The Challenge
Professional services firms run on accurate, up-to-date data—but that data rarely lives in just one place. When client records, project structures, and task assignments span multiple platforms, keeping them consistent becomes a full-time job.
- Client updates made in your CRM don’t automatically reflect in ProjectWorks, leading to billing errors
- New project scope added in ProjectWorks needs to be manually replicated in accounting or reporting tools
- Task hierarchy changes in one system create mismatches that only surface during reviews or audits
- Manual synchronization is slow, error-prone, and scales poorly as the portfolio grows
- Staff spend time reconciling system differences instead of delivering client work
The Autohive Solution
Autohive creates automated data pipelines between ProjectWorks and your other business systems, ensuring that changes in any connected platform propagate instantly and accurately.
Bi-Directional Client Record Sync
Maintain a single source of truth for client information. When a client’s contact details, billing address, or account status changes in your CRM, the update flows through to ProjectWorks automatically—and vice versa.
Project and Module Structure Replication
When new projects, modules, or task structures are created in ProjectWorks, Autohive can automatically mirror those structures in connected systems such as accounting platforms, BI tools, or project dashboards.
Change Detection and Conflict Resolution
Autohive monitors for changes across connected systems and applies intelligent conflict resolution rules when updates occur simultaneously in multiple places—ensuring the most recent or authoritative change wins.
Custom Field Propagation
Leverage ProjectWorks’ custom field support to ensure business-specific metadata travels with records across all connected systems. No data left behind in the sync.
Benefits
- Eliminate manual re-entry - Changes flow automatically between ProjectWorks and connected systems
- Improved data accuracy - Reduce the errors caused by duplicate and out-of-sync records
- Faster onboarding - New clients and projects appear consistently across all systems from day one
- Reduced audit risk - Consistent data across platforms means fewer discrepancies during financial or operational reviews
- Scalable operations - Handle a growing project portfolio without proportional increases in administrative effort
How It Works
- Connect ProjectWorks - Authorize the ProjectWorks integration in your Autohive workspace
- Map your systems - Define which fields in ProjectWorks correspond to fields in your other platforms
- Set sync direction - Choose one-way or two-way synchronization for each data type
- Configure conflict rules - Decide which system is authoritative when simultaneous changes occur
- Activate and monitor - Let Autohive handle ongoing synchronization with visibility into every change applied
Getting Started
- Sign up at app.autohive.com
- Connect ProjectWorks from the marketplace
- Configure your data synchronization workflows
- Deploy your sync agents and eliminate manual data reconciliation
Learn more about the ProjectWorks integration and all the ways it can streamline your professional services operations.
