Connectors

View available documentation for our connectors including configuration guides, data access, and support articles.

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Overview

Connect QuickBooks to pull Accounts, Bill Payments, Bills, Customers, Employees, Journals, and Vendors.
Last updated on
January 31, 2024

This article covers:

  • Connectors in Toric
  • Where Do I Find Connectors in Toric?
  • How Do I Import My Data?
  • Automating Data Integration
  • FAQ

Connectors in Toric

Connectors enable the extraction of data from various data sources. Toric offers over 50 connectors, allowing users to access data sources such as Design (VDC-BIM) data, Safety data, Scheduling data, Estimating data, Bidding data, Supervising data, Engineering data, Procurement data, and Finance data.

Setting up connectors is usually the first step to unlocking your data journey within Toric. Our Learning Hub provides a very thorough Setup Guide for each connector that can be found here.

Where to Find Connectors in Toric?

To find connectors in Toric, you need to sign in to your account. Once you are signed in, go to the left panel on the main page and click on Connectors.

The Connectors are grouped into the following categories:

  1. Databases
  2. Construction and BIM
  3. Spreadsheets
  4. Marketing and Sales

1. Databases

This includes any software used for storing data (e.g., Amazon S3).

2. Construction & BIM

This includes a mix of desktop tools used by designers and cloud-based project management tools for construction sites, such as Revit, Procore, Naviswork, and BIM360.

3. Spreadsheets

Cloud-based spreadsheets, such as Google Sheets, allow you to import local copies of your spreadsheets by dragging and dropping them into a Project or Dataflow.

4. Marketing and Sales

Cloud software, such as Salesforce and HubSpot, specializes in creating and tracking marketing and sales data.

How Do I Import My Data?

There are three ways to obtain data from Connectors:

  1. Get Data
  2. Set Up Connector
  3. Download a Plugin

1. Get Data

To manually import data from an connector, use the Get Data button at the project level or within the Get Source button in a dataflow.

2. Set Up Connector

This step is necessary for using any integration in automation. You must set up an integration first before it becomes available as a data source in automations.

To learn more, visit the Automations page.

For configuration guides and connector details, check out the Connectors page.

3. Download a Plugin

Plugins are essential for desktop tools, such as CAD modeling tools in the Construction & BIM category. The Toric plugin enables you to select specific data and send it to Toric.

To learn more about this, access our BIM Training in our Training Session here

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