TCR’s Rapid Plan integration allows Rapid Plan to securely access job data from TCR through an API. This enables automatic transfer of job and TCP data between the two systems. Access is controlled using a company-level Client ID and API keys.
Steps to setup
Step 1 - Navigate to Integrations
In TCR, go to Company -> Integrations
Step 2 - Connect Rapid Plan
- Locate the Rapid Plan card on the Integrations page
- Click the card to open the connection modal
- The system will display auto-generated Client ID and API Key fields
- Use the regenerate icons if you want to create new values
- Click Save
Step 3 - Copy Credentials to Rapid Plan
Once saved, TCR displays three values you need to provide to Rapid Plan:
Step 4 - Enter Credentials in Rapid Plan
Provide the three values above to your Rapid Plan representative or enter them in Rapid Plan's TCR integration configuration screen and then click on 'try it out' button.
AttachRapidPlan API
Client Id: Copy it from TCR integrations page
API Key: Copy it from TCR integrations page
ExternalRecordId: Sample GUID
FileData: base64 format
Job id: Get it from rapidplanjobs API
https://apps.tcrsoftware.com/rapidplan/swagger/ui/index#/
RapidPlanJobs API:
Data Available via the Integration
Once connected, Rapid Plan can pull the following job information from TCR:
- Job Number, Name, Status
- Customer details
- Job address (street, city, state, zip, lat/long)
- Start and close dates
- Branch and Foreman
- Job attachments
Supported job statuses for filtering: Open, Pending, Invoiced, Closed, Cancelled.
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