Aconex Integration Tab Fields Overview
Organizations which use both Textura Payment Management and Aconex can have approved billing documents registered in Aconex automatically. Use the Aconex Integration tab on the Edit Project Settings page to connect your TPM project to an Aconex project. You will only see this tab if you enabled Aconex integration on your My Organization Settings page.
Enable Aconex Integration
Turn on the integration for this project. Once you select Enable Aconex Integration, complete all fields on this tab and select Save Settings.
Aconex Host
Select which Aconex environment your project is running in from the drop-down list. Choose a host and select the Sign In button to authenticate your Aconex account. The Aconex login page is displayed where you can enter your Aconnex credentials. The TPM Project Settings page is displayed upon successful login. TPM will display a message confirming that you have successfully linked your account.
Aconex Project
After you authenticate your Aconex account, you can select the Aconex project which maps to the current TPM Project. The drop-down lists all the Aconex projects the authenticated Aconex account has access to, and are displayed alphabetically.
Register TPM Invoice in Aconex
Select this checkbox to enable document export of invoices from TPM to Acconex.
Register TPM Payment Schedule in Aconex
Select this checkbox to enable document export of Payment Schedule between TPM and Acconex.
Transmit this Document Type
This is an optional setting and is displayed only if the Register TPM Invoice in Aconex and the Register TPM Payment Schedule settings were selected. Enables the transmittal of the selected document type after the Subcontractor has successfully registered with Aconex. Displays the Aconex Integration tab on the Project Settings page for Subcontractors and allows them to authenticate the Aconex Host.
Configure Mail Fields
Select to navigate to the Mail Fields Mapping page. From this page General Contractors can map the Project Mail Fields configured for Transmittals. You must complete the required fields before the page can be saved.
Last Published Wednesday, May 1, 2024