Trimble ProjectSight Integration

Last updated: July 8, 2025

Background

The Document Crunch integration with Trimble ProjectSight eliminates the manual process of downloading playbooks and risk/compliance checklists from Document Crunch and re-uploading them into ProjectSight. This streamlined workflow allows construction project teams to export Crunches directly from Document Crunch into ProjectSight, consolidating all contract-related documents in a single location and ensuring everyone works with the latest versions.

Things to Consider

  • The integration will need to be enabled by Document Crunch Support. Users can request for this feature to be turned on by emailing support@documentcrunch.com

  • Your access within ProjectSight will be governed by your current Trimble permissions

  • The current release supports exporting from Document Crunch to ProjectSight only; two-way sync may be available in future updates

  • This integration supports exporting Playbook details or Checklist details

Steps

  1. Open either a Playbook or Checklist crunch from your dashboard

  1. Click the Export button at the top right corner and select Export to ProjectSight

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  2. Complete the OAuth login for Trimble (required on first use or when authentication token expires). Your credentials will be securely stored for future use.

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  3. Once the ProjectSight export window appears, select which checklists you would like included in your export as well as which portfolio, project, and contract within ProjectSight will be the end destination.

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  4. Click the blue Export button once all required fields are completed.

  5. The system will provide clear feedback with either a success message or error details

  6. On successful upload, your artifact will appear in Trimble ProjectSight at the selected destination

    NOTE: Uploading a revised document will replace the previous version

Troubleshooting

If your export fails:

  • Read the error message carefully (authentication, permission, or system error)

  • Retry the export after resolving the issue or re-authenticating as prompted

  • Contact support at support@documentcrunch.com if the problem persists