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.
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.
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.
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.
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.
Link each marketing activity in Allocadia with integrated campaigns in content marketing platforms and sync investment data and metadata between both systems.
Import campaign and opportunity data from CRMs into Allocadia and sync with corresponding marketing activities. Visualize pipeline and ROI in Allocadia reports and dashboards.
Automatically upload and reconcile expense information and receive tracking in Allocadia from your expense systems.
Send Allocadia data into data stores to enrich existing data and create custom ROI and cost analysis reports with enterprise BI tools.
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.
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.
“Allocadia delivered an integration with Salesforce with lets us know how much money is allocated to any campaign. With Allocadia we’re better able to measure outcome of marketing activities and start predicting what we can do if we invest in one area versus another.”
Jeremie Audran, Former Director of Global Marketing Operations
“Having Allocadia as the connection point between our foundational marketing platforms is helping Commvault improve not just the marketing department, but the company as a whole.”
Anna Soo, Former Senior Marketing Manager
“I would recommend Allocadia not only for the actual tool, but for how it integrates with Marketo, Netsuite, SalesForce, as well as all the bells and whistles and most importantly, the Allocadia team. They go above and beyond.”
Carey Rutigliano, Director Financial Planning & Analysis
“We wanted to make sure that we implemented a tool that would be used by the marketing team, and that would be trusted by the marketing team. Seeing how Allocadia is integrated with other systems was really important for us, because we knew that we wanted to get to that marketing ROI.”
Tim West, Former Senior Manager, Marketing Operations
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.
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.
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