Accubid Anywhere is a cloud-based estimating software that allows users to read estimate and change order data. By connecting Accubid Anywhere to Datagrid, you can seamlessly integrate your estimating data with other business-critical information, enabling enhanced reporting, analysis, and decision-making.
1. How-to
1. Prerequisites
To configure the Accubid Anywhere connector, follow these steps:
- An active Accubid Anywhere account with the necessary permissions to access the projects and data you want to import into Datagrid.
- Trimble ID Authentication.
- "Full” permission for “API Data Access” setup in Accubid Anywhere Manager.
- A database token from the Anywhere Database API.
- Select the data you want to import into Datagrid
2. Connect
Creating a dataset from the Accubid Anywhere connector involves selecting the specific data you want to import:
- Connect Accubid Anywhere App: a. Click on the "+ Create” Button on the top left of the screen. b. Select the "Connect Apps" item. c. Search for the Accubid Anywhere connector from the list. d. Login with your Trimble ID. Accubid Anywhere may prompt you to authorize Datagrid's access to your data. Grant the necessary permissions to proceed. e. Click on the “Next” button.
- Pick your Data: a. Pick the Accubid Anywhere data you want to include in your dataset (e.g., Estimates, Projects, Change Orders). b. Click on the “Start First Import” Button to start syncing your Accubid Anywhere dataset.
3. Set Up a Schedule
Scheduling regular data pulls ensures your Datagrid datasets remain up-to-date with the latest information from Accubid Anywhere:
- Navigate to Accubid Anywhere Dataset: a. Go to the left side panel and locate and click on the Accubid Anywhere dataset you created.
- Schedule Settings: a. Click on the “...” on the top right of the dataset. b. Click on “Edit Pipeline” to edit your connector's name. c. Click the “Schedule” button on the right, beside the “Import Configuration” button.
- Configure Schedule: a. Set the desired frequency for data pulls (e.g., daily, weekly, monthly). b. Specify the time of day for the data pull to occur. c. Specify downtime if needed – when the sync should not happen. d. Click the “Update” button to update the new configuration.
4. Data Access
- Object
- Database
- Estimate
- Project
- Closeout
- ChangeOrder
5. Use Cases
- Project Cost Tracking: Import Accubid Anywhere estimate data into Datagrid to track project costs against the original budget, identify potential overruns, and make informed decisions to keep projects on track.
- Change Order Analysis: Analyze change order data from Accubid Anywhere in Datagrid to identify trends, understand the financial impact of changes, and improve change management processes.
- Bid Analysis: Combine Accubid Anywhere estimate data with other data sources in Datagrid to analyze bid performance, identify factors contributing to successful bids, and improve bidding strategies.
- Executive Dashboards: Create dashboards in Datagrid that provide executives with a high-level overview of project costs, profitability, and key performance indicators (KPIs) based on Accubid Anywhere data.
6. FAQ
Q: What permissions are required to connect Accubid Anywhere to Datagrid? A: You need "Full” permission for “API Data Access” setup in Accubid Anywhere Manager.
Q: How often can I schedule data pulls from Accubid Anywhere? A: You can schedule data pulls daily, weekly, or monthly.
Q: What type of data can I import from Accubid Anywhere? A: You can import estimate, project, and change order data.
7. Support & Additional Resources
- For Datagrid support, you can use the email: support@datagrid.ai
- Website: https://www.datagrid.ai
- Accubid Anywhere Website: https://construction.autodesk.com/products/accubid/
- Accubid Anywhere API Reference: https://developer.trimble.com/docs/accubid-anywhere
- Request an endpoint here: Don't see endpoints you're looking for? We're always happy to make new endpoints available.