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      FAQ: SuiteLink, Connecting ConstructionSuite and ConstructionOnline

      Frequently asked questions about SuiteLink

      SuiteLink™ is the connection between UDA's web-based platform, ConstructionOnline & UDA's desktop platform for Windows, ConstructionSuite. SuiteLink lets you easily share project documents, change orders, estimates, schedules, plans, and photos with your entire project team.

      How do I turn on SuiteLink?

      What information can be shared through SuiteLink?

      Does this create a direct 1:1 sync between ConstructionSuite and ConstructionOnline?

      Can I send an Estimate from ConstructionOnline to ConstructionSuite?

      Why isn't a Contact from ConstructionSuite showing up in ConstructionOnline?

      How do I send my Project information to ConstructionOnline?

      I uploaded a Schedule from ConstructionSuite to ConstructionOnline. Where is it?

      How can I upload a single Change Order to ConstructionOnline?

      Can I upload Templates to ConstructionOnline?

      Why am I getting an "upload failed" message when uploading an Estimate, Schedule, or File from ConstructionSuite to ConstructionOnline?

      I uploaded a Project to ConstructionOnline from ConstructionSuite, but don't see it online. Where did it go?

      How do I turn SuiteLink on?

      To enable SuiteLink, follow the steps outline here: Setting Up SuiteLink Connection. You'll need to complete the ConstructionOnline Configuration and then define your connection preferences within the SuiteLink Options. 

      What information can be shared through SuiteLink?

      SuiteLink offers two-way syncing for Projects, Contacts, To Dos, and Calendar Activities.

      • Project & Contact Sync allows for Projects/Contacts created in ConstructionSuite to be auto-created in ConstructionOnline - and vice versa. 
      • Calendar & To Do Sync allows for Calendar Activities/To Dos created in ConstructionOnline to be auto-created in ConstructionSuite - and vice versa. 

      Project Files, Estimates, Change Orders, and Schedules can be uploaded, published, and/or exported to ConstructionOnline from ConstructionSuite, but this information is not programmatically auto-synced. 

      Does this create a direct 1:1 sync between ConstructionSuite and ConstructionOnline?

      SuiteLink is not a direct 1:1 sync between ConstructionSuite and ConstructionOnline. It's important to remember that these are two different construction management platforms, built off of different technology and with different functionality in mind. Both programs offer unique features and functions to best fit the ideal user base, and the SuiteLink connection is designed to share data as completely as possible with consideration to the programs' differences. 

      Can I send an Estimate from ConstructionOnline to ConstructionSuite?

      Estimates can only be uploaded from ConstructionSuite to ConstructionOnline. Estimates created in ConstructionOnline cannot be downloaded to ConstructionSuite or synced in any other way to the desktop program. 

      That being said, we recommend consolidating all construction estimating activities to ConstructionOnline. However, when using both programs concurrently, our best practice recommendation is to originate Estimates and Change Orders in ConstructionSuite and export to ConstructionOnline for team collaboration & access.

      Why isn't a Contact from ConstructionSuite showing up in ConstructionOnline?

      1. Make sure SuiteLink is enabled in ConstructionSuite. 
      2. Check to see if the SuiteLink Contact Sync is turned on. 
      3. Verify that the Contact has the required Contact Details completed:
        1. First Name
        2. Last Name
        3. Display Name
        4. Email Address
          Must be a unique email address, not already associated with any Contact listed in ConstructionOnline.

      How do I send my Project information to ConstructionOnline?

      ConstructionSuite provides easy, accessible options for sending individual Projects to ConstructionOnline: Upload Projects from ConstructionSuite to ConstructionOnline.

      If Project Sync is enabled within your SuiteLink Options, however, Projects will automatically sync between ConstructionSuite and ConstructionOnline. This is our recommended setting, as the automatic Project Sync allows for projects created in ConstructionSuite to be subsequently created in ConstructionOnline - and vice versa.

      ♦ Note: ConstructionSuite will link to the Project of the same name in ConstructionOnline, so if you don't see the Project in your Active Projects list, be sure to check within Archived Projects and ConstructionSuite Projects for Projects that may need to be activated.

      I uploaded a Schedule from ConstructionSuite to ConstructionOnline. Where is it?

      1. Make sure SuiteLink is enabled in ConstructionSuite
      2. Verify that you received a pop-up message confirming the successful export of your Schedule from ConstructionSuite to ConstructionOnline
      3. Access the ConstructionOnline Project (with the same name as the ConstructionSuite Project) and check within Calendars & Schedules > Scheduling
          1. If you don't see the Schedule data within the Scheduling module for the Project online, check within the project's File tab for a PDF with the same name as the Schedule.

            ♦ Note: If you selected to  Save to ConstructionOnline as PDF instead of Publish to ConstructionOnline Scheduling when choosing to upload the Schedule, you will find the PDF document here and will need to return to ConstructionSuite to successfully upload the Schedule to ConstructionOnline Scheduling.

      How can I upload a single Change Order?

      As with Estimates, Change Orders can only be uploaded from ConstructionSuite to ConstructionOnline. Change Orders created in ConstructionOnline cannot be downloaded to ConstructionSuite or synced in any other way to the desktop program.

      While you can upload an individual Change Order from ConstructionSuite to ConstructionOnline, keep in mind that Change Orders can - and should - be included in the overall export of the estimate to ConstructionOnline (Step 4 of 6). 

      Can I upload Templates to ConstructionOnline?

      ConstructionSuite offers templates for Estimates, Schedules, Project, Opportunities, Documents, and Reports. 

      • Estimate Templates can be uploaded to ConstructionOnline and accessed within Company Projects > Templates > Estimate Templates. 
      • Schedule Templates can be uploaded to ConstructionOnline and accessed within TrueVision™ Scheduling, and from there, you can choose to Save as a Template in ConstructionOnline. 
      • Templates for ConstructionSuite Projects and Opportunities cannot be uploaded to ConstructionOnline, however, ConstructionOnline does have excellent options for creating new templates for Projects that better align with available tools and functions in ConstructionOnline. 
      • Document Templates and Report Templates in ConstructionSuite cannot be uploaded to ConstructionOnline, however, ConstructionOnline has a library of over 150 customizable construction documents & reports - including advanced estimating proposals - that fully integrate with all ConstructionOnline data. 

      Why am I getting an "upload failed" message when uploading an Estimate, Schedule, or File from ConstructionSuite to ConstructionOnline?

      Various factors could impact the success of data being transferred via the SuiteLink™ connection between ConstructionSuite and ConstructionOnline: 

      1. Make sure you have a stable internet connection. A poor or inactive internet connection may prevent ConstructionSuite and ConstructionOnline from communicating effectively and result in upload failure. 
      2. Check if you have any security software actively running on your computer. Firewalls and/or anti-virus software can block communication between ConstructionSuite and ConstructionOnline and may need to be disabled to allow for successful data transfer. 
      3. Verify there are no pending ConstructionSuite Updates that need to be completed for your license. If you have outstanding updates or upgrades that need to be processed, this can impact the functionality and performance of your ConstructionSuite installation. 
      4. SuiteLink is a benefit of UDA's TotalCare Services, so an active subscription to TotalCare is required for access to SuiteLink. You can check your TotalCare Status in ConstructionSuite from the Help Menu > About > TotalCare. 
        1. If you do have Active TotalCare, you will need to make sure that SuiteLink is enabled and configuration is completed to create the connection necessary for successful uploads between ConstructionSuite and ConstructionOnline. 
        2. Additionally, a paid subscription to ConstructionOnline is required for access to advanced construction management modules like Estimating and Scheduling. Confirm that your subscription to ConstructionOnline is active and that you can successfully login to your ConstructionOnline Account with the ConstructionOnline Credentials entered in your SuiteLink Configuration. 

      I uploaded a Project to ConstructionOnline from ConstructionSuite, but don't see it online. Where did it go?

      1. Make sure SuiteLink is enabled in ConstructionSuite
        1. Project Sync will need to be selected in SuiteLink Options for projects to automatically be synced between ConstructionSuite and ConstructionOnline
        2. If Project Sync is not selected, you will need to have manually initiated the option to Upload to ConstructionOnline for the project in ConstructionSuite
      2. Check under Projects > ConstructionOnline Projects in ConstructionSuite to see if the Project is listed there. If it is, we know that ConstructionSuite was able to successfully upload the project, so we can be confident checking for the project in ConstructionOnline. 
      3. Refresh your ConstructionOnline browser window to verify that you working with the most current project list. Check within Company Projects for the new Project. 
      4. If you don't see the new Project in your Company Projects list in ConstructionOnline, check under ConstructionSuite Projects at the bottom of the left sidebar menu. 
        1. If your project is listed here, simply right-click on the project's name and choose the option to "Activate."
      5. If you don't see the new Project in your Company Projects list or under ConstructionSuite Projects in ConstructionOnline, check within your Archived Projects. 

        ♦Note: Projects are synced between ConstructionSuite and ConstructionOnline based on a specific name-matching logic. If the Project was ever previously synced to ConstructionOnline and then "Archived," the link between the Projects will still exist as far as SuiteLink is concerned, and the Project will simply need to be "Activated" in ConstructionOnline to allow for access to data. 

      Have more questions?

      If you have additional questions regarding SuiteLink, the connection between ConstructionSuite and ConstructionOnline, we're here to help! Chat with a Product Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for further assistance.