Data Tools

Data Tools is where you get data into and out of Contractors Cloud and connect your own software. Use it to create API access tokens, bring in leads, download your data as spreadsheets, send automatic messages to other systems, and clean up duplicate records.

Who can see Data Tools

Every user with the Executive permission sees Data Tools, and so does any user who has been given one of the API pages. If you do not see it, ask an Executive on your account.

1. Click the Settings menu.
2. Click Data Tools.
3. Use the left menu to move between the tools below.

Contractors Cloud API/MCP

This is the starting page. It explains the Contractors Cloud API and links to the API documentation. Hand that link to the developers of any outside application you want to connect.

API Access Tokens

An access token lets an outside program connect to your account.

1. Click API Access Tokens.
2. Click Create Access Token.
3. Copy the token right away and give it to your integration partner. You see it only once.
4. To shut an integration off, click Revoke on its token. You will need to create a new token to reconnect it.

A token acts as the user who created it. If that user is made inactive, issue a new token.

Lead Connections and Leads

Leads are bits of contact data that arrive from an outside source, such as a lead service or a spreadsheet. A Lead Connection holds the settings and defaults used to turn incoming leads into projects automatically.

1. Click Lead Connections and click Create lead connection.
2. Fill in the settings and save.
3. Click Leads to see what has come in.

Reports

Click Reports to open the Reports page.

Data Export

Data Export downloads your data tables as .csv spreadsheet files.

1. Click Data Export.
2. Click the table you want.
3. Open the downloaded file in your spreadsheet program.

If you do not have financial access, tables that carry money or project figures, such as projects, estimates, work orders and material orders, are not available to you.

Webhooks

A webhook sends a message to a web address of yours when something happens in Contractors Cloud, for example when a project status changes.

1. Click Webhooks.
2. Create a webhook, choose a company if you want to limit it to one, and enter your web address.
3. Choose the events you want to listen for.
4. Click Send test and look for a test record in Webhook Sends to confirm it works.

Mobile Apps

This page explains how to get the iOS or Android app from your app store so you can receive Jet Stream push notifications on your phone.

Data Merge

Data Merge combines duplicate records into the one you keep. You can merge projects, customer accounts or contacts. For a full walkthrough, see the Data Merge article.

Warning: a merge cannot be undone. The record you merge away is deleted. Check both records before you confirm.

1. Click Data Merge.
2. Pick the type: Projects, Customer accounts or Contacts.
3. Pick the record to merge away and the record to keep.
4. Review the summary, then confirm.

Some records cannot be merged until they are cleaned up, for example a project that already has invoices or payments. The page tells you what to fix.

Artificial Intelligence (AI)

How we use it explains how to connect an AI assistant such as Claude or ChatGPT to your account and what AI already does inside Contractors Cloud.

Apps from other companies

QuickBooks, EagleView and other third-party apps are on the Partners page, not here.