Overview
What is TradeTapp: TradeTapp is a subcontractor prequalification and risk management software for the built world. General contractors and owners use it to collect qualification applications, review financial health, track safety records, and score subcontractor risk before awarding work.
How to integrate TradeTapp with Datagrid
The Datagrid TradeTapp integration imports subcontractor prequalification and risk data into Datagrid datasets. Use the steps below to connect the account, complete authorization, and configure the sync.
Connect the account
Click + Create on the top left of the Datagrid screen.
Select Connect Apps.
Search for the TradeTapp connector from the list.
Log in with your TradeTapp account. TradeTapp may prompt authorization for Datagrid's access. Grant the required permissions.
Click Next.
Select the TradeTapp data objects to include in your dataset (e.g., Subcontractors, Risk Scores, Projects).
Click Start First Import to begin the initial sync.
Authorize access
To set up the integration in Datagrid, you need an active TradeTapp account with permissions to access the intended projects and data, plus a TradeTapp API key generated from your account settings. The Autodesk Platform Services API used underneath TradeTapp uses 3-legged OAuth 2.0, and Datagrid handles that OAuth flow as part of the integration.
Configure the data sync
The integration syncs ten data object categories from TradeTapp into Datagrid:
Subcontractors: Vendor company records and core profile data.
Risk Scores: Calculated risk ratings assigned to each subcontractor.
Projects: Project records associated with qualification activity.
Financials: Financial statements, ratios, and capacity indicators.
Safety Records: EMR, OSHA logs, and other safety performance data.
Insurance: Certificates of insurance and coverage details.
Compliance: Qualification status and compliance check results.
References: Reference contacts and submitted feedback.
Questionnaires: Custom prequalification questionnaire responses.
Users: TradeTapp account users and role assignments.
Sync direction: Primarily one-way, from TradeTapp into Datagrid. The Flags resource is the exception, accepting writes from Datagrid for posting risk flags.
Sync frequency: Configurable as daily, weekly, or monthly. To set a schedule, open the TradeTapp Dataset in the left panel, click ... on the top right, then Edit Pipeline. Next, click the Schedule button and configure frequency, time of day, and downtime windows. Finally, click Update to save.
Example field mapping:
{
"tradetapp": {
"id": "subcontractor-record-id"
},
"bidding": {
"companyId": "subcontractor-record-id"
}
}
This mapping shows the join used later in the article: map TradeTapp's id field to the bidding system's companyId field. Additional data objects may be available on request. Contact support@datagrid.ai if you need endpoints not listed above.
Why use TradeTapp with Datagrid
Connecting TradeTapp with Datagrid gives project teams a single workflow for subcontractor qualification review, compliance monitoring, and risk routing across active projects.
Automated risk scoring across every subcontractor: Datagrid's AI agents analyze TradeTapp risk scores and financial data to rank vendors by risk level and surface issues earlier in the workflow.
Continuous compliance monitoring: Agents cross-reference TradeTapp qualification status, safety records, and insurance data against active project requirements on a recurring cycle, without manual review of each vendor.
Prequalification analysis that stays consistent: Datagrid analyzes TradeTapp prequalification submissions and organizes imported data for downstream review, reporting, and workflow automation.
Write risk flags back to TradeTapp: Datagrid agents can post risk determinations into TradeTapp's Flags resource after analysis, closing the loop between review and source-of-truth records.
Cross-platform data joins: Connect TradeTapp prequalification data with project performance data from connected systems for a single view of vendor risk and project outcomes.
Reporting and analytics on historical qualifications: Use accumulated TradeTapp records in Datagrid for reporting, analysis, and operational review without manually stitching data together.
What you can build with TradeTapp Datagrid integration
TradeTapp data becomes more useful when project teams connect qualification records to active project workflows in Datagrid. The examples below show where Datagrid's AI agents execute the work between vendor review, project risk checks, and downstream decisions:
Subcontractor risk ranking pipeline: Pull risk scores, financials, and safety records from TradeTapp into Datagrid on a daily schedule.
Insurance and compliance expiration watchdog: Datagrid's AI agents monitor TradeTapp insurance certificate expiration dates, qualification status expirations, and financial statement due dates.
Prequalification document review workflow: When subcontractors submit qualification applications in TradeTapp, Datagrid analyzes those submissions alongside internal qualification thresholds and supporting project data.
Bid-to-qualification data bridge: Combine TradeTapp qualification data with bidding data through Datagrid.
Resources and documentation
Frequently asked questions
What types of data can I import from TradeTapp into Datagrid?
The integration covers subcontractors, risk scores, projects, financials, safety records, insurance, compliance, references, questionnaires, and users. Additional endpoints may be available on request.
What authentication does the TradeTapp integration require?
You need an active TradeTapp account with access permissions and a TradeTapp API key generated from your account settings. Datagrid handles the underlying OAuth flow during setup.
Can Datagrid write data back to TradeTapp?
Datagrid can write to TradeTapp's Flags resource, which accepts full CRUD operations (create, read, update, delete). TradeTapp qualification and financial data endpoints are read-only through the API, so Datagrid agents can post risk flags but cannot modify the underlying prequalification records.
How often does the TradeTapp data sync run?
Configure the schedule by opening the TradeTapp Dataset, clicking ..., then Edit Pipeline, and selecting the Schedule button. The integration runs as a pull-based sync on your configured schedule.
How do I join TradeTapp data with bidding data?
The company ID shared across both APIs uses different field names: id in TradeTapp responses and companyId in bidding responses. Any data join must explicitly map these fields.
Similar integrations
BuildingConnected: Native parent-platform sync; qualification statuses and BuildingConnected bid data link directly to TradeTapp for combined risk and bidding workflows.
Procore: Project management integration to cross-reference TradeTapp subcontractor qualifications with active project budgets, schedules, and performance data.
PlanGrid: Field document and sheet sync complements TradeTapp compliance checks by linking qualification and insurance status to on-site drawings and submittals.
BIM 360 Build: Field data, RFIs, and forms from BIM 360 Build can be cross-referenced with TradeTapp safety and qualification records for compliance monitoring.
CMiC: ERP sync that lets TradeTapp incorporate backlog, capacity, and financials from CMiC for more accurate subcontractor risk scoring.
Oracle Primavera Cloud (OPC): Schedule and cost data from Primavera Cloud enrich TradeTapp analyses, linking prequalification signals to project timelines and variances.
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