Trimble provides construction management, project information, and ERP solutions for contractors. Trimble integrations with Unanet AE CRM connect opportunity, project, company, contact, and personnel information so teams can reduce duplicate entry and maintain better visibility from pursuit through project delivery. Supported product integrations include ViewpointOne, Vista, ProContractor, and Spectrum.
Trimble ViewpointOne
For customers using Vista in Trimble’s ViewpointOne cloud environment, the integration connects Unanet AE CRM opportunity, project, company, and personnel information with Vista. It supports a connected workflow between business development and project operations.
How it works
Users can send selected Unanet AE CRM opportunities to Vista as potential projects. Vista companies, personnel, and projects can flow back into Unanet AE CRM through the configured cloud connection. Supported Connect flows refresh on an approximately five-minute schedule.
Trimble Vista
The Vista integration supports bidirectional data exchange between Unanet AE CRM and Trimble Vista. CRM users can send opportunities to Vista potential projects, while Vista companies, personnel, and projects synchronize into CRM.
How it works
Users select Send to Vista for an eligible CRM opportunity. The integration creates or updates the corresponding Vista potential project, and Vista project, company, personnel, and related financial information is brought into CRM. Supported records refresh approximately every five minutes. The integration requires a Vista license, the Vista Contract and Job modules, and a Unanet CRM subscription.
Trimble ProContractor
The ProContractor integration uses the Financial Data Connector to bring project-based information from ProContractor into Unanet AE CRM. It is a one-way integration and does not send CRM opportunity data back to ProContractor.
How it works
New and changed ProContractor projects, along with related companies, contacts, and personnel, are sent to CRM on a recurring schedule, typically once each night. The integration requires the standard host-machine setup for the customer’s ProContractor environment.
Trimble Spectrum
The Spectrum integration uses the Financial Data Connector to bring project-based information from Spectrum into Unanet AE CRM. It is a one-way integration and does not send CRM opportunity data back to Spectrum.
How it works
New and changed Spectrum projects, along with related companies, contacts, and personnel, are sent to CRM on a recurring schedule, typically once each night. Spectrum databases hosted by Viewpoint can be connected using a URL and credentials. The integration may be hosted by Unanet or by the customer.