Overview
CMiC is an ERP platform for the built world, founded in 1974 and headquartered in the Greater Toronto Area, Canada. The platform combines accounting, project management, payroll, human capital management, and equipment tracking into a single database. CMiC serves general contractors, subcontractors, and civil/heavy highway firms, from 50-employee shops to organizations with 1,000+ employees. Its core modules include Construction Financials, Project Controls, Subcontract Management, and Workforce Management.
Datagrid's CMiC integration pulls structured financial and project data from CMiC into Datagrid's agentic AI platform. AI agents then execute tasks against that data. They cross-reference invoices against open commitments, detect job cost anomalies across a multi-project portfolio, validate vendor compliance status, and generate reports without manual data wrangling.
The primary data flow is CMiC to Datagrid. The integration syncs seven core data objects: Invoices, Jobs, Vendors, Projects, UDF Values, Job Categories, and JC Transactions. Once inside Datagrid, AI agents can correlate CMiC's financial backbone data with project files and datasets from other connected platforms, including field management tools, document repositories, and scheduling systems. This creates a unified intelligence layer across the built-world technology stack.
How to integrate CMiC with Datagrid
The CMiC integration imports financial and project data into Datagrid for agentic AI processing. It syncs invoices, jobs, vendors, projects, UDF values, job categories, and JC transactions on a configurable schedule.
Connect the integration
Click the + Create button on the top left of the screen.
Select Connect Apps.
Search for the CMiC integration from the list.
Enter your CMiC Client Id, CMiC User Id, and CMiC User Password.
If prompted, authorize Datagrid's access within CMiC.
Click Next.
Schedule data syncs
Navigate to the left side panel and click your CMiC dataset.
Click the ... menu on the top right of the dataset.
Click Edit Pipeline to rename your integration.
Click the Schedule button next to Import Configuration.
Set your sync frequency: daily, weekly, or monthly.
Specify the time of day for each sync.
Configure downtime windows if needed.
Click Update to save.
Enter authentication details
The Datagrid integration uses CMiC's credential-based authentication. You provide three values: your CMiC Client Id, CMiC User Id, and CMiC User Password. Confirm your CMiC account has the necessary permissions to access the projects and data objects you plan to import.
Use this setup reference during connection:
Connection fields
- CMiC Client Id
- CMiC User Id
- CMiC User Password
Native CMiC credential format
CLIENT ID||USER ID
CMiC's native authentication format uses a compound double-pipe (||) delimiter for credentials. Datagrid handles this formatting during setup.
Review data sync details
Direction — One-way (CMiC → Datagrid)
Synced objects — Invoices, Jobs, Vendors, Projects, UDF Values, Job Categories, JC Transactions
Frequency — Daily, weekly, or monthly (configurable)
Format — Structured data via CMiC REST API
This setup gives project teams a repeatable way to keep CMiC data current in Datagrid.
Why use CMiC with Datagrid
Teams running finance and project workflows in the built world use this integration to keep CMiC data current inside Datagrid and put AI agents to work on that data.
Automated job cost analysis: AI agents process JC Transaction data and flag cost variances, burn rate anomalies, and budget drift across your entire project portfolio without waiting for month-end close.
Intelligent invoice processing: Datagrid agents cross-reference CMiC invoice data against vendor records and job cost entries, route exceptions for human review, and auto-classify clean matches.
Vendor performance tracking: Pull vendor records and invoice histories into Datagrid so AI agents can detect payment patterns, flag compliance gaps, and rank subcontractor performance across projects.
Custom field intelligence: UDF Values sync into Datagrid, giving AI agents access to your firm's custom data structures for project-specific analysis that generic tools miss.
Scheduled, hands-off data pipelines: Configure daily, weekly, or monthly syncs so your CMiC data stays current in Datagrid with no manual exports and no stale spreadsheets.
Cross-platform data correlation: Combine CMiC financial data with project files and datasets from other Datagrid integrations to build a unified view of project health across office and field systems.
This makes CMiC data easier to analyze, compare, and act on across the workflows your team already runs.
What you can build with CMiC and Datagrid
Once CMiC data is syncing into Datagrid, project teams can build repeatable workflows that monitor costs, reconcile payments, and compare performance across jobs.
Real-time project cost monitoring dashboard: Import JC Transactions, job data, and invoice records on a daily sync. Datagrid's AI agents detect cost-to-complete divergence, flag projects where actuals exceed budgeted amounts, and generate exception reports. This surfaces cost overruns before a traditional month-end review cycle would catch them.
Automated subcontractor payment reconciliation: Sync invoice and vendor data from CMiC into Datagrid. AI agents match incoming invoices against open commitments, identify duplicate submissions or mismatched amounts, and produce a reconciliation report. Your AP team handles the flagged exceptions instead of reviewing every line item manually.
Multi-project cash flow analysis: Pull invoices, job categories, and JC Transactions across your full project portfolio into Datagrid. AI agents normalize financial data across projects, model cash flow patterns by job category, and generate forecasts your finance team can act on without building and maintaining custom spreadsheet models.
Job category benchmarking across projects: Import Job Category data and JC Transactions from CMiC. Datagrid agents compare cost performance by category across historical and active projects, identifying which job types consistently run over budget and where your estimating accuracy is strongest. Project managers get data-backed context for future bids.
These workflows give finance and operations teams a more consistent way to review portfolio performance and focus human attention on the exceptions that matter.
Resources and documentation
Use these references for setup details, authentication requirements, and CMiC API constraints.
CMiC authentication documentation — details on Basic Auth and OAuth 2.0 methods
CMiC API service account setup — guide for creating and configuring API service accounts
CMiC API throttling best practices — guidance on request volume and cloud throttling
Datagrid API quickstart — getting started with Datagrid's developer API
These docs cover the main technical details you may need before rolling the integration into production workflows.
Frequently asked questions
What data objects can I import from CMiC into Datagrid?
The Datagrid CMiC integration supports seven data objects: Invoices, Jobs, Vendors, Projects, UDF Values, Job Categories, and JC Transactions. CMiC's API includes additional objects, including Employees, Equipment, GL Accounts, and Subcontract Change Orders. If you need endpoints not currently available, you can request them through Datagrid support at support@datagrid.ai. Full details on supported objects are in the Datagrid CMiC connector documentation.
What credentials do I need to connect CMiC to Datagrid?
You need three values: your CMiC Client Id, your CMiC User Id, and your CMiC User Password. Your CMiC account must have permissions scoped to the projects and data you plan to import. CMiC uses a compound double-pipe delimiter format for credentials (CLIENT ID||USER ID). Datagrid manages this formatting during the connection setup.
How often does Datagrid sync data from CMiC?
You configure the sync frequency during setup: daily, weekly, or monthly. You also set the specific time of day and optional downtime windows. Schedules are managed from the dataset's Edit Pipeline and Schedule settings inside Datagrid. The connector documentation covers the full scheduling configuration.
Does my CMiC account's security settings affect what data Datagrid imports?
Yes. CMiC applies application-level security that filters API responses based on the service account's company, job, project, and employee security context. A correctly authenticated connection can return partial data with no error if the account lacks access to certain records. Verify your CMiC account permissions against your expected data before relying on the import for reporting.
Can I use CMiC data in Datagrid alongside data from other built-world tools?
Yes. Datagrid connects to 100+ platforms, so you can combine CMiC financial data with project files, schedules, and field data from other connected tools. AI agents correlate data across sources, for example by matching CMiC job cost records with project files from a connected file storage or project management platform.
Browse by category
This integration fits teams working across finance and project workflows.
Finance & Accounting
Project Management