Project Management Integrations

Connect Hykmah with your project management tools to keep operations and project delivery in sync. Automatically create tasks, update statuses, and surface business events in the tools your teams already work in.

By Company Size

Pre-Built Connectors for Leading Project Management Platforms

Production-ready integrations with the ERP systems mid-market and enterprise businesses rely on

NetSuite

Asana

Task and project management with projects, timelines, workflow rules, and team workload visibility.

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Business Central

Monday.com

Visual project management with customisable boards, automations, and cross-team collaboration.

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Sage

Jira

Agile project management for development and delivery teams with sprint planning, issue tracking, and reporting.

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Sage

Trello

Kanban-style project management with cards, lists, boards, and power-up integrations.

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Technical Details

Integration Architecture

Sync method, authentication, data mapping, multi-entity support, and monitoring - explained.

Sync Method

Sync Method

Project management integrations are primarily outbound from Hykmah — business events in Hykmah (a new job created, a milestone reached, a task overdue, an approval required) trigger task or card creation in the connected platform in real-time. Status updates made in the project management tool can sync back to Hykmah where bi-directional sync is configured, keeping both systems current without manual updates in either direction.

Authentication

Authentication

Asana, Jira, and Trello use OAuth2 — users authorise via the platform's own login screen and select the workspace or project to connect. Monday.com uses API key authentication configured in Hykmah with your Monday.com account token. All credentials are encrypted at rest using AES-256.

Data Mapping & Transformation

Data Mapping

Standard mappings cover: tasks and cards (created from Hykmah jobs, orders, or workflow steps), assignees (mapped from Hykmah user records to platform users), due dates, priorities, status fields, and custom fields. Project or board destination is configurable per trigger — different Hykmah event types can route to different projects or boards. Custom field mappings allow Hykmah record data (job reference, customer name, value, location) to populate task fields in the project management platform.

Multi-Entity & Multi-Currency

Bi-Directional Sync

Where bi-directional sync is enabled, status changes in the project management tool (e.g. a task marked complete in Asana) sync back to the corresponding Hykmah record, triggering any downstream workflows configured in Hykmah. This allows teams to manage delivery in their preferred tool while Hykmah remains the operational system of record. Bi-directional sync is configurable per field — not all fields need to sync in both directions.

Multi-Entity & Multi-Currency

Error Handling

Failed task creation requests are flagged in the Hykmah workflow log with the platform error code and affected record. Duplicate task detection is configurable — Hykmah can check for an existing task linked to the record before creating a new one. Users receive notifications for persistent sync failures.

Operations and Project Delivery in Sync

What changes when your ERP and operations platform share live data

Unified Financial Data

Automatic Task Creation

Business events in Hykmah — a new job, an approval required, a milestone reached — automatically create tasks in your project management tool. Teams see what needs action without anyone manually creating or assigning tasks.

Inventory & Order Accuracy

Work in Familiar Tools

Teams manage delivery in Asana, Jira, Trello, or Monday.com without needing to switch to Hykmah for updates. Status changes flow back to Hykmah automatically, keeping the operational record current.

Multi-Entity Consolidation

No Duplicate Data Entry

Job details, customer information, due dates, and priorities flow from Hykmah into the project management platform at task creation. No copy-paste between systems, no risk of data entry errors.

How Businesses Use Project Management Integrations

Job-to-Task Sync

New jobs created in Operon automatically generate tasks in Asana, assigned to the relevant team member with the job reference, customer name, and due date pre-populated. Task completion in Asana updates the job status in Operon.

Development and Operations Alignment

Engineering teams managing product work in Jira receive automatic issue creation when operational events in Hykmah require a technical response — a bug report, an integration failure, or a customer-reported issue.

Client Delivery Tracking

Business using Monday.com to manage client delivery connect it to Hykmah so that key milestones — quote approved, deposit paid, job scheduled — automatically update the client's board item, giving account managers live delivery visibility without accessing Hykmah directly.

Approval Workflows

Hykmah approval steps — budget sign-off, scope changes, compliance checks — create Trello cards in the relevant review board automatically, routing approvals to the right people without email chains.

Ready to Connect Your Project Management Tools?

Talk to our team about syncing Hykmah with your project and task management platforms.