and photographs. 

Performo™ Integration

  • Work order requesters (personnel directory). 

  • Asset lifecycle repair and replacement — forecasted capital and operations costs. 

  • Work order costs — labor and parts. 

  • Parts procurement and ordering. 

ESP™ REPORTING & ALERTS

  • Daily log of all interface activities, file transfers, and record counts. 

  • Exception reports provide alerts to data validation errors. 

  • Automated email alerts for interface success and/or errors. 


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