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Enable and use the JobNimbus connector

This article explains how to connect XBuild to JobNimbus using our pre-built connector. This integration allows XBuild to search for and link to existing jobs, while automatically syncing project status updates and proposal documents for every XBuild sales milestone. You must be logged into JobNimbus as an Administrator to generate an API key.

1. Generate Your API Key

Because XBuild is a new integration, you will need to manually add it to your JobNimbus account to generate a valid key.
  1. Log in to your JobNimbus account as an Administrator.
  2. Click on your profile icon or initials in the top right corner and select Settings.
  3. From the settings menu on the left, select the API option (under Integrations).
  4. Click the blue New API Key button in the top right corner.
  5. Identify the Application: Under the Description column, click the drop-down menu. Since XBuild is not yet on the application list, manually type “XBuild” or name you want into the field. You need to type in the pulldown menu. This will add it to your account.
  6. Assign Access: Select an Access Profile from the dropdown. This determines what data XBuild can see; ensure the profile has permissions for “Jobs” and “Documents.”
  7. Click Save.
  8. Copy the Token: A string of characters will now appear under the Key column. Copy this token immediately.

2. Use the Key for Authentication

Once you have copied your key:
  1. Navigate to the Connectors section in XBuild.
  2. Select the JobNimbus Connector.
  3. Paste the token into the API Key field and click Connect.

3. Troubleshooting Common Issues

  • Key Not Appearing: If the key column remains empty, ensure you clicked “Save” after manually typing “XBuild” and selecting an Access Profile.
  • Access Denied: If XBuild cannot pull job data, verify that the Access Profile assigned to the API key has “Full Access” or “Admin” permissions enabled within JobNimbus.
  • Manual Entry: Ensure “XBuild” is spelled correctly when manually typing it into the Description field, as this is how JobNimbus identifies the integration source.
For further technical assistance, you can contact JobNimbus Support at (855) 964-6287 or email support@jobnimbus.com.