Navigate to Internal Users. 

 

From here, select an Internal User, then navigate to the Payroll tab. 

 

If the employee already exists within Gusto, select Sync with Gusto User. The email address within Buildertrend and Gusto must match for a successful sync.

If the employee does not exist within Gusto, select Create Gusto Employee. The email address within Buildertrend and Gusto must match for a successful sync.

A yellow Pending Setup in Gusto status tag will indicate the connection is processing.

 

If the sync is unsuccessful, ensure that the Buildertrend and Gusto email match. You may manually override this by selecting the user from the dropdown menu before selecting Save.

A green Synced status tag will indicate the sync has been successful and the connection is complete.

You may also complete syncing of multiple users from the Internal User page with Checked Actions.

Simply select the users you wish to Sync with Gusto User or Create User in Gusto, and the options will appear for next steps.

You are now ready to send shifts to Gusto for payroll processing!

What Gusto refers to as a "Job", Buildertrend refers to as User Role: Project Manager, Foreman, Designer, etc. .

Gusto allows for multiple Jobs assigned to each employee, while Buildertrend links to only one job from Gusto at a time, since each job may have a different pay rate.

If an employee has multiple Jobs, you’ll see a "Gusto Job" dropdown in the Payroll tab of their profile in Buildertrend. You must select a job before syncing any time shifts from Buildertrend to Gusto.

 

If a user has multiple Jobs and one is not selected when trying to sync a shift; an error message will be displayed. 

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Additional User Linking Information

 

• A Buildertrend Internal User can only sync with hourly employees, not salary based.

• Gusto employees cannot share an email address for the integration to be successful.

• Buildertrend users cannot have multiple email addresses associated with their Internal User profile when integrating with Gusto.

• Buildertrend will only sync with the Gusto's Personal email field, not Work.

Once your employees are linked, you may begin sending shifts from the Time Clock to Gusto.

Shifts must be approved first before being eligible to send to Gusto.

Next, open the shift, or use Checked Actions select multiple shifts and choose Sync with Gusto.

If a shift is already accounted for in Gusto, but not done through the integration, you may manually update the sync status in Buildertrend by choosing Mark as Synced to Gusto Payroll. This action will not send information to Gusto.

Shift statuses will be visible from the main Time Clock grid, as well as within each shift.

 

 

You may Reset Approval by opening the shift to remove the time shift from Gusto. Delete will remove the time shift from both Gusto and Buildertrend.

Next, navigate to Gusto and follow your standard workflow, by selecting Run Payroll from the left menu.

All employees who have a time shift during the select payroll period will display, regardless if they are synced to the Buildertrend integration.

 

• A Buildertrend client can use QuickBooks and Gusto Payroll with each other. Please consult Gusto's Help Center to integrate Gusto & Quickbooks Online.

• Changing the “Week Start” day in Buildertrend does not affect Gusto Payroll. It could affect how overtime is calculated as the Week Start day does not mirror the Gusto Payroll start date.

• Buildertrend will send overtime shift over based on how you've chosen to setup overtime Buildertrend. You will be able to view the overtime breakout in Gusto after running payroll.

• After linking your Buildertrend and Home Depot Pro Xtra accounts, Home Depot will automatically sync all items from your lists and 25 months of purchase history.

   

• New items are synced every hour, and pricing updates daily to keep everything current.

• Unapproved entities with Home Depot items will have costs adjusted automatically, while approved entities (like Change Orders) will retain original pricing.

   

• Receipts added on the Home Depot site will sync back to Buildertrend, updating your cost catalog and receipt management.

   

• Check the last sync time between Buildertrend and Home Depot within the Cost Catalog.

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The Home Depot will sync all items associated with any of The Home Depot Lists, as well as the past 25 months of purchase history.

 

To add items from The Home Depot to your Cost Catalog, navigate to Company Settings.

From here, select Catalog.

Once your account has been synced with The Home Depot, new items added to your Home Depot Lists will be displayed at the top.

You can also view a list of items from The Home Depot that are ready to be imported from the Import Cost Items drop down.

From here, you can see the items that can be synced from The Home Depot with your Cost Catalog.

Select the item(s) you would like to import into your Cost Catalog, as well as assign a Cost Code to the item.

From here, select Import to add items from The Home Depot to your Cost Catalog. Items from The Home Depot will NOT be added to your Cost Catalog automatically and must be imported.

Once imported, items from The Home Depot can be found within your Cost Catalog.

The Title, Description, and Pricing Information will be included. This information comes directly from The Home Depot. Items from The Home Depot can be utilized through: Purchase Orders, Selection Choices, and Change Orders.

After a Cost Item from The Home Depot has been added, you can see more information from the blue "i" icon. This icon will display stock information, as well as a direct link to the item on The Home Depot's website.

 

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• Once your Buildertrend account has been linked with your The Home Depot Pro Xtra account, The Home Depot will begin automatically syncing all items associated with any The Home Depot lists, as well as the past 25 months of purchase history.

• There is a continuous sync every hour for new items from The Home Depot that have been added to a list or purchased. Pricing for each item from The Home Depot will be synced daily. This ensures you always have the items you need, as well as have the most up-to-date-prices directly from The Home Depot.

• Any unapproved entities with an item from The Home Depot will have the costs adjusted automatically. If an entity has been approved, such as a Change Order, The Home Depot item in the catalog will be updated for use in the future, but it will not update the pricing on anything that has been approved.

• While on The Home Depot's website, receipts can be added. This counts as a purchase in the system and will sync back items on the receipt to the import list in Buildertrend’s Cost Catalog, as well as add the receipt to Buildertrend's receipt management tool.

• You can see the last time your Buildertrend account was synced with The Home Depot within the Cost Catalog.

 

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When adding Line Items to Buildertrend features, you may directly send those items to your Home Depot Shopping Cart. This will reduce your time to purchase and ensure you're not missing any details.

So long as the item is in your Catalog, you are able to use the Send to Cart function.

First, navigate to the Buildertrend feature where the Home Depot Catalog integration is available. Below is an example of a Selection Choice.

Select Add from Catalog and choose item.

Once added, select the item(s) using Checked Actions and choose Send to The Home Depot Cart.

 

Once The Home Depot item has been added, open the Checked Actions dropdown to Send to The Home Depot Cart.

You may then navigate to the Home Depot cart to complete transaction. the Receipt will be logged in your Pro Xtra account, and Buildertrend's receipt management tool.

 

 

Home Depot purchase receipts will automatically sync with Buildertrend's Bill Inbox. 

Within Home Depot's website, navigate to your name in the top right and select Purchase History.

Receipts from any purchase; online or in-store, will show here. You may also upload receipts manually in this window.

 

To view receipts in Buildertrend, navigate to the Financials → Bills, then ensure you are in the Inbox tab. 

The Bills Inbox works with The Home Depot integration by pulling purchase and return receipts from their website.

Both online and manually added receipts will sync with Buildertrend's Bills Inbox.

Select the receipt within Inbox.

Here you can categorize the Type as a bill or receipt, assign the bill or receipt to a job, adjust the Title, add a Description, and assign Subs or Vendors via the Pay to field.

Allocate Cost Codes to each Line Item to ensure proper alignment across the Budget.

Select the Line Item box to open up more editing options.

 

Select Save to save your draft bill or receipt. 

Since the Bill was created from the Pro Xtra integration, the following fields will populate:

• Title

• Description

• Job

• Sub/Vendor

• Cost Code (applies code to all line items)

  • If a cost code isn't selected in the receipt details, it will use your default cost code for bills. To adjust this, go to Setup under your settings cogwheel and select Bills/POs/Budget.

• *Image (receipt line item information and totals)

• Attachments

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Next, complete the remaining fields within the Bill Details and continue with a standard Bill workflow.

 

To learn more about the Bill Inbox, review this article here.