Trimble Spectrum ERP integration
Jobs, vendors, customers, POs and invoices move between Spectrum and your other systems through Spectrum Data Exchange, with clear ownership and failure handling.
The problem
Spectrum holds jobs, vendors, customers and cost, but project management, field service and payroll tools each need some of that data and send some back. Without an integration, people export and re-key records, and the copies drift.
What we build
We map which records each system owns, set up Spectrum Data Exchange access with the right operator code and security, and build flows for each record type with defined direction and scope. Failures are logged and routed to a person with the record and the reason.
How it works
- 1
Set up access
We confirm the Spectrum Data Exchange authorization, the companies and services it covers, and the operator code that applies job-based security to reads.
- 2
Map the records
We map jobs, vendors, customers, POs, subcontracts and invoices between Spectrum and the other system, including defaults and user-defined fields.
- 3
Build the flows
Each flow moves one record type in one direction, for example Spectrum jobs to projects, or PO receipts to AP invoices, through App Xchange or a custom service.
- 4
Monitor
Rejected records are captured with the service response so they can be fixed and retried.
- Trimble Spectrum
- Spectrum Data Exchange
- Trimble App Xchange
- Trimble ProjectSight
- Procore
- Power BI
The value it creates
Time saved
Records are entered once; we count re-keyed records before and after.
Visibility
A daily view of what synced and what failed.
Standardization
One set of job, vendor and customer codes across systems.
Better decisions
Reporting reads from data that matches accounting.
Proof
Related use cases
- Built and shown
Cost-code crosswalk and master data that every report agrees on
Projects, cost codes, and vendors mapped once in versioned reference data, so every report uses the same answer and gaps go back to the owner.
- We design and build this
CRM to Procore integration: one job record from pursuit to closeout
Stamp the CRM deal ID onto the Procore project, keep company and contact records aligned, and report pipeline next to backlog without retyping anything.
- We design and build this
Custom connector development for iPaaS and construction APIs
When no connector exists for a system you need, we build one: authentication, data objects, change tracking, actions and tests, ready for an iPaaS or a custom integration.
- We design and build this
ERP migration data mapping without losing history
A versioned map from old ERP to new, reconciled before cutover, so job history, cost codes, and vendors carry over and reports read across both.
- We design and build this
Expense and card transactions into Vista or Spectrum AP
Jobs, cost codes and approvers flow from the ERP to the expense tool, and approved expenses come back as AP invoices coded to the right job.
- Built and shown
Get Procore data into Power BI, reliably
A repeatable pipeline from the Procore API into a Power BI model, with validation, history and refresh you can rely on.
Frequently asked questions
What is Spectrum Data Exchange?
It is Spectrum's set of web services for reading and writing data across modules such as job cost, AP, AR, payroll and equipment. Access is controlled by an authorization tied to specific companies, services and an operator code.
Can Spectrum be integrated if it is hosted on-premises?
Usually yes, through an on-premises agent or a service that can reach the server. We confirm the route against your hosting and current Trimble documentation.
Which systems have you connected Spectrum to?
In our work on Trimble App Xchange, Spectrum was one of the most connected systems, with flows to project management, field service and equipment platforms. We describe the patterns rather than name the companies.
Next step
Which report or workflow would you like to improve?
Tell us what your team does today, which systems are involved, and what you want to change. We'll discuss whether there is a practical fit.
Prefer email? charley@buildflows.ai