This article provides a step-by-step guide on how to integrate your Buildertrend time tracking system with Protiv to automate time tracking and eliminate manual data entry, ensuring accuracy and efficiency in your bonus program.
Integrating your Buildertrend time tracking system with Protiv streamlines your bonus program management by automating time data transfer and minimizing errors associated with manual uploads.
Why Integrate Buildertrend with Protiv? 🏆
- Eliminate Manual Time Uploads: The integration removes the need for manual time entry, saving you valuable time and effort.
- Reduce Data Errors: By automating data transfer, the integration minimizes the risk of human errors that can occur during manual uploads.
- Ensure Accuracy: The direct connection between Buildertrend and Protiv ensures that your bonus program operates with accurate and up-to-date time data.
Prerequisites
- Admin Access: You'll need administrative privileges in both Protiv and Buildertrend to establish the connection.
- Google Chrome: We recommend using Google Chrome as your web browser for optimal security and compatibility during the integration process.
Step-by-Step Integration Guide
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Open Protiv
- Launch Google Chrome and navigate to https://app.protiv.com.
- Log in to your Protiv account using your credentials.
- In the left-hand navigation pane, click on Integrations.
- Locate the Buildertrend integration.
- Click the Connect button. A pop-up window will appear with fields for username and password.
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Enter Buildertrend Credentials
- Enter your login credentials for Buildertrend. These are the same credentials that you use when logging into Buildertrend's website.
- Click Authenticate.
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Wait for Connection
- There may be a brief delay (15-30 seconds) while the connection is established between the two software platforms.
- There may be a brief delay (15-30 seconds) while the connection is established between the two software platforms.
🎉 Congratulations! You've successfully connected your Buildertrend integration to Protiv.
What Data is Synced? 🔄
The integration will import the following data from Buildertrend to Protiv:
- Jobs
- Time entries
- Budgets
- Users
- Cost codes
Important Notes
- Initial Sync Time: The first sync may take up to 24 hours, depending on the amount of data being transferred. Don't be alarmed if you don't see data flowing right away.
- Sync Frequency: Subsequent syncs occur approximately every two hours.
- Manual Sync: You can manually force a sync in Protiv if you need to update data immediately.
Troubleshooting Tips 🛠️
- Incorrect Login Credentials: The most common issue is entering the wrong username or password. Double-check your credentials, ensuring there are no extra spaces before or after. If needed, reset your Buildertrend password and try again.
- Rare Software Bugs: In rare cases, a bug in Buildertrend's software might cause connection issues. If you've verified your login credentials and are still experiencing problems, please contact Protiv support.