To export data from a Project in SI 2015 for import into Tigerpaw, you will need to use the custom report attached to this post.
You will need to know a few things before using this integration.
If you want to use this integration, email api@d-toolshelp.com requesting access to this particular integration, and we will enable it for you.
You will need to download a custom report provided by D-Tools and run/generate this report to extract project data. You will then need to import the generated report to Tigerpaw.
You will need a Tigerpaw account to view the SI project data in Tigerpaw.
Tigerpaw Report
D-Tools already has a custom report for Tigerpaw that can download TigerPaw Line Items V3.4.dtr. This report has the following data fields.
Tigerpaw Field | SI 2015 Field/Data |
Part Number (Unique Item ID) | Tigerpaw Unique ID |
Description | Short Description |
Quantity | Based on aggregation rules |
Price | Unit Price |
Cost | Unit Cost |
Total Price | Sub Total of Unit Price |
Type | Determined by the type of project Item being exported. This will report as either Equipment, Speaker, Wire, or Labor. |
List Price | MSRP |
UOM | Generated by the report based on item type: Equipment: EA Wire: FT Labor: HR |
Vendor | Vendor Name |
Vendor Part # | Custom Field 4
This can be changed to a different Custom field or the Part Number field based on customer requirements. |
Project Phase | Phase |
Location | Location
This is the complete location path in the SI. For example: Main Residence:Lower Level:Bedroom 1 |
The Tigerpaw Unique ID field uniquely identifies each item in Tigerpaw's catalog, using the Manufacturer and Model fields and a delimiter character. The default value for both Manufacturer and Model is 0, and the default delimiter is ":" (colon).
You can choose the format for the Tigerpaw Unique ID field by modifying the report definition of the Tigerpaw Report and changing the parameters.
The Tigerpaw Item Number will be created in the Tigerpaw Unique ID format, UNLESS you have the Accounting Item Name field populated in SI. If the Accounting Item Name field is populated, its value will be used for the Tigerpaw Item Number.
Import Tigerpaw Report
Do the following to import the custom report for Tigerpaw.
1/ In SI, go to Start > Reports, then open Manage Reports.
2/ Download the custom report TigerPaw Line Items V3.4.dtr.
3/ In Report Explorer, click Import > File.
4/ Import the Tigerpaw report you downloaded in step 2.
The TigerPaw report is now part of your SI reports.
You can click Export > Server to export this report to the server and share it with other users.
Export Projects
To export the data of an SI project, you will need to run the Tigerpaw report for the project, save it as an Excel file, and import the Excel file into Tigerpaw.
1/ In SI, go to Project Explorer, select the project whose data you wish to export, click Run Reports in the Reports tab, then click Client.
This will open a window showing all of your Client reports.
2/ Click on the Tiger Paw - Line Items - V3.4 and click Run.
A new window will open up showing the report.
3/ Click Export to Excel Settings in the Report Viewer.
The report is downloaded as an Excel file and will open in Microsoft Excel.
4/ Set the Merge Cells and Remove Vertical Space settings to True.
5/ Click the Export to Excel icon in the Report Viewer.
The report is downloaded as an Excel file and will open in Microsoft Excel.
6/ You can now import the Excel file into Tigerpaw from the Tigerpaw interface.
If you have any additional questions, please send an email to api@d-toolshelp.com.