M-Bridge Integrations
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M-Bridge Integrations Overview
Overview Mavenlink’s powerful software integrations allow you to synchronize Mavenlink with other applications, so you can continue to work with th...
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Syncing Salesforce Opportunity and Mavenlink Project Fields
Overview In Mavenlink's standard Salesforce integration setup, you can update the Budget, Title, and Lead fields for the Mavenlink project. Addi...
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Automatically Assign Mavenlink Group based on Salesforce Account Name
Overview Mavenlink's Salesforce integration eliminates the need to manually assign Mavenlink projects to Mavenlink Groups. Salesforce automatica...
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Syncing Mavenlink Invoices to Salesforce
Overview Mavenlink's Salesforce integration has a feature that allows you to sync your invoices from Mavenlink to Salesforce. This is helpful if...
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Mapping Salesforce to Mavenlink Project Custom Fields
Overview Mavenlink's Salesforce integration gives you the ability to custom fields between Mavenlink and Salesforce projects. This can be helpfu...
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Preventing Salesforce from Creating Projects for Opportunities
Overview This article outlines how to prevent Salesforce from creating a project in Mavenlink every time an opportunity in a specific stage is c...
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Configuring Salesforce Opportunities to Create Mavenlink Projects
Overview Mavenlink's Salesforce integration gives you the ability to automatically create projects for Salesforce Opportunity objects. This can ...
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Mavenlink Projects for Salesforce Products/OLIs
Overview Mavenlink's Salesforce integration allows you to create Mavenlink Projects when certain Products or OLIs are added to Opportunities. To...
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Mapping Salesforce Opportunity Stages to Project Statuses
Overview Mavenlink’s Salesforce integration allows you to map opportunity stages in Salesforce to Mavenlink projects statuses, like the "Closed ...
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Salesforce Advanced Integration
Overview The advanced Salesforce integration for Mavenlink allows you to create projects for Salesforce Opportunity Line Items (OLIs)/Products, ...
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Salesforce Integration Setup
Requirements The integration between Mavenlink and Salesforce is set up through Salesforce and managed by Mavenlink. To configure the Mavenlink ...
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Troubleshooting in Salesforce
User Permissions Needed: Account Administrator Overview Salesforce is highly customizable and allows you to create complex logic and processes base...
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Checking the Salesforce Adapter
To navigate to the Salesforce Adapter, refer to Step 2 of the Salesforce Requirements section of the Salesforce Integration Setup article. R...
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Salesforce Field Mappings
SalesforceAPI Object Name SalesforceField MavenlinkAPI Field Directionality APIOperation mavenlink__Mavenlink_Project__c Record ID creat...
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Xero Integration Overview
ACCESS & AVAILABILITY This integration is available for purchase for Enterprise plans. The integration requires API access to Xero through a priva...
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NetSuite: Integration Overview
Overview Seamlessly link NetSuite’s best-in-class ERP with Mavenlink’s comprehensive project management resource planning solution to unify project...
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Jira Integration Overview
ACCESS & AVAILABILITY This integration is available for purchase for Enterprise plans. To get started, please reach out to your Account Executive ...
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Xero: Create a new M-Bridge Service
Overview This article guides you through connecting your Mavenlink and Xero accounts. Please perform the following step-by-step instructions in ord...
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NetSuite: Create a New M-Bridge Service
Overview This article outlines how to connect your Mavenlink and NetSuite accounts by creating a Service on the M-Bridge integration platform. Plea...
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Xero: Create Mappings
Getting Started The first step to integrating your Xero services with Mavenlink is to create your mappings. Step-by-Step How to Create Mappings...
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NetSuite: Set Up a Token-Based Connection
Overview NetSuite has deprecated the "Full Access" role that is used in the Mavenlink integration. To maintain the integration between NetSuite and...
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Configuring Additional Fields for Jira
Follow these steps to configure and sync Additional Fields for both new and existing scenarios: Step-by-Step How to Sync Additional Jira fields ...
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Set up the Mavenlink Integration with Slack
ACCESS & AVAILABILITY This integration is available for purchase for Enterprise plans. To get started, please reach out to your Account Executive ...
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Xero: Create and Edit Scenarios
Requirements Before you can create scenarios, you must create your mappings first. Step-by-Step How to Create Scenarios Log in to M-Bridge. Navig...
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NetSuite: Create Mappings
Overview The first step to integrating your NetSuite environment with Mavenlink is to create your mappings. Each Mapping Set has the same layout w...
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Jira Integration: Additional Field Syncing
This feature lets you extend your Jira integration to share additional business-critical information between Jira and Mavenlink, and to override...
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Set up the Mavenlink Integration with HubSpot
ACCESS & AVAILABILITY This integration is available for Mavenlink Enterprise plans. To get started, please reach out to your Account Executive ...
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NetSuite: Create and Manage Scenarios
Requirements Before you can create scenarios, you must create your mappings first. Note: You do not have to fully fill out or complete your mapping...
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Multiple Jira Account Support
M-Bridge supports integrating your Mavenlink account to more than one Jira account. Each Mavenlink project can be synced to a Jira project/board...
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Salesforce Integration Overview
ACCESS & AVAILABILITY This integration is available for purchase in Enterprise plans. Mavenlink's Salesforce app is available on the Salesforce Ap...
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