CMiC Datagrid integration

Overview

What is CMiC: CMiC is a construction ERP built by Computer Methods International Corp, an independent, privately held company founded in 1974. Its Single Database Platform™ keeps accounting, AP/AR, payroll, job costing, WIP, forecasting, and project management in one system of record. General contractors, specialty contractors, heavy/highway and civil contractors, and project owners run CMiC across the CMiC Financials and CMiC Project Management pillars.

How to integrate CMiC with Datagrid

The CMiC Datagrid integration imports CMiC ERP records into Datagrid on a schedule so agents can cross-check invoices, detect job cost variance, and assemble project reporting. Data flows one way, from CMiC into Datagrid; the integration reads records and does not write changes back to CMiC. Follow this setup order: request CMiC API credentials, then configure authentication in Datagrid, then set the scheduled data sync.

Request CMiC API credentials

Start by getting the API account details from the CMiC Integrations Team or your CMiC administrator.

1. Request API credentials from the CMiC Integrations Team. CMiC supplies the User Id and Password.

2. Confirm that the API account has access to the CMiC modules Datagrid will read.

3. Keep those account details available for the Datagrid connection form.

Configure authentication in Datagrid

Enter the credential fields in Datagrid and confirm the CMiC API account has the right application-level security.

1. In Datagrid, open your integrations list and select CMiC.

2. Enter your CMiC Client Id, User Id, and User Password.

The Datagrid connection form uses the CMiC Client Id, User Id, and User Password fields. If your CMiC environment uses broader API controls, align with your CMiC administrator on Basic Authentication and OAuth 2.0 through external identity providers. Confirm application-level security before connecting Datagrid.

Use this configuration shape when documenting the connection internally:

cmic_datagrid_integration:
  credentials:
    client_id: "<CMiC Client Id>"
    user_id: "<CMiC User Id>"
    password_reference: "<CMiC User Password secret>"
  sync:
    direction: "CMiC_to_Datagrid"
    frequency: "daily | weekly | monthly"
    sync_time: "HH:MM"
    downtime_windows:
      - "<configured downtime window>"
  objects:
    default:
      - Invoices
      - Jobs
      - Vendors
      - Projects
      - UDF Values
      - Job Categories
      - JC Transactions
    on_request:
      - Employees
      - Equipment
      - GL Accounts
      - Subcontract Change Orders

Set the CMiC data sync

Confirm which CMiC records Datagrid should import and when each sync should run.

• Object scope: Datagrid imports the default objects shown in the configuration block. Employees, Equipment, GL Accounts, and Subcontract Change Orders are available on request after you email support@datagrid.ai.

• Frequency: Syncs run daily, weekly, or monthly, with configurable time and downtime windows.

Why use CMiC with Datagrid

CMiC holds the financial record. Datagrid's AI agents execute the checks, comparisons, and reporting that project teams usually handle in spreadsheets, using current ERP context inside repeatable workflows.

• Automated invoice checks: Agents compare imported invoices against JC Transactions and vendor records, then flag mismatches for AP review.

• Job cost variance detection: Agents analyze JC Transactions and Job Categories to detect cost variances before they surface in month-end reports.

• Cross-platform reconciliation: Agents cross-check CMiC financials against field records from connected field and document-management platforms in the same workspace.

• No manual exports: Scheduled imports replace hand-built CMiC report extracts, so finance teams review exceptions instead of copying data.

What you can build with CMiC Datagrid integration

Project teams can build agents that turn CMiC ERP records into exception queues, cost reports, and cross-system reconciliations, using CMiC data in the same Datagrid workspace as field records and project files.

• AP invoice validation agent: An agent reviews each imported CMiC invoice against JC Transactions and vendor records. It flags duplicate invoices and invoices coded to the wrong job, and identifies vendors missing from the AP vendor list. AP staff handle only the exceptions.

• Project cost reporting pipeline: Agents assemble imported JC Transactions and job data into cost-trend reports between closes, drawing on CMiC's Job Cost, Forecasting, and Billing records. A PM sees a cost code trending over budget weeks before the WIP report shows it.

• Field-to-financial reconciliation: Agents match CMiC job cost data against field records from connected field-management and site-capture tools, then route discrepancies between reported field progress and posted costs to the project team.

• Subcontract change exposure tracking: When Datagrid imports Subcontract Change Orders on request, an agent tracks change volume per vendor across the portfolio and alerts operations leadership when a subcontractor's change orders spike on any job.

Resources and documentation

• Agave's CMiC FAQ: Covers CMiC API service-account and license considerations.

Frequently asked questions

What credentials does Datagrid require to connect CMiC?

Datagrid requires a CMiC Client Id, User Id, and User Password. The User Id and Password come from the CMiC Integrations Team, so request them before setup.

Which CMiC records can Datagrid import?

Datagrid imports the default CMiC objects shown in the sync configuration section. Use the object scope guidance in the sync section when your workflow needs additional ERP records such as Employees, Equipment, GL Accounts, or Subcontract Change Orders.

How often does CMiC data sync?

CMiC data syncs on the configured cadence, time, and downtime windows. Set the cadence around close schedules, AP review cycles, and project reporting deadlines.

Which API authentication methods apply?

The Datagrid setup uses the CMiC Client Id, User Id, and User Password fields. Confirm any Basic Authentication, OAuth 2.0, external identity provider, or application-level security requirements with your CMiC administrator before setup.

Does the integration occupy a CMiC license?

Yes. A dedicated API service account occupies a CMiC license. Confirm license availability with your CMiC administrator before provisioning the integration account.

Similar integrations

• Procore: Brings project management and job cost context into Datagrid alongside CMiC ERP financials.

• Autodesk Construction Cloud (ACC): Adds documents, submittals, and field data to Datagrid for cross-checking against CMiC financial records.

• Oracle Primavera Cloud (OPC): Adds schedules and risk analysis to Datagrid for consolidated project control and timeline-sensitive financial reporting.

• Fieldwire: Adds field data extraction and cross-project reporting to Datagrid so site observations can be compared with CMiC cost records.

• Textura: Adds subcontractor payment workflows and lien waiver processing that can be compared with CMiC AP and billing records.