Back to Integrations

Integrations / PSA & Ticketing / Kantata Integration

Integrate ScopeStack's CPQ with Kantata

When a scope is approved in ScopeStack, your Kantata project is already built. Phases, tasks, resource allocations, and budget — synced automatically, with nothing to re-key.

Does ScopeStack integrate with Kantata? Yes. ScopeStack connects to Kantata through the ScopeStack Integration Engine: it pulls client details into ScopeStack for scoping, then pushes the approved scope into Kantata as a workspace with budget, phases, services and resource roles.

Get a DemoContact Sales

Sheet 01 / What syncs

Kantata
ScopeStack
  • Approved project as a workspace, with budgetInto Kantata
  • Phases, services and subservicesInto Kantata
  • Resource rolesInto Kantata
Kantata

Connected by the ScopeStack Integration Engine

Sheet 02

Close the gap between what was sold and what gets delivered

ScopeStack handles pre-sales. Kantata handles delivery. Our Integration Engine connects them the moment a scope is approved.

  1. 01

    Zero re-keying

    Services, hours, phases, resource roles, and pricing flow directly from ScopeStack into Kantata. No copy-paste, no spreadsheet handoff, no data entry in between.

  2. 02

    Delivery starts faster

    Skip the 1–2 day project setup lag. When a scope is approved, your Kantata project is live with phases, tasks, and resource allocations already in place.

  3. 03

    What's sold is what's delivered

    Scope drift starts at handoff. When the Kantata project is built from the approved SOW, delivery has a single source of truth from day one.

Sheet 03

How it works

Three steps. Fully automated. Managed entirely by ScopeStack.

  1. 1

    Build scope in ScopeStack

    Define services, phases, resource roles, and pricing. Generate a professional SOW for client review — all within ScopeStack.

  2. 2

    Scope is approved

    Client signs. ScopeStack's Integration Engine triggers automatically — no manual action required from your team.

  3. 3

    Kantata project is created

    Phases, tasks, resource allocations, and budget land in Kantata — fully configured and ready for your PM to kick off.

ScopeStack Integration Engine — Kantata Recipe (30 steps)
Integration Engine: workspace and role setup

Steps 1–10 · Workspace & Roles

Integration Engine: phase and task mapping

Steps 11–20 · Phases & Tasks

Integration Engine: subtask and assignment sync

Steps 21–30 · Subtasks & Sync

Fully automated · Managed by ScopeStack · No IT setup required

Sheet 04

Eliminate the handoff gap between sales and delivery

When a deal closes, someone on your team opens Kantata and rebuilds what already exists in your SOW. Phases get approximated. Hours get adjusted. Details get lost. That gap — between what was scoped and what gets set up — is where margin leaks, timelines slip, and client expectations quietly misalign.

The ScopeStack + Kantata integration eliminates that gap. Your delivery team walks into a project that's already configured to match exactly what was sold.

  • Automatic project creation on approval
  • Phase and task mapping from approved scope
  • Resource role assignments synced to Kantata
  • Budget baseline matches what was sold
  • Fully managed — no IT setup required
Integration Engine — Workspace & Role Creation
ScopeStack Integration Engine creating Kantata workspace and roles

Sheet 05

The difference is immediate

Without the integration

  • 1–2 days to manually set up a Kantata project after close
  • Re-keying approved scope into PSA — hours lost per project
  • Delivery team inherits an approximation, not the sold scope
  • Scope drift begins the moment the project is created

With ScopeStack + Kantata

  • Kantata project live within minutes of scope approval
  • Zero duplicate data entry — Integration Engine handles it all
  • Delivery team starts from the exact sold scope, every time
  • Single source of truth from SOW to project completion

Sheet 06

Built for professional services teams on Kantata

If your team uses Kantata OX or Kantata mid-market and you're still manually setting up projects after deals close, this integration was built for you.

  • Consulting firms

    Turn complex engagements into structured Kantata projects without manual interpretation

  • Agencies

    Keep creative and delivery aligned on the same scope from the moment a project starts

  • Embedded software teams

    Map technical scope directly to Kantata resource roles and phase structures

  • Managed service providers

    Standardize project kickoffs across your entire service catalog

Integration Engine — Phase & Task Mapping
ScopeStack Integration Engine mapping phases and tasks to Kantata

Sheet 07 / Questions

Kantata integration questions

What syncs between ScopeStack and Kantata?

The approved project goes into Kantata as a workspace with its budget, along with its phases, services, subservices and resource roles.

Which way does the data flow?

Both ways. ScopeStack pulls client details in for scoping, then pushes the approved scope out to Kantata.

Is the Kantata integration native?

It runs through the ScopeStack Integration Engine, which connects ScopeStack to Kantata and 1000+ other apps.

Sheet 08

Build your next scope to scale

Ready to connect your scoping workflow to Kantata?

See how ScopeStack's Integration Engine turns approved scopes into Kantata projects — automatically.

Sit down with a scoping expert and walk through a live SOW built around your own data.

Schedule a Demo View All Integrations