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, Enterprise Simple Portal™ (ESP), 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.
ENTERPRISE SIMPLE PORTAL™
The 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.
ESP™ InterFace Options
Each interface is programmed to meet your specifications, data validation rules, and data security protocols.
One-way or two-way data transfer or synchronization.
Secure FTP batch file transfer or SQL direct connection to live data.
Commonly used data transfer file formats include comma- or tab-separated text, fixed-character text, XML, MS Excel (.xls or .xlsx), or MS Access (.mdb).
REST and SOAP Web Service integrations are also available.
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).
REportofolio™ 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.