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How To Setup The Solid Foundation Integration

First you will need to log into the Solid Foundation work order management system and generate the Pruvan Integration username and password:

  1. Go to https://proptek.cbtcomply.com and log in with your Solid Foundation username and password
  2. Once logged in you will need to click Manage Profile from the menu options on the left side of the screen and then select Manage Profile one more on the expanded menu
  3. On the Manage Profile page scroll down to the Integration section and select Pruvan as the Integration Type
  4. This will generate the Username, Password and Web Service URL needed for the integration
  5. Scroll down to the bottom of the screen and click Save Changes
  6. Now you are ready to set up the integration in your online Pruvan account

 

Setup the Solid Foundation Integration in Pruvan Online

  1. Log in to Pruvan Online with your Pruvan Master Username 
  2. Click 'Clients / Integrations'
  3. Select 'Configure'
  4. Click 'New'
  5. For the Client Name enter "Solid Foundation"
  6. For the Integration Code enter "SFP"
  7. Click the Integration Type dropdown and select "Pruvan APIv2 External Driver"


  8. Enter the Web URL generated in the Solid Foundation portal (This is in step 4 in the above section)
  9. Remove the HTML info from the Web Service Extension box
  10. Enter the Username and password created for you in the Solid Foundation system (This is in step 4 in the above section)
  11. Optional: Set the Default Assigned To option to your Pruvan Username or to All so orders import and auto assign to the mobile app.
  12. Click Validate and make sure you get a green Success and Save
    • If you get an Error check to make sure the username and password were copied from the Solid Foundation 
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  13. Once the integration is saved click Refresh to pull in your orders into Pruvan
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