Integrations Tab: Setting up a Connection – Knowledge Base

Overview

Fieldwire users on a Business or Business Plus Subscription have the option to set up integrations between their Fieldwire account/projects and their accounts on various other programs including Google Drive, SharePoint, Microsoft Teams, Hilti On!Track, and more. The integrations feature allows you to pull the content of one app to Fieldwire, or to export the content of Fieldwire to another app. However, to be clear, for these integrations, it is multiple one-way syncs (not a 2-way sync) that keeps your apps synchronized. Thus, it is important for you to define whether Fieldwire, or another connected app, such as SharePoint or Google Drive, will be your source of truth. Additionally, integrating with each program serves a different purpose, so you can pick and choose which integrations provide the most value to you and your business.

Limits:

Workato won’t be unlimited like our 2-way sync is. It's limited to fair use, and we will contact you if you are approaching your limit.
Integration connections can be facilitated via any of the following browsers: Google Chrome, Microsoft Edge, or Firefox. The Brave browser cannot be used at all for SharePoint or Google Drive connections.

Regionalization:

Integrations in the EU regions will not work immediately upon release. They should work a few weeks after.

Create a Connection

Connecting Fieldwire with one of the listed apps we've provided is straightforward and easy. However, before doing so, you'll need to make sure that you have both the proper account and project permission levels. (For more information on account-level permissions, check out this article: Introduction to Account Permission Levels: Managers, Account Users, and Project Users). When you connect Fieldwire to one of the listed apps, you create a “connection”. To create a connection you need the following:

Either a Business or a Business Plus account
Be an Account Manager (or Owner) in Fieldwire
Admin-level access on the app you want to connect to Fieldwire.

Once you've established that you have the proper permission levels, you'll need to navigate to the "Integrations" tab on your Account homepage, which should be located between the "Templates" tab and the "Tutorials" tab.

Click on the "Integrations" tab, and you'll notice several different apps to which you can connect Fieldwire. Select the app you'd like to connect, and, depending on the app, you'll be brought to another page where you get a brief description of the benefit of connecting that app with Fieldwire as well as the automation the connection between that app and Fieldwire will provide.

Next, you'll need to click on the blue button that says "Connect [software] Account". Doing so will cause a pop-up to appear, which will describe how the app is connected with Fieldwire. In addition, you can name the connection whatever you'd like; the default will always be the "[name of the app] - [First & Last Name in your Fieldwire profile settings]".

Integrations setting up the connection part 1.gif

Once you've decided on a name, click the blue "Next" button. From here, depending on the app you are connecting to Fieldwire, you could see a few different options where you may need to sign in to the account you're trying to connect to Fieldwire. In the short video below, we're connecting Fieldwire to Google Drive. (For more information about connecting Fieldwire to Google Drive and Sharepoint, check out this article: Integrations Tab: Setting up SharePoint & Google Drive).

Once the connection has been established, you should see "Connection success" in green. Then, click "Close" to close the pop-up. You'll be able to see the name of your connected account under the "Connected account" section and there should be a green banner at the top stating that you can now set up automations in the Settings tab of your projects.

setting up connection part 2.gif

Note: You can only have one connected account per listed app. In other words, you can only link one Google Drive account to your Fieldwire account, but you can connect both a Google Drive account as well as a Sharepoint account (SharePoint Site).

FAQ

Is this different than 2-way sync?

Yes, with that release, users will be able to create multiple 1-way syncs. The main difference is that in OneDrive, Box and DropBox, you cannot know what source should be trusted. This means the Integrations overall workflow will be clearer and the synchronization more robust.

What is Workato and why does it need access to my accounts?

Workato is our Integrations provider (Integration Platform as a Service). Instead of connecting Fieldwire to a given app, like we do for the 2-way sync, we connect Fieldwire to an Integrations marketplace. The marketplace then connect every apps together. That approach saves us a significant amount of engineering effort for both the development and the maintenance.

What if I'm encountering errors?

If you're encountering errors or running into issues, please reference this article: Integrations Tab: Troubleshooting.

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