Mapping Salesforce Opportunity Stages to Project Statuses – Kantata Knowledge Base

Overview

Kantata OX's Salesforce integration allows you to map Opportunity stages in Salesforce to Kantata projects statuses.

Note: If you have any questions or need assistance with this process, please contact the Kantata OX Support team.

Navigate to the Mavenlink Configuration > Opportunity-Level Project Settings tab.
Click Edit.
Under the Project Creation section, select the Opportunity stages you want to map. You can select multiple stages.
Note: If there are fields already selected for stages of Opportunities with products/OLIs to create Kantata OX projects for, leave them selected.
Click Save.
Navigate to the Mavenlink Configuration > Integration Options tab.
Click Edit.
Enter mappings in the Project Status Mappings box. A mapping is formatted as [Salesforce Opportunity Stage]=[Mavenlink Project Status ID].
Click Save. Opportunity stages in Salesforce now map to project statuses in Kantata OX.