Integrate With Workamajig

Here's how to Integrate with Workamajig in Bionic for Agencies.

Bionic integrates with Workamajig (WMJ) to help streamline your finance team's workflow. With Bionic, you are able to export your Approved Orders and Bills, allowing you to import approved orders and bills to Workamajig.

In this article, we'll cover:

1. Understand Workamajig and Bionic Entities
2. Set up Integration Compatibility in Workamajig
3. Enable Workamajig Integration
4. Map Your Workamajig IDs in Bionic
5. Export Orders
6. Manually Export an Order
7. Update an Exported Order
8. Generate Orders in Workamajig
9. Export Bills
10. Manually Export a Bill

Understand Workamajig and Bionic Entities

Here’s a quick table to help you match entities between Workamajig and Bionic. This mapping shows how terms in each platform line-up, helping you to understand what each entity represents as you work with the integration. 

Please review the following entity mapping between Workamajig and Bionic:

Workamajig	Bionic
Client	Advertiser
Vendor	Vendor
Station or Publication	Program
Broadcast Item or Publication / Digital Media Item	Channel
Media Plan	Campaign
Media Plan Buy	Order line
Media Plan voucher	Vendor Bill
Payment	Payment

With this understanding, you’re ready to set up the integration between Workamajig and Bionic.

Set up Integration Compatibility in Workamajig

In order to properly integrate Workamajig with Bionic for Agencies, you will first want to ensure your Workamajig account is setup for compatibility.

Here's how to setup Workamajig:

1. Import Bionic Channels to Workamajig
2. Get API Access Token from Workamajig
3. Generate API User Token from Workamajig
4. Get Org Base URL from Workamajig

Import Bionic Channels to Workamajig

1. Download the Bionic Channels CSV files:
   1. Broadcast Items Import File
   2. Print and Digital Items Import File
2. In Workamajig, click on the Workamajig logo at the top left.
3. Select Admin/Manager.
4. Click Import Data.
5. Using the dropdown, select Broadcast Items (or Print Items).
6. Click Select a file to import and when prompted select/open the "Broadcast Items Import File" (or "Print and Digital Items Import File").
7. Click Display File.
8. Press Import Selected.
9. Repeat Steps to import additional files.

Get API Access Token from Workamajig

1. Click on the Workamajig logo at the top left.
2. Select Admin/Manager.
3. Click on System Setup.
4. In Account Information, under System Options, click on Connections.
5. Click on API.
6. (If Necessary) Click on Generate New API Access Token and follow the prompts.
7. Copy and paste the API Access Token to have accessible. 

Generate API User Token from Workamajig

1. Click on Your Name at the top right.
2. Press New User Token.
3. In API User Settings, click on New User Token.
4. Once generated, copy and paste the API User Token to have accessible. 

Get Org Base URL from Workamajig

1. From the Address Bar in your Browser copy and paste the base URL (i.e. https://app6.workamajig.com) to have accessible.

Enable Workamajig Integration in Bionic

Once you have setup Workamajig, you will then want to enable Workamajig integration in Bionic:

1. Add Workamajig Integration

2. Enter API, Access Token, API User Token and Org Base URL

Add Workamajig Integration

1. Click on Company Name at the top right.
2. Press Administration.
3. Select the Integrations Tab.
4. Click on the Add Integration Button.
5. Select Workamajig.
6. Press Next.
7. Click Add Integration.

Enter API Access Token, API User Token, Org Base URL in Bionic

1. In the Integrations Tab. click Workamajig in the Name Column.
2. Click on Connection.
3. Enter API Access Token, API User Token and Org Base URL in the appropriate fields.
4. Press Connect to Workamajig.

Map Your Workamajig IDs in Bionic

Send approved orders and bills created in Bionic to Workamajig by setting your Workamajig IDs in Bionic. Here's how to map your IDs in Bionic:

1. Set Vendor ID on the Vendor Level
2. Set Media ID on the Program Level
3. Set Client ID on the Advertiser Level
4. Set Project Number on the Campaign Level

Set Vendor ID on the Vendor Level

The Vendor ID will represent the Workamajig Vendor ID established for this vendor. For this value, you will establish it once for each Vendor and this data will be used for all campaigns that contain the vendor in the plan.

First, we will need to download a list of Vendors and their Vendor IDs from WMJ to use to populate the WMJ Vendor ID in Bionic. Then, we'll add the Vendor ID(s) in Bionic. Here's how:

1. In Workamajig, click on the magnifying glass icon in the nav bar at the top right.
2. In the Views tab, under Purchasing, click Vendor List.
3. Select Active Vendors.
4. If applicable, enter a search criteria, or just click Search to display all.
5. Click the Print icon.
6. Select Standard Report Excel.
7. Then in Bionic, go to the Vendors Tab.
8. Input the Vendor ID(s) in the Workamajig Vendor ID column for the associated vendor(s).

Set Media ID on the Program Level

The Media ID will represent the Workamajig Station/Publication ID established for this vendor. For this value, you will establish it once for each Program and this data will be used for all campaigns that contain the program in the plan.

First, we will need to download a list of Stations/Publications and their Media IDs from WMJ to use to populate the WMJ Media ID in Bionic. Then, we'll add the Media ID(s) in Bionic.

Here's how to download a list of Stations:

1. In Workamajig, click on the magnifying glass icon in the nav bar at the top right.
2. In the Views tab, under Media, click Stations.
3. Click on All TV Stations.
4. If applicable, enter a search criteria, or just click Search to display all.
5. Click the Print icon.
6. Select Standard Report Excel.

Here's how to download a list of Publications:

1. In Workamajig, click on the magnifying glass icon in the nav bar at the top right.
2. In the Views tab, under Media, click Publications.
3. Click on All TV Stations.
4. If applicable, enter a search criteria, or just click Search to display all.
5. Click the Print icon.
6. Select Standard Report Excel.

Here's how to add the Media ID(s) in Bionic:

1. Log into Bionic.
2. In Bionic, go to the Vendors Tab.
3. Select the associated Vendor.
4. Click on the Programs tab.
5. Input the Station ID(s) in the Workamajig Media ID column for the associated program(s).

Set Client ID on the Advertiser Level
The client ID will represent Workamajig Client ID established for an advertiser. For this value, you will establish it once for the advertiser.

First, we will need to download a list of your Clients and their Client IDs from WMJ to use to populate the WMJ Client ID in Bionic. Then, we'll add the Client ID(s) in Bionic. Here's how:

1. In Workamajig, go to the main menu options and select salesperson.
2. Click on today - sales.
3. Under views, click on Companies.
4. Click on Client Listings.
5. If applicable, enter a search criteria, or just click Search to display all.
6. Click the Print icon.
7. Select Standard Report Excel.
8. Then in Bionic, go to the Advertisers Tab.
9. Input the Client ID(s) in the Workamajig Client ID column for the associated advertiser(s).

Set Project Number on the Campaign Level

The Project Number will represent the Workamajig Plan ID established for this campaign. For this value, you will establish it once for this campaign and it will convey to the orders and bills exported from this campaign.

Here's how:

1. In Workamajig, go to the main menu options and select project manager.
2. Click projects.
3. Find the associated Project, copy and paste the Project Number to have accessible.
4. Repeat for other Project Number(s) as necessary.
5. Once you have your Project Number(s), go to Bionic and click on the Campaigns tab.
6. Input the Project Number in the Workamajig Project Number column for the associated campaign.
7. Repeat as Necessary.

 

Export Orders

When you approve an order in Bionic and Workamajig integration is enabled, the order will automatically be sent to Workamajig.

Here's how to approve orders in Bionic: https://help.bionic-ads.com/knowledge/approving-orders

Manually Export an Order

For orders that existed prior to configuring integration or those that failed to export, you have the option to manually export an Order to Workamajig. Here's how:

1. In Bionic, access your Workamajig Integration Admin panel.
2.  Click on Orders.
3. Find the Order you wish to Export (or Re-Export) and click the Export/Re-Export link.

Update an Exported Order

You can update the order details by first Revoking or Un-approving the order in Bionic, making the updates, then Re-approving the order to allow it to be resent to Workamajig.

Here's how to update an Order to Workamajig when this integration is enabled: Handle Changes to Existing Orders.

Generate Orders in Workamajig

Once Bionic orders have successfully been transmitted to Workamajig, you can use the Workamajig “Release Orders” process to convert Media Plan Buy lines into Workmajig Broadcast orders or Workamajig Publication/Digital orders depending on the rules setup in Workamajig. Here's how:

1. In Workamajig, go to the main menu options and select media.
2. Click on media plans.
3. Select the media plan you wish to release orders for.
4. Click on Release Orders.
5. Select the lines you want to Generate Orders for.
6. Click Generate Orders.

Export Bills

When you create a bill in Bionic and Workamajig integration is enabled, the bill will automatically be sent to Workamajig.

Here's how to create a bill in Bionic: https://help.bionic-ads.com/knowledge/reconcile-your-bills

Manually Export a Bill

For bills that failed to export, you have the option to manually re-export an Order to Workamajig. Here's how:

1. In Bionic, access your Workamajig Integration Admin panel (via the Integrations tab in your Administration page).
2. Click on Logs.
3. Click on the Checkbox for the Bill(s) you wish to Export.
4. Press the Re-try button.