Starting an Export

Head Contractors can integrate TPM with an Enterprise Resource Planning (ERP) or accounting system. Once the systems are integrated, Head Contractors can use the Export Jobs tab to export progress claims and payments to the ERP or accounting system manually.

Notes:

Only users with Manage Interfaces permissions can export.
This feature should NOT be used by Head Contractors that use TexturaLink. Please contact your Textura Support representative before using this page.

To export jobs:

Navigate to the Integration Home Page
Select the Export Jobs tab.
Select the + Export button.
Select a record type.
The options you see are set by your organisation and are based on the TLC adapter your organisation uses. If you need to add additional record types, contact your Textura administrator.

You can also choose to export both progress claims and payment files.
This step is applicable for organisations that don't have Textura Link Cloud enabled. Choose the projects you want to include in the export.
1. From the Available Projects box, select the >> button to move all listed projects to the Selected Projects box.
2. From the Available Projects box, select individual projects to include in the export, and select the > button to move all selected projects to the Selected Projects box. To include multiple projects, hold the shift key and select each project to include.
Select Export.

Tips

To remove all projects: from the Selected Projects box, select the << button to move all listed projects back to the Available Projects box.
To remove individual projects: from the Selected Projects box, select a project and select the < button to move selected projects back to the Available Projects box.
To include or exclude multiple projects, hold the shift key and select each project.
Use the filter box under Available Projects or Selected Projects to find a specific project to include or exclude.

Next: Viewing Export File