How do you Set Up the Spectrum Integration?

Spectrum is the source of truth for your workers, jobs, and cost codes. Once the integration is connected, SmartBarrel imports that data from Spectrum so your crews can clock in on the right jobs and cost codes without anyone setting them up by hand.

Spectrum connects a little differently from other integrations: there are no credentials for you to enter. SmartBarrel completes the connection for you through Trimble App Xchange.

What you'll need

• Trimble Spectrum with App Xchange enabled on your Trimble account
• SmartBarrel Admin access

Connect Spectrum

1. In SmartBarrel, go to Integrations.
2. Find the Spectrum tile and start the connection.
3. SmartBarrel will then send an invitation to you via App Xchange. 
4. Once you have received the invitation, there are three steps on the Spectrum & App Xchange side that are detailed in the below documentation. 

https://help.trimble.com/doc/app-xchange/app-xchange/connectivity/app-connectors/trimble-spectrum-connector/connect-spectrum-with-app-xchange

Map your Spectrum companies

Nothing imports until you tell SmartBarrel which Spectrum company belongs to which contractor. Open Integrations > Spectrum > Company Settings and use the Sync Companies table.

1. Find your Spectrum company in the list. Companies appear as their code and name, for example 100 - Standard Company Setup.
2. Choose the SmartBarrel contractor that company belongs to.
3. Turn on Sync Projects, Sync Workers, or both, depending on what you want to import.
4. Save the row.

One Spectrum company maps to one contractor. A single SmartBarrel contractor can carry several Spectrum companies if you group them that way.

Company settings

The General Settings card controls how syncing behaves for your whole company.

• Cost Types: which Spectrum cost types to import as cost codes. Defaults to L for Labor. Leaving it empty imports every cost type.
• Autosync: keeps workers up to date automatically on a schedule.
• Unlock Fields: allows fields that come from Spectrum to be edited on the worker profile. Off by default so Spectrum stays the source of truth. Not available while Autosync is on.
• Import Position: creates SmartBarrel Positions from the Spectrum Trade field and assigns them to workers.
• Allow Position reset: clears a worker's Position when their Spectrum Trade is empty. Only available when Import Position is on.
• Reset to default on first sync or re-hire: applies your default worker settings the first time a worker is linked, or when they are re-hired.
• Search workers in Contractors and Do NOT update the contractor on sync: control how synced workers are matched against your existing contractors, and whether a sync may move a worker between them.
• Enable Mobile App: the default mobile app access given to workers created by the sync.
• Start Work Week Day: the first day of your work week.

What you can sync

Once you are connected and your companies are mapped, you can import:

• Workers (see: Can you Sync Workers with Spectrum?)
• Jobs as projects (see: How do you Sync Projects with Spectrum?)
• Cost codes (see: How do you Sync Cost Codes with Spectrum?)
• Additional jobs on one project (see: How do you Link Additional Projects with Spectrum?)

Troubleshooting