Integration requirements
In order to integrate Kojo and Foundation, you must have:
A Kojo account
A Foundation software instance (cloud or on premise.
You can learn how to set up and configure the Kojo + Foundation integration here.
Integration Map
The Kojo + Foundation integration is a bidirectional sync. The data flow between the two systems is illustrated in the diagram below.
Purchase Order Line Item fields supported
Job - supported
Vendor - supported
Phase codes - supported
Cost Codes - supported
Cost Class - default to material (2). can support on request.
Item Codes - not yet supported.
Tax Authorities - not supported. can set default in control file.
GL codes - not supported can set defaults in control file.
Syncing data from Kojo to Foundation
The PO must be in an “acknowledged” state before it can be synced to Foundation.
Send the PO to the vendor through Kojo.
Within Kojo, mark the PO as acknowledged by the vendor.
Open Kojo and navigate to the PO.
Click the “Link to Foundation” button.
If any required fields are missing from the PO, you will see an error message - correct all errors, and click the “Link to Foundation” button again.
The PO will now be synced to Foundation, and will show up in the Foundation in the PO/Subcontract > PO/Sub and Change Order Sync tool.
In Foundation review and confirm the pending PO in the PO/Sub and Change Order Sync tool to add the PO into foundation.