Pull project records, time entries, resource assignments, invoice data, and utilization metrics from Kantata directly into your warehouse, BI tools, or finance systems, fully transformed, on schedule, with no engineering required.
Kantata is the professional services automation (PSA) platform of choice for mid-market and enterprise consulting firms, IT services organizations, marketing agencies, and any team that runs project-based business at scale. It brings together project management, resource planning, time tracking, billing, and portfolio reporting in a single platform. Finance leaders, delivery managers, and operations teams use it to track utilization, monitor margins, forecast capacity, and keep projects on time and on budget.
But Kantata is where project data lives. It is not where that data gets analyzed alongside everything else. The moment your finance team needs to reconcile Kantata billing records against NetSuite actuals, or your ops team wants to correlate resource utilization with project profitability across your entire client portfolio, the platform's built-in reporting hits its ceiling. Teams end up exporting CSVs, maintaining manual spreadsheets, or building one-off scripts that break when Kantata's API changes.
That's the problem the new Integrate.io Kantata connector solves.
What the connector does
The Integrate.io Kantata connector pulls data directly from Kantata's REST API, including workspaces, projects, tasks, time entries, users, resource assignments, invoices, and budget records, and lands it wherever your business needs it. The full Integrate.io platform sits in between, which means:
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Scheduled or webhook-driven ingestion: Pull Kantata data on any cadence you need, from near real-time updates to hourly, daily, or weekly syncs aligned to your reporting or billing cycles.
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Transformation built in: Flatten nested project structures, map Kantata field names to your canonical schema, join time entries to project records, deduplicate, and apply any custom logic in low-code or Python.
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Any destination: Snowflake, BigQuery, Redshift, Postgres, S3, REST APIs, and 200+ other targets.
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Production-grade operations: Watermark-based incremental loads, error routing, retry logic, full run history, and alerting — the same infrastructure running millions of business-critical pipelines for our customers today.
It's not a glorified data export. It's a real pipeline, built for teams who need Kantata data to flow as reliably as any other production data source.
A live customer use case: portfolio reporting at consulting scale
A mid-sized IT consultancy managing 80+ active client engagements at any given time uses Integrate.io to bring their Kantata operational data into Snowflake for portfolio-level analysis. Their delivery and finance teams both need visibility into project health, but they need it in dashboards their analysts can maintain and update without touching Kantata's UI.
Here's how their setup works:
The source: They pull workspaces, time entries, resource assignments, budget actuals, and invoice records from Kantata's API. At their scale, that means thousands of time log records per week across dozens of consultants, all tied to specific projects and billing rates.
The pipeline: Integrate.io runs incremental syncs every four hours using watermark-based ingestion. Transformation logic joins time entries to project records, maps Kantata's custom fields to the company's internal project taxonomy, and calculates rolled-up utilization and margin figures before landing clean, analytics-ready tables into Snowflake.
The outcome: Their finance team queries Snowflake directly in Tableau, comparing Kantata billing actuals against ERP records without any manual reconciliation. Delivery managers get a portfolio dashboard showing project health scores, burn rates, and resource availability updated throughout the day. Manual CSV exports are gone entirely.
The pattern works because Integrate.io treats Kantata data the same way it treats any other data source: as something to be ingested, transformed, and delivered cleanly to wherever it's most useful.
Beyond the example: use cases for any Kantata customer
The IT consultancy story is one shape of the use case. Here are several more that Kantata customers are increasingly asking about:
Centralize project financials in your warehouse: Pull invoice records, budget actuals, and time-entry billing data from Kantata into Snowflake, BigQuery, or Redshift and join them with ERP or accounting data for unified margin analysis. This eliminates the CSV exports and one-off scripts your finance team currently runs to reconcile Kantata with NetSuite or QuickBooks.
Trigger downstream workflows on project milestones: When a project status changes in Kantata, or when utilization for a resource crosses a threshold, Integrate.io can deliver that signal to downstream systems like Slack, a CRM task queue, or a support ticketing platform. Teams use this to flag at-risk engagements early, before margins erode.
Feed AI and analytics models with delivery data: Kantata stores a rich record of how projects unfold: task completion sequences, time logged per phase, budget variance by project type, and resource allocation patterns. Integrate.io pipelines make that data available for clustering, forecasting, and ML models. Any data Integrate.io ingests can be transformed and prepared for downstream AI workflows.
Power client-facing and executive dashboards: Professional services firms increasingly need multi-client reporting views that aren't locked inside Kantata's UI. With Integrate.io moving Kantata data to a warehouse, analytics engineers can build Tableau, Looker, or Power BI dashboards for any audience, using the same underlying pipeline the consultancy example above relies on.
Replace fragile manual exports: In most Kantata shops, someone is running a weekly export of project records, opening it in Excel, reformatting it, and pasting it into a master tracking sheet. The Integrate.io connector replaces that with a pipeline that runs continuously, with full observability and no babysitting.
Why fixed-fee matters for this use case
Most data integration tools charge per row, per connector, or per monthly active record. For Kantata customers managing large project portfolios, that model gets expensive fast. A consulting firm with 100 active projects, hundreds of weekly time entries per consultant, and historical data going back years can generate tens of millions of records across a full pipeline. Per-row pricing turns a standard operational reporting setup into an unpredictable cost center.
Integrate.io runs on a fixed-fee model. You pay the same rate whether your Kantata pipeline moves 500,000 records a month or 50 million. For agencies, enterprise services firms, and any Kantata customer operating at volume, that predictability matters when you're building pipelines you intend to rely on in production for years.
Getting started
The Kantata connector is available now to all Integrate.io customers.
The fastest path is to book time with a solutions engineer. They'll assess your Kantata data model, your destination schema requirements, and the ingestion cadence that matches your reporting and billing workflows.
New customers get access to a two-week free pilot with white-glove implementation. Your team doesn't figure things out alone. A solutions engineer works with you to configure, test, and validate the pipeline so it's running cleanly before the pilot ends. No DIY trial, no figuring it out alone, just a working solution by the end of the pilot.
To get started, you'll need:
- A Kantata account with API access and an OAuth 2.0 bearer token
- The workspace IDs and data objects you want to ingest (projects, time entries, invoices, resources, etc.)
- A clear picture of your destination and the schema your analytics or finance team needs
Have a Kantata use case you're trying to unblock? Schedule a time to speak with us so that we can show you how we can help.
