Framework Preparation

Before enabling Databuild Client and Jobs Integration, verification of the integration process must be performed.

Disable Integration For All Jobs

For every job in Framework, 'N/A' should be placed in the External Links BOQ Reference field on the Client Overview and Job Overview screen. This will prevent integration from processing any jobs. Integration can then be installed and tested to validate all technical aspects of the solution.

This update of all jobs can be completed using a database query. Contact Insula Software for assistance with bulk data update queries.

Enabling Integration For Jobs

To validate the integration process and to be sure of the results, two specific tests should be performed.

1. Update several existing jobs.
2. Create a new job in Framework.

Updating a small number of existing jobs by removing the 'N/A' text from the BOQ Reference field. If the job numbers are identical in the accounting system and Framework this field should be left blank. If the accounting system has a different job/reference number it must be placed in this field so that integration can find the job in the accounting system.

Create a new job in Framework so that a test of both updating and creating jobs in the accounting system can be performed.

Run integration and carefully review the results of both the created job and the updated jobs.

A detailed review of the integrated fields, values, and specifics of integration can be performed. Update jobs, integration fields, and settings as required to get the desired integration results.

When full testing has been completed, progressively remove the 'N/A' text from the BOQ Reference field of all jobs (and entering the accounts reference if required), monitoring the results of integration.