The Ressio integration keeps financial data aligned between Adaptive and Ressio by syncing key project and vendor information into Ressio and sending purchase orders back to Adaptive. This reduces manual entry and supports more accurate financial workflows.
For detailed setup and workflow instructions, see Ressio’s full integration documentation:
1. About the Integration
The integration connects Adaptive with Ressio to support consistent financial and project data across both systems. Once connected in Ressio, the integration automatically brings information from Adaptive into Ressio and sends certain data back to Adaptive.
Important: All configuration takes place in Ressio. No setup or changes are required in Adaptive.
2. Data Synced Into Ressio
The following items from Adaptive become available in Ressio through the integration:
Jobs
Vendors
Cost Codes
This ensures project and financial structures stay aligned without duplicate entry.
3. Data Sent From Ressio to Adaptive
Ressio can send purchase orders back to Adaptive, allowing finance teams to view committed spend directly within their Adaptive environment.
If you have any questions or want to share feedback, feel free to reach out at [email protected].