Integration with FinancialForce: PSA Custom Fields possible?
Hello, we are working on an integration with FinancialForce PSA. We have a request to add custom fields in Expensify and pull FinancialForce PSA information into the record. Additionally, when exporting the expenses to PSA, we need to map custom information from Expensify to PSA's Expense record. Is that possible?
Scenarios: 1. Users would enter custom information for a Dimension which would be passed to PSA; the FFA integration allows you to map Dimensions but not seeing a way to do this for PSA. 2. During Expensify's approvals, they're wanting to see the PSA's Project Remaining Budget amount; this is why we need to pull PSA information into Expensify.
Please let me know if any of this is possible. Thank you so much for your help!