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Paradigm Vendo Integration

Connect your Paradigm Vendo account to automatically create projects and import the sold contracts.

Connecting Paradigm Vendo

The Paradigm Vendo integration can be found under Admin > Integrations > Suppliers.

Click the button to connect and input the Private Key and Public Key from Vendo. The Private and Public keys in Vendo can be found within the admin panel under Advanced Settings > Public API.

You'll also need to configure webhooks within the Vendo Admin portal, and the instructions for this are on the integration page within Builder Prime.

Syncing Your Meetings

After the integration is connected, including the webhook configuration, select the meeting types to sync to Vendo by checking the box next to the meeting type and pressing the save button.

Once completed, meetings scheduled with the configured meeting types will sync to Vendo. This will no sync previously scheduled meetings. These will need to either be manually added to Vendo or deleted and scheduled again in Builder Prime. 

How to Use the Integration

1. Schedule a meeting in Builder Prime using one of the designated meeting types. This will instantly sync the meeting to Vendo so it is available for the sales person assigned.

2. Build the estimate within Vendo per usual. Once the appointment is resulted (won, lost, or pending), The integration will queue the information to sync back to Builder Prime. 

3. Once the appointment is resulted, a project will be created for the client in Builder Prime. The created project will also import any documents associated.

4. Complete the remainder of the workflow within Builder Prime, including creating invoices, collecting payments, scheduling, and managing the project. Switching to the Scopes tab will allow you to assign labor and material per usual, and the Billing tab will pull invoice amounts from the sold amount within the contract.