Builda Price and PlaceMakers integration
Builda Price and PlaceMakers have come together to help you price your jobs accurately and fast.
This integration allows you to import your current and updated product prices into the Material Rate section in Pricing.
Any new updates to prices will be applied daily to your account.
To get this integration setup follow the steps below.
We recommend setting up the PlaceMakers Business tools account before connecting the integration to Builda Price
Builda Price
- Login to your Builda Price account
- Select the Person icon in the left corner
- Select Settings
- Select Integrations in the navigation pane on the left hand side of the screen
- Scroll down and click the 'Connect to PlaceMakers' Button
- This will take you to PlaceMakers to authenticate your Builda Price account.
PlaceMakers
Once on the PlaceMakers Authentication site, you will need to setup an account to link your PlaceMakers trade account to your Builda Price account.
This site enables Builda Price customers to create a single sign on account to access all their Builda Price business tools with PlaceMakers.
- If you have previously created this link and an account, you can select one of the sign-in options
- If you haven't previously created an account or linked Builda Price previously please follow the steps below
- Select the 'Not Signed up yet?' button
-
- Select the signup option you want to use to login to the account with and to create the link between Builda Price and PlaceMakers
-
- If you select Custom, it will take you to the next page to fill out your details
-
- At the bottom, you can add your account that you would like to link with Builda Price
- Click the 'Add Account' button
- Click the 'Add Account' button
- At the bottom, you can add your account that you would like to link with Builda Price
-
-
- Select your branch from the drop down selection
-
- Enter in the account number
- If have more than one account you can repeat the process and also select your default account to use
- Click the 'Sign me up!' button to complete the sign up process
-
Each account you add will initially be in 'Pending' status and a PlaceMakers administrator will review and approve your accounts asap (they will send you an email on account approval).
Completing the integration in Builda Price
Once the account have been approved by PlaceMakers
- Login to your Builda Price account
- Select the Person icon in the left corner
- Select Settings
- Select Integrations in the navigation pane on the left hand side of the screen
- You will see the PlaceMakers integration setup
- Select your Branch from the dropdown box
- Click the 'Sync Now' button, this will bring across your price book from PlaceMakers
If you have any questions please get in touch
Comments
0 comments
Article is closed for comments.