Allocadia Connect

Unite your teams and data

Connect your existing systems to Allocadia with ease

We have configurable connections, open API integrations, and technology partners to instantly tailor your Allocadia solution to best serve your needs.

Most popular integrations

Achieve seamless purchase order creation and tracking of payment status in real-time from Coupa within Allocadia, so you know what’s paid and outstanding.

Automatically associate each PO or PR with a unique Allocadia ID to enable full-cycle financial tracking and ongoing updates of what has been spent.

With full visibility into all campaign costs, project status tracking, and connected insights, you can rapidly re-deploy funds or resources where they matter most — driving better performance.

Automatically associate new projects and sync with marketing activities in Allocadia for a comprehensive view of project and budget status.

Automatically add investment details to Workfront and sync resource costs to Allocadia.

Allocadia and Salesforce have a deep bidirectional API-integration that allows marketing organizations to tie investment data to campaign and opportunity data, so you can better track performance and optimize spend.

Ingest Salesforce campaign and opportunity data for use in pipeline and ROI reports and dashboards. You can also leverage Allocadia’s attribution engine for a broader set of performance metrics.

Seamlessly integrates with your existing technology to automate workflows

Allocadia data and marketing details can be synchronized with project management, CRM, ERP, MAP, procurement, content marketing, and digital ad platforms, with powerful and fully configured connections to help you to better understand the full impact of marketing efforts. You can also connect Allocadia investment data with finance or EPM systems via flat file uploads, which ensures data integrity is maintained.

Getting started is fast and easy, and our API integrations keep your systems in sync. Our award-winning Professional Services team offers expertise in integration development and best practices and will advise your organization at critical checkpoints. We will deliver a complete, production-ready integration as well as support and maintain your integrations throughout the lifetime of your software subscription.

Commonly Requested Integrations

ERP Systems

SAP Integration with AllocadiaOracleNetsuite

Sync all your financial expenses and invoice information into Allocadia from your ERP systems to reconcile actuals to plan. This is done via a flat-file process that reduces the complexity of integrations to your financial system of record.

Marketing Automation Platforms

MarketoOracle Marketing Cloud

Create programs and populate metadata in MAPs directly from Allocadia. Auto-tag new programs from your MAP and schedule a sync to corresponding investment line items in Allocadia.

Project or Work Management

Workfront Asana Wrike

With integrations into project or work management solutions, marketers can more effectively create, execute, track and optimize their marketing projects and investments, and drive tighter alignment across their teams.

You can easily sync investment details from Allocadia to project management systems, and input resource costs from project management systems back to Allocadia for a complete picture of expenses.

Content Marketing Platforms

Percolate

Link each marketing activity in Allocadia with integrated campaigns in content marketing platforms and sync investment data and metadata between both systems.

CRM Systems

SalesforceMicrosoft Dynamics

Import campaign and opportunity data from CRMs into Allocadia and sync with corresponding marketing activities. Visualize pipeline and ROI in Allocadia reports and dashboards.

Expense Systems

Concur Expensify

Automatically upload and reconcile expense information and receive tracking in Allocadia from your expense systems.

Business Intelligence Tools

Microsoft Power BI

Send Allocadia data into data stores to enrich existing data and create custom ROI and cost analysis reports with enterprise BI tools.

Digital Ad Platforms

Google Adwords Integration with AllocadiaTwitter Integration with Allocadia
LinkedIn Integration with Allocadia

Associate each marketing activity in Allocadia with campaigns in digital ad platforms using a dropdown menu. Track ad spending from ad platforms to Allocadia line item within your marketing activity plan.

EPM Platforms

Anaplan Integration with AllocadiaAdaptive Insights

Marketers need to track budgets and investment plans in a very different manner than other areas of the business including by objective, channel, campaign, region, timeline, cost type and more. EPM systems can ingest marketing spend data from Allocadia to ensure marketers’ budget process is standardized and they’re able to operate in the way they need to work. Allocadia also ingests budgets from EPM systems to create a top-down budget hierarchy.

*Allocadia Assist is required for all Allocadia Connect projects
Note: Company logos shown only represent a subset of connectors available.

What our customers are saying

Ways to get connected

Accelerate Time-to-Value with Allocadia’s Integration Framework

Integrate into marketing, financial, procurement and analytics systems with dozens of pre-configured connectors. From configuration to ongoing support, Allocadia ensures a seamless and worry-free process.

Extend Allocadia’s Platform with Developer Tools

Build custom integrations with Allocadia’s open platform. With Allocadia’s REST APIs and bulk data import/export capabilities, developers can extend Allocadia’s platform to meet their business needs and export Allocadia data to existing BI tools or data warehouses.

Allocadia serves as the foundational spend and budget management platform you can easily build upon

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