This guide will help you understand how to connect your Payaca account with Spruce, the heat loss calculation software. This integration streamlines your workflow by allowing you to create Payaca projects directly from Spruce and sync back important documents like estimates and heat loss reports.
Here, you can learn the step-by-step process to establish the connection and manage your linked projects.
Generate API Keys in Payaca
Before you can connect Spruce, you must first generate a set of API keys within your Payaca account. These keys act as a secure password that allows Spruce to communicate with Payaca.
Log into your Payaca account.
Click on your logo/profile icon in the top right corner and navigate to Settings.
In the settings menu on the left, click on API.
Click the "Generate New Key" button.
Payaca will generate a Public Key and a Secret Key.
Copy both keys. It is crucial to save the Secret Key somewhere secure immediately (like a password manager), as it will not be shown again after you navigate away from this page.
Enter Your Payaca API Keys in Spruce
Now you will use the keys you just generated to establish the connection within Spruce.
Log into your Spruce account.
Navigate to the integration or settings area where you can connect to a CRM.
You will see fields to enter a Public Key and a Secret Key.
Carefully paste the keys you generated from Payaca into the corresponding fields in Spruce.
Save the connection. This new key-based method replaces the previous Payaca Customer ID connection.
Create and Link a New Job from Spruce
Once connected, you can create jobs in Spruce that will automatically appear as new leads or projects in Payaca.
In Spruce, initiate a new job.
Use a unique identifier for the job name (e.g., 'Nick test 10') to make it easy to find.
When you generate the job in Spruce, the integration will automatically create a new lead in your Payaca account with the same details. You can then navigate to your projects list in Payaca to see the newly created lead/job.
Sync Estimates and Reports from Spruce to Payaca
After creating your designs and calculations in Spruce, you can send the documents back to the linked project in Payaca.
Syncing Estimates:
Within the linked job in Spruce, generate and send your estimate.
The integration will sync this data, including custom fields such as unit details, total cost, and the estimate URL, to the Payaca project.
Syncing Heat Loss Reports:
From your job in Spruce, trigger the generation of your heat loss report by downloading the PDF.
Please note that it may take a moment for Spruce to generate the PDF report.
Once the report is generated, the integration will automatically sync the PDF file back to your Payaca project.
You can find the synced report in the Files tab within the corresponding project in Payaca.
By following these steps, you can keep your heat loss reports and estimates neatly organised within your Payaca project, reducing manual data entry and saving time.