Skip to content
English
Customer portal
Go to Dashboard
  • There are no suggestions because the search field is empty.

How do you Sync Projects with Foundation?

Learn how to import and manage your Foundation jobs as projects in SmartBarrel. Category: Integrations > Foundation

Project Sync

The Foundation integration allows you to import your Foundation jobs into SmartBarrel as projects. Once imported, a project is linked to Foundation and ready for Sub-job Mapping, Cost Code Sync, and Timesheet Export.

Navigating to Projects

Navigate to Integrations > Foundation and click the menu icon (≡) in the upper right corner. Select Projects from the menu.

The Projects page displays all available Foundation jobs with their job number, name, address, and import status. Projects already imported into SmartBarrel display a green date badge in the Imported column. Use the Search Projects field to find a specific job, or click the refresh icon to pull the latest list from Foundation.

 

Importing a Project

Click Import next to the Foundation job you want to bring into SmartBarrel. You will then have two options:

  • Import as new Project — Creates a new project in SmartBarrel using the Foundation job data.
  • Merge — Links the Foundation job to an existing SmartBarrel project.

When syncing a project, SmartBarrel will pull the following fields from Foundation:

Foundation Field SmartBarrel Field Required?
Job Number Job Number Yes
Description Project Name Yes
Short Description Short Name No
Address Address No
City City No
State State No
Zip Code Zip Code No

 

Project Settings

After importing a project, navigate to the project within Integrations > Foundation > Projects to access Project Settings. The following options are available:

Setting Description
Sync Only Approved Shifts When enabled, only shifts approved in SmartBarrel are included when exporting timecards to Foundation. Configured per project.
Auto Sync Cost Codes When enabled, cost codes for the project sync from Foundation automatically on a schedule.
Cost Class Filter Optionally restrict which cost codes are imported by specifying a Foundation cost class number. If not set, all cost codes for the job are imported.