INTEGRATIONS

Integrations

 

Visual Planning at the heart of your office applications

OFFICE TOOLS INTEGRATIONS

Visual Planning easily integrates with your other applications, and it is all built-in.

integration word

WORD – MAIL MERGE

 

Generate documents using schedules and project data in Visual Planning and Word’s mail merge functionality. Create and automatically fill in great company documents such as contracts, delivery notes, task reports, and more. Get a PDF copy that you can attach to an event or resource in Visual Planning, or send to a team member or customer.

integration excel

EXCEL AND SPREADSHEET EDITING TOOLS

 

Our step-by-step import feature from an excel spreadsheet makes it easier to transition to Visual Planning with all your records still available. You can also export data back to a spreadsheet whenever needed.

integration outlook

OUTLOOK AND OTHER E-MAIL AND CALENDARING APPLICATIONS

 

Our step-by-step import feature from an excel spreadsheet makes it easier to transition to Visual Planning with all your records still available. You can also export data back to a spreadsheet whenever needed.

E-MAIL

 

Not only can you directly send e-mails from Visual Planning, but any modification in Visual Planning can trigger e-mail alerts to your team members or customers. Schedule reminders and create your own e-mail templates to send notifications in bulk.

SHARED CALENDARS (ICAL)

 

Schedules in Visual Planning can be easily shared using the ical format to integrate this information into a user’s personal calendar on Outlook, Google Calendar or a smartphone app.

RSS FEEDS (ICAL)

 

Events in Visual planning can be published as an RSS Feed to be displayed in RSS feeds reader apps, such as Google Reader or Digg, email applications such as Outlook, or your business internal website.

integration sharepoint
integration dropbox

SHAREPOINT, DROPBOX AND OTHER FILE STORAGE

 

Any cloud file storage system can be used to tie a project, task or event in Visual Planning to one or more files or folders. Files can be opened, edited and saved back directly from Visual Planning. You can also use Visual Planning to track several versions of the same document, all stored in your cloud.

ERP & CRM INTEGRATIONS

Visual Planning easily integrates with your ERP or CRM applications, and it is all built-in.

office tools visual1

SAP

 

Leverage the built in import and export features to integrate with SAP and use quotes, work orders, contracts or billing rates to build your schedules in Visual Planning. Report back on actual work performed and align operational management with your ERP data. Depending on the type of information, data exchange is either performed in real time or at prescheduled times via automated services.

office tools excel

SAGE

 

Easily retrieve customer listings, quotes and orders to complete from Sage in Visual Planning without any double entry. Export back hours and task completed to Sage for billing purpose. Data exchange can be performed in real time or at prescheduled times via automated services depending on your needs.

office tools outlook

MICROSOFT DYNAMICS NAV

 

Get essential business information from Nav such as new purchase orders and customer details in Visual Planning to align your operations and delivery schedules with sales and better address customer needs. Data exchange can be performed in real time or at prescheduled times via automated services depending on your needs.

INTEGRATING WITH OTHER INDUSTRY APPLICATIONS

Our feature-rich, built in data exchange functionalities allow Visual Planning to communicate with a large spectrum of solutions on the market in all sorts of areas, including custom built applications. From accounting to access control, credentials and maintenance – the possibilities are endless. Our integration specialists are here to help you find the best approach to suit your specific requirements.

Applications we have recently worked with include:

Winlassie – HRaccess – JDEdwards – Cegid – Batigest – Bodet Software – Kronos – Traka

GO TO PLANS AND PRICING

From single user installs to cloud-based deployment and enteprise-grade solutions, we have the package that is right for your business.