About the Team and Spectrum Integration Process

Complete the integration wizard to map your Business Units, Users, and Projects in Team to those in Spectrum.

At any point in the integration wizard, you can save your changes, exit the wizard, and then return to it later. To save your changes, click Save Progress. When you have finished mapping an item, click Accept & Continue.

For videos on the integration wizard, see Integrate Stand-Alone Team with your ERP System - Video in the videos section of the help.

Important: After clicking Accept & Continue, do not work in Spectrum or Team until the integration process is finished. Doing so could result in the two products not being fully integrated.

Business Units

In the Spectrum Companies column, select a Spectrum company cost center to map to the corresponding business unit in Team. When mapped, the Spectrum name will override the Team name.

If you do not map a Team business unit, the business unit will be added to Spectrum. Likewise, any Spectrum company cost centers not mapped to a Team business unit will be added to Team.


To ensure that the appropriate Spectrum security settings are applied to users in both Team and Spectrum, the integration wizard maps each Team user to a corresponding Spectrum user. The wizard maps users as follows:
  • If a Team user and a Spectrum user share the same email address, the wizard automatically maps the two users to each other, and displays the respective user name in the Team Users and Spectrum Users column.
  • If a Team user shares the same email address with multiple Spectrum users, the wizard displays a drop-down menu in the Spectrum Users column from which you can select the correct Spectrum user to map to that Team user.
  • If a Team user does not match a Spectrum user (as in, there is no Spectrum user with the same email address), add the user in Spectrum and then refresh the page in Team.
Note: After integration is complete, for any users who were mapped, on the User Management page in the Team Admin Center, the "User Type" will indicate "Internal (ERP) User."


For each project in the Team Projects column, do one of the following:
  • Map to an existing Spectrum job by typing the job number of the corresponding Spectrum job in the Spectrum Jobs column. When mapped, the Spectrum job number will override the Team project ID for each project.
  • Click Add Project to Spectrum, and then enter a project number for the project. Note that there is a ten character limit for project numbers. The project will be added to Spectrum during the integration.

Once you click Accept & Continue, the integration wizard validates your selections and, if an item was recently added to Team, provides an opportunity to include the new item in the integration.

Once the integration is complete, a record of the integration will be available on the Integration tab in the Admin Center.