Cloudability SaaS Connect Mavenlink to Cloudability SaaS

PURPOSE: Detailed info for admins (and Apptio internal) for exactly how to connect and ingest data from a particular source.

Whenever possible, this will all be on a single web page so that it can easily be output to PDF via "print", rather than managing a set of separate PDFs output from Flare.

What data is used by Cloudability SaaS from Mavenlink?

Mavenlink is integrated with Cloudability SaaS using the Mavenlink API.

For more information, refer to https://mavenlink.zendesk.com/hc/en-us/articles/202811760-Mavenlink-API-Overview .

Cloudability SaaS uses user and expense data from the Mavenlink API. The data is analyzed and displayed as useful insights in Cloudability SaaS .

The list of fields that are retrieved by the connector can be quite long and detailed. It's therefore in a drop-down so that it's easier to read through this intro if you're not wanting the detail:

View the data fields that are used by Cloudability SaaS from Mavenlink

Cloudability SaaS uses API calls to retrieve data from Mavenlink.

The data we ingest from API calls:

Authentication

For more information about the authentication call, refer to https://developer.mavenlink.com/beta/#section/Authentication

Cloudability SaaS parses the following returned fields:

access_token

token_type

Fetching visible users

h ttps://developer.mavenlink.com/beta/#tag/Users%2Fpaths%2F~1users%2Fget

Cloudability SaaS parses the following returned fields:

count

meta

count

page_count

page_number

page_size

results

users

full_name

photo_path

email_address

headline

generic

disabled

account_id

id

plan_type

should_use_quickbooks_expense_categories

is_punch_clock_user

account_permission

account_currency_symbol

default_consultant_role_name

default_client_role_name

google_drive_enabled

has_custom_project_create

time_track_only_assigned_stories

external_references

roles

Calculated fields

Last login date

No last login date is recorded for Mavenlink.

Activity status

The activity status is set based on the value of disabled from the users API call. If the value is set to false then the user is marked as active. If the value is set to true then the user is marked as inactive. if the value is not provided then the activity status is left as null.

Purchased license count

This value is set manually.

Used license count

The used license count is based on the number of users found by Cloudability SaaS with a license assigned.

Before you start

Prerequisites, supported versions, , decisions you need to make (might XREFto a "best practice" topic or HREF to Community page)

Before you can integrate Mavenlink with Cloudability SaaS , you must have the following:

A Mavenlink account subscription.

For more information, refer to www.mavenlink.com/pricing .

The Mavenlink account must have Account Administrator permission levels.

For more information, refer to https://mavenlink.zendesk.com/hc/en-us/articles/203041364 .

Steps to connect

Connect Mavenlink to Cloudability SaaS .

Find the Mavenlink tile and select Connect .

Log in to your Mavenlink account and follow the instructions to authorize the Cloudability SaaS application.

Confirm success