Linking the job

  • To link to a location that already exists in Deputy, or that you have manually created in Deputy, first check the locations list in your Deputy account to ensure the location is present: 
  • Next, go to the details page for the Buildxact job that you want to link, scroll down to the integrations section under Work Location, and click the drop-down list “Select a Deputy Location” 
  • Select the location required: 

Linking the areas

Once you have connected the job, you can then connect the categories through to Deputy's areas. To do this:

  • Click on Setup Deputy Areas 

You'll be presented with a list of Buildxact cost categories. Either "Select a Deputy Area" if one exists or "Create Deputy Area" if you want to create a new area

  • If you want to link the category, confirm the popup message
  • You will then see that the Buildxact category has been linked to a Deputy area, as you're linking to an exiting Deputy location the names may not always match

If more information is required, or you run into any issues with this process, please contact the Buildxact support team and we can assist further.

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