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Integrate Visual Planning into
your IT system

Centralize your data and synchronize Visual Planning with your tools (ERP, CRM, HRIS, CMMS, etc.)
to optimize your operational planning.

Request a Demo

Synchronized data

Connect Visual Planning to your business tools to streamline data exchange, automate
your processes, and ensure that information is always up to date.

Q

Eliminate Double Data Entry

Minimize errors by entering your data only once.



Centralize information

Your reference documents are organized and up to date.



Synchronize in real time

Data flows automatically between your software applications.



Increase visibility

Get unified views of your resources and activities.



Facilitate communication

Streamline communication among your teams.



Optimize Resources

Make decisions based on reliable data.

How can you integrate Visual Planning into your IT system?

Visual Planning offers a variety of ways to integrate with your software to automate data exchanges and streamline your day-to-day operations.



Robust REST APIs

A generalized REST API for developing your own web services to connect your tools directly.



Seamless Data Import/Export

Powerful, customizable import/export features that make it very easy to create your first asynchronous interfaces.



Automated Webhooks

Webhooks (HTTP callbacks) to automatically send real-time notifications to your systems.



Multiple Tools

A wide range of tools to integrate with your existing systems: SSO (SAML2, OAuth2, Microsoft Azure), cloud storage services (OneDrive, Google Drive, Dropbox, S3), iCal, etc.

Compatible Software

Visual Planning can integrate with all your business solutions.

  • Office Software
  • CRM
  • HRIS
  • Time and Attendance Management
  • Maintenance, CMMS, EAM
  • ERP
  • Project Management, PPM
  • Construction Management Software
  • Field Service Management
  • Production, MES
  • Business Intelligence
i

Productivity Tools

Supported Software:

Microsoft Office

Excel
Word
Outlook
Project

Teams

Google Workspace

Google Calendar
Gmail

Integration Benefits:

  • N
    Automatic email notifications
  • N
    Meeting Invitations
  • N
    iCal Calendars
  • N
    Synchronization with the email account calendar
  • N
    Document Generation Using Mail Merge
  • N
    Import and Export from Microsoft Excel in Just a Few Clicks
$

Use Case Example

Automatically export your schedules to Excel to create detailed reports, or sync with Outlook to manage appointments directly from Visual Planning.



CRM

Supported Software

Salesforce

Z

Hubspot

Z

Eudonet

Z

Pracdis

Z

YellowBox

Z

Integration Benefits

  • N
    Automatic synchronization of customers and opportunities
  • N
    Smart Planning of Sales Activities
  • N
    Real-time tracking of customer activities
  • N
    Improving Customer Relationship Management
  • N
    Optimization of Sales Resources
  • N
    Complete visibility into the sales pipeline
$

Use Case Example

When an opportunity is created in Salesforce, Visual Planning automatically schedules the necessary sales resources based on their skills and availability.



HRIS

Supported Software

Nibelis

Z

Silae

Z

Lucca

Z

Kelio

Z

Winlassie

Z

Eurécia

Z

Cantoriel

Z

Integration Benefits

  • N
    Synchronization of HR Data (Skills, Contracts, Training)
  • N
    Automated Time and Activity Management
  • N
    Optimizing Human Resource Allocation
  • N
    Real-Time Tracking of Vacation and Absences
  • N
    Automatic Compliance with Labor Laws
  • N
    Workload Management by Employee
$

Use Case Example

Employee skills, safety certifications, and current compliance statuses sync daily from your HRIS into Visual Planning, ensuring unqualified staff are never mistakenly assigned to specialized machinery or sensitive job sites.



Time and Attendance Management

Supported Software

ADP

Z

myTime

Z

Kelio

Z

Lucca

Z

Bodet

Z

Integration Benefits

  • N
    Accurate tracking of time spent by project and activity
  • N
    Automatic synchronization of time entries with schedules
  • N
    Unified Absence and Leave Management
  • N
    Automatic calculation of hours worked
  • N
    Identifying Discrepancies Between Planned and Actual Results
  • N
    Exports vers la paie et facturation
$

Use Case Example

The times entered in your GTA are automatically synced to Visual Planning so you can compare planned time with actual time and adjust your future schedules.



Maintenance, CMMS, EAM

Supported Software

SAP

Z

Mainta

Z

Integration Benefits

  • N
    Visibility of the Maintenance Plan
  • N
    Optimized Operational Planning for Work Orders
  • N
    Identifying Equipment Downtime
  • N
    Monitoring Resource Availability
  • N
    Integration of preventive maintenance plans and ongoing management of corrective maintenance
  • N
    Alerts regarding the risk of downtime based on historical data, equipment characteristics, etc.
$

Use Case Example

Schedule maintenance operations while taking into account the cross-availability of equipment and resources. Adjust equipment downtime periods.



ERP

Supported Software

SAP

Z

IFS

Z

Microsoft Business Central

Z

Sage X3

Z

Cegid

Z

Divalto

Z

Everwin

Z

Integration Benefits

  • N
    Automated Invoice Management
  • N
    Synchronization of Sales and Financial Data
  • N
    Real-Time Financial Management
  • N
    Tracking Profitability by Project
  • N
    Automatic Generation of Quotes
  • N
    Consolidation of Production Data
$

Use Case Example

The data sets managed by the ERP and exported to Visual Planning enable planning. Resource reservations are synchronized back to the ERP. Job statuses trigger updates in the ERP for billing purposes.



Project Management, PPM

Supported Software

Primavera

Z

Planisware

Z

Monday

Z

Jira

Z

Integration Benefits

  • N
    Centralized Scheduling Management
  • N
    Simplified Management of Project Teams
  • N
    Balance Between Workload and Capacity
  • N
    Real-time tracking of projects and tasks
  • N
    Smart Assignment Based on Skills
  • N
    Compliance with SLAs (Service Level Agreements)
  • N
    Complete history of projects (information, documents, resources, etc.)
$

Use Case Example

Automatic retrieval of projects and phases, and breakdown into micro-tasks. Assisted or automatic assignment of available and qualified resources. Reporting of real-time time data



Construction Management Software

Supported Software

Batigest

Z

BRZ

Z

hk3

Z

Everwin

Z

Integration Benefits

  • N
    Optimal Planning for Construction Projects and Business Operations
  • N
    Load-Capacity Match
  • N
    Improving Communication and Customer Satisfaction
  • N
    Time tracking, clock-ins, and entry of variable pay components (travel allowances, meal allowances, etc.)
  • N
    Real-time analysis of field reports on planned, completed, and remaining tasks…
  • N
    Use by field staff in offline mode
$

Use Case Example

The projects created in your management tool are imported into Visual Planning along with all the information needed for planning. The generated schedule is sent in different formats to site managers and field workers. Their data entries are uploaded, enabling you to track key site metrics.



Field Service Management

Supported Software

ServiceNow

Z

ZenDesk

Z

Jira

Z

Integration Benefits

  • N
    Smooth communication between the office, dispatch, and field technicians
  • N
    Approval of jobs on a tablet or mobile device (work orders, status reports, customer signatures)
  • N
    Real-time transmission of field data to headquarters
  • N
    Planification des tournées : manuelle, automatisée, ou automatisée sous contraintes multiples
  • N
    Génération automatique des CR, CRI… et envoi aux clients
  • N
    Obtention de statistiques par ressources, équipements, zones à tout niveau de détails
$

Use Case Example

An urgent ticket created in Jira is added to the schedule and automatically triggers the scheduling of a service call, prioritizing available and qualified technicians.



Production, MES

Supported Software

Sylob

Z

Silog

Z

Clipper

Z

Cegid

Z

Solune

Z

Integration Benefits

  • N
    Retrieve all work orders created by the production planning and control system
  • N
    Manual or Automatic Scheduling of Work Orders with VPAutomation
  • N
    Automatic calculation of the durations of work orders to be scheduled based on machine cycle times and the capacities of the assigned resources
  • N
    Taking Operator Constraints into Account When Planning/Assigning Work Orders
  • N
    Multi-axis visibility into planned production (by resource, work order, bill of materials, order, customer, etc.)
  • N
    Data input for MES systems or additional information useful to MES systems
  • N
    Operator progress updates visible in real time
$

Use Case Example

Retrieval of “raw” production orders > automatic planning with scheduling > resubmission of the production plan.
Automatic resource assignments that take HR and business rules into account > real-time updates on progress and status.



Construction Management Software

Supported Software

Batigest

Z

BRZ

Z

hk3

Z

Everwin

Z

Integration Benefits

  • N
    Optimal Planning for Construction Projects and Business Operations
  • N
    Load-Capacity Match
  • N
    Improving Communication and Customer Satisfaction
  • N
    Time tracking, clock-ins, and entry of variable pay components (travel allowances, meal allowances, etc.)
  • N
    Real-time analysis of field reports on planned, completed, and remaining tasks…
  • N
    Use by field staff in offline mode
$

Use Case Example

The projects created in your management tool are imported into Visual Planning along with all the information needed for planning. The generated schedule is sent in different formats to site managers and field workers. Their data entries are uploaded, enabling you to track key site metrics.

Talk to an Expert

Core Enterprise Use Cases

Tailored Integration Built Around Your Workflows



Predictive & Preventative Maintenance

Automatic scheduling based on work orders.



Field Service Dispatching

Route Optimization and Resource Allocation.



Multi-Site Resource Coordination

Coordination of activities across multiple sites.



Construction Site Planning

Monitoring business operations and managing field teams.

Streamline your data exchanges

Thanks to APIs, webhooks, and import/export features, Visual Planning integrates easily with your information system
and automates data exchanges between your tools.

Contact Us

Tailored Infrastructure Configured for Your Business

Every enterprise operates under unique constraints, legacy tooling, and specialized operational workflows. Our solutions engineering team designs custom-fit data pipelines to adapt Visual Planning perfectly to your current tech environment.

To ensure effective and sustainable integration, we support you every step of the way:



Analysis of your needs and business processes



Custom development of connectors and features



Gradual integration to ensure a secure deployment



Ongoing support to help your solution evolve

Request a Demo

Frequently Asked Questions

Can Visual Planning connect to custom or proprietary internal legacy systems?

Yes. Beyond our suite of standard integrations, Visual Planning features a powerful REST API alongside advanced data import/export capabilities, allowing seamless connectivity into custom internal systems and legacy databases.

What specific classes of business applications can I integrate?

Visual Planning integrates with standard enterprise platforms including ERPs, CRMs, HRIS solutions, Payroll applications, CMMS systems, and niche vertical operational software.

Do these integrations sync data in real-time?

Yes, depending on your needs, data exchanges can be configured to be synchronous.

Do I need to modify my existing tools?

No, Visual Planning integrates with your existing environment without requiring any changes to your current software. In some cases, differences in data formats between Visual Planning and a third-party tool may require data conversions to be taken into account when developing the interfaces.

Will implementing Visual Planning require modifications to our existing software?

No. Visual Planning adapts to your established tech layout. We hook into your software's current native APIs or file transfer protocols, meaning zero disruptive code modifications are needed on your current setups.

Can we automate complex data-handling rules and workflows?

Absolutely. Integrating platforms lets you completely automate cross-system updates. This reduces manual touchpoints, cuts data administration overhead, and mitigates human error.

Do you offer custom development services?

Yes, our teams can design custom interfaces tailored to your tools, processes, and business requirements.

Can I create user interfaces on my own?

Yes, our teams can train you on how to use the customizable standard import/export features or how to get started with our API.

Is Visual Planning compatible with my software updates?

Yes, we use robust integration methods and half-interface design principles to ensure the compatibility and long-term viability of your interfaces.

Modernize Your Scheduling Infrastructure and Boost Operational Efficiency Today.

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Speak with an Integration Expert

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