Integrations

Built for the tools professional services already use.

Crewpathio connects to your existing PSA, HRIS, and CRM. No spreadsheet migration, no rip-and-replace — we go where your data already lives.

PSA Platforms

Project & resource management.

Native read access to project records, engagement history, and consultant capacity data via OAuth-authenticated REST APIs.

Kantata

Pulls project records, consultant time entries, skill tags, and capacity windows. Supports Mavenlink legacy API and Kantata OX endpoints.

Native

Planview

Integrates with Planview Enterprise One and PPM Pro for resource demand, capacity, and project outcome data.

Native

NetSuite OpenAir

Reads consultant profiles, engagement history, and utilization records from NetSuite OpenAir via SOAP and REST APIs.

Native

CSV Import

Standardized CSV template for any PSA not natively supported. Import consultant profiles, skill records, and engagement history in batch.

Universal
HRIS & People Systems

Consultant profiles & certifications.

Pull consultant skill profiles, certifications, seniority, and performance data directly from your people systems.

Workday

Worker profiles, skills inventory, certifications, and performance ratings via Workday REST API. Requires Workday HCM module.

Native

BambooHR

Employee profiles, custom fields, and skills tags from BambooHR. Supports webhook-based sync for real-time updates to consultant profiles.

Native

Rippling

Employee records and role data from Rippling HR. Syncs organizational hierarchy, seniority, and department structure for scoring context.

Beta

HRIS CSV

Standardized profile template for any HRIS not natively supported. Full consultant profile import including custom skill taxonomy fields.

Universal
CRM & Business Development

Client context for chemistry scoring.

Pull client industry, account history, and relationship metadata to improve chemistry and domain-expertise match scores.

Salesforce

Client account records, opportunity metadata, and historical engagement tags. Used to enrich the chemistry scoring factor with client-specific relationship context.

Native

Webhook Outbound

Push match results and utilization events to any system via webhook. Integrate Crewpath data into Slack, Microsoft Teams, or your internal analytics pipeline.

Native
API & Webhooks

Build custom workflows on top of Crewpath data.

The Crewpath REST API and webhook system give you programmatic access to match scores and utilization events.

Common webhook use cases

Allocation event notifications

Push match shortlist to Slack or Teams when a new engagement opens — resource managers see ranked candidates without logging in.

Analytics pipeline integration

Stream utilization events to your data warehouse (Snowflake, BigQuery) for custom reporting and FP&A modeling.

PSA write-back

On match-confirm event, auto-assign consultant in Kantata or Planview via API. Eliminates the manual PSA update step.

Get Started

Integration setup takes under two weeks.

We provide a dedicated integration guide and our team walks you through credential provisioning step by step.

Start Your Pilot Integration Questions