Integrating with billing and accounting
Has anyone here had use cases where the Wrike time tracking has been integrated with external billing systems? We are using a region-specific system, however, it would be similar to systems like SAP.
Our current situation is two-fold.
1. We need to be able to assign projects/tasks to a certain ID, project in our billing system, so data from the billing system needs to be selectable and queryable from Wrike. This is a nice-to-have case, as in the worst case the ID can be punched manually by the PM or Stakeholder
2. Exporting the data and transforming it to match the billing system, I would think would be more straightforward, as it just requires us to connect to the data API and request and transform it to match the billing system input API.
The question is, has anyone done integrations like this before and is willing to share their stories? Success or failure 😅
Thomas Won Nyheim Hi! You may be interested in our ongoing beta for QuickBooks integration in case you're using the system.
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Thank you Lisa I appreciate you for letting me know of this, unfortunately, we are looking for related to our system TripleTex or some experience with setting up integrations to other accounting and billing systems that have not been an pre developed integration. As the likelihood of an integration have been made with our specific system is highly unlikely, but again never zero
Got you Thomas Won Nyheim, I just thought to share that just in case 🙂
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Thomas Won Nyheim this use case has been done before, including by me. At the end of the day it all depends on the use case. In general transforming the data is not hard since at the end of the day a timelog is a simple object. But here are some tips
Lastly, if this all sounds too much, you can always reach out to Wrike PS for help.
Miron Mizrahi Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию
Miron Mizrahi Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию