Using Beacon in the New Sales Experience
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      How Do I Enable the Beacon Roofing Supply Integration and Import My Templates?

      Learn how to enable the Beacon integration with your JobNimbus account and import your templates.

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      Enabling Beacon

      • Click on your profile icon or initials in the top right corner.
      • Select Settings from the dropdown menu.
      • Within the Settings menu on the left, select the Integrations tab, then select Suppliers.

      • JobNimbus will then direct you to the Suppliers list. If you have not yet connected any suppliers, you will see the page below. Select the Connect Beacon button.
      • If you already have one or more suppliers added to your JobNimbus account, select the Beacon Roofing Supply tab. Then, select the Connect Beacon Roofing Supply Account button.
      • Input your Beacon PRO+ account login credentials when prompted.
      • Once you have logged in, follow the steps below.
      1. Select the Beacon account you want to connect to your JobNimbus location.
      2. Select the Branch for that location.
      3. Select a Job Account.
      4. Next, select Import Templates to import your Templates into JobNimbus. This will automatically sync your Beacon Products with JobNimbus.
      • Once you click the Import Templates button, you will see the following message.
        • In general, imports take under 3 minutes to complete. You do not need to stay on this page during the import as it will continue to work in the background.

      Note: Templates can only be imported once. If you make an update to a template in Beacon, the update will not reflect in JobNimbus. Instead, you will need to create a new template in Beacon and import it.

      Note:

      • The Material Orders feature in JobNimbus will automatically be enabled when you connect with Beacon.
      • The Cost for your Beacon Products will automatically update in real-time when creating an Estimate or Material Order. However, please note that the Price column in your Products and Services will display the price of the Product when it was first synced to your JobNimbus account.
        • If you wish to edit the Price, you can manually update the Price column to reflect the amount you wish to charge.