Find answers to common questions about Buildertrend Marketplace integrations, including setup details, sync management, and best practices for optimizing your construction management experience.
Home Depot
Why won't The Home Depot account I am signing in with work?
The integration will only work if you have a Pro Xtra account set up with The Home Depot. Sign up for your free account by clicking here.
Is there a fee for The Home Depot Pro Xtra Integration with Buildertrend?
No. It's a free integration.
Is The Home Depot integration available for Canadian clients?
Currently, it's only for US clients.
How do items from my Pro Xtra account sync to Buildertrend?
Once your Buildertrend account has been linked with your The Home Depot Pro Xtra account, The Home Depot will begin automatically syncing all items associated with any The Home Depot lists as well as the past 25 months of purchase history.
How often does the pricing update?
Pricing syncs daily at roughly 3 a.m. local time. Any pricing changes will automatically sync to catalog items and update them where applicable, based on the current catalog functionality.
What if an item is out of stock or stock information is currently unavailable?
Once you place your order in your cart, The Home Depot will handle fulfillment. If an item can't be added to your cart, their website will provide an explanation, and you can contact their customer service for more details.
Can I filter to view only The Home Depot items in my Cost Catalog?
Not at this time. The catalog can be searched by keyword(s) and cost code(s). This is being considered for the future, based on user feedback.
Can I change the cost code associated with the imported cost items en masse?
Not at this time.
When I upload a receipt from The Home Depot and assign it to a job, does it automatically create a Bill?
No, it does not automatically create a Bill. A Bill can be created from the Receipt with the Receipt Details.
Are receipts automatically applied to the Budget?
No, a Bill must be created from the receipt for it to appear within the Budget.
Why aren't my receipts from before the integration showing up in Buildertrend?
Only receipts added on or after the day you have integrated Buildertrend with The Home Depot will be synced automatically. Any prior receipts can be uploaded in Receipts.
We have several project managers with a The Home Depot card, but all are on the same account. Will all of the receipts for the entire account be uploaded for all project managers?
Yes, since they are all tied to the same account, they will all be uploaded, and they will be able to see all of those receipts in your Buildertrend account.
Am I able to send items directly to my personal cart?
Yes. Each Buildertrend user can connect to the company's Pro Xtra account and add items directly to their own cart. However, they must first be set up as a user in The Home Depot Pro Xtra account. To do this, select Add/Manage Users from the My Account dropdown within your Pro Xtra account, then click Add User on the right.
If I add new items to one of my lists in my Pro Xtra account, how long do I have to wait for it to be available to import into my catalog in Buildertrend?
There is an hourly sync for new items from The Home Depot that have been added to a list or that have been purchased.
Will the pricing update with the daily sync if an entity is pending in Buildertrend, such as a Change Order?
Yes. For unapproved entities with an item from The Home Depot, the costs will be automatically adjusted. Once an entity is approved, the item in the catalog will be updated for future use, but pricing on already approved items will remain unchanged.
What pending entities will have the pricing updated by The Home Depot daily pricing sync?
Any unapproved:
Change Orders
Selection Choices
Proposals
Estimates
Purchase Orders
How does this impact my QuickBooks integration?
The Home Depot integration has no direct impact on the QuickBooks integration.
What if I already have some Cost Catalog items purchased from The Home Depot in my Buildertrend account? Can I pick and choose which items import over from The Home Depot to Buildertrend?
Yes, you'll check the items you want to bring over and leave the items you don't want to bring over unchecked.
Once I have signed up for a Pro Xtra account with The Home Depot and downloaded items to my Cost Catalog, how do I access them to build estimates?
You'll use the Cost Catalog icon to pull up your cost items and choose the ones you want to bring into the estimate.
Can I see the last time The Home Depot synced with Buildertrend?
Yes, sync data is shown within your Cost Catalog.
When the banner within my Cost Catalog shows there are additional items to import, how will I know which products are new?
Most recently added items are shown at the top of the Cost Catalog list.
How can you see which items have been pushed to the cart and paid for?
The best practice is to wait for the Receipt, then create a Bill for the final amount. The receipt status should be changed to “Complete.”
How can I see which items have been pushed to the cart?
You are unable to see what items have been sent to the cart, however Buildertrend will not allow you to send the same item twice.
Can I manually initiate a sync with Home Depot to pull new items into the Cost Catalog?
In theory, you can "manually sync" by adding items to your lists in The Home Depot, which makes them available to sync with Buildertrend's catalog. The list updates several times a day.
Will the pricing match what I end up purchasing?
Pricing shown in Buildertrend may differ from the final purchase price at The Home Depot for several reasons, including but not limited to:
Buildertrend is syncing prices from a different store than the one selected in your Pro Xtra account.
Price changes occurred, but the daily sync hasn’t yet updated Buildertrend's data.
Additional costs such as discounts, delivery fees, installation charges, warranties, or accessories are applied at checkout.
What features can in Buildertrend can I utilize with this integration?
Home Depot cost items may be utilized on any feature where the Cost Catalog is accessible.
*Estimates and Proposals are not yet available, but will be coming soon.
Gusto
Where do I setup the payroll period?
Payroll period is setup within Gusto.
How does the payroll period in Gusto impact Buildertrend?
Buildertrend follows Gusto's payroll period but doesn't affect it. Once integrated, a new filter in Buildertrend helps ensure you run payroll in the correct period.
Data is only sent within the selected payroll period, and you'll be alerted if any shifts fall outside that period.
Why do individual users in Buildertrend have to be authorized to send overtime shifts?
It is required by both platforms that Users must have proper permissions to access related data.
What if I accidentally create a Gusto account instead of linking?
You can cancel a Gusto account by logging in, navigating to Account Settings -> Plan & Billing -> Cancel Account.
Why can’t a user have multiple ‘jobs’ in Gusto?
Gusto Jobs have different pay rates. The integration requires that each user has a set pay rate.
I'm having trouble connecting to Gusto. What now?
Connection issues are likely due to incomplete onboarding in Gusto. Make sure the user status is marked as Synced and that the setup is fully completed. Go to the Team Members tab in Gusto to verify that all users are active.
Will deleting a shift in Gusto also delete it in Buildertrend?
No, the shift will only be deleted from Gusto. It will need to be manually deleted from Buildertrend as well.
What happens if I reset or delete a shift in Buildertrend?
Resetting or deleting a shift from Buildertrend will remove the shift from Gusto if the payroll period is still open. After payroll is run, the data must be fixed in Gusto and Buildertrend separately.
How do pay rates in Gusto impact rates in Buildertrend?
Buildertrend does not use Gusto’s payroll information. Shift hours are the only data that is transferred.
Can I use Quickbooks & Gusto Payroll?
Yes, you can continue to use both Gusto & Quickbooks. We recommend disconnecting users from the Accounting tab in the User Setup to avoid accidentally sending time clock data to Quickbooks.
Are we required to integrate Quickbooks and Gusto?
No, Gusto and QuickBooks are separate services, though they can share relevant information. If you integrate Gusto with QuickBooks, Gusto will automatically send payroll information to QuickBooks as a journal entry once payroll is processed.
Please note that Buildertrend does not integrate Gusto and QuickBooks. For integration details or support, contact Gusto directly.
Do cost codes on time shifts send over to Gusto?
No, there is no link between cost codes and Gusto.
Does overtime send over to Gusto?
Overtime must be set up in Gusto's employee wage type, and Buildertrend's Time Clock settings. Overtime will then calculate on the time shift data sent from Buildertrend.
Does PTO accrual send over to Gusto?
Yes, as long as PTO is enabled within Gusto.
Where does the time data go once it is in Gusto?
Buildertrend shift data will display once "Run Payroll" has been selected in Gusto.
Gusto questions? Email support@gusto.com.
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