Acuite has already built a number of integrations with 3rd party systems which are available to all Acuite customers. These integrations can, in general, be activated by Acuite users without any intervention by Acuite support staff, however each integration may have specific requirements that must be met before being used.
PLANGRID
Requirements:
You must have an active PlanGrid account
You must have API access
API access is not available by default. It is available with certain higher-tier plans or it can be purchased separately. You will need to contact your PlanGrid representative or their sales team in order to enable API access
Additional Notes:
The functionality of the integration is limited by the permissions of the user that is used to connect
We are also limited by which Projects are accessible – this too is restricted by user permissions
For best results, we recommend that the user who enables the integration has appropriate permissions and project access within PlanGrid
Setup Process:
The integration needs to be enabled in Acuite under System Settings -> Integrations
Once enabled, click ‘Configure’ to open the configuration settings for the integration
Click ‘Connect’.
This will take you to PlanGrid where you may be asked to log in (if you are already logged in, then this step will be skipped)
You will then be asked whether you wish to allow Acuite access to your account (if you have already given permission previously, this step will be skipped)
Note that if you do not have PlanGrid API access, then you will be shown an Access Denied error at this stage
If you choose to allow Acuite access, you will be returned to Acuite where you can complete the process
You can then choose to configure additional settings on how the integration can work, or save the connection
At this point you have established a connection with PlanGrid and can configure individual projects or integration options
Data pulled into Acuite:
Projects
Contacts
Defects
RFIs
Data pushed into PlanGrid:
Not currently available