Integrate with the tools you already use.

Seamlessly connect with your team's key applications so you can powerfully aggregate your data in one platform. Project Insight's out-of-the-box integrations, REST API, and automation tools capably synch with your CRM, finance, development, support, warehouse, and HR software.
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Popular Integrations

Microsoft Teams

Manage your work lists, projects, time, expenses, and more directly from Teams.

Office 365

Harness the power of Office 365 in your projects with Word, PowerPoint, Outlook, SharePoint, Teams, Excel, OneNote, and more.

Microsoft SharePoint

Share and manage documents and other content within your projects to facilitate powerful collaboration across the organization.

QuickBooks

Automate invoicing directly from project expenses and time tracking right into QuickBooks Online and QuickBooks desktop.

Jira Software

Unify and report on Jira projects, epics, stories, and tasks. Add Jira information into your portfolio, capacity, and time tracking reports.

Azure DevOps

Get visibility into development work. Report on Azure DevOps projects, epics, stories, and tasks.

Outlook

Automatically convert email messages into tasks or issues or attach them to your projects right from Outlook.

Gmail

Automatically convert email messages into tasks or issues or attach them to your projects right from Gmail.

Box

Synch up with your preferred secure document repository. Connect important documentation to your projects in real time.

Google Drive

Connect with your preferred document respository securely. Manage all project documentation in one centralized tool.

NetSuite

Connect with Oracle NetSuite to keep your business management, CRM, and accounting tools at your fingertips within your projects.

Salesforce

Connect your sales orders with projects to make CPQs and billing easier and more accurate than ever.

Sage

Synch up with Sage to keep all your business accounting and financial management processes in play for your projects.

Microsoft Power BI

Share important business insights with interactive data visualizations from Power BI in your project reports.

SAP

Connect your projects to your business, financial management, ERP, and CRM tools.

Zendesk Support

Manage projects related to issues and tickets so you can streamline customer succcess.

Zendesk Sell

Bridge the gap between your sales department and projects across your enterprise.

Slack

Keep project communication centralized. When someone assigns you a project, capture that in Project Insight.

Microsoft Excel

Connect your Excel data with ease. Quickly import tasks, users or other information from Excel or export project information and reporting to Excel.

Microsoft Project

Seamlessly connect with MS Project and import project data/plans into Project Insight to make your job easier.

Microsoft Dynamics 365

Keep projects sychronized with your company's day-to-day processes in Dynamics 365.

Microsoft PowerPoint

Automatically merge project information and reports into Microsoft PowerPoint templates for sharing with clients and executives.

Trello

Bring Trello Boards and Cards right into Project Insight for more robust project management.

Microsoft Word

Print project documents in pre-configured Word templates with your branding. Harness the power of PIML to input data from projects.

Microsoft OneDrive

Connect with your preferred document respository securely. Manage all project documentation in one centralized tool.

Basecamp

Import everything from Basecamp into a more powerful project management platform.

Docusign

Send documents for signature, store all documents in one centralized place, and track proposal status in real time.

Dropbox

Connect with your preferred document respository securely. Manage all project documentation in one centralized tool.

Microsoft OneNote

Bring processes and documentation into your projects. See important company notes right from your projects.