Acuite has already built a number of integrations with 3rd party systems which are available to all Acuite customers. These integrations can, in general, be activated by Acuite users without any intervention by Acuite support staff, however each integration may have specific requirements that must be met before being used.
JOBPAC:
Requirements:
You must have an active API account with Jobpac.
Additional Notes:
The functionality of the integration is limited by the permissions of the user that is used to connect
We are also limited by which Projects are accessible – this too is restricted by user permissions
For best results, we recommend that the user who enables the integration has Admin permissions within Jobpac, and has access to all relevant projects
Setup Process:
The integration needs to be enabled in Acuite under System Settings -> Integrations
Once enabled, click ‘Configure’ to open the configuration settings for the integration
Enter required details.
Username
Password
Encryption Key
Environment
Server Name
You can then choose to configure additional settings on how the integration can work, or save the connection
At this point you have established a connection with Jobpac and can configure individual projects or integration options
Data pulled into Acuite:
Projects
Project Details
Contacts (Companies & People) - This allows project access to be determined
Syncs will run once a day, manual syncs can be completed via pulling updates on the Integration page
Financials are default
Data pushed into Jobpac:
Nil