Projectworks
Notes:
The Projectworks connector is currently in feature preview and as such documentation for this feature is still work in progress
Overview
The Projectworks connector can be used to load project, client, time, invoice, and billing data into xpna datasets.
Commonly loaded data includes:
- Projects
- Clients
- Time entries
- Invoices
- Staff or resource information
Connection Requirements
Projectworks API credentials are required before the connection can be created. xpna connects to the standard Projectworks API endpoint.
The following details are required:
- Consumer key
- Consumer secret
Note:
Projectworks credentials are stored encrypted in xpna.
Access should be limited to the data required for reporting.
Source Items
Projectworks objects are selected as source items in the configuration.
Each selected object can be mapped to a target such as a List dataset. If nested data is available, it can be exploded into linked source items and loaded as separate datasets.
Refreshing Data
Data can be refreshed manually from the Connections page or by using the configured schedule.
If API credentials or selected objects are changed, sample data should be refreshed before the configuration is saved.