MIP Cloud - Integration Features and Requirements

The purpose of this document is to list all the specific features of the Martus integration with MIP Cloud, calling out the features that we do support and others we do not, and noting where Martus or MIP Cloud has a particular limitation or requirement.

Overview of Integration Features

The integration includes these features:

• Sync accounts and dimensions from MIP Cloud – each weeknight via the nightly automated sync and ad hoc.
• Sync GL transactions from the accounting system each weeknight. The nightly sync updates the current and previous two full months. Ad hoc sync is available to allow the manual sync any desired range of months.
• Drilldown in Martus from standard financial reports to see transaction detail.
• Martus' Cash Flow Forecasting is available for MIP Cloud integrations at the Premium subscription level.
• Display of vendor name on transaction detail.

Authorization

Martus access to MIP Cloud is via an MIP user's credentials. A user will have to be created for Martus. This user will require a seat, and therefore must be paid for by the customer. An existing User Id and Password, with the necessary permissions, can be utilized instead. Either way, the user must be enabled and must have MIP, MPI Web, and MGMT permissions. 

Dimension Setup

As with any Martus configuration, the Implementation Consultant works with the customer to identify the dimensions that are important to budgeting and reporting.  (GL accounts are not considered dimensions, within Martus.) 

Martus can support whatever segments MIP Cloud uses, up to the Martus maximum of 8 dimensions.  

Martus supports multi-entity MIP Cloud companies. 

Pulling Budgets from MIP Cloud

Not yet supported.

Uploading Budgets from Martus to MIP Cloud

Coming soon.

Statistical Accounts

Not yet supported.

Display of Attachments

Not yet supported.

Multi-Currency

Not yet supported.

MIP - Cloud - Integration Setup & Troubleshooting

Review the requirements and complete the steps below to set up the Martus integration with MIP.

Requirements

The user in Martus who is going to make the connection to MIP must be an Admin-level user in MIP.

Steps

1. In MIP, create a Martus User with the following permissions: 
   • User must be Enabled
   • MIP 
   • MIP Web
   • MGMT
2. In MIP, note the following:
   • User ID
   • User Password
   • Organization code
3. In Martus, go to Setup > MIP
4. Enter User ID
5. Enter User Password
6. Enter Organization
7. Click Save.
8. In Dashboard > Updater, sync the chart of accounts to test the sync. When the sync has been completed and shows successful in the queue below, confirm the accounts synced by going to Setup > Accounts.
9. The last step will be to configure dimensions. Please connect with Martus Support to determine the ideal dimension setup.