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Certinia

Business software

Built when you ask for it

Sync Certinia project, timecard, and invoice data into your warehouse. Ingest builds this connector the first time a customer asks for it, then keeps the tables current in a data warehouse you own, on the schedule you choose.

The Certinia connector syncs your professional services automation data into analytics-ready tables in your data warehouse. Pull projects, timecards, invoices, and opportunities from Certinia's Salesforce-native API, with Ingest handling auth, pagination, and retries so the tables stay current.

What you would get

Each of these arrives as its own table, kept current on the schedule you choose:

  • Projects
  • Timecards
  • Invoices
  • Opportunities

How it gets built

  1. Choose Certinia when you set up a pipeline, with the warehouse it goes to and a schedule.
  2. Ingest reads Certinia's documentation, and you choose the tables you want.
  3. Ingest builds the connector and tests it against Certinia itself.
  4. A person at Ingest reviews and publishes it, and your pipeline starts on its own.

What you will need

Salesforce-delegated OAuth2. Certinia runs as a managed package on Salesforce, so a Salesforce admin creates a Connected App or Integration User in the org where Certinia is installed; there's no separate Certinia-issued credential.

You enter it once, in a form in Ingest, and it is kept in a secret store set aside for your organization.

Questions

Does Ingest have a Certinia connector?
Not as a finished connector yet. Ingest builds it from Certinia's own documentation the first time a customer asks, tests it against the real service, and lists it once it passes.
Which warehouses can Certinia data go to?
Amazon S3, Google Cloud Storage, Azure Blob Storage, Apache Iceberg, Ingest Managed Lakehouse, MotherDuck, Postgres, Amazon Athena, Databricks, Redshift, BigQuery, ClickHouse, MySQL / generic SQL and Snowflake, in an account you own.
Do I need to write code?
No. Ingest builds, runs and maintains the connector. Someone with access to your warehouse connects it once, following a short guide.

Certinia API documentation: https://developer.certinia.com/

Setting up the destination is its own short guide, one per warehouse or lake: Amazon S3, Google Cloud Storage, Azure Blob Storage, Apache Iceberg, Ingest Managed Lakehouse, MotherDuck, Postgres, Amazon Athena, Databricks, Redshift, BigQuery, ClickHouse, MySQL / generic SQL, Snowflake.

Other sources Ingest connects for SaaS teams: Asana, Jira, Airtable, Clockify, Facebook Ads, Frankfurter.

Request Certinia