Instructions
Here's how to set up your integration between BuildPass and Buildxact:
Navigate to the Settings > click on Integrations
In the Buildxact card, click on "Connect"
You will be prompted to sign in to your Buildxact account.
Once signed in, Authorize Buildpass to access your Buildxact account by clicking "Accept"
You'll be redirected back to BuildPass, where your Buildxact details will be connected and ready to use.
You can configure the integration to:
Import Buildxact jobs into BuildPass as new projects
Link existing BuildPass projects to Buildxact jobs
We'll suggest potential matches to prevent duplicate entries
Import Buildxact contacts into BuildPass as new companies
We'll verify ABNs to prevent duplicate entries
Match existing companies with Buildxact contacts
Send documents from BuildPass to linked Buildxact jobs
Examples
Connecting BuildPass Projects to Buildxact Jobs
You can link Buildxact jobs to an existing or new project in BuildPass under Settings > Integrations > Configure
Connecting BuildPass Companies to Buildxact Contacts
You can link Buildxact contacts to an existing or new company in BuildPass under Settings > Integrations > Configure
Sending a document to Buildxact
You can send project documents by clicking on Project Documents > selecting the document you want to share > clicking More > Send to Buildxact
This is only visible for projects that are connected to a Buildxact job.
Viewing Logs
See all actions that have occurred after a Buildxact integration is set up by going to Settings > Integration > Configure
