Add Features

After adding an integration, you can start building out the integration definition with features. A feature defines the functionality of one aspect of the integration. For example, a feature could be called Budget Exports and involve moving budget items from Vista to ProjectSight. 

Each feature should stand alone and be reusable for different customers. Integrations are made up of multiple features that align with the ways customers want to move data between systems. A given customer may want to activate only some or all of these features depending on the functionality that they want in their integration.

1. Open the integration where you want to add a feature. 

2. Navigate to the Features page. 

3. Select Add Feature and fill in the fields:

   • • • Name: Enter a name for the feature to indicate its function.

       • Description: Enter information about what the feature does, the data flow, and any dependencies the feature has. 

       • Restrict to these Connectors: In general, leave this field blank. If your integration uses more than three connectors, it may be useful to select the connector(s) that the feature applies to, but in most cases, you can disregard this field.

4. To set the feature status, open the feature and select the Edit icon. 

Feature statuses in the integration builder indicate where a particular feature is in development. The feature status assigned here does not impact functionality. (Note: The feature status assigned during integration registration does impact functionality. See the Features section of Onboarding and Activation for more details.)

Choose a feature status:

• Under Construction: Default. The feature is still being built.

• Active: The feature is actively in-use in an integration.

• Deprecated: The feature still exists but it should not be used.

• Archived: The feature is no longer used by any integrations. 

For example, the edit window for a feature in the integration builder. This feature is named Projects:

6. Save your changes.

7. Select the new feature to open it and add resources. You can add resources including services, flows, and flow templates. These different components move data between the systems identified in your integration.

For details about adding a service to your feature, see Add Services.