Integrate QuoteX with KLIENT PSA (Formerly KROW)

This guide provides a comprehensive integration blueprint for synchronizing QuoteX and Klient PSA, covering rate card mappings, resource requests, project resources, and assignment management. It outlines recommended field mappings, transformation logic, automation rules, and staffing workflows to help implementation teams reduce migration risk, preserve pricing accuracy, and ensure seamless alignment between pre-sales, delivery, and workforce management processes.

The data mapping specification establishes the integration blueprint between the source CodeyLabs' QuoteX (PSC) object and the target KLIENT PSA (KROW) object . The primary objective of this mapping is to translate rate card definitions into structured target system pricing engline identities align perfectly across systems.

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IMPORTANT
This document is intended strictly as a guidance framework and does not represent a frozen or finalized technical mapping. Implementers, developers, and data architects should treat these definitions as a baseline recommendation and are expected to make final technical, structural, and architectural decisions based on their own independent evaluations, system constraints, and discovery findings of CodeyLabs' QuoteX and KLIENT PSA.

The table below outlines how data can integrates between the source objects to the target objects.

Use the specific target fields, validation notes, and proposed transformation logic detailed below as a starting point for your technical assessment prior to configuring the target environment.

PSC Rate Card field	Source type	Krow Rate Card or Role or Rate Card Role field	Target type	Action	Mapping Notes
Identity & naming
Code	Text(20)	-	-	-	-
Resource Role	Picklist	Name	Text(80)	Transform	Combine with Resource Level, Practice and Region for uniqueness e.g. "Senior Developer"
Description	Long Text(32000)	-	-	-	Create custom field on Krow Role
External Id	Text(18)	Krow__External_Id__c	Text(18)	Direct	Use as upsert key in migration
Migration Id	Text(18)	-	-	-	Fallback if External Id is blank
PSC Rate Card Number/Id	Auto Number	-	-	-	Auto number, not portable
Rates & pricing
Suggested Bill Rate	Currency(16,2)	Krow__Bill_Rate__c	Currency(16,2)	Direct	Global fallback bill rate
Average Cost Rate	Currency(16,2)	Krow__Cost_Rate__c	Currency(16,2)	Direct	Global fallback cost rate
Role Level Rate	Formula (Text)	-	-	-	Parse formula output; use only if Suggested Bill Rate is null
Currency	Picklist	CurrencyIsoCode	Picklist	Direct	Requires multi-currency org
Classification
Resource Level	Picklist	-	-	-	Create picklist on Krow Role; map PSC levels
Practice	Lookup(PSC Practice)	-	-	-	https://help.codeylabs.com/s/?drte_ext__articleid=a3IT10000004kInMAI https://krowsoftware.my.site.com/customer/s/article/Practices-Object
Primary Resource Skill	Lookup(PSC Skill)	-	-	-	https://help.codeylabs.com/s/?drte_ext__articleid=a3IT10000004kKPMAY https://krowsoftware.my.site.com/customer/s/article/Skill-Certifications-Object
Region	Lookup(PSC Region)	-	-	-	https://help.codeylabs.com/s/?drte_ext__articleid=a3IT10000004kHBMAY https://krowsoftware.my.site.com/customer/s/article/Region
		-	-
Status & validity

Start Date	Date	Krow__Active__c	-	No mapping	Belongs on Krow Rate Card, not Role
End Date	Date	Krow__Active__c	-	No mapping	Belongs on Krow Rate Card, not Role
Ownership & system

Created By	Lookup(User)	-	-	-	System field
Last Modified By	Lookup(User)	-	-	-	System field

KLIENT PSA - RATE CARD/ROLE OBJECT ERD

Reference:

https://krowsoftware.my.site.com/customer/s/article/Project-Rate-Card-Role-Object

https://krowsoftware.my.site.com/customer/s/article/Project-Roles-Object

https://krowsoftware.my.site.com/customer/s/article/Project-Rate-Card-Object

POV: QuoteX Resource Request Integration with Klient PSA Project Resources

Reference:

https://krowsoftware.my.site.com/customer/s/article/Project-Resources-Object

https://krowsoftware.my.site.com/customer/s/article/Project-Assignment-Object

Klient focuses heavily on scheduling and allocation grids, managing placeholders within assignments or dedicated request templates.

Primary Demand Object: QuoteX's Add-on: PSC_Resource_Request__c (Resource Request)

Reference:

https://help.codeylabs.com/s/?drte_ext__articleid=a3IT10000004m65MAA

How it holds demand: Unfulfilled resource needs are instantiated via Resource Requests for Workforce Management Teams to manage. This object defines the placeholder demand (e.g., "Developer Needed" for X hours from StartDate till EndDate with $A Bill Rate and $B Cost Rate).

Demand Mapping: Klient handles inline task-level demand using unassigned Krow__Project_Assignment__c placeholder records on the Gantt chart or Request Planner view before a named Krow__Project_Resources__c is staffed. Learn more

POV: QuoteX Direct Integration with KLIENT's Resource Request

https://www.youtube.com/watch?v=v2ln4k8FHN8

Reference:

https://krowsoftware.my.site.com/customer/s/article/resource-request-quick-start

Target Krow Resource Request Field (API Name)	Krow Data Type	Source PSC Timeline Resource QuoteX Field / Logic	Integration / Mapping Logic & Notes
`Id`	ID	N/A (System Generated)	Internal Salesforce ID generated upon upserting records into Klient.
`Name`	Text (Auto-Number)	N/A (System Generated)	Automatically determined by Klient's object settings.
`Krow__Project__c`	Lookup / Master-Detail	Krow Project mapping logic	You will map this to the target Klient Project record ID that matches your opportunity/estimate.
`Krow__Project_Role__c`	Lookup	`Role__c` (Text)	High Priority Alignment: Krow expects a Lookup to a Project Role record. You must run a translation step matching your text strings ( `Role__c` or structured `Resource_Role__c` ) to the ID of the corresponding record in Klient's role master table.
`Krow__Project_Resource__c`	Lookup	N/A (Left blank for open requests)	Leave this empty if generating an unstaffed request. If the QuoteX resource line is already tied to a specific named user, populate this with their corresponding Klient Project Resource ID.
`Krow__Status__c`	Picklist	Hardcoded Initial Value	Typically mapped to a default status such as `"Draft"` , `"Requested"` , or `"Open"` depending on your downstream resource fulfillment workflow.
`Krow__Start_Date__c`	Date	Derived from allocations	Map the earliest Period's `Date__c` from the child `PSC_Timeline_Resource_Allocation__c` records associated with this resource line.
`Krow__End_Date__c`	Date	Derived from allocations	Map the latest Period's `End_Date__c` from the child `PSC_Timeline_Resource_Allocation__c` records associated with this resource line.
`Krow__Requested_Hours__c`	Number (16, 2)	`Total_Hours__c`	Direct map. The summary field total hours value from QuoteX maps directly to Krow's requested tracking capacity.
`Krow__Notes__c`	Long Text Area	Custom concatenation / Metadata info	Ideal target for appending auxiliary details that don't have direct fields in the screenshot, such as mapping the `Speciality__c` text/lookup label or the full structured string from `Resource_Role__c` . + Notes__c from Timeline Resource.