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Integration Pro

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Add a column with the proposal's Unique ID as it is a more reliable join key than proposal name/version.

Problem: Due to size of our ProPricer database, when exporting data out of ProPricer using Integration Pro, we only pull records for recently created or modified proposals. We then must merge these changes with the existing proposal records that w...
Guest 3 months ago in Integration Pro 0 Shipped

Ability to select Criteria based on todays date - dynamic date

The amount of data being intergrated is relatively large and needs to be filtered. We should be able to export based on a dynamic date setting (under Proposal Selections) so that each day it only exports the latest data and not all the data. We us...
Greg Heyman over 1 year ago in Integration Pro 0 Shipped

PostgreSQL support for the Database Integration Tool

Allows individuals to use another database setup other than Microsoft SQL and Oracle.
Guest over 2 years ago in Integration Pro 0 Shipped

The ability to delete mappings from the list.

Currently, after a mapping is created, it cannot be removed. Add the ability to delete mappings from the list.
Aaron Hale about 2 years ago in Integration Pro 0 Shipped

Read Excel and CSV Files

Read Excel/CSV Files.Option to remain file after import and ignore renamed files.
Aaron Hale over 2 years ago in Integration Pro 0 Shipped

Azure Active Directory Authentication and Support

Azure Active Directory Authentication Support
Aaron Hale over 2 years ago in Integration Pro 0 Shipped

Import/Export Proposal Properties Including Proposal Notes

Import/Export Proposal Properties Including Proposal Notes
Aaron Hale almost 3 years ago in Integration Pro 0 Shipped

Import Resources Without Rates to the Direct Rate table

In ProPricer, you can add Resources to the Direct Rate Table without adding a rate for them. With the Database Integration Tool there is no way to import just the Resources to the Table without adding a rate. Please make it so that the resources c...
Aaron Hale almost 3 years ago in Integration Pro 0 Shipped