SuiteLink Options

OBJECTIVE

To set or adjust the syncing options for SuiteLink

BACKGROUND

SuiteLink allows construction companies to easily upload Contacts, Projects, Estimates, Schedules, and Files from ConstructionSuite into the industry's leading construction management software, ConstructionOnline. By utilizing SuiteLink, companies can give teams access to project information anytime, anywhere, from any computer with an internet connection—enhancing collaboration and efficiency.

THINGS TO CONSIDER

• An active TotalCare membership is required to use SuiteLink.
• SuiteLink configuration must be completed before syncing information between ConstructionSuite and ConstructionOnline.

STEPS TO CONFIGURE SUITELINK

1. Within ConstructionSuite, navigate to Tools in the top navigation bar
2. Select ConstructionOnline Settings
3. Choose the second option in the dropdown menu, SuiteLink Options
   1. The SuiteLink Options Module will pop-up
      
      
4. Select the desired options for SuiteLink
   1. Enable SuiteLink: Allows the connection between ConstructionSuite and ConstructionOnline
      1. Enabling SuiteLink does not send information between the platforms
   2. Enable Hosted Files: Hosted Files allows files stored in ConstructionOnline to be visible and downloaded via Project Files.
      1. Enabling Hosted Files does not automatically download files to your computer
   3. Enable Contact Sync: Automatic sync for Contacts
      1. Contacts must have: First Name, Last Name, and Email Address to sync between ConstructionSuite and ConstructionOnline
   4. Enable To-Do Sync: Automatic sync for To-Dos
   5. Enable Project Sync: Automatic sync for Projects
   6. Enable Activity Sync: Automatic sync for Calendar Activities
5. Click OK
   
   

TIPS AND TRICKS

• There are four automatic syncs that SuiteLink provides: Project sync, Contact sync, To Do sync, and Activities sync.
• All ConstructionOnline files can be viewed within ConstructionSuite in the Project Files section when Hosted Files is turned on.
• Estimates and Schedules are manually synced between ConstructionSuite and ConstructionOnline.

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about SuiteLink can be found in the article FAQ: SuiteLink. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.