How do you Sync Projects with Spectrum?

Your Spectrum jobs can be imported into SmartBarrel as projects. Import a job as a brand new project, or merge it onto a project you already have in SmartBarrel so the two are linked.

Before you start

Spectrum must be connected (see: How do you Set Up the Spectrum Integration?).
The job's Spectrum company must be mapped to a contractor with Sync Projects turned on.

Import a job

Go to Integrations > Spectrum > Projects. The list shows the Spectrum jobs available to you.
Use the search box to find the job you want, then press Enter.
Click Import on that row and choose either to create a new SmartBarrel project from the job, or to merge it onto an existing project.

After merging, you are taken straight to that project's Spectrum settings. Jobs that are already linked show their import date and an Edit button instead of an Import button.

What gets imported

Project Field	Comes from Spectrum	Required?
Project Name	Job description, falling back to the job number when blank	Yes
Project Number	Job number	Yes
Contractor	Company code, matched to the contractor you mapped	Yes
Address	Address lines one and two, combined	No
City, State, Zip Code	City, state, and zip	No
Status	Job status in Spectrum	Yes

Which jobs appear in the list?

Only jobs that are active in Spectrum, and only from companies you have mapped with Sync Projects turned on. If your list is empty or a job is missing, that mapping is the first thing to check in Company Settings.

Set the project up

Open a linked project's Spectrum settings from the Projects list to configure it.

Auto Sync Cost Codes: keeps this project's cost codes up to date automatically on a schedule.
Sub-jobs: link additional Spectrum jobs to this same project (see: How do you Link Additional Projects with Spectrum?).
Make Default Settings: admins can save the current settings as the template applied to projects imported later. Projects you have already imported are not changed.

Once a project is linked, a Spectrum card appears on its overview page with a Sync Cost Codes action.

Troubleshooting

Problem	Cause	Fix
The Projects list is empty	No mapped company has Sync Projects turned on	Open Company Settings and map the company, then turn on Sync Projects.
A specific job is missing	The job is not active in Spectrum, or belongs to an unmapped company	Check the job's status in Spectrum and the company mapping in SmartBarrel.
A recently created job does not appear	The job is newer than the last delivery of your Spectrum data	It will appear after the next delivery.
The import screen says the job is already mapped	That job is already linked to a SmartBarrel project	Open the existing project instead, or unlink it first.

FAQ

What is the difference between importing and merging?

Importing creates a new SmartBarrel project from the Spectrum job. Merging links the Spectrum job to a project you already have, so your existing project keeps its history and gains the Spectrum connection.

Can one SmartBarrel project cover several Spectrum jobs?

Yes. Import or merge the main job first, then add the others as sub-jobs.

Will importing a job bring its cost codes too?

Not automatically. Run a Cost Code Sync, or turn on Auto Sync Cost Codes for that project.