Infotek DataWizard for Deltek Costpoint
Built by: Infotek
Integrates with: Costpoint
Whether you're looking to mass upload extensive data for a one-off project or automate data syncs on a recurring basis, the API-based DataWizard solution enables your business to easily integrate third-party applications with your on-premise or cloud-based Deltek Costpoint system. Useful to pull data in from applications that utilize Microsoft Excel file formats, DataWizard enforces Costpoint data integrity and validation rules across all imports.
Overview
Infotek's DataWizard tool reduces the burden of data management support tasks on IT—easily and cost-effectively facilitating data syncs from third-party systems and custom in-house systems into Deltek Costpoint. A thick client that uses Costpoint APIs, functions by loading data exported in Microsoft Excel formats, which most non-IT professionals are familiar enough with to handle.
Sample Use Cases:
- Apply revenue adjustments computed in Excel: a tedious and time-consuming process when done through Costpoint front-end can be automated using DataWizard.
- Making payments to Subcontractor or Vendor for invoices against PO orders: using an Excel template easily create PO Vouchers in Costpoint
- Maintain the parts master and pricing catalog: keeping the parts master and pricing catalog up-to-date is a critical function that requires accuracy and time-sensitivity. Using DataWizard to accomplish this task enables them to achieve this goal
- Keeping the Human Resources System and Costpoint in sync: Managing the dataflow between third-party systems and Costpoint is vastly simplified using DataWizard. Most Costpoint applications, like the Manage Employee application, can become points for integration with third-party systems. DataWizard makes this easy for end-users to keep the systems in sync without expense and often over-worked IT support.
Support
Hours of Support: Mon - Fri 9:00 a.m. - 6:00 p.m. ET
Telephone: 888.717.2753
Online Help: [email protected]