Xact Integration with ATI via MuleSoft

Our client is a disaster management firm based out of California. They offer an emergency response, asbestos removal, mold remediation, biohazard clean-up, contents cleaning and restoration, pack-outs, and reconstruction services. Similarly, ATI serves hospitality, government agencies, financial institutions, and other industries in the United States.

Business Challenge

The client’s main objective was to track their accounts and assets and manage them effectively.

  • Mapping the jobs created in Salesforce to XACT using Jitterbit and other technologies was a cumbersome process.
  • Due to the intricate nature of the data, the integration was pushed to later stages.
  • Integration was a prerequisite to collect estimate-related information specific to the program taken over by the client.

Applications Integrated

Benefits

  1. Assisted the client’s enterprise in gathering the proper estimates for each of the non-programs placed as jobs in Salesforce
  2. The overall time taken to perform the estimations was reduced.
  3. Ensured smooth integration between the systems
  4. Increase in the overall performance of workflows.

PreludeSys Solution

  • For integrating the jobs created in Salesforce to XACT, a team of experts from PreludeSys came up with an integration plan using MuleSoft.
  • New jobs that are created in Salesforce were sent to XactAnalysis via MuleSoft.
  • The response from XACT will have the TransactionID, which is updated in Salesforce.
  • New assignments were created in XACT and sent over to the client’s CRM as part of Programs.
  • On the other hand, the client creates assignments/jobs as part of Non-Programs in Salesforce is sent to XACT.