How do I integrate my third-party solution with MeasureSquare?
This article is for any client who wishes to integrate or otherwise create an automated progress to transfer Measure Square project data into third-party systems such as Salesforce or Microsoft Dynamics 365. The MeasureSquare Cloud API has a variety of endpoints you can use to achieve your desired functionality.
A few use cases and workflows will be discussed below.
Basic Integration Workflow
This basic integration workflow with MeasureSquare Cloud offers a streamlined process for leveraging project estimations within third-party applications. This straightforward workflow enables third-party applications to efficiently incorporate Measure Square's detailed estimations, as well as project diagrams, into their quoting processes.
Steps
1. Create and estimate your project, then sync it to MeasureSquare Cloud.
2. From your third-party application, utilize the Get Project Estimate endpoint to retrieve comprehensive estimation data, or alternatively, call the Get Project Worksheet endpoint to access specific worksheets you've created.
3. For visual documentation, you can optionally use the Get Project PDF endpoint to obtain a copy of the project diagram in PDF format. This endpoint allows further customization through print profiles, enabling you to precisely control which project information appears in the exported document.
Salesforce Integration
This is specifically for the case where you only intend to pull Measure Square project data into Salesforce to populate the fields of an Opportunity (deal in progress). The project will be manually created by an estimator, then synced to M2 Cloud; there will be no push requests from Salesforce. Once the project has been created, the estimator may enter his/her unique project ID in Salesforce to associate the project with the opportunity. The project-opportunity association will be stored by the client.
The below chart illustrates the integration workflow between Salesforce and Measure Square
Steps
1. The user will create an Opportunity in Salesforce. A unique Opportunity ID will also be generated
2. Once created, Salesforce will:
Create a new MeasureSquare project by calling the MeasureSquare Cloud project creation API endpoint, and receive the new MeasureSquare project ID in return
Store the association between the Opportunity ID and the MeasureSquare Project ID
3. The estimator syncs, downloading the new project to machine (image shown)
4. The estimator saves new progress on project, then syncs to M2 Cloud (See image from previous step)
5. Salesforce calls the Measure Square project estimation endpoint to retrieve latest updates to project
Extracting the Project ID
If you find it extremely useful, we can add a project ID to the Project Info form, which users can manually copy & paste into Microsoft 365. Typically, project ID is not visible to users.
Microsoft Dynamics 365 Integration
You intend to only import Measure Square data into Dynamics 365, meaning that push requests will not be sent to M2. You choose to use the project report, an Excel spreadsheet, as the container for the data you want to import; this report is manually created at the click of a button in the Measure Square application. In Dynamics 365, you may set it to import the spreadsheet and access its data by searching for certain column names. Measure Square allows you to modify the spreadsheet (also called a bid template) by adding/modifying column names so that they match whatever naming convention you set in Dynamics 365.
Export the M2 XML report file to find out what data are available to you.
Steps
1. Export Excel file from M2
2. Import Excel file into MS 365
Modifying the spreadsheet for the client
We can work with the client to finalize what columns names should appear in the spreadsheet, as well as what additional data should be retrieved from the M2 XML report.
For best results, team should communicate internally to create a concrete format, column names, and so forth in the form of a detailed mock-up before the M2 team begins work. This will save time on both sides by creating the clear output desired.
Once the requirements are finalized and delivered, additional work may require additional fees.
Client modifies own spreadsheet
To make things easier for our clients, you have the ability to use your own development resources to make changes to the Excel spreadsheet. This allows them to make additional changes to appearance or macros, which are not important for integration. If the client has their own M2 Cloud group (included with your Measure Square account), they may update the spreadsheet in their online account, therefore updating the bid template for all other users in the group.
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