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Saving Time with Wrike's API: Distribion's Experience of Integrating Wrike with Accounting App
Many restaurants let you choose the mix of ingredients you want to get in your sandwich, so that the snack perfectly suits your taste. The same is true for project management software. The more freedom you have to combine it with other business apps you use, the better it suits your workflow.
One of our clients, Distribion, Inc., sets a successful example of how to integrate Wrike with other tools your team is already using, such as accounting and ticket management systems, with the help of API. Many restaurants let you choose the mix of ingredients you want to get in your sandwich, so that the snack perfectly suits your taste. The same is true for project management software. The more freedom you have to combine it with other business apps you use, the better it suits your workflow.
One of our clients, Distribion, Inc., sets a successful example of how to integrate Wrike with other tools your team is already using, such as accounting and ticket management systems, with the help of API.
Pulling time logs from Wrike into the accounting app
Distribion captures project revenue on a time allocation basis. That’s why it’s highly important to know the exact number of hours spent on a certain task or project. Previously, employees had to enter time in both Wrike and their accounting system separately. That was very inconvenient and time-consuming.
The integration with Wrike’s time-tracker was a simple solution that freed them from the load of such double work. Thanks to hourly API calls, all time logs a user makes in Wrike automatically get into the accounting system. And that is it! The data is ready for further processing.
Syncing project names between the apps
Distribion’s accounting app automatically generates a number for every invoice that may consist of payments for several tasks. So for correct billing, it is crucial to see what tasks are related to each invoice’s number. That’s easy with Wrike! The team just puts an invoice number into a folder’s name so all tasks in this folder get this appropriate tag. You can also find useful information in the Wrike invoicing guide.
“Our folder structure defines what phase of development a task is in, what the task type is (defect, feature, etc.) and what particular job it’s included in,” says Michael Noblitt, VP of Operations at Distribion, Inc. This lets everyone on the team find the tasks that they need in mere seconds.
Converting tickets into tasks automatically
Distribion felt that the integration with the accounting app brought great improvements, so the team decided to bridge their ticket management app with Wrike, as well. Now when a client puts a ticket in, an e-mail is instantly sent to Wrike. Once Wrike receives it, it automatically converts the message into a new task. Thus, the team knows that no action item will be lost in the depth of their ticket management app, and it can put it on their schedule immediately.
Evaluating Distribion’s overall experience with the integration, Michael Noblitt concludes:
“Wrike’s API’s are well-designed and thoroughly documented. Our integration with Wrike has led to significant project cost reductions and enhanced transparency, giving us an ROI in less than 3 months.”
How do you use Wrike’s API potential? What particular tools did you plug into Wrike?
