Adaptive Integration

Adaptive Integration

Wherever your data resides, with Adaptive’s data integration tools you can connect to it. You can quickly and easily import data from spreadsheets, GL, ERP, CRM, HR systems and data warehouses, on-premises or in the cloud.

  • Connect securely to any data source
  • Easily import data from spreadsheets
  • Automate scheduled data imports
  • Model and map fields and data
  • Scales to sophisticated extract, transform and load integration

Select an integration option based on the frequency of your data refresh needs.

Excel Import

Import data via Excel files and export to CSV or Excel; ideal for monthly uploads

  • Get started quickly without IT resources
  • Easily map of source data fields (e.g., project, product, etc.) to corresponding fields in Adaptive, then import data


Automated data import/export with any data source; ideal for frequently refreshed data

  • Eliminate errors and save time associated with manual data loading
  • Schedule (hourly, daily, monthly) or run on-demand
  • Connect to any GL, ERP, CRM, HR system or data warehouse, on-premises or in the cloud
  • Pre-configured GLs implement in days, not weeks, with minimal IT involvement

Adaptive Integration for Adaptive Discovery Enterprise

  • Powerfully manage data integration from multiple sources for analysis
  • Easily upload spreadsheets and model new analytics on the fly
  • Reliably, flexibly and repeatedly extract and combine data in a cloud data store
  • Empower line of business data analysts with click-not-code data integration
  • IT can create enterprise-class data integrations, configure data sources, define data transformations and preparation, as well as automate scheduled data loads

Salesforce Integration

  • Embedded in Salesforce as a tab
  • Import key data directly from Salesforce to Adaptive
  • Drill into opportunity details imported from Salesforce

NetSuite Integration

Embedded application – no integration required

  • Single-sign on enables access to Adaptive once logged into NetSuite
  • Adaptive accessed via a native tab within the NetSuite application
  • Set-up in minutes
  • Use bi-directional export and import between the applications
  • Drill down from Adaptive into the underlying transactions within NetSuite

Authentication & Single Sign-On

  • Access your Adaptive solutions via single sign-on (SSO) from your corporate portal
  • Use with leading SSO identity provider solutions like Okta and Microsoft Active Directory Federation Services (cloud) and LDAP and MS Active Directory (on-premises)
  • Allows users to enter login and password once into your Identity Provider and access the Adaptive Suite

Web Services API (Application Program Interface)

Design and implement your own automated integration to Adaptive products

  • Access and manipulate data within your Adaptive application with a lightweight interface
  • Adhere to RESTful Web Services principles
  • Accept requests in the form of XML documents and returns XML documents as responses

Sample of Connectors

Adaptive has integrated with more than 75 GL and enterprise systems.Here are just a few examples of source systems where the Adaptive Connector has been implemented:

  • Intacct*
  • Lawson
  • Sage 100
  • Sage 500
  • Microsoft Dynamics GP (Great Plains)*
  • Microsoft Dynamics AX (Axapta)*
  • Microsoft Dynamics NAV (Navision)
  • Microsoft Dynamics SL (Solomon)
  • Multiview
  • NetSuite*
  • Oracle
  • Oracle E-Business
  • PeopleSoft
  • QuickBooks*
  • Salesforce
  • SAP
  • Solomon
  • Native SQL Server
  • Generic ODBC databases
  • Plus many more

*Pre-configured Connector can be set up in days