Deltek Vantagepoint and Xero integrations and automations

Seamlessly connect Deltek Vantagepoint and Xero. Automate workflows, and boost efficiency with Workato.

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4.9

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100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

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Build powerful workflows, fast

Triggers

When this happens…

Deltek Vantagepoint
  • Account Created Real-time
    Account Created in Deltek vantagepoint
  • Account Deleted Real-time
    Account Deleted in Deltek vantagepoint
  • Account Updated Real-time
    Account Updated in Deltek vantagepoint
  • AP Voucher Posted (Polling)
    New posted ap voucher in Vantagepoint
  • Contact Created Real-time
    Contact Created in Deltek vantagepoint
  • Contact Deleted Real-time
    Contact Deleted in Deltek vantagepoint
  • Contact Updated Real-time
    Contact Updated in Deltek vantagepoint
  • Employee Created Real-time
    Employee Created in Deltek vantagepoint
  • Employee Deleted Real-time
    Employee Deleted in Deltek vantagepoint
  • Employee Updated Real-time
    Employee Updated in Deltek vantagepoint
  • Employee Expense Posted (Polling)
    New posted employee expenses in Vantagepoint
  • Firm Created Real-time
    Firm Created in Deltek vantagepoint
  • Firm Deleted Real-time
    Firm Deleted in Deltek vantagepoint
  • Firm Updated Real-time
    Firm Updated in Deltek vantagepoint
  • Transaction Posted Real-time
    Transaction Posted in Deltek vantagepoint
  • Journal Entry Posted (Polling)
    New posted journal entry in Vantagepoint
  • Marketing Campaign Created Real-time
    Marketing Campaign Created in Deltek vantagepoint
  • Marketing Campaign Deleted Real-time
    Marketing Campaign Deleted in Deltek vantagepoint
  • Marketing Campaign Updated Real-time
    Marketing Campaign Updated in Deltek vantagepoint
  • PSA Ledger Updated (Polling)
    PSA Ledger Updated (Polling) in Deltek vantagepoint
  • Activity Created/Updated (Polling)
    Activity created/updated in Vantagepoint
  • Marketing Campaign Created/Updated (Polling)
    Marketing Campaign created/updated in Vantagepoint
  • Contact Created/Updated (Polling)
    Contact created/updated in Vantagepoint
  • Employee Created/Updated (Polling)
    Employee created/updated in Vantagepoint
  • Firm Created/Updated (Polling)
    Firm created/updated in Vantagepoint
  • Project Created/Updated (Polling)
    Project created/updated in Vantagepoint
  • User Created/Updated (Polling)
    User created/updated in Vantagepoint
  • Project Created Real-time
    Project Created in Deltek vantagepoint
  • Project Deleted Real-time
    Project Deleted in Deltek vantagepoint
  • Project Updated Real-time
    Project Updated in Deltek vantagepoint
  • Sales Invoice Posted (Polling)
    New posted sales invoices in Vantagepoint
  • Timesheet Posted (Polling)
    New posted timesheet in Vantagepoint

    • Any other trigger you can think up

Xero
  • New/updated credit note
    New/updated credit note in Xero
  • New/updated item
    New/updated item in Xero
  • New/updated overpayment
    New/updated overpayment in Xero
  • New/updated prepayment
    New/updated prepayment in Xero
  • New/updated account
    New or updated account in Xero
  • New/updated bill
    New/updated bill in Xero
  • New/updated contact
    New/updated contact in Xero
  • New/updated employee
    New or updated employee in Xero
  • New/updated invoice
    New/updated invoice in Xero
  • New/updated payment
    New or updated payment in Xero

    • Any other trigger you can think up

Actions

Do this…

Deltek Vantagepoint
  • Custom action
    Custom action in Deltek Vantagepoint (Custom)
  • Absence Request
    Get Absense request data from Vantagepoint
  • Settings › Active Accounting Period
    Retrieve information about the active (or current) accounting period
  • Activities
    Verbs, Get, Add, List, Update Activities from Vantagepoint
  • Transactions › AP Vouchers
    Get, Add, Search, Delete, Update AP Vouchers from Vantagepoint
  • Settings › Banks
    List, Update, Add or Delete Bank in Vantagepoint
  • Transactions › Cash Receipts
    Retrieve or Create a cash receipt in/to Vantagepoint
  • Settings › Chart of accounts
    Retrieve, Update, List, Add or Delete Account in Vantagepoint
  • Settings › Lists
    Retrieve or Add options configured in a list within Vantagepoint
  • Contacts
    Get, Add, Search, Delete, Update Contacts from Vantagepoint
  • Contacts › Batch Create/Update Batch
    Batch Create/Update Contacts in Vantagepoint
  • Settings › Currency Codes
    List, Update, Add or Delete Currency code in Vantagepoint
  • Employees
    Get, Add, Search, List, Delete, Update Employees from Vantagepoint
  • Employees › Batch Create/Update Batch
    Batch Create/Update Employees in Vantagepoint
  • Employees › Credentials
    Get, Add, Search, Delete, Update Credentials from Vantagepoint
  • Employees › Education
    Get, Add, Search, Delete, Update Education from Vantagepoint
  • Employees › Project Experience
    Retrieve all projects linked to an employee
  • Employees › Skills
    Get, Add, Search, Delete, Update Skills from Vantagepoint
  • Settings › Exchange Rates
    List, Update, Add or Delete Exchange rate in Vantagepoint
  • Transactions › Employee Expenses
    Get, Add, Search, Delete, Update Employee Expenses from Vantagepoint (transaction centre only)
  • Transactions › Expense Payments
    Search, Add an expense payment to Vantagepoint
  • Firms
    Get, Add, Search, Delete, Update Firms from Vantagepoint
  • Firms › Addresses
    Get, Add, Search, Delete, Update Firm addresses from Vantagepoint
  • Firm › Addresses Batch Create/Update Batch
    Add, Update firms address records from Vantagepoint
  • Firms › Batch Create/Update Batch
    Batch Create/Update Firms in Vantagepoint
  • Settings › General Options
    Use this endpoint to retrieve general settings information about your current company.
  • List Companies an Employee is not associated with
    Retrieve all companies that can be associated with an employee currently in the Employees hub (not currently associated with employee./nListed companies cannot be assigned to employee record via API until associated with record in Vantagepoint Hub record via UI
  • Hub Associated Data Grids
    Manipulate data contained in associated data grids for hub records.
  • Hub Files
    Manipulate files for hub records.
  • Transactions › Journal Entries
    Get, Add, Search, Delete, Update Journals from Vantagepoint
  • Transactions › Labor Detail
    Search Labor detail entries from Vantagepoint
  • Transactions › PSA Ledger Tax Detail
    Search PSA Ledger tax entries from Vantagepoint
  • Marketing Campaigns
    Verbs, Get, Add, List, Update Marketing Campaigns from Vantagepoint
  • Settings › Organisation level formats
    Retrieve all configured organisation level formats from Vantagepoint
  • Organizations
    Retrieve all configured organizations from Vantagepoint
  • Transactions › Posting Batch
    Complete posting for transactions using batch number
  • Projects
    Get, Add, Search, Delete, Update Projects from Vantagepoint
  • Projects › Batch Create/Update Batch
    Batch Create/Update Projects in Vantagepoint
  • Transactions › PSA Ledger
    Search PSA Ledger entries from Vantagepoint
  • Transactions › Sales Invoices
    Get, Add, Search, Delete, Update Sales Invoices from Vantagepoint
  • Settings › Roles
    Retrieve all configured user roles from Vantagepoint
  • Settings › System formats
    Retrieve all configured formats from Vantagepoint
  • Settings › Tax Codes
    List, Update, Add or Delete Tax code in Vantagepoint
  • Timesheet Request
    Get Timekeeper data from Vantagepoint
  • Transactions › Timesheets
    Get, Add, Search, Delete, Update Timesheets from Vantagepoint (transaction centre only)
  • User defined hubs › Batch Create/Update Batch
    Batch Create/Update User defined hub in Vantagepoint
  • Users
    Verbs, Get, Add, List, Update Users from Vantagepoint
  • User defined hubs
    Get, Add, Search, Delete, Update User defined hubs from Vantagepoint
  • Transactions › Vendor Payments
    Search, Add a vendor payment to Vantagepoint

    • Any other action you can think up

Xero
  • Custom action
    Custom action in Xero (Custom)
  • Upsert line item to bill or invoice
    Upsert line item to bill/invoice in Xero
  • Add person(s) to contact
    Add person(s) to contact in Xero
  • Create timesheet with 1 line item
    Create timesheet with a single line item in Xero
  • Create bank transaction
    Create bank transaction in Xero
  • Create bill with 1 line item
    Create bill with a single line item in Xero
  • Create bill with multiple line items
    Create bill with multiple line items in Xero
  • Create contact
    Create contact in Xero
  • Create credit note with line items
    Create credit note with multiple line items in Xero
  • Create employee (US)
    Create employee in Xero
  • Create employee (AU)
    Create employee in Xero
  • Create invoice with 1 line item
    Create invoice with a single line item in Xero
  • Create invoice with line items
    Create invoice with multiple line items in Xero
  • Create item
    Create item in Xero
  • Create manual journal with line items
    Create manual journal with multiple line items in Xero
  • Create overpayment
    Create overpayment in Xero
  • Create invoice payment
    Create invoice payment in Xero
  • Create prepayment
    Create prepayment in Xero
  • Create purchase order with line items
    Create purchase order with multiple line items in Xero
  • Get contact details
    Get contact details inXero
  • Get bill or invoice details
    Get bill/invoice by ID or number in Xero
  • Get online invoice URL
    Get online invoice URL in Xero
  • Get manual journal by ID
    Get manual journal by ID in Xero
  • Get payment
    Get payment in Xero
  • Get purchase order
    Get purchase order by ID in Xero
  • List accounts Batch
    List accounts in Xero
  • List connections
    List connections in Xero
  • List currencies Batch
    List currencies in Xero
  • List organisations
    List organisations in Xero
  • List tax rates Batch
    List tax rates in Xero
  • Search accounts Batch
    Search for accounts in Xero
  • Search bank transactions Batch
    Search for bank transactions in Xero
  • Search contacts Batch
    Search for a contact in Xero
  • Search credit notes Batch
    Search credit notes in Xero
  • Search bills or invoices Batch
    Search bills/invoices in Xero
  • Search items
    Search items in Xero
  • Search manual journals Batch
    Search for manual journals in Xero
  • Search overpayments Batch
    Search overpayments in Xero
  • Search payments Batch
    Search payments in Xero
  • Search prepayments Batch
    Search prepayments in Xero
  • Search purchase orders Batch
    Search purchase orders in Xero
  • Upsert contact
    Upsert contact in Xero
  • Update bill or invoice header details
    Update bill/invoice header details in Xero
  • Update bill or invoice with line items
    Update bill/invoice with line items in Xero
  • Update item
    Update item in Xero
  • Update manual journal and line items
    Update manual journal headers and line items in Xero
  • Upload attachment
    Upload attachment to a sales record
  • Void payment
    Void payment in Xero

    • Any other action you can think up

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