The TradeTapp connector allows you to seamlessly pull data from your TradeTapp account into Datagrid. This integration enables you to leverage Datagrid's powerful data analysis and visualization tools with your TradeTapp data, providing enhanced insights and reporting capabilities for subcontractor risk management.
1. How-to
1. Prerequisites
To configure the TradeTapp connector, follow these steps:
- An active TradeTapp account with the necessary permissions to access the projects and data you want to import into Datagrid.
- A TradeTapp API key. You can generate this from your TradeTapp account settings.
- Select the data you want to import into Datagrid
2. Connect
Creating a dataset from the TradeTapp connector involves selecting the specific data you want to import via TradeTapp:
- Connect TradeTapp App: a. Click on the "+ Create” Button on the top left of the screen. b. Select the "Connect Apps" item. c. Search for the TradeTapp connector from the list. d. Login with your TradeTapp account. TradeTapp may prompt you to authorize Datagrid's access to your TradeTapp data. Grant the necessary permissions to proceed. e. Click on the “Next” button.
- Pick your Data: a. Pick the TradeTapp data you want to include in your dataset (e.g., Subcontractors, Risk Scores, Projects). b. Click the “Start First Import” Button to start syncing your TradeTapp dataset.
3. Set Up a Schedule
Scheduling regular data pulls ensures your Datagrid datasets remain up-to-date with the latest information from TradeTapp:
- Navigate to TradeTapp Dataset: a. Go to the left side panel and locate and click on the TradeTapp 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.
2. Data Access
- Subcontractors
- Risk Scores
- Projects
- Financials
- Safety Records
- Insurance
- Compliance
- References
- Questionnaires
- Users
3. Use Cases
- Subcontractor Risk Assessment: Use Datagrid to analyze TradeTapp's risk scores and financial data to identify high-risk subcontractors and mitigate potential project delays or cost overruns.
- Compliance Monitoring: Integrate TradeTapp's compliance data with project data in Datagrid to ensure subcontractors meet all regulatory requirements and industry standards.
- Project Performance Analysis: Combine TradeTapp's subcontractor data with project performance data in Datagrid to identify correlations between subcontractor risk and project outcomes.
- Subcontractor Prequalification: Use Datagrid to analyze TradeTapp's prequalification data to streamline the subcontractor selection process and ensure only qualified subcontractors are considered for projects.
- Reporting and Analytics: Generate custom reports and dashboards in Datagrid based on TradeTapp's data to track subcontractor performance, monitor risk levels, and improve decision-making.
4. FAQ
Q: What types of data can I import from TradeTapp into Datagrid?
- A: You can import a wide range of data, including subcontractors, risk scores, projects, financials, safety records, insurance, compliance, references, questionnaires, and users.
Q: How often can I schedule data pulls from TradeTapp?
- A: You can schedule data pulls daily, weekly, or monthly, depending on your needs.
Q: What permissions are required to connect TradeTapp to Datagrid?
- A: You need an active TradeTapp account with the necessary permissions to access the projects and data you want to import into Datagrid. Ensure you have the correct API key.
5. Support & Additional Resources
- For Datagrid support, you can use the email: support@datagrid.ai
- Website: https://www.datagrid.com
- Request an endpoint here: Don't see endpoints you're looking for? We're always happy to make new endpoints available.