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Integrations Platform

  • Kantata Connect Overview

    Learn all about Kantata Connect, our new integration and workflow engine that helps optimize your business processes. INFO Kantata Connect is our ...

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  • Kantata OX Integrations Platform Overview

    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...

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  • Kantata Connect User Interface Overview

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

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  • Managing Mapping Tables on M-Bridge

    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...

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  • Salesforce Integration Overview

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

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  • Salesforce Integration Setup

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

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  • Checking the Salesforce Adapter

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

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  • Salesforce Field Mappings

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

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  • Salesforce Advanced Integration

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

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  • Configuring Salesforce Opportunities to Create Kantata OX Projects

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

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  • Mapping Salesforce to Kantata OX Project Custom Fields

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

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  • Syncing Salesforce Opportunity and Kantata OX Project Fields

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

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  • Syncing Kantata OX Invoices to Salesforce

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

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  • Mapping Salesforce Opportunity Stages to Project Statuses

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

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  • Automatically Assign Kantata OX Group based on Salesforce Account Name

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

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  • Preventing Salesforce from Creating Projects for Opportunities

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

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  • Troubleshooting in Salesforce

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

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  • Kantata OX Projects for Salesforce Products/OLIs

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

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  • Kantata Connect: BambooHR Integration

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

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  • Creating a HubSpot Service

    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...

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  • NetSuite: Integration Overview

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

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  • NetSuite: Create a New M-Bridge Service

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

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  • NetSuite: Create Mappings

    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...

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  • NetSuite Integration: Additional Field Syncing

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

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  • NetSuite: Set Up a Token-Based Connection

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

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  • NetSuite: Create and Manage Scenarios

    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...

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  • Jira Integration Overview

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

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  • Multiple Jira Account Support

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

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  • Jira Integration: Additional Field Syncing

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

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  • Configuring Additional Fields for Jira

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

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