Connectors / General automation services · 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 processes 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.
- Eliminate duplicate data entry across ManagerPlus and ERP systems like SAP or NetSuite
- Cut work order resolution time by routing assignments automatically to the right technician
- Keep finance teams informed of labor and parts costs in real time as work orders progress
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.
- Reduce unplanned downtime by making sure PM schedules run without manual intervention
- Sync asset meter readings from IoT platforms directly into ManagerPlus to trigger usage-based PMs
- Automatically notify technicians and supervisors when PM work orders are generated
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.
- Prevent costly maintenance delays from missing parts by automating reorder triggers
- Eliminate manual purchase order creation by syncing ManagerPlus inventory events to procurement tools
- Maintain accurate inventory records across both ManagerPlus and your ERP simultaneously
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.
- Speed up asset onboarding by eliminating manual data entry into ManagerPlus from purchase records
- Make sure asset lifecycle events like retirement or transfer are reflected across all connected systems
- Maintain data consistency between ManagerPlus and finance tools for accurate depreciation tracking
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.
- Give leadership real-time visibility into maintenance KPIs without manual report generation
- Combine ManagerPlus maintenance data with financial and operational data for more complete reporting
- Schedule automated data refreshes so dashboards stay current without analyst intervention
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.
- Prevent work orders from being assigned to technicians who lack required certifications
- Cut administrative overhead by syncing HR employee records directly to ManagerPlus user profiles
- Automatically revoke ManagerPlus access when employees leave, improving security compliance
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Retrieve Work Order Details
Data SourceAn 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.
Look Up Asset Records
Data SourceAn 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.
Fetch Preventive Maintenance Schedules
Data SourceAn agent can pull upcoming and overdue preventive maintenance tasks to spot scheduling gaps or compliance risks before they become problems.
Query Inventory Levels
Data SourceAn 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.
Access Inspection Records
Data SourceAn 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.
Pull Technician and Labor Data
Data SourceAn agent can access technician availability, skill sets, and labor logs to support work order assignment and workforce planning across maintenance teams.
Create Work Orders
Agent ToolAn agent can generate new work orders in ManagerPlus based on triggers like sensor alerts, inspection failures, or service requests. No manual data entry required.
Update Work Order Status
Agent ToolAn 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.
Schedule Preventive Maintenance Tasks
Agent ToolAn 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.
Assign Technicians to Work Orders
Agent ToolAn 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.
Log Parts and Inventory Usage
Agent ToolAn 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.
Create and Update Asset Records
Agent ToolAn 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.
Submit Inspection Results
Agent ToolAn 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.
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Challenges Tray.ai solves
Common obstacles when integrating ManagerPlus — and how Tray.ai handles them.
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 helps
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 helps
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 helps
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.
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.
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.
Monitors ManagerPlus spare parts inventory and automatically generates purchase requisitions in Coupa when stock falls below the defined minimum quantity.
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.
Pulls daily work order completion, downtime, and cost data from ManagerPlus and loads it into a Power BI dataset so leadership dashboards stay current.
How Tray.ai makes this work
ManagerPlus plugs into the whole Tray.ai platform
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