Skip to content

Integrating SailPoint with Productive

Productive is an all-in-one, cloud-based project and agency management platform for service-based businesses, agencies, and consultancies, enabling end-to-end project lifecycle management from sales to delivery and billing. This document provides instructions to configure a new direct connection to a Productive source. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Productive connector supports the following:

Account Management

  • Aggregate Account (Users)

Entitlement Management

  • Aggregate Groups (Roles)

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

Ensure the following prerequisites are met before proceeding with the configuration:

  1. Sign in to Productive with an administrator account.
  2. Go to Settings > My Settings > API Integrations.
  3. Select Generate New Token.
  4. Select an access level:
    • Read-only: For data aggregation and reporting.
    • Read/Write: For provisioning or data modification use cases.
  5. Select Generate to create the API token. After the token is generated, hover over its name to reveal and copy it.

  6. Copy and securely store the following details for connector configuration:

    • Base URL
    • Organization ID
    • API token

    Note

    • Tokens are linked to a specific user. If the user is deactivated, the token is automatically deactivated.
    • Enabling or disabling two-factor authentication does not invalidate existing tokens.
    • Changing your password invalidates your existing API tokens. If you update your password (Settings > Security), generate a new access token afterward.

For more information about obtaining an access token, refer API Access with Personal Access Tokens in the Productive documentation.

Note

The linked document is not maintained by SailPoint and is subject to change without notice.

Required Permissions

The default permission sets in Productive include:

  • Admin: Full access, including settings and user management. Can generate tokens and fetch all user and group data.
  • Manager, Profitability Manager, Coordinator, or Staff: Can be configured with varying access levels. By default:
    • If the role has access to People/User management and Teams in the UI, the user can generate a token and fetch those objects via the API.
    • API tokens inherit user permissions. A token behaves exactly like its user; if the user can view people and roles in Productive, the token can fetch them.
    • If a user lacks permission to view certain records in the UI, their token cannot fetch those records via the API.