Configuring your Tradietech integration for the first time

Preparing to Connect Tradietech & Groundplan

1. Sign in to Tradietech

Being signed into Tradietech will make our quick connection process even quicker.

2. Sign into Groundplan

Go to my.groundplan.com to login to your Groundplan account.

Setting up the TradieTech integration

1. Click on the My Account button in the top-right side of your Groundplan page;
2. Click the Setup option;
3. Click on Integrations on the left side menu;
4. Click the Configure button on the Tradietech tile;
5. Click the Connect to Tradietech button (a new tab will open);
6. Click the blue Connect to Groundplan (Tradietech) button. If you have not logged in yet in your Tradietech account, you will be prompted to log in first before you can initiate the handshake between the two systems.

After a few seconds, you will be redirected back to Groundplan to see your Tradietech name and email as a sign of successful integration.

You are now ready to use your Product items and push Quotes into Tradietech.