CobbleStone Software is a leading provider of contract lifecycle management (CLM), eProcurement, and vendor management software. CobbleStone contract management software streamlines contract requests, authoring, approvals, eSignature, compliance tracking, and renewals with AI-powered automation. Through its integration partnership with Unanet ERP, CobbleStone helps government contractors connect contract data with project and financial records. This reduces manual entry/errors, improves FAR/DFARS compliance, and gives teams complete visibility into contractual obligations.
Key benefits
- Unified contract and project data: Contract records in CobbleStone stay connected with project, customer, and financial data in Unanet ERP, giving teams one consistent source of truth across contracts and operations.
- Stronger GovCon compliance: Contract terms, clauses, and obligations are tracked alongside the project and financial data they affect. This makes it easier to stay aligned with FAR, DFARS, and agency-specific requirements.
- Faster contract-to-project handoff: Once contracts are executed, the right details can flow into Unanet, so project setup, staffing, and billing can begin sooner with accurate information.
- Better subcontract and vendor oversight: Subcontracts and their modifications stay in sync with the vendors and purchase orders in Unanet, so commitments and spend reflect the current terms of each agreement.
- Audit-ready records: A centralized, secure repository with version history and audit trails supports internal reviews and customer audits.
- Smarter decisions: Contract insights combined with ERP data in dashboards and reports give leadership a clearer picture of risk, revenue, and performance across the portfolio.
- Less manual data entry: Information shared between the two systems doesn’t have to be re-keyed. This saves time and reduces errors from duplicate entry.
- Clear system ownership: CobbleStone stays the system of record for contracts and Unanet stays the system of record for financials, which removes confusion over which system holds the authoritative data.
- Built to fit your process: Field mappings, sync triggers and timing are configured to each organization’s Unanet setup and contract workflows, instead of a fixed one-size-fits-all connection.
- Reliable, monitored data exchange: Every sync is logged, validation catches incomplete or ineligible records before they reach Unanet, and the integration team is alerted to any failures.
- Secure by design: Data moves through authenticated APIs with encryption in transit, in line with the security expectations of government contractors.
- Data flow: CobbleStone sends contract data to Unanet. Unanet sends record IDs back to CobbleStone, and can be extended to send financial data back as well.
- Sync trigger: A sync starts when a record reaches a defined point in CobbleStone, such as contract execution or an approved modification. Syncs can also run on a set schedule, such as nightly.
- Processing: Each record is checked against the configured rules. Eligible records are then created or updated in Unanet according to the agreed field mapping.
- Write-back: The Unanet record ID is saved to the CobbleStone record, which links the two so later changes update the existing Unanet record instead of creating a duplicate.
- Monitoring: Each transaction is logged, and any failures are sent to the integration team to resolve.
Integration overview
The CobbleStone - Unanet integration links CobbleStone Contract Insight with Unanet ERP across the contract-to-project lifecycle. When a contract reaches a defined status, such as approved or executed, its core details are sent to Unanet to support project setup, including contract number, customer, period of performance and contract value. Subcontractor agreements can create the matching vendor organization and purchase order in Unanet. Approved modifications that change funding or scope update the related PO, while changes to terms only can be excluded. Configurable rules determine which contract types, statuses and fields are synced. The integration can be extended to return Unanet financial data, such as amount invoiced to date and burn rates, to CobbleStone.
How it works
The integration runs on Workato, the integration platform CobbleStone uses, and connects to the CobbleStone and Unanet REST APIs. It isn’t installed inside either application, so no software is added to either system.