Configure PlanGrid Connector

Getting your data is easy with Toric’s integrations. Read on for a step-by-step guide to configuring your PlanGrid connector

This article covers:

• Configure PlanGrid in Toric
• Example PlanGrid Connector Automation
• FAQ

Configure PlanGrid in Toric

Enter a Configuration Name
Login with PlanGrid Credentials
Validate Your Configuration

Setup time: 30 sec

1. Enter a Configuration Name

Type a unique name for your PlanGrid connector.

2. Login with PlanGrid Credentials

Paste your PlanGrid username and password.

3. Validate your Configuration

Use the Validate Configuration button to make sure all fields are completed correctly. Invalid fields will be highlighted in red, and a successful validation will show in green.

Click on Add Configuration to finalize the creation of your PlanGrid Connector.

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Example PlanGrid Automation

Checkout this quick example of an automation with the PlanGrid connector. Learn more about other types of Automation actions in the article, Automations for Integrations.

Here's what PlanGrid data looks like in Toric.

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FAQ

1. Can I edit my configuration?

Absolutely. Click the three dots on the right and select the Update option. If you no longer need a configuration, you should delete it and create a new one.

If you choose to make a new configuration, you will need to update all Automations that use the old configuration.

2. Why is my configuration always invalid?

First, check that you followed Steps 1 through 7.

If you’re still getting an invalid configuration, please open a ticket using the in app chat (bottom right) or write to us at support@toric.com.

3. How can I request an Integration?

Reach out 😀. We’re constantly adding Integrations to other great software tools. To make a request, write to us using the in App chat or at support@toric.com.

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