Using Beacon in the New Sales Experience
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      3. Using Beacon in the New Sales Experience

      How Do I Enable the JobNimbus Integration With Beacon in the New Sales Experience?

      Enable Beacon through the Suppliers tab in Settings.

      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. Click Update Connection.

      • Input your Beacon PRO+ account login credentials when prompted.
      • Be sure to add at least one location to the Location Defaults before you move on to the next step.
      • Next, select Import Templates to import your Templates into JobNimbus. This will automatically sync your Beacon Products with JobNimbus.
      • The button will turn grey and the text will change to "Import Started" to indicate that your templates are in the process of importing to JobNimbus.
        • In general, imports take under 3 minutes to complete. The button will remain in the "Import Started" state until you leave the page. 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.