Cubit: Integration with Cordell Direct

Follow

Cordell Direct supplies real time data and business tools to the construction industry. It delivers sales leads, marketing data, and fast estimating solutions to its users. Cordell Direct is the marketing branch of the software Cordell provide, and can be integrated with Cubit.

 

Establishing integration

To begin with Cordell Direct integration, you will need to link your Cordell Direct account with Cubit. This can be done from within a job estimate. Selecting the Data tab along to top tool menu, There will be a section labeled Import, Under this section you will find a Cordell Direct button.

cordell1.png

Clicking on the Cordell Direct button will present you with a drop down list. In this list you will be presented with Login, Import Hierarchy and Import Items.

cordell2.png

Clicking on Login will open a new webpage on the Cordell Direct login page.

cordell3.png

Importing Items from Cordell Direct

Create a new list in Cordell. Click on the New icon will bring you to a new window

cordell4.png

In this new window you will be able to select what items you’d like to integrate over to Cubit. Selected items will appear with a red highlight.

cordell5.png


Once you’ve selected all items you’d like to import, you can view these by clicking on View Selected Items at the top of the window

cordell6.png


Here you can tick on what items you’d like to import into Cubit, this is indicated by the tick box to the right of each item. You can select all items by clicking the tick box in the top heading row. Once you have selected all items clicking the Copy Items button will prepare these items for Cubit.

cordell7.png


In Cubit there are two options which can be used to import. Import Items or Import Hierarchy. Selecting Import Items will just import the items that were selected in Cordell Direct, selecting Import Hierarchy will import items with the structure and headings that were set up in Cordell Direct.

Selecting the Data tab along to top tool menu, There will be a section labeled Import, Under this section you will find a Cordell Direct button. Clicking on the Cordell Direct button will present you with a drop down list. In this list clicking Import Items will import items as is without headings.

cordell8.png

cordell9.png


To Import Hierarchy select the Data tab along to top tool menu, There will be a section labeled Import, Under this section you will find a Cordell Direct button. Clicking on the Cordell Direct button will present you with a drop down list. In this list clicking Import Hierarchy will import items with the hierarchy that was set up within Cordell.

cordell10.png

cordell11.png

 



0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.