Costpoint (Deltek) Connector Setup

Overview

The Costpoint connector extracts project accounting data from Deltek Costpoint -- projects, employees, accounts, organizations, vendors, timesheets, and cost transactions -- via the Costpoint REST API. VersionForge supports two authentication modes: OAuth 2.0 Client Credentials (recommended) and Basic Auth.

Costpoint is the dominant ERP for government contractors and project-based organizations. This connector is designed around that domain: project-centric cost tracking, labor categories, contract types, and fiscal period alignment.

Prerequisites

• Costpoint Cloud or on-premise deployment with REST API enabled
• Administrator access to provision API integration users
• Network access from VersionForge to the Costpoint API endpoint (firewall rules for on-premise)
• The database name and company code for your target Costpoint instance

Credential Fields

| Field | Required | Description | |-------|----------|-------------| | baseUrl | Yes | Costpoint API base URL, e.g. https://costpoint.yourcompany.com. For Costpoint Cloud, typically https://[instance].costpoint.com. | | clientId | Yes | OAuth 2.0 Client ID, or API username if using Basic Auth. | | clientSecret | Yes | OAuth 2.0 Client Secret, or API password if using Basic Auth. | | database | Yes | The Costpoint database name (e.g. CPDB). Found in Costpoint system administration. | | companyCode | Yes | The company code within the database (e.g. 1). | | authMode | No | oauth2 (default) or basic. Only set to basic for deployments without OAuth support. |

Setup Steps

1. Obtain API Credentials

   Contact your Costpoint administrator to provision an API integration user. For OAuth 2.0, you need a Client ID and Client Secret registered against the Costpoint token endpoint. For Basic Auth, you need a dedicated username and password.

   The integration user must have read access to the Costpoint modules you plan to extract from:

   • Project -- for project, contract, and customer data
   • Employee -- for workforce and labor category data
   • General Ledger -- for accounts and account hierarchies
   • Accounts Payable -- for vendor records
   • Timesheet -- for labor hour data
   • Cost Transactions -- for detailed cost line items

2. Identify Database and Company

   Determine the Costpoint database name and company code. These scope all API requests to the correct dataset. Your Deltek administrator can provide these, or you can find them in the Costpoint system administration interface.

3. Verify Network Connectivity

   Ensure the Costpoint API base URL is reachable from your VersionForge deployment:

   • Costpoint Cloud: The URL is typically https://[your-instance].costpoint.com. No firewall changes needed.
   • On-premise: Ensure firewall rules allow outbound HTTPS (port 443) from VersionForge to your Costpoint server.

4. Configure the Credential in VersionForge

   Navigate to Administration > Credentials > Add Credential. Select Costpoint (Deltek) as the connector type and enter all required fields. If using Basic Auth, set authMode to basic.

Test Your Connection

Click Test Connection on the credential detail page. VersionForge hits the Costpoint system info endpoint (/api/costpoint/v1/system/info) to verify:

• The auth header is accepted (OAuth token exchange or Basic credentials)
• The database name resolves to a valid Costpoint instance
• The API endpoint is reachable and responding

Common Issues

401 Unauthorized on test -- Verify the Client ID and Client Secret are correct. For OAuth 2.0, confirm the credentials are registered against the token endpoint at {baseUrl}/api/token. For Basic Auth, confirm the username/password are valid.

403 Forbidden on extraction -- The integration user lacks read permissions on the requested module. Contact your Costpoint administrator to grant access to the specific resource (e.g. Projects, Employees, Timesheets).

Network timeout or connection refused -- For on-premise deployments, verify the firewall allows outbound HTTPS from VersionForge. For Costpoint Cloud, confirm the base URL format is correct.

"Database not found" -- The database field does not match a valid Costpoint database. Database names are case-sensitive. Verify with your Deltek administrator.