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TradeTapp and Cost Management Integration

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TradeTapp's integration with Cost Management streamlines your supplier qualification and risk management by connecting Cost Management with TradeTapp's company prequalification platform. Learn more about Cost Management. 

This integration offers several key benefits:

  • Seamless data sharing: Access supplier qualification and risk profile data directly within Cost Management without switching between systems.
  • Automatic supplier matching: The system uses Tax ID to match supplier companies between TradeTapp and Cost Management for accurate data synchronization.
  • Centralized agreement management: Upload and manage Master Service Agreements with effective and expiration dates in one location.
  • Enhanced risk visibility: View supplier risk status, qualification status, and financial limits directly in contract flyouts.
  • Insurance document access: Download and review insurance program documents with expiration dates directly from contracts.
  • Document automation: Pull qualification data into contract templates using document variables for consistent, accurate documentation.

Check out the overview video to see the workflow in action:


In this article, you'll learn how to: 

To configure TradeTapp settings in the Autodesk Construction Cloud Library

This section explains how to connect your TradeTapp account at the account level in the Library in Autodesk Construction Cloud. Once connected, supplier qualification and risk profile data from TradeTapp automatically syncs to Cost Management contracts.

Important: Only account administrators and members with full permissions in Autodesk Construction Cloud can access Account Admin and configure the TradeTapp integration.

To configure the TradeTapp integration:

  1. Log into Autodesk Construction Cloud and go to "Account Admin".
  2. Click "Library".
  3. Choose "Cost Management".

  4. Click "Settings".

    Cost Management in Library showing Settings button

  5. Find "TradeTapp" in the list of integration partners.

  6. Click "Log in".

    TradeTapp login button in integration partner accounts

  7. Sign in to your TradeTapp account when prompted.

Once you sign in, the system displays your logged-in status with your account information.

TradeTapp logged in state showing user account

Note: A licensed user needs to sign in to the new setting in the Library/Cost Management Settings.
 

To view Qualification and Risk Profile in Contracts in Cost Management

Once TradeTapp integration is configured, the Qualification and Risk Profile section appears in contract flyouts. This section displays comprehensive supplier information synced from TradeTapp.

To view qualification and risk profile data:

  1. In Cost Management, select the Cost tool from the left navigation.
  2. Open a contract to display its flyout.
  3. Scroll to the Qualification and Risk Profile section.

  4. Click Log in to TradeTapp to view the full qualification and risk profile of the supplier in the TradeTapp platform.

    Contract flyout showing qualification and risk profile section

Qualification and Risk Profile Fields

The Qualification and Risk Profile section displays the following information:

Field Description
Company Name (Legal Entity Name) The official legal name of the supplier company from TradeTapp. 

There are a few options from a vendor's qualification that can be used for "Company Name". Learn more in Vendor Company Name Preference.
Risk Status The current risk assessment level.
Qualification Status The current qualification standing.
Internal Single Limit The maximum amount for individual transactions in USD.
Internal Total Limit The maximum total outstanding amount in USD.
Offices (Legal Entity Address) Physical address of the supplier's legal entity.
Internal Unique ID The unique identifier assigned in TradeTapp.
Business Tax ID The tax identification number used for matching between systems.
Enterprise Business Certifications Relevant certifications.
Professional Licenses Applicable professional licenses with identification numbers.
Insurance Program Insurance documents with expiration dates that you can download to review coverage details.
Insurance Documents Downloadable insurance documents including General Liability, Umbrella/Excess, and Professional Liability coverage with expiration dates for tracking coverage validity.
MSA (Master Service Agreement) The uploaded Master Service Agreement document with its effective date. Click the document name to download and review the agreement terms. The Effective Date shows when the MSA became active and is displayed in MM/DD/YYYY format.

Learn how to upload a Master Service Agreement to a qualification in TradeTapp.

 

To use Document Variables for TradeTapp Data in Cost Management

Document variables let you automatically pull TradeTapp qualification data into your contract templates. This feature ensures consistency and reduces manual data entry when generating contract documents.

To learn how to access and use the Variable Finder tool, see Variables in Cost Management. The Variable Finder lets you browse available variables, preview data, and copy variable syntax for your templates.
 

Available TradeTapp Variables

In the Variable Finder, navigate to Contract > Supplier > Qualification to find related variables:

Variable Finder showing TradeTapp qualification variables


Master Service Agreement variables:

  • Effective Date: {contract.supplier.qualification.msa.effectiveDate} - The effective date of the Master Service Agreement
  • File Name: {contract.supplier.qualification.msa.fileName} - The file name of the uploaded MSA document

Additional qualification variables:

The Variable Finder provides access to additional TradeTapp qualification variables, including:

  • Legal Entity Name and Address information
  • Professional Licenses with identification numbers
  • Business Tax ID
  • Trade classifications
  • Company website URL
  • Risk status and qualification metrics
  • Financial limits

Tip: Use the Variable Finder's Copy button to copy the exact variable syntax for any qualification field. Then paste it into your Microsoft Word or Excel document template. The Data source preview shows the latest five updated instances to help you verify that the variable will pull correct information.


Troubleshoot the TradeTapp Integration

This section provides solutions to common issues that you might encounter when using the TradeTapp integration with Cost Management.

Issue Solution
Unable to connect TradeTapp account
  • Verify you have account administrator or full permissions in Account Admin
  • Confirm you're using valid TradeTapp account credentials
  • Check that your TradeTapp account is active and properly licensed
  • Ensure you have a stable internet connection
  • Contact your account administrator if you need permission adjustments
Qualification data not appearing in contracts
  • Verify TradeTapp integration is properly configured in Library settings
  • Confirm you're signed in to TradeTapp in the integration settings
  • Check that the supplier exists in TradeTapp with a valid profile
  • Verify the supplier's Tax ID in Cost Management matches the Tax ID in TradeTapp
  • Confirm that the contract supplier field is populated with the correct company


Important: Tax ID matching is required for automatic data synchronization. Make sure that the Business Tax ID is identical in both systems.
Tax ID matching issues

The system uses Tax ID to match supplier companies between TradeTapp and Cost Management. If data isn't syncing correctly:

  1. Verify the supplier's Tax ID in Cost Management matches the Tax ID in TradeTapp exactly
  2. Check for leading zeros, spaces, or special characters that might prevent matching
  3. Make sure that the Tax ID format follows the correct standard (for example, US FEIN: 96-7527579)
  4. Update the Tax ID in either system to match if there's a discrepancy

Once the Tax IDs match, the qualification data should sync automatically within a few minutes.
MSA upload failures

Verify that:

  • The file format is PDF (other formats aren't supported)
  • The file size is 5 MB or less
  • The effective date is entered in the correct format
  • You have the necessary permissions to upload documents in TradeTapp


To resolve file size issues:

  1. Compress the PDF file using Adobe Acrobat or another PDF tool
  2. Remove unnecessary pages or images from the document
  3. Save the PDF with optimization settings for web or screen viewing
  4. Try uploading the compressed file again

If problems persist, contact TradeTapp support for assistance with document uploads.
Document variables not populating
  • Verify that the variable syntax is correct and copied exactly from the Variable Finder
  • Check that the supplier has the relevant data populated in their TradeTapp profile
  • Make sure that the document template format is supported (Microsoft Word or Excel)
  • Confirm that you've uploaded the template after adding the variables


Regenerate the document package after making corrections to see the updated data.


 

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