To avoid re‑keying and errors, your estimating platform should exchange items, assemblies, estimates, vendors, and budgets with your ERP via open APIs using modern auth and eventing. Validate supported objects, sync direction, rate limits, error handling, and security assurances. Use the checklist and pilot plan below to qualify connectors, map bid→budget, and deploy without disrupting active projects.
Why Integrations Matter
Connected data shortens cycle time, improves accuracy, and supports CIO/Change Management goals to reduce redundancies and standardize systems.
Data Objects & Flow (Bid→Budget)
Prioritize: items, assemblies, estimates, vendors, budgets, and cost codes. Require timestamps and authoritative system rules to prevent duplication.
Methods
Native connector: Fastest start; confirm scope and versioning.
REST API + Webhooks: Most flexible; model retries and throttling.
CSV/SFTP: Useful for migrations; higher ops burden.
Security & Governance
Expect OAuth 2.0 with scoped tokens, audit logs, encrypted backups, and SOC 2 Type 2 assurances from your estimating vendor.
Pilot Plan & Success Metrics
- Map objects and authoritative systems.
- Sync a single active bid through to budget.
- Measure re‑keying eliminated, error rate, and cycle time.
- Gate go‑live on audit logs + retry success.
FAQs
Do I need a native connector? Not always—an open API often meets requirements with IT support.
What objects matter most? Items/assemblies and budgets, so cost flows don’t break.
How long does a pilot take? 2–6 weeks, depending on mapping and approvals.
Why STACK?
STACK helps contractors achieve best-in-class digital takeoff accuracy through customizable templates, assemblies, and real-time collaboration tools. With robust, open API and powerful integrations, STACK ensures every project stays consistent and accurate from start to finish. Contractors can rely on STACK not only for precision but also for scalability and long-term profitability.
STACK is here to help you build. Come see what we can do for your business today!
