Software Integration
Connect the systems your teams use, so the next team gets the information it needs.
A good fit if
- Staff re-entering the same data in more than one system
- Month-end reconciliation that takes too long
- Expense, payroll, or work-order data that doesn't reach accounting cleanly
- A growing software stack with no one owning the connections
What we do
Map the handoffs
Agree what data moves between systems, in which direction, and who owns it.
Build the connection
Integrations between the tools you run, from accounting and ERP to payroll and field service.
Test and reconcile
Test with real records and check totals match between systems before go-live.
Monitor and maintain
Watch for failures and exceptions, and keep up with vendor updates.
Two ways to run your integrations
Fully managed
We build, host, monitor, and maintain your integrations end to end.
- Hosted on our infrastructure
- Monitoring and alerting
- Ongoing maintenance
- Updates when vendors change their software
Built on your infrastructure
For stricter security requirements. You own the code, and we build it and show your team how it works.
- Deployed in your environment
- Full source code ownership
- Built to your security and compliance rules
- Handover and training for your team
Built by Automized
Integrations we've built
Ramp to Foundation Software
Ramp card expenses into Foundation
Ramp card transactions move into Foundation with their general ledger (GL) codes, vendor matches, and receipts attached.
- Expense transactions
- GL codes
- Vendor mappings
- Receipt data
Designed to remove manual re-entry of card expenses
Ramp to Deltek Vantagepoint
Ramp expenses into Vantagepoint
Ramp expense reports move into Deltek Vantagepoint with their project codes, cost categories, and approval status.
- Expense reports
- Project codes
- Cost categories
- Approval status
Designed to keep project expenses current in the ERP
Ramp to Deltek Costpoint
Ramp transactions into Costpoint project costing
Ramp transactions move into Deltek Costpoint mapped to the right charge codes and organizational units, and budget tracking updates to match.
- Charge codes
- Organizational units
- Transaction details
- Budget tracking
Designed to post card costs to the right project from the start
Ramp to Penta Technologies
Ramp expenses into Penta job costs
Ramp expenses move into Penta's construction ERP, coded to the right jobs, cost codes, and vendors, and following your approval workflow.
- Job cost codes
- Expense categories
- Vendor records
- Approval workflows
Designed to replace spreadsheet expense tracking
Ramp to Sage 300 CRE
Ramp card expenses into Sage 300 CRE
Ramp card expenses post to Sage 300 CRE as accounts payable (AP) transactions and GL entries, with job cost allocations and vendor records.
- AP transactions
- Job cost allocations
- GL entries
- Vendor records
Designed to shorten the month-end close
Dataforma to Paycor
Paycor payroll into Dataforma job costs
Employee hours, labor rates, and payroll allocations move from Paycor into Dataforma, so labor cost lands on the right service tickets and work orders.
- Employee hours
- Labor rates
- Job assignments
- Payroll allocations
Designed to allocate labor cost to each job
Dataforma to ServiceChannel
ServiceChannel work orders into Dataforma
ServiceChannel work orders create service tickets in Dataforma, and completed billing and status updates go back to ServiceChannel.
- Work orders
- Service tickets
- Billing uploads
- Status updates
Designed to track each work order from ticket to billing
Dataforma to Foundation Software
Completed work orders into Foundation
Completed Dataforma work orders create invoice data in Foundation and update job costs and customer records in accounting.
- Completed work orders
- Invoice data
- Job costs
- Customer records
Designed to shorten the time from completed work to invoice
Paycor to Total Testing
Candidate screening from Paycor
Background checks and drug screens are requested in Total Testing from Paycor's hiring workflow, and results and compliance records come back to Paycor.
- Candidate profiles
- Screening requests
- Test results
- Compliance records
Designed to reduce the wait for screening results
Get a quote
Which systems need to share information?
- 1First system
- 2Second system
- 3Your details
Choose the first system
How it works
Choose the systems
Tell us which tools need to share information.
Define the handoff
Agree the data, direction, timing, and how exceptions are handled.
Build and test
Build the integration and test it against real records.
Run and support
Go live, then monitor and maintain, on our infrastructure or yours.
Not sure where this would start for you? Walk us through how the work moves today.
Get startedClient results
Software Integration in practice
2,000hrs / yr
hours of data entry gone, every year
Atlanta, GARead300est. hrs / yr
of double entry gone, with both systems in step every hour
Cincinnati, OHRead672
crew payouts a quarter, each one traced to the job that earned it
Charlotte, NCRead13
business units on one scorecard
Commercial roofing platform, 13 business unitsRead250est. hrs / yr
of keying card spend into Penta gone, coded to current jobs
Industrial contractor, FloridaRead200est. hrs / yr
of month-end re-coding gone, with Ramp matched to Foundation daily
Construction companyRead
What you keep
- Documentation of each connection and what it moves
- Agreed handling for exceptions and who owns them
- A managed service, or code you own outright
What to plan for
- What an integration can do depends on each vendor's API. We confirm this before we build.
- Some data moves on a schedule rather than instantly. Timing is agreed per connection.
- Exceptions that need a business decision go to the owner on your team.
Questions
What if our software isn't listed?
Tell us what you use. The list shows software we've already integrated, and we can evaluate others.
Who hosts the integration?
Either we do, as a fully managed service, or it runs in your environment, where you own the code and we transfer the knowledge.
What happens when a vendor updates their software?
In the fully managed model, we handle vendor updates and ongoing maintenance.
Related services
- Digital Operations AssessmentKnow where the business stands and what to fix first.
- Software Selection & ImplementationChoose the right systems and plan a supported transition.
- Data AnalyticsMake the numbers visible and easy to act on.
- AI EnablementAutomate repetitive work with AI, with people reviewing what matters.
Talk through your operations
Tell us which systems need to share information. We'll suggest where to start.