Premier Consulting & Integration, LLC

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API

API Post-Live Support

By Sandy Froonjian

If you have read the previous API blogs, you should have a good understanding by now of what is involved in the integration process here at PCI. But what happens after the integration process is over? Do we just say good-bye to our client and never interact with them ever again? Of course not! There is still a lot involved in the post-live support with our clients. PCI’s API team is available to any client with an active integration with PCI.

After a client’s integration is live, we have a final close-out call called the Dashboard Review. This meeting is dedicated to explaining how to navigate the Astrata Dashboard, a platform created by PCI. Astrata acts as a separate front-end interface to Costpoint and is connected to each client’s Costpoint system. It includes a module called the Dashboard Monitor, which every client can access. Through a red-light/green-light system, clients can easily view the status of every integration run and identify any errors. They can also expand each run to see the specific data processed and any associated errors.

The API team can create a personal Astrata account for all client team members. Plus, we can make multiple accounts for each client. Another nifty feature is each account can be configured to receive email notifications whenever an error occurs, eliminating the need for daily logins. Say goodbye to unnecessary hassle and stay on top of any issues with ease.

On our dashboard, clients have two convenient options to submit support tickets. The first option allows clients to easily inquire about specific logs and error occurrences. Submitting a support ticket automatically references the corresponding log, ensuring our API teams have all the necessary information.

The second option grants clients a platform to address any general questions, comments, or concerns about their integration. Whether it’s a broad issue or a request for modifications, clicking the “Support” button at the top allows clients to describe their needs in a convenient form. Rest assured, support tickets are promptly sent as emails directly to our dedicated PCI API team, with the developer of your integration being notified accordingly. Expect a response within 24-48 hours, although our goal is to reach out within a few business hours. 

As you can see, whenever the API team finishes working with a client, we are never fully disconnected from them. We are simply just a click away if the client ever has a question or needs an update to their integration.

[Learn More] See how our Astrata Integrations can enhance your Costpoint User Experience

[Visit our API Webpage] Check out our third-party API integrations

Special Integration Scenarios

Written By: Sandy Froonjian

At PCI, our API team occasionally encounters unique integration scenarios that fall outside our usual process. There are two main scenarios that can occur: 1. If the client’s third-part software lacks API capabilities; 2. If the client’s Costpoint (or primary ERP system) is locally hosted. Our team is experienced in dealing with both scenarios, so you can trust us to handle them efficiently.

            If you’re having trouble integrating third-party software due to a lack of API capabilities or limited data transfer options, don’t lose hope! There’s another solution that can help you complete the integration successfully: utilizing an SFTP site.

SFTP stands for Secure File Transfer Protocol. A SFTP site is a secure, online folder where files can be uploaded and downloaded from. Instead of making GET request calls to the third-party software to grab data, a report of all the necessary data can be uploaded to the SFTP site, and the integration function can download it to get the data. Conversely, instead of making POST/PUT request calls to the third-party software to insert/update data, the integration function can upload a report of all the new data to the SFTP site. We can connect to any SFTP site the client would like us to, whether it is their own company’s SFTP site or their third-party software’s SFTP site. If neither of those are an option, we also have our own SFTP site here at PCI that clients are welcome to utilize.

            In some cases, our clients may have their Deltek Costpoint or primary ERP system hosted locally instead of in the cloud. It’s important to note that our integrations do not necessarily require Costpoint, but this situation applies specifically to those that do. If your Costpoint is locally hosted and you want an integration created, the main issue is connecting to your system. In order to connect in these circumstances, we use VPN’s (Virtual Private Networks). The client sets up a VPN on their end and whitelists our IP address so that when we try to make API calls to their network, it will allow that communication through. All PCI has to do is turn on our virtual private connection. Once both pieces are in place, we can connect just as easily to your system as we can with a cloud-based system!

            As you can see, just because we sometimes work with clients whose situations do not fit the typical integration protocol, we are still determined to make integrations work for them. As always, if you are ever unsure of what option is best for your company’s situation, reach out to PCI’s sales team, and they will be happy to assist you!

Contact a PCI sales representative today to schedule time to discuss your next API integration here.

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[Blog] Is an API Right for You?

[On Demand Webinar] API Integrations 101

[Webpage] See what API capabilities PCI has to offer here.

Is An API Right For You?

By Sandy Froonjian

You’ve probably heard a lot about APIs by now, but you might still be unsure if your organization needs an API integration. Of course, creating an API integration comes at a cost, so how can you determine if it’s worth the investment for your team? Look out for a few key indicators that suggest an API could be beneficial:

  • Automate/Automatic Updates – If you often find yourself saying, “I wish this process could be automated between system,” or “It would be great if one system could send automatic updates to another,” or “I wish there was a way to automate this report.” Examples include streamlining employee onboarding, updating payroll information, managing timecards, handling expense reports, and managing purchase orders.
  • Manual Entry – If you frequently enter a large amount of data manually, which can result in normal human errors/typos.

  • Duplicate Entry – Not only is the data you are entering done manually, but it’s often duplicate data. You end up having to enter the same data twice (or more!), because you need it in two or more systems. Because of this, you feel it is not an efficient use of time.

  • Time Consuming – Entering data manually and multiple times becomes very time consuming and monotonous. These tasks can drain valuable time better spent on more important work.

  • Integrate – You or your team wish there was a way to somehow integrate multiple software together so that they could contain the same data.

If any of the situations above apply to your organization, it’s worth considering an API integration. If you’re already convinced of the need for an API but unsure if the cost is justified, think about this: would you rather spend X dollars every year paying an employee to manually enter data in multiple systems or invest a fraction of that amount in an API integration that can perform the task faster, allowing the employee to do more productive tasks.

If that situation sounds better for your team, then feel free to reach out to the sales team at PCI! They’ll be happy to provide a proposal and estimate for you.


See some of the integrations we’ve created here. If you have any additional questions, you can contact us today.

Application Programming Interfaces PCI has Created & Software Integration Options

By: Sandy Froonjian

By now, you have heard about what an API is and how PCI can integrate your software. You may be questioning if your company can benefit from an API integration given the software you currently use.  If your software has API capabilities for the data you want to transfer, then yes, it is possible! Most software packages do have API capabilities. The best way to find out is to reach out to a sales rep at PCI. We can investigate its capabilities and give you a definite answer. If your software doesn’t have API capabilities (or if it doesn’t have it for the specific data you need), there is still another way to get the job done, involving an SFTP site. The details of that method will be discussed in a later article.

The types of API integrations we’ve created involve data for HR, credit cards, expense reports, timesheets, payroll, purchase orders, and CRMs. However, we are always open to creating new types! The table below shows all the specific software we have worked with. These software programs often integrate with Deltek Costpoint, but we have also integrated with Deltek Workbook and PCI’s Astrata solution. The data from the software can flow to or from the software or even bi-directionally. If the software you use is the in the table, then that means we can work with it and are already familiar. Therefore, the integration process can be as quick as 5-6 weeks. If you don’t see your software in the table, don’t worry, we are always open and happy to try new integrations. Just keep in mind if that’s the case, it will usually take longer- about 7-8 weeks.

A2BHubSpotPaylocitySalesforceCCQC – Chase/Visa
ADPHumanicPDXpertSentricBank of Canada
ARCHInsperityPrecipioSmartsheetsCapital One
AvalaraiSOLVEDPrismSolidWorksAMEX at Work
BambooNvoicepayProserviceSquareVisa
CertifyOANDAQuickbooksSureTaxCCQC – Citizens Bank/Mastercard
ConcurOnePoint HCMQuoteWerksUKG (UltiPro)CCQC – Visa/AMEX
Everything BenefitsPaychexRampUnanetCCQC – MasterCard/Capital One
FidelityPaycomREVELVantagepointCCQC – VISA/Citi Bank
GovConPayPaycorS2VerifyASTRATA: Vendor-Voucher PortalCCQC – Visa/Simmons
CCQC – BoA, VISACCQC – BoA/Capital OneCCQC – BoA/CitiWorkamajig 

The API Integration Process

Written by: Sandy Froonjian

In my previous article, I provided a general overview of what the API team at PCI does. In this article, I’m going to get more technical and explain the details of how we work with our clients to accomplish that integration. To begin integrating, the client must be set-up within both software programs. We typically integrate Deltek’s Costpoint and WorkBook products, but we can connect to various other software programs as needed. For the sake of simplicity, I will reference Costpoint in this article.

Once Costpoint is implemented, the customer will contact a PCI Sales Representative and  describe the integration they require. For example, what third-party software are they using? Which module within Deltek/Costpoint do they want connected? Which fields within the module do they want populated? Which way(s) do they want the data to flow? Once the PCI Sales Rep has a good understanding of what the client needs, a proposal is created for them. The proposal will contain all the answers to the above questions, as well as the final cost of the integration.

            After the proposal is signed, the API team jumps in! The API team consists of a Project Manager, a Principal Consultant, and Software Engineer(s). Once the team is assigned, we first meet for a kick-off call, where we introduce ourselves, outline the steps of your integration, and give you a timeframe for each part of process. We will also schedule a weekly meeting series so that both parties can stay up to date on the progress.

            The first order of business for the API team is obtaining access to both your third-party system and Costpoint. Depending on the type of third-party software, we might need to get credentials to connect to its API’s, SFTP site, and/or SSL certificates. If we do not have access to your Costpoint system at this stage, we will connect through a VPN. The team then creates a WIC (Web Integration Console) environment for the client, which is an exact copy of their Costpoint system that is only used for testing purposes.

            Once we have all the access components we need, the next step is to complete a mapping document with the client. This is where customization comes into play. Because we are working with two completely different systems, the fields found in each system don’t align perfectly. Therefore, we need to discuss with the client how they want data in one system to flow into the other. This often involves creating crosswalks because the two systems might contain data of the same field in different formats. For instance, the field “Organization” in system 1 might be a text format such as “Premier Consulting and Integration”, while in system 2 it might be a numerical format such as “1.01.01.02”.

            After the API team and the client complete the mapping for every field, the Software Engineer can then code the function. The mapping file acts as the blueprints for the coder to create the API. Once they are done coding, we move into the testing phase. During this phase, we have the client make any possible test changes they see fit, so we can account for all possible scenarios while we are still pointed at the client’s WIC environment. Also, during this phase, the function is automated to run on whatever schedule the client asks for.

            Finally, once both parties are confident that all testing scenarios have been accounted for and that the API is working as intended, the engineer then points the function at the client’s production environment. At this point, the API is officially live! The API team provides one last meeting for the client called the “Dashboard Review.” During this review, we provide access to our Astrata dashboard site where the client  can monitor all the logs/run of the function moving forward. They also have the ability on this site to submit support tickets directly to the API team if they run into issues or concerns.

The amount of time that the entire integration process takes varies. If it’s an integration that we have done before, it can be as quick as 5-6 weeks, but if it’s a brand-new integration, it can take 7-8 weeks.

The diagram below summarizes the entire integration process:

What are APIs & What Does PCI’s API Team Do?

This blog was written by Sandy Froonjian, Software Engineer at PCI.

You may have heard the term “API” thrown around at your job here and there but have never really known what it is or what it means. APIs are ubiquitous and most software these days have API capabilities without people even realizing it. That’s because they are only found on the invisible back-end of software. But even though you can’t see them, and they aren’t talked about much, APIs can (and currently do) make your daily tasks much easier.

So, what are APIs? API is an acronym that stands for Application Program Interface. Ok, there you go! Hope this article was helpful! …just kidding. What the heck does application program interface even mean?! To put it simply, APIs are middleware software that connect two other software together. It’s a type of software that allows data to be inserted into, pulled from, updated in, or deleted from a different software. The types of actions APIs can do is often abbreviated as CRUD, which stands for Create, Read, Update, and Delete/Destroy. To get technical, there are two types of APIs – SOAP (Simple Object Access Protocol) and REST (Representational State Transfer). SOAP and REST dictate the HTTP protocol used to interact with the data. SOAP has more rigid standards and requires a little more work for the programmer, whereas REST is simpler and more flexible to work with.

Now that you understand what an API is, let’s talk about how they are beneficial to you! (Because otherwise, what’s the point of any of this?) Whether you realize it or not, you encounter APIs every day that make your life a little bit more streamlined. For example, if you’ve ever tried logging into a website, and it asked you if you want to login using Google, META, Twitter, etc., that is all thanks to an API. Similarly, connecting to PayPal when checking out on an online store is also the work of an API.

Here are PCI, we don’t work with Google or META. Instead, we use even cooler programs… accounting software! The API team connects to whatever third-party HR/payroll/expense-reporting software our clients use by gaining access to that software’s API. We also connect to their Deltek system (Costpoint) using Deltek’s API. We then export data from either system and import it into the other. There is a lot of room for flexibility and customization here, the client can choose if they want the data to flow from the third-party software to Costpoint, from Costpoint to the third-party software, or even have it flow bi-directionally. These functions are then automated to run on whatever schedule the client asks for. By connecting your software together like this, a more efficient workflow is created, because you will no longer have to enter the same data in two sperate systems. Say good-bye to duplicate entries!

            All in all, you can think of APIs as the middlemen of software. I like to use a restaurant analogy to describe them, our clients’ third-party software are like the customers at a restaurant, Costpoint is like the chefs, the API is like the server, and the data is like the food. The process goes like this:

  1. The customer (software 1) tells the server (API) what they want.
  2. The server takes that request and brings it (data) to the chef (software 2).
  3. The chef gives the server what they asked for (data).
  4. The server brings it to the customer.

We have already created several types of API integrations at PCI with dozens of different software, and we are always open to creating brand new ones. Stay tuned for a separate article where we go into detail about the types we have done so far!

If you are interested in learning more about PCI’s ASTRATA API integrations check them out here!

API Acronyms Uncovered

We live in a world filled with acronyms. For those who are not familiar, an acronym is an abbreviated formed word, formed by letters of other words and pronounced as a word.

The Application Program Interface (API) world is no different when it comes to abbreviations and acronyms. We have outlined some common API acronyms below.

  • API – Application Program Interface
  • WIC – Web Integration Console
  • SOAP and REST– types of API calls that can be made
    • SOAP – Simple Object Access Protocol
    • REST – Representational State Transfer
  • CRUD – Create, Read, Update, Delete
  • SFTP– Secure File Transfer Protocol
  • AWS – Amazon Web Services
  • SSS – Simple Storage Service
  • VPN – Virtual Private Network
  • SQL – Structured Query Language
  • CSV– Comma Separated Values
    • Type of file that can be used if SFTP sites are used
  • JSON and XML– Formats data from API calls can be in
    • JSON– JavaScript Object Notation
    • XML– Extensible Markup Language
  • 200, 400, 500 responses– responses that tell you if the API call was successful or not
    • 200– indicates successful API call
    • 400– indicates an error caused by the user
    • 500– indicates an error caused by the server
  • DNS– Domain Name System
    • Service that enables a link between domain names and the IP addresses with which they are associated
  • IP Address– Internet Protocol Address
    • unique string of characters that identifies each computer communicating over a network
  • SSL– Secure Socket Layer
    • Uses a public key to encrypt data transferred over the connection to communicate securely with the web server
  • TLS– Transport Layer Security
    • Authentication and security protocol widely implemented in browsers and Web servers
  • HTTP– Hypertext Transfer Protocol
    • protocol for information systems that allows users to communicate data on the World Wide Web.
  • HTTPS– Hypertext Transfer Protocol Secure
    • Adds SSL/TLS to the HTTP for added security
  • DB/DBMS– Database/Database Management System
    • Secure system where data is stored
  • SDK– Software Development Kit
    • Collection of software development tools in one installable package
  • CLI– Command Line Interface
    • Processes commands to a computer program in the form of lines of text
  • GUI– Graphical User Interface
    • Type of user interface where users interact with electronic devices using visual representations

We hope you have learned a new acronym or two from this today!

PCI offers cutting-edge solution integrations to complement and enhance your Deltek product investments. Our consultants help to identify and bridge gaps between various business systems, offering several third-party integrations into Deltek Costpoint and Deltek WorkBook. Our API capabilities include data pulls and custom-built integrations.

To learn more about API integrations, visit our LINK API Integration page.

Four Reasons to Consider Ramp for your Spend Management Platform

Do you dream of a way to automate your corporate credit card, accounting, and reconciliation process? What if we told you we have a solution that can help automate, streamline, lower your bills and integrates with Deltek Costpoint Expense? PCI and Ramp have partnered together to provide you with an integrated, streamlined credit card and accounting solution.

What Is Ramp?

Ramp is the only corporate card and spend management platform designed to help you spend less, helps you close your books 5X faster, and gives you 1.5% cashback on every transaction.

Here are four reasons to consider switching to Ramp

1.It’s easy for everyone

Deploy Ramp in minutes and eliminate expense reports with its easy-to-use software.

Features:

  • Automatic receipt matching
  • Virtual cards for all your subscriptions
  • ACH reimbursements for out-of-pocket spend

2. Control at scale 

Manage your employee spend as you grow with the most powerful limits & card controls.

Features:

  • Auto-locking cards & category restrictions
  • Recurring card limits down to the daily level
  • Multi-step card approval workflows

Submission policies that automate everything

 

3. Powerful integrations

Integrate seamlessly and automate everything to streamline financial operations.

Features:

  • Best-in-class accounting integrations
  • Automatic category and merchant mapping
  • SSO support for Okta and Google
  • Slack integration for smart alerts & approvals

 

4. Real-Time intelligence

Get one view of all your expenses with built-in intelligence & analytics to save you money.

Features:

  • Automated savings insights
  • Spend forecasting & analytics
  • Powerful search & filtering down to transaction level
  • Centralized vendor & subscription management

Learn more about our integrated solution here.

If you would like more information on Ramp and PCI’s Deltek Costpoint integration, contact us today.