Integrations Platform

ALERT On August 20, 2022, the Kantata OX Integrations Platform was unified under a single provider. If you use FTP/SFTP or Jira On-Premises integr...

Learn how to navigate the Kantata Connect user interface with this detailed overview. INFO Kantata Connect is our newest integration and workflow ...

Overview Mapping tables on the Integration platform are used to pair different points or sets of data between two systems. These tables can map a v...

ACCESS & AVAILABILITY This integration is available for purchase in Enterprise plans. The Kantata OX Salesforce app is available on the Salesforce...

  Requirements The integration between Kantata OX and Salesforce is set up through Salesforce and managed by Kantata OX. To configure the Mavenlin...

  To navigate to the Salesforce Adapter, refer to Step 2 of the Salesforce Requirements section of the Salesforce Integration Setup article.     R...

    SalesforceAPI Object Name SalesforceField MavenlinkAPI Field Directionality APIOperation mavenlink__Mavenlink_Project__c Record ID creat...

  Overview The advanced Salesforce integration for Kantata OX allows you to create projects for Salesforce Opportunity Line Items (OLIs)/Products,...

  Overview The Kantata OX Salesforce integration gives you the ability to automatically create projects for Salesforce Opportunity objects. This c...

  Overview The Kantata OX Salesforce integration gives you the ability to map custom fields between Kantata OX and Salesforce projects. This can b...

  Overview In the standard Kantata OX Salesforce integration setup, you can update the Budget, Title, and Lead fields for the Kantata OX project. ...

  Overview Kantata's OX Salesforce integration has a feature that allows you to sync your invoices from Kantata OX to Salesforce. This is helpful ...

  Overview Mavenlink’s Salesforce integration allows you to map opportunity stages in Salesforce to Mavenlink projects statuses, like the "Closed ...

  Overview The Kantata OX Salesforce integration eliminates the need to manually assign Kantata OX projects to Kantata OX Groups. Salesforce autom...

  Overview This article outlines how to prevent Salesforce from creating a project in Mavenlink every time an opportunity in a specific stage is c...

User Permissions Needed: Account Administrator Overview Salesforce is highly customizable and allows you to create complex logic and processes base...

  Overview The Kantata OX Salesforce integration allows you to create Kantata OX Projects when certain Products or OLIs are added to Opportunities...

INFO Our new BambooHR integration is available through Kantata Connect, our newest integration and workflow platform that is currently in the firs...

HubSpot API Key HubSpot has retired their HubSpot API (HAPI) Key connection method in favor of a more secure Application based method. HAPI Key me...

Overview NetSuite and Kantata OX have seamlessly integrated to provide a unified solution for project delivery—from kickoff to cash collection. Thi...

Overview This article outlines how to connect your Mavenlink and NetSuite accounts by creating a Service on the M-Bridge integration platform. Plea...

Overview The first step to integrating your NetSuite environment with Kantata OX is to create your mappings. Each Mapping Set has the same layout w...

  This feature lets you extend your NetSuite integration to share additional business-critical information between NetSuite and Mavenlink. Additio...

Overview NetSuite has deprecated the "Full Access" role that is used in the Kantata OX integration. To maintain the integration between NetSuite an...

Requirements Before you can create scenarios, you must create your mappings first. Note: You do not have to fully fill out or complete your mapping...

ALERT If you see this error code: Net::OpenTimeout&&JIRA::HTTPError(Jira) On August 20, 2022, the Kantata OX Integrations Platform was unified...

  M-Bridge supports integrating your Mavenlink account to more than one Jira account. Each Mavenlink project can be synced to a Jira project/board...

  This feature lets you extend your Jira integration to share additional business-critical information between Jira and Mavenlink, and to override...

  Follow these steps to configure and sync Additional Fields for both new and existing scenarios: How to Sync Additional Jira fields for an Existi...