Newforma provides project information management software for architecture, engineering, and construction organizations. The Newforma integration with Unanet AE ERP connects project, company, contact, and project-team information across systems to reduce duplicate entry and support more consistent project operations.
Key benefits
- Reduce duplicate project, company, and contact entry
- Keep project information aligned between Unanet AE ERP and Newforma
- Create and update Newforma projects from Unanet AE ERP
- Associate project companies, contacts, project managers, and principals-in-charge
Integration overview
The Newforma integration for Unanet AE ERP transfers project information from Unanet AE ERP to Newforma, including associated company and contact information. Project updates are sent on a recurring schedule, and the integration can create or update corresponding records in Newforma.
NewformaLink, an additional component installed on the customer’s Newforma server, connects the on-premises Newforma environment to the Newforma API Gateway in AWS.
How it works
When a project is created or updated in Unanet AE ERP, the integration checks for matching companies, contacts, and projects in Newforma using configured identifiers and fallback matching fields. It can create or update the associated company and project-team records, including the project manager and principal-in-charge.
Project information mapped to Newforma can include the project name, project path, project notes, project manager, principal-in-charge, and Unanet project ID. Company and contact information can include company name, website, contact name, work email, work phone, and related notes.