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Automation/Integration to create data in OpenAir

edited Jun 2, 2025 2:28PM in Ask A Guru 2 comments

Wondering what successes and best practices are out there for automation? We are creating projects and billing rules now but we want to take this a step further and create 1. tasks 2 task assignments 3 task bill rates 4 revenue recognition rules and 4 project budgets. Has anyone already done these type of automations?

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