Integrations in Troi for Professional Services

Work with a connected system instead of isolated tools. Troi links project work, time records, contacts, and financial data with the tools your teams already use, so information stays consistent and workflows remain smooth.

  • 80% Budget clarity at a glance
  • 60% less manual work
  • 40% more planning accuracy
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Why Integrations/API Matters in PSA Softwares

Projects rely on many sources of information: contacts, documents, tasks, calendars, time entries, and financial data. If these live in separate tools, teams spend more time coordinating than progressing. Data becomes inconsistent, planning loses accuracy, and reporting becomes harder to maintain.

Troi provides a connected environment where essential systems exchange the data they need. This keeps workflows simple, reduces manual effort, and ensures that project information stays reliable across the entire lifecycle.

Asana task list showing high priority tasks due today connected to a Troi project timeline with a concept work task and a workshop scheduled for the current calendar week.

From complexity to clarity

Let’s Talk About Your Goals

Every business works differently and that’s exactly why Troi adapts to you. Tell us about your needs and we’ll show how PSA can support your projects, resources and finances.

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A Connected System That Adapts to Your Workflow

Integrations in Troi follow your existing workflow, not the other way around. Data is synchronized where work happens: In projects, tasks, calendars, contact records, and time tracking.
This makes collaboration easier and reduces the need for duplicate updates or separate data maintenance.

The result: Your teams spend less time moving information and more time delivering meaningful work.

Project budget calculation interface with AI estimated hours and profit margins for different services

Integrations for Troi

asana Logo

Asana

The new Asana interface keeps projects and tasks fully synchronized across both systems. This ensures real time data is always available for precise analysis clear evaluations and secure decisions in controlling.

Jira Software Logo

Jira

The Jira integration connects development and project management with Troi. Issues, time tracking, and project data are synchronized across systems. This creates transparency between teams, workflows, and controlling.

calDAV Logo

calDAV

Troi uses calDAV to synchronize calendar data with external calendar systems. Appointments and absences are automatically available in Troi. Ideal for consistent scheduling without duplicate maintenance.

cardDAV Logo

cardDAV

The cardDAV integration enables synchronization of contact data. Contacts are centrally maintained and kept up to date across connected systems. This ensures consistent access to customer and contact information.

MS Exchange Logo

MS Exchange

Troi integrates directly with Microsoft Exchange. Calendars and contacts are synchronized automatically. This ensures seamless coordination between email, calendars, and project work.

Office 365 Logo

MS Office 365

With the Office 365 integration, Troi connects email, calendars, and contacts. Relevant information is available directly within the project context. For structured workflows without media disruptions.

Power BI Logo

Power BI

The Power BI integration connects Troi with advanced reporting and analytics. Project, time, and financial data can be visualized in real time. This enables deeper insights and data driven decisions across the organization.

Personio Logo

Personio

Troi integrates seamlessly with Personio to synchronize HR related data. Absences, employee information, and time data stay consistent across systems. This reduces manual effort and ensures reliable HR and project planning.

HubSpot logo

HubSpot

The HubSpot integration connects CRM and project management with Troi. Customer, deal, and project data are aligned across both platforms. This creates transparency from sales to delivery and controlling.

memtime Logo

memtime

The memtime integration brings automated time tracking into Troi. Tracked activities are assigned directly to projects and tasks. This ensures accurate time data with minimal manual input.

spendesk Logo

Spendesk

With the Spendesk integration, expenses flow directly into Troi. Transactions and receipts can be linked to projects and budgets. This improves cost transparency and simplifies financial workflows.

DATEV Logo

DATEV

The DATEV integration connects Troi with external accounting systems. Financial data can be transferred in a structured and compliant way. This supports clean handovers between project controlling and accounting.

bexio Logo

bexio

The Bexio integration connects Troi with accounting and invoicing processes. Invoices, customers, and financial data can be exchanged seamlessly. This ensures clean data flows between project controlling and accounting.

Person pointing at a project management and time tracking dashboard on a laptop during a team meeting

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Plan, Control and Optimize
in One System

Integrations are fully connected with budgeting, tasks, time tracking, resource planning, and controlling.
This ensures that planning and execution remain aligned and transparent.

Troi team resource view showing available time of 85 hours and workload percentages for digital team members

Shared Data Foundation

Project information stays consistent across all connected systems, guaranteeing a single Source of Truth.

Workflow diagram showing connected modules for documents, user profiles, team management, and performance analytics, linked by a blue process line with supporting icons for calculations, approvals, and data flow.

Smooth Workflows

Tools work together seamlessly instead of competing for attention. This simplifies complex end-to-end processes.

Project timeline showing task bars for concept work, landing page design and user testing with allocated hours across calendar weeks

Reduced Manual Effort

No double entries and no parallel data maintenance. This eliminates manual reconciliation and saves valuable time.

A circular graphic showing integration logos around a plus symbol, representing connected software tools and data sources working together in one unified system

Scalable and Future-Proof

The system grows with your tool landscape and easily adapts to new technologies and standards.

Key Benefits at a Glance

With Troi, integrations become far more than technical connections; they are a natural and essential part of daily project work. This ensures that all critical data flows automatically between systems, minimizing friction and eliminating administrative silos.

Data remains consistent, systems stay aligned, and collaboration becomes easier, enabling teams to focus purely on value creation.

  • Clear Data Consistency: Guarantee a unified Source of Truth across all connected tools (eliminating data silos).
  • Reduced Manual Effort: Minimize coordination and manual updates by automating data synchronization between platforms.
  • Accelerated Workflows: Achieve faster project execution and significantly accelerated decision-making.
  • Seamless Compatibility: Ensure unrestricted operation with your existing system landscapes and ERP/Accounting tools.
  • Future-Proof Scalability: Maintain flexibility and scalability for new tool environments and organizational growth.
SmartDesk dashboard showing workload, calendar, active projects, time tracking, and a timeline task view with scheduled tasks and team capacity.

Integrations/API – FAQs

No. Most integrations are designed for ease of use and can be activated and configured directly within the Troi interface without requiring technical expertise.
Yes. Access and permissions for integrations can be precisely defined based on user roles and teams, ensuring data security and relevant access control.
Yes. For unique requirements, Troi provides a robust and documented API for custom connections to internal systems or specialized third-party software.
Data is automatically synchronized based on defined rules and responsibilities. This ensures consistent and reliable records across all connected systems at all times.
This depends on the integration. Some core integrations are included in the subscription, while others are available as optional add-on modules.

More Features for Complete Project Control

The Troi PSA platform connects all key functions you need for smooth project management, from time tracking and task planning to controlling and reporting. Each module builds on the same data foundation, ensuring that every figure, approval, and report reflects your real project performance.

Resource Planning

Troi team resource view showing available time of 85 hours and workload percentages for digital team members

Budgeting & Estimation

Service list with quantities and an AI estimate tooltip adding two point five hours to planned effort

Task Management

Project timeline showing task bars for concept work, landing page design and user testing with allocated hours across calendar weeks

Time Tracking

Time tracking widget showing working time on April 6 with 5.50 hours logged and 2.50 hours assigned to project work

Reporting & Controlling

Weekly time tracking chart showing daily working hours and project time with a tooltip displaying 8 hours working time and 4 hours project time

Digital Document Capture

Invoice approval panel showing invoice numbers, totals, and a Send for Approval action with selected approver.

Trusted by Leading Consultancies, Agencies and Creative Businesses

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Logo of Dojo, Troi customer
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Portrait of Rainer Chabrie, Troi customer

“With Troi, we were not only able to redefine our project controlling to capture key metrics more efficiently — we also significantly increased the speed at which projects are processed through a standardized project and approval workflow.”

Rainer Chabrie, BBDO
Portrait of Stefan Mauerer, Troi customer

“What’s great is that we were able to fully tailor Troi to our specific needs. With Troi, we’ve developed and established standards that support us in our daily work — allowing us to focus entirely on what really matters: our core business.”

Stefan Mauerer, Martin et Karczinski
Portrait of Ralf Vockel, Troi customer

“In our business, smooth coordination is key. Troi has helped us digitalize and optimize our workflows, ensuring seamless project management — from the initial project brief to the final delivery of our productions.”

Ralf Vockel, Vogelsänger Studios