Maconomy integration

Overview

Deltek Maconomy is a professional-services ERP – jobs (projects), timesheets, expense sheets, employees, budgets, and invoicing. The Automize Maconomy connector talks to Maconomy's REST API so you can automate weekly timesheet submission, expense capture, job lookups, and invoice listing from inside an RPA process. Built against Maconomy Enterprise Cloud; on-prem deployments with the same REST endpoints work too.

• Regions: Cloud customers (Deltek-hosted) and on-prem deployments are both supported. The connector uses the customer's own Maconomy hostname – pick yours when you create the connection.
• Plans: Any Maconomy deployment with the REST API enabled. Most modern Enterprise Cloud tenants have it on by default; on-prem may need the REST module licensed.

Setting up the connection

Auth type: HTTP Basic.

1. Ask your Maconomy administrator to create a service account dedicated to Automize. Personal accounts work but break when the user leaves.
2. Confirm the service account has read/write permission on the modules you want to automate (Jobs, Time Sheets, Expense Sheets, Employees, Invoices).
3. In Automize, open Settings → Connectors → Maconomy → Add connection. Enter the Maconomy hostname, the service account username, and its password.
4. Click Test. The connector calls a lightweight health check against your tenant – green tick means you're live.

Find your credentials at https://yourcompany.deltekenterprise.com/.

Rate limits

Maconomy itself does not advertise a public rate limit. The Automize side caps Maconomy connector calls at 600 requests per minute per API key (introduced in V185) so a runaway process can't take your tenant down. Sustained ingestion (e.g. nightly job sync) should batch list calls – page with limit=200 rather than firing per-row gets.

Data model

Jobs are the central object. Time and expenses are recorded against a Job
and rolled into invoices on that Job.

    Employee ─┐
              ├─ Timesheet ── Timesheet Lines ─┐
              ├─ Expense Sheet ── Expense Lines ├─ Job ── Budget Lines
              └─ ...                            └─ Invoices

A Timesheet is a weekly container (one per employee per week). Lines on
the timesheet are individual time entries against jobs. The same shape
applies to Expense Sheets. Both must be submitted before they roll into
invoicing.

Available operations

57 operations available. Click any row to jump to its detail.

Operations

Add Item Supplier

Append a supplier line to an item (itemsuppliers).

Add Journal Line

Append an entry line to a general journal's table pane.

Add Price List Line

Append a price line to a price list's table pane.

Add Table Line

Append a line to a record's table pane (e.g. a timesheet line or journal entry).

Add Timesheet Line

Add a time-entry line to an employee's timesheet for a period.

Run Card Action

Fire a workflow action (submit/approve/post/close/reopen/reject) on a loaded record.

Create Customer

Create a customer/prospect (customercard), optionally submitting/approving it.

Create Employee

Create an employee record.

Create Item

Create an item (itemcard).

Create Job

Create a job/project, optionally submitting/approving it.

Create Journal

Create a general-journal header.

Create Price List

Create a price-list header.

Create Record

Create a card record in any container, optionally submitting/approving it.

Create User

Create a Maconomy user.

Delete Customer

Delete a customer (customercard) by customer number.

Delete Employee

Delete an employee record by employee number.

Delete Item

Delete an item (itemcard) by item number.

Delete Job

Delete a job/project by job number.

Delete Journal

Delete a general journal by journal number.

Delete Price List

Delete a price list by number and issue.

Delete Record

Delete a card record from any container by key.

Delete User

Delete a user by user name.

Describe Container

Return the live, per-install field catalog for a container – field names, types, titles, required/read-only flags and enum options – so a designer can render typed form fields instead of a freeform data object. Reads the container's configuration metadata (read-only).

Download File (File Drop)

Download a Maconomy file-drop URL (e.g. a printed PDF) to the local machine.

Filter Records

Query any container with a fields/restriction/order/paging filter (read-only).

Get Account

Load a single GL account (accountcard) by account number – read-only filter query.

Get Customer

Load a single customer by customer number.

Get Employee

Load a single employee by employee number.

Tips

• Lookup by employee_number, not internal ID.
• Returned employee record includes manager_number – use it to chain to the manager's profile for approval flows.

Get Item

Load a single item (itemcard) by item number.

Get Job

Load a single job/project by job number.

Tips

• job_number is the Maconomy job identifier (not the UUID). Look in the Jobs module to find it.
• Returns the job header plus references to invoices and budget lines. Pull budget lines via List Job Budgets when needed.

Get Journal

Load a single general journal by journal number.

Get Price List

Load a single price list by number and issue.

Get Record

Load a single record from any container by key (read-only).

Get Timesheet

Load a timesheet (header + lines) for an employee and period.

Tips

• Returns header (week, status, employee) plus the timesheet lines.
• Status values you care about: draft (in-progress), submitted (awaiting approval), approved, rejected.

Get User

Load a single user by user name.

Get Vendor

Load a single vendor (vendorcard) by vendor number – read-only filter query.

List Accounts

List GL accounts (accountcard) – read-only filter query.

List Customers

List customers/prospects (customercard).

List Employees

List employees.

Tips

• Employee data includes employee_number, name, manager. Useful for routing approvals.
• Inactive employees are returned by default. Filter on Active=true if you only want current staff.

List Item Suppliers

List the supplier lines for an item (itemsuppliers).

List Items

List items (itemcard).

List Jobs

List jobs/projects (excludes templates).

Tips

• List returns containers + headers only. Use Get Job for full detail incl. budget lines.
• Filter via standard Maconomy filter syntax on the URL (e.g. ?filter=customerName eq 'Acme').
• Heavy tenants page slowly – request limit=200 and iterate until the response's next link is empty.

List Price Lists

List price-list headers.

List Timesheets

List timesheet periods.

Tips

• Returns weekly containers, one row per employee-week. Lines are not included – call Get Timesheet for those.
• Default scope is the calling user's own timesheets. Service accounts with company-wide read return all employees'.

List Users

List Maconomy users.

List Vendors

List vendors (vendorcard) – read-only filter query.

Print Record to PDF

Fire a record's print action and download the generated PDF to the local machine.

Submit Timesheet

Submit an employee's timesheet for approval.

Tips

• Moves the timesheet from draft → submitted and notifies the approver.
• Trying to submit a timesheet with zero lines fails – Maconomy requires at least one line.
• Once submitted, the timesheet is read-only until the approver actions it.

Errors

• EMPTY_TIMESHEET – Timesheet has no lines.
• ALREADY_SUBMITTED – Timesheet has already been submitted.

Update Customer

Update fields on an existing customer (customercard).

Update Employee

Update fields on an existing employee record.

Update Item

Update fields on an existing item (itemcard).

Update Job

Update fields on an existing job/project.

Update Journal

Update fields on an existing general-journal header.

Update Price List

Update fields on an existing price list (by number and issue).

Update Record

Update fields on an existing card record in any container.

Update User

Update fields on an existing user.

Upload File (File Drop)

Upload a local file to a Maconomy file drop; returns the file-drop URL for a card action.

FAQ

Why does Test pass but my next call fails with 401?

Maconomy basic-auth tokens are short-lived. The Test button just verifies the username/password against the auth endpoint; per-call requests get a fresh session. If you get 401 on real traffic, double-check the password didn't get URL-encoded or contain a stray space when entered.

Can I use an MFA-protected account?

No. The Maconomy REST API does not currently support MFA for service-account auth. You need a service account that's been MFA-exempted by Deltek Customer Care (file a ticket – they're familiar with the workflow for unattended integrations).

Where do I find my Maconomy hostname?

It's the same hostname you sign into Maconomy with – e.g. yourcompany.deltekenterprise.com. Enter the bare hostname without https:// or trailing slash.

What's api_version and why is it required on every action?

Maconomy's REST API versions endpoints per container (e.g. /jobs/v1, /jobs/v2). The connector lets each call pick a specific version so you can stay on a stable version across schema upgrades. Default to v1 unless you've been told otherwise.

Does the connector support PSA (Project Services Automation) modules?

Anything reachable via Maconomy's REST API works in principle. The current connector exposes the most common professional-services flows; if you need a specific PSA endpoint that isn't listed, raise it with the Automize team.

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