FinancialForce (Certinia) connector for Okou
Manage Certinia PSA resources and time-off assignments and extract approved timecards for payroll.
Sales & operations · Salesforce Access Token
Use FinancialForce (Certinia) in Okou
Use FinancialForce, now Certinia, to create or update PSA resources, synchronize approved time-off assignments, and extract approved PSA timecards for payroll or HCM reconciliation. Not for general Salesforce CRM or Certinia Accounting APIs.
Once connected, supported FinancialForce (Certinia) actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with FinancialForce (Certinia)
- Create PSA contacts or person-account resources.
- Create time-off assignments and related integration records.
- Extract approved timecards while maintaining payroll transmission records.
- Insert or update PSA contacts or person-account resources.
- Insert or update time-off assignments, schedules, and timecards.
How the FinancialForce (Certinia) connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect FinancialForce (Certinia)
Choose Salesforce Access Token.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect FinancialForce (Certinia) securely
Use the connection method that fits your account and grant only the access the workflow needs.
- Salesforce Access Token
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
What FinancialForce (Certinia) covers
The topics this connector's published operations touch.
- financialforce
- certinia
- psa
- professional services
- payroll
- hcm
FinancialForce (Certinia) connector questions
- What can Okou do with FinancialForce (Certinia)?
- Manage Certinia PSA resources and time-off assignments and extract approved timecards for payroll. Documented actions include: Create PSA contacts or person-account resources. Create time-off assignments and related integration records.
- How do I connect FinancialForce (Certinia) to Okou?
- Connect FinancialForce (Certinia) using Salesforce Access Token. The connection controls which supported actions a workflow can use.
- Can FinancialForce (Certinia) run in an automated workflow?
- Yes. After it is connected, supported FinancialForce (Certinia) actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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