IntegrationsProjectManagerThomson Reuters ONESOURCE
ProjectManager + Thomson Reuters ONESOURCE

Connect ProjectManager and Thomson Reuters ONESOURCE to Build Intelligent Automations

Choose a Trigger

ProjectManager

When this happens...

Choose an Action

Thomson Reuters ONESOURCE

Automatically do this!

Enable Integrations or automations with these events of ProjectManager and Thomson Reuters ONESOURCE

Enable Integrations or automations with these events of ProjectManager and Thomson Reuters ONESOURCE

Triggers

New User

New User

Triggered when a new user is added to your account

New Project

New Project

Triggers when a new project is created

New Task

New Task

Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project.

New Timesheet Entry

New Timesheet Entry

Triggered when a new timesheet entry is created

Request a new Trigger for ProjectManager

Actions

Create Project

Create Project

Creates a new project

Create Task

Create Task

Create a new Task within a specific project.

Create Timesheet Entry

Create Timesheet Entry

Create a timesheet entry by specifying the person, task, date, and hours. Only one entry per person/task/day is allowed. Use timesheet-update to modify an existing entry.

Update Project

Update Project

Update an existing project, empty fields will remain unchanged

Update Task

Update Task

Update an existing task, empty fields will remain unchanged

Update Timesheet Entry ID

Update Timesheet Entry ID

Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry

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Frequently Asked Questions

How do I start an integration between ProjectManager and Thomson Reuters ONESOURCE?

To start, connect both your ProjectManager and Thomson Reuters ONESOURCE accounts to viaSocket. Once connected, you can set up a workflow where an event in ProjectManager triggers actions in Thomson Reuters ONESOURCE (or vice versa).

Can we customize how data from ProjectManager is recorded in Thomson Reuters ONESOURCE?

Absolutely. You can customize how ProjectManager data is recorded in Thomson Reuters ONESOURCE. This includes choosing which data fields go into which fields of Thomson Reuters ONESOURCE, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ProjectManager and Thomson Reuters ONESOURCE?

The data sync between ProjectManager and Thomson Reuters ONESOURCE typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ProjectManager to Thomson Reuters ONESOURCE?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ProjectManager and Thomson Reuters ONESOURCE?

Yes, you can set conditional logic to control the flow of data between ProjectManager and Thomson Reuters ONESOURCE. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

ProjectManager

About ProjectManager

ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.

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Thomson Reuters ONESOURCE

About Thomson Reuters ONESOURCE

Thomson Reuters ONESOURCE is a comprehensive tax and accounting software solution designed to streamline and automate tax compliance and reporting processes for businesses. It offers a suite of tools to manage global tax compliance, transfer pricing, and tax provision, ensuring accuracy and efficiency in tax operations.

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