Foundation Software Integration

DrillerDB integrates with Foundation Software through the Agave API, enabling construction contractors to sync customers, invoices, and payments with their accounting system.

Quick Start: Connect Foundation

1. Go to Settings > Integrations > Accounting
2. Click Connect Foundation
3. Sign in to Foundation via Agave
4. Grant access permissions
5. Return to DrillerDB to confirm

Step-by-Step Workflow

1. Go to Settings > Integrations > Accounting
2. Click Connect Foundation
3. Sign in to Foundation via Agave
4. Grant access permissions
5. Return to DrillerDB to confirm

What is Foundation Software?

Foundation Software is a leading construction accounting system used by contractors for job costing, accounts receivable, accounts payable, and general ledger management. The DrillerDB integration eliminates double-entry by syncing financial data between systems.

Setting Up Foundation

Initial Connection

To connect Foundation Software:

1. Go to Settings > Integrations > Accounting
2. Click Connect Foundation
3. You'll be redirected to the Agave authorization page
4. Sign in to your Foundation Software account
5. Grant DrillerDB permission to access your data
6. Return to DrillerDB to confirm the connection

The integration uses Agave API as a middleware layer, providing secure OAuth authentication and standardized data sync.

Required Permissions

Foundation integration requires these permissions:

• Read and write customers
• Read and write invoices
• Read and write payments
• Read chart of accounts

What Gets Synced

Customers

Customer records sync bidirectionally:

• Company name and contact information
• Billing addresses
• Phone numbers and email addresses
• Customer IDs for cross-reference

Invoices

Invoices created in DrillerDB sync to Foundation:

• Invoice number (format: {projectId}-INV-{invoiceId})
• Invoice date and due date
• Line items with descriptions and amounts
• Customer reference
• Project/job reference

Payments

Payment records sync from Foundation back to DrillerDB:

• Payment amount and date
• Payment method
• Applied invoice references
• Outstanding balance updates

Sync Configuration

Sync Direction

Configure how data flows:

• DrillerDB to Foundation - Invoices push to Foundation automatically
• Foundation to DrillerDB - Payments recorded in Foundation sync back
• Bidirectional - Full two-way sync (recommended)

Sync Frequency

Set how often data syncs:

• Real-time - Syncs immediately when data changes
• Hourly - Syncs every hour
• Daily - Syncs once per day

Customer Matching

When syncing customers:

1. DrillerDB first checks for existing Foundation customer by ID
2. If not found, creates new customer in Foundation
3. Stores Foundation customer ID in DrillerDB for future syncs

Managing the Connection

Viewing Sync Status

Monitor sync activity in Settings > Integrations:

• Last successful sync timestamp
• Number of records synced
• Any sync errors or warnings
• Pending items awaiting sync

Handling Sync Errors

Common errors and solutions:

Customer Not Found

• Customer must exist in Foundation before invoice sync
• Enable auto-create customers or manually create first

Authentication Error

• Re-authorize the Foundation connection
• Check that your Foundation account is still active

Rate Limit Exceeded

• Wait and retry (automatic retry built-in)
• Contact support if persistent

Disconnecting

To disconnect Foundation:

1. Go to Settings > Integrations > Accounting
2. Click Disconnect next to Foundation
3. Confirm the action
4. Previously synced data remains in both systems

Foundation vs QuickBooks

DrillerDB supports both Foundation and QuickBooks Online. Choose based on your existing accounting system:

You can only connect one accounting system at a time per company.

Troubleshooting

Connection Issues

If you can't connect:

• Verify your Foundation credentials
• Check that your Foundation subscription is active
• Ensure pop-ups are enabled for the authorization flow
• Try clearing browser cache and cookies

Sync Issues

If data isn't syncing:

• Check the sync status for error messages
• Verify the record exists in the source system
• Review sync logs for detailed error information
• Contact support with specific error messages

Support

Need help with Foundation integration? Contact:

• Email: support@drillerdb.com
• Phone: (920) 709-9975

Related Topics

• Integrations Overview - All integrations
• QuickBooks Online - Alternative accounting sync
• Billing Settings - Invoice configuration
• Activity Log - Sync logs