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App Xchange Help Docs
  • Home
  • Getting Started
    • Key Concepts
    • User Journey
    • Enablement Resources
    • Videos
  • Administration
    • Your App Xchange Account
      • Account Settings
    • Workspaces
      • Automation Workspaces
      • Delete a Workspace
    • Users
      • Sign in to App Xchange
      • Permissions
      • Invite New Users
      • Manage Users
  • Connectivity
    • Connectors
    • Connections
    • Base Connections
    • OAuth Clients
    • Xchange Agent
    • App Connectors
      • Autodesk Construction Cloud
      • B2W Operations
      • BambooHR
        • Create an API Key
      • Foundation
        • Connect a Foundation Cloud Environment
        • Connect a Foundation On-Prem Environment
      • Procore
      • ProjectSight
        • Obtain Access Token Client Credentials Config Values
      • QuickBooks Online
      • Sage
        • Sage 100
        • Sage 300
      • Trimble Unity
        • Trimble Unity Construct
        • Trimble Unity Maintain
      • Trimble Viewpoint
        • Trimble Viewpoint Spectrum
          • Connect a Spectrum Cloud Environment
          • Connect a Spectrum On-Prem Environment
          • Create a Spectrum Data Exchange
        • Trimble Viewpoint Vista
          • Install the Xchange Agent
          • Create a Vista SQL User for the Xchange Agent
    • Universal Connectors
      • File
      • HTTP
        • Use in a Flow
        • HTTP or SDK
    • Build a Connector
      • Connector Building FAQ
      • Pre-Development Considerations
      • SDK Documentation
      • Test Connectors in App Xchange
  • Flows
    • Triggers
      • Add an Action Close Out Trigger
      • Add a Cache Event Trigger
      • Add an On-Demand Trigger
      • Add a Work Request Batch Ready Trigger
    • Flow Steps
      • Assertion
      • Build EDI
      • Cache Write
      • Call a Flow
      • Combine Delimited Files
      • Conditional
      • Connector Action
      • Create Delimited File
      • Create Text File
      • Create User Task
      • Create Work Item
      • Email
      • Encrypt File
      • Extract Zip v2
      • Filter
      • For Each in a List
      • Get Work Items
      • Group By
      • Lookup
      • Lookup Related Data Objects
      • Map JSON List or Object
      • Parse CSV File to JSON
      • Parse Delimited File to JSON
      • Parse Excel File to JSON
      • Read a CSV File
      • Relate Data Objects
      • Remove Duplicates
      • Resolve Work Items
      • Stop Flow
      • Unrelate Data Objects
    • Step Dependencies
    • Staging vs Main
    • Callable Flows
      • Make a Flow Callable
      • Add a Callable Flow Template to an Integration
    • Shared Flows
    • Flow Templates
    • Flow Authoring
      • Best Practices for Flow Design
      • Create a Flow
        • Add a Flow
        • Add a Trigger
        • Add or Edit Flow Steps
        • Create Your First Flow
      • Use Configurations in Flows
      • Test a Flow
      • Troubleshoot a Flow
      • Flow Data
      • Flow History
      • Flow Registrations Tab
      • Common Code Examples
        • C# to JavaScript Conversions
    • Flow Management
      • Flow Run Information
        • Flow Run Statuses
        • Flow Run History
        • Manage Flow Exceptions and Failures
      • Tasks
      • Work Tracking
  • Jobs
    • Schedules
    • Services
    • Job History
    • Cache Write Logs
  • Data Explorer
    • Cache Explorer
      • Workspace Cache
      • Object Record Detail
    • Action Explorer
  • Integrations
    • Integration Builder
      • Best Practices for Integration Design
      • Best Practices for Integration Building
      • Add an Integration
      • Add Connectors
      • Add Features
        • Add Services
        • Add Flows
        • Add Flow Templates
      • Set Up Integration Configurations
        • Map Configurations
        • Manage Configurations
      • Set Up Integration Jobs and Schedules
      • Add Onboarding Instructions
      • Development Workspaces
      • Customer Workspaces
    • Work Tracking
    • Activity Log
    • Integration Registration
      • Integration Registration Sync
      • Configure Connectors
      • Onboard and Configure Features
      • Populate Data
      • Validate Data
      • Run Flows for a Feature
      • Activate or Deactivate Features
    • Certify Your Integration
    • List Your Integration on Trimble Marketplace
    • Onboarding Customer Checklist - App Xchange for Products
  • Dashboards
    • Account Dashboard
    • Workspace Dashboard
    • Schedule Health Dashboard
  • Release Notes
    • 2025 May
    • 2025 March
    • 2025 February
    • 2025 January
    • 2024 Release Notes
      • 2024 December
      • 2024 November
      • 2024 September
      • 2024 August
      • 2024 July
      • 2024 June
      • 2024 May
      • 2024 April
      • 2024 March
      • 2024 February
      • 2024 January
    • 2023 Release Notes
      • 2023.09.06 Release Notes
      • 2023.09.05 Release Notes
      • 2023.08.30 Release Notes
      • 2023.08.23 Release Notes
      • 2023.08.16 Release Notes
      • 2023.08.08 Release Notes
      • 2023.07.26 Release Notes
  • Glossary
App Xchange Help Docs

Coming Soon! App Xchange Help Docs are Moving to Trimble Help

Sales

Platform Status

Support

Community

Connector SDK

Getting Started

  • Key Concepts

  • User Journey

  • Enablement Resources

  • Videos

Administration

  • Your App Xchange Account

  • Workspaces

  • Users

Connectivity

  • Connections

  • Test Connectors

  • Xchange Agent

  • SDK Documentation

  • App Connectors

  • Universal Connectors

  • Build a Connector

Flows

  • Triggers

  • Flow Steps

  • Actions

  • Step Dependencies

  • Staging vs Main

  • Flow Authoring

  • Flow Management

Jobs

  • About Jobs

  • Integration Schedules

  • Services

  • Job History

Data Explorer

  • Cache Explorer

  • Action Explorer

  • Data Explorer Assistance

Integrations

  • Best Practices for Integration Design

  • Best Practices for Integration Building

  • Integration Builder

  • Integration Registration

  • Certify Your Integration

  • List Your Integration on Trimble Marketplace

  • Onboarding Customer Checklist - App Xchange for Products

Dashboards

  • Account Dashboard

  • Workspace Dashboard

  • Schedule Health Dashboard

Release Notes

  • 2024 December

  • 2024 November

  • 2024 September

  • 2024 August

  • 2024 July

  • 2024 May

Glossary

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