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Integration with Computer Ease

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Less than 1 min read Minute Read
April 26, 2024
Integration with Computer Ease

We are happy to announce the D-Tools SI 2017 integration (projects) with Computer Ease Construction and Accounting Software. If your company is using Computer Ease for accounting, and you would like to push your project totals into Computer Ease, please see below for details.

 

While Computer Ease does not offer an API, or a direct way to integrate with D-Tools, we developed a custom report that pushes project totals, broken down by a Custom Field (CF2 by default). This report can be modified to meet your current utilization of Product/Labor Custom Fields.

The process involves few easy steps:

1- Once you complete a project in D-Tools, or when you want to “integrate” with Computer Ease, click on Reports -> Report Category (this will vary depending on the category of your choice) -> Computer Ease Export.

2- Save the report as an Excel file, as shown below:

 

The custom report output looks like this:

3- Once in excel, click on “Save as”, and select Text file (tab delimited) as shown below:

 

4- Computer Ease can import *.txt files into their system. The input into Computer Ease looks like this:

Please consult with our D-Tools Technical Support team to get you started. We can be reached at support@d-toolshelp.com. We will email you a copy of this custom report and assist you this implementation.

 

 

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