How to add the App Integration to Autodesk Construction Cloud

In Autodesk, the Account Admin should: 

1. Go to Account Admin and find the Billy Construction Compliance Simplified App under ‘Apps’ menu. 
2. Find and install the app to add the app to your ACC Account. Once installed, the Billy Construction Compliance Simplified app should appear under the tab ‘My Apps’.  

For immediate assistance please contact our support team here or schedule a demo here.

Our Autodesk® integration streamlines project management in Billy. Once connected, you can:

• Import Autodesk projects with a single click

• Automatically sync vendors from Autodesk to Billy

• Eliminate duplicative data entry

This integration saves your team valuable time and ensures data consistency across platforms. Leverage the power of both systems without the hassle of manual updates.

Connecting Billy and Autodesk

Step 1: To set up the integration, go to Settings > Connected Apps. Under Autodesk click the blue Setup button.

Step 2: When the Autodesk module pops up, click the blue Login to Autodesk button.

Step 3: You will be prompted to Authorize the application. Click the black Allow button to proceed.

Step 4: At the next module, choose the Autodesk instance you would like to connect to and click the blue Save Selection button.

Once you receive the Success message, you will see that your accounts are connected.

Importing Projects from Autodesk to Billy

To import projects from Autodesk to Billy, click the blue Import Projects button. When the import module pops up, you will first need to assign a Default contract requirement group.

Step 1: After you set your default requirement group, you can select all projects that you would like to import. You can select as many projects as you would like.

If a project is already imported into Billy, you will see a grey Imported tag designation. Once you have your project selections made, click the blue Import Selection button.

Step 2: When your projects are imported, you will be taken to the Projects page in Billy and see your projects populate in Draft status. You can click the green Autodesk tag to open your Cost Module in Autodesk in a new tab at any time.

Step 3: Within the project in Billy, you will see your vendors automatically sync from Autodesk via the Cost Module.

Step 4: New vendors added to your project Autodesk will automatically sync to Billy if the Supplier Details are entered.

Step 5: If you need to add any project-specific Additional Insureds, project-specific sample documents, or assign any vendor-level requirements you will do this within the project.

When your project is ready in Billy, flip the status from Draft to Active and click the blue Save button.

After you trigger document requests, Billy's automation will kick in and your project will be live!

Billy’s integration with Autodesk allows you to request, verify, and track certificates of insurance. With this integration, your project teams can streamline the compliance workflow by automating follow-ups for missing certificates and expiring coverages from vendors on your projects.