ManagerPlus connector
Automate Asset Management and Maintenance Workflows with ManagerPlus Integrations
Connect ManagerPlus to your ERP, CMMS, HR, and business intelligence tools to cut manual data entry and keep your maintenance operations running.
What can you do with the ManagerPlus connector?
ManagerPlus is an enterprise asset management (EAM) and computerized maintenance management system (CMMS) used by operations and facilities teams to track assets, schedule preventive maintenance, manage work orders, and control inventory. Integrating ManagerPlus with the rest of your tech stack opens up real-time data flows between your maintenance platform and finance, procurement, HR, and IoT systems. With tray.ai, you can build automation workflows that eliminate duplicate data entry, speed up work order resolution, and give leadership a unified view of asset health and maintenance costs.
Automate & integrate ManagerPlus
Automating ManagerPlus business process or integrating ManagerPlus data is made easy with tray.ai
Use case
Work Order Sync Across Business Systems
When a work order is created or updated in ManagerPlus, that data automatically pushes to your ERP, project management tool, or field service platform. Technicians, managers, and finance teams all work from the same data without anyone manually copying between systems.
Use case
Preventive Maintenance Scheduling Automation
Automatically trigger preventive maintenance work orders in ManagerPlus based on calendar schedules, asset runtime data, or IoT sensor thresholds pulled from external systems. Manual scheduling goes away, PM tasks don't get missed, and assets stay compliant with manufacturer guidelines.
Use case
Procurement and Inventory Replenishment
Connect ManagerPlus inventory data to your procurement or ERP system so that when spare parts fall below minimum stock levels, purchase requisitions get created automatically in tools like Coupa, SAP Ariba, or QuickBooks. Maintenance storerooms stay stocked without purchasing teams having to constantly watch inventory levels.
Use case
Asset Data Onboarding and Lifecycle Management
When new assets are acquired and recorded in your ERP or procurement system, matching asset records get created automatically in ManagerPlus with all the relevant metadata — warranty dates, purchase cost, assigned location. When assets are retired in ManagerPlus, downstream systems get flagged for decommissioning too.
Use case
Maintenance KPI Reporting and Business Intelligence
Work order completion rates, mean time to repair (MTTR), preventive vs. reactive maintenance ratios, and asset downtime data flow automatically from ManagerPlus into BI platforms like Tableau, Power BI, or Google Sheets. Operations leaders get scheduled reports and dashboards without manual data exports.
Use case
Technician and Labor Management Sync
Sync technician profiles, certifications, and availability between your HR system and ManagerPlus so work orders are always assigned based on current qualifications and schedules. When an employee is onboarded or offboarded in your HR platform, their ManagerPlus user record updates automatically.
Use case
Incident and Fault Escalation Workflows
When assets trigger fault alerts in IoT monitoring platforms or a high-priority work order is created in ManagerPlus, the incident escalates automatically to your ITSM or communication tools like ServiceNow, Slack, or PagerDuty. Critical equipment failures get immediate attention from the right people.
Build ManagerPlus Agents
Give agents secure and governed access to ManagerPlus through Agent Builder and Agent Gateway for MCP.
Data Source
Retrieve Work Order Details
An agent can fetch work order details including status, assigned technicians, priority, and associated assets — giving it what it needs to answer maintenance questions and support decisions accurately.
Data Source
Look Up Asset Records
An agent can query ManagerPlus for asset data like equipment specs, location, maintenance history, and current condition. That's enough to answer most questions about asset health and where something is in its lifecycle.
Data Source
Fetch Preventive Maintenance Schedules
An agent can pull upcoming and overdue preventive maintenance tasks to spot scheduling gaps or compliance risks before they become problems.
Data Source
Query Inventory Levels
An agent can pull current parts and inventory data from ManagerPlus to check stock levels, reorder thresholds, and item availability. This means smarter procurement calls and fewer maintenance delays caused by missing parts.
Data Source
Access Inspection Records
An agent can retrieve completed and pending inspection records tied to assets or work orders, making it easy to surface compliance issues, failed inspections, or checks that are past due.
Data Source
Pull Technician and Labor Data
An agent can access technician availability, skill sets, and labor logs to support work order assignment and workforce planning across maintenance teams.
Agent Tool
Create Work Orders
An agent can generate new work orders in ManagerPlus based on triggers like sensor alerts, inspection failures, or service requests. No manual data entry required.
Agent Tool
Update Work Order Status
An agent can move work orders through their lifecycle by updating status fields like in-progress, on-hold, or completed. Records stay accurate and downstream workflows don't stall waiting on a human to make the update.
Agent Tool
Schedule Preventive Maintenance Tasks
An agent can create or reschedule preventive maintenance tasks in ManagerPlus based on usage data, asset age, or calendar triggers. Maintenance programs stay on track without someone having to manage it by hand.
Agent Tool
Assign Technicians to Work Orders
An agent can assign or reassign technicians to open work orders based on availability, skill match, and workload. Fewer scheduling bottlenecks, and the right person on each job.
Agent Tool
Log Parts and Inventory Usage
An agent can record parts consumed during maintenance activities, automatically adjusting inventory levels and flagging items that fall below reorder thresholds. Inventory stays current and replenishment doesn't get missed.
Agent Tool
Create and Update Asset Records
An agent can add new assets to ManagerPlus or update details like location, condition, or warranty information on existing ones. The asset register stays accurate as equipment changes or moves around.
Agent Tool
Submit Inspection Results
An agent can record inspection outcomes in ManagerPlus, including pass/fail statuses and notes, then trigger follow-up work orders for any failures. That closes the loop between inspection and remediation without anyone having to do it manually.
Get started with our ManagerPlus connector today
If you would like to get started with the tray.ai ManagerPlus connector today then speak to one of our team.
ManagerPlus Challenges
What challenges are there when working with ManagerPlus and how will using Tray.ai help?
Challenge
No Native Two-Way Integration Between ManagerPlus and ERP Systems
ManagerPlus holds detailed maintenance and asset data, but most organizations also manage cost centers, purchase orders, and fixed assets in ERP platforms like SAP or NetSuite. Without integration, teams manually re-enter data between systems — errors creep in, delays pile up, and month-end close becomes a reconciliation slog.
How Tray.ai Can Help:
tray.ai has pre-built connectors for both ManagerPlus and major ERP platforms, so you can map fields and build two-way sync workflows without custom coding. Conditional logic and field mapping handle the translation between each system's schema, cutting out manual reconciliation entirely.
Challenge
Difficulty Triggering Maintenance Actions from External Data Sources
Condition-based maintenance depends on real-time signals from IoT sensors, SCADA systems, or telematics platforms — but ManagerPlus doesn't natively receive that data. Technicians end up manually checking readings and creating work orders, which means there's always a lag between when an asset faults and when someone responds.
How Tray.ai Can Help:
tray.ai can ingest data from IoT platforms, SCADA systems, and APIs, apply threshold logic using built-in operators, and automatically create ManagerPlus work orders when conditions are met. No custom development needed to connect your operational technology to your CMMS.
Challenge
Manual Reporting Slows Down Maintenance Performance Reviews
Getting KPIs like MTTR, PM compliance rates, and maintenance cost per asset out of ManagerPlus usually means manual CSV exports, spreadsheet wrangling, and manual uploads into BI tools. It's slow, error-prone, and leadership ends up reviewing data that's already out of date.
How Tray.ai Can Help:
tray.ai automates the entire ETL process — querying ManagerPlus via API on a schedule, transforming the data to match your BI tool's schema, and pushing it directly into Power BI or Tableau. Dashboards refresh automatically so maintenance leaders always have current performance data.
Challenge
Keeping Technician Records in Sync Across HR and CMMS
When technicians join, change roles, or leave, their profiles need updating in both the HR system and ManagerPlus. Without automation, IT and operations teams regularly miss these updates — wrong work order assignments, access control gaps, and compliance problems follow.
How Tray.ai Can Help:
tray.ai monitors employee lifecycle events in HR platforms like Workday or BambooHR and automatically carries those changes into ManagerPlus — creating accounts for new hires, updating certifications on role changes, and deactivating accounts on terminations. Both systems stay in sync without any manual intervention.
Challenge
Complex Multi-Step Approval and Escalation Workflows Across Tools
High-priority maintenance events need coordinated responses across multiple teams and tools — the maintenance team in ManagerPlus, IT in ServiceNow, operations in Slack, leadership via email. Manually coordinating those escalations is slow and inconsistent, and when a critical asset goes down, inconsistency is expensive.
How Tray.ai Can Help:
tray.ai's workflow builder lets you model multi-step escalation logic that spans tools. A single ManagerPlus work order event can simultaneously trigger a ServiceNow incident, post to a Slack channel, send an executive email, and update a shared dashboard — all configured visually without writing integration code.
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Integrate ManagerPlus With Your Stack
The Tray.ai connector library can help you integrate ManagerPlus with the rest of your stack. See what Tray.ai can help you integrate ManagerPlus with.
Start using our pre-built ManagerPlus templates today
Start from scratch or use one of our pre-built ManagerPlus templates to quickly solve your most common use cases.
Template
ManagerPlus Work Order to NetSuite Cost Capture
Automatically captures completed work order labor and materials costs from ManagerPlus and posts them as journal entries or project costs in NetSuite, cutting out manual finance reconciliation.
Steps:
- Trigger when a work order status changes to Completed in ManagerPlus via webhook or scheduled poll
- Retrieve full work order details including labor hours, parts used, and associated asset from ManagerPlus API
- Create or update a corresponding cost transaction or journal entry in NetSuite with mapped cost center and GL codes
Connectors Used: ManagerPlus, NetSuite
Template
IoT Sensor Reading to ManagerPlus Preventive Maintenance Trigger
Monitors asset meter readings or sensor data from an IoT platform and automatically creates a preventive maintenance work order in ManagerPlus when thresholds are exceeded.
Steps:
- Poll or receive streaming sensor data from your IoT platform on a scheduled interval
- Evaluate reading values against configured thresholds using tray.ai logic conditions
- Create a new PM work order in ManagerPlus with asset ID, fault description, and priority level
- Send a Slack or email notification to the maintenance supervisor with work order details
Connectors Used: ManagerPlus, AWS IoT
Template
Low Inventory Alert to Purchase Requisition in Coupa
Monitors ManagerPlus spare parts inventory and automatically generates purchase requisitions in Coupa when stock falls below the defined minimum quantity.
Steps:
- Run a scheduled check against ManagerPlus inventory API to identify items below minimum stock levels
- For each low-stock item, create a purchase requisition in Coupa with part number, quantity needed, and preferred vendor
- Post a summary notification to the procurement team's Slack channel listing all items requiring replenishment
Connectors Used: ManagerPlus, Coupa, Slack
Template
New Asset Purchase to ManagerPlus Asset Record Creation
When a purchase order for a new asset is approved and received in your procurement system, automatically creates a fully populated asset record in ManagerPlus ready for maintenance tracking.
Steps:
- Trigger when a purchase order is marked as received in SAP Ariba for asset category items
- Extract asset metadata including serial number, vendor, purchase date, and warranty expiry from the PO record
- Create a new asset record in ManagerPlus with all populated fields and assign it to the correct location and department
Connectors Used: ManagerPlus, SAP Ariba
Template
ManagerPlus Maintenance Data to Power BI Dashboard Refresh
Pulls daily work order completion, downtime, and cost data from ManagerPlus and loads it into a Power BI dataset so leadership dashboards stay current.
Steps:
- Run a scheduled workflow each morning to query ManagerPlus API for prior day work order and asset data
- Transform and map the data into the schema required by your Power BI dataset
- Push the transformed records into Power BI via the REST API and trigger a dataset refresh
Connectors Used: ManagerPlus, Power BI
Template
HR Offboarding to ManagerPlus User Deactivation
Automatically deactivates a ManagerPlus user account when an employee is terminated in your HR system, so departing employees can't access maintenance data.
Steps:
- Trigger when an employee termination event is fired from Workday
- Look up the corresponding ManagerPlus user account by employee email or ID
- Deactivate the ManagerPlus user account via API and notify the IT security team in Slack with a confirmation
Connectors Used: ManagerPlus, Workday REST, Slack