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🚀 Smartbuild Integration

Automatically create jobs in Smartbuild every time a design is submitted through your IdeaRoom Configurator.

Updated today

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💡 Who can use it?

  • Customers who have purchased the Smartbuild Integration Add-on

  • Post Frame and Red Iron Customers

  • Carports is coming soon

💡 Why use it?

  • Automatically creates a job of submitted designs in Smartbuild

  • Increase number of leads generated

  • Save time and eliminate manual work

✅ Before you start

Make sure:

  • You have Admin access to IdeaRoom SalesView

  • You have an active account in Smartbuild with API access

  • Dealers:

    • Your supplier has activated Smartbuild on their dataset

    • You know whether you’ll use supplier SKU mapping or create your own

🔧 How to set it up

1. Activate Smartbuild (Dealers/Builders)

  • Go to Admin > Sites > Integrations

  • Select the Smartbuild Systems Integration card

  • Select the supplier from the drop down, if have multiple suppliers in IdeaRoom

  • Make sure Use Supplier Mapping is checked.

    • You will use this in most cases, unless you have unique data requirements in Smartbuild

  • Enter your Smartbuild username & password

    • You'll want to make sure your username has Admin access

  • Save

📝 Repeat for each supplier.

2. Supplier Activation (Suppliers only)

  • Go to Sites > Integrations

  • Select the Smartbuild Systems Integration card

  • Enter your Smartbuild username & password

    • You'll want to make sure your username has Admin access

  • Save

  • Once saved, select Integration Card again and Select Go to Mapping

3. Setup SKU Mapping

  • Go to Product Catalogs

  • Select Smartbuild Mapping

  • Begin mapping by selecting each category

  • Use the Map Items button to auto map any matching Smartbuild skus with IdeaRoom keys.

  • If auto map is not found, manually map your items

  • Select Preview, submit a design. Confirm a job was created in Smartbuild

  • Click Publish

4. Publish to Go Live

  • Once published, Smartbuild jobs will be created automatically for each submitted design 🎉

Advanced User Mapping Options

To support manual mapping, the interface provides multiple menus that include only the essential options required for the integration to function correctly. We've created two powerful options to allow advanced users to map options that are currently not available through the standard mapping UI: Custom Location and Custom Options.

Custom Locations

The Custom Locations menu is intended for advanced users who need to fine-tune the SmartBuild integration to meet specific requirements.

Custom Locations Columns Overview

The table below provides a brief description of each column in this menu and its purpose:

  • Enabled – A boolean value that specifies whether the mapping row should be applied.

  • Location – An enum value that defines where the mapping should be used in the request to create a new job in SmartBuild.

  • Question – A text field containing the identifier of the SmartBuild question to be included in the create job request.

  • Answer – A text field containing the answer to the corresponding SmartBuild question to be included in the create job request.

  • Expression – A conditional expression based on the current state of the IdeaRoom design. When evaluated, it determines whether this mapping should be included in the create job request.

  • Priority – A numeric value that defines the precedence of this mapping when multiple mappings exist for the same question. Higher values take priority.

Custom Locations Overview

The table below describes each supported location and its purpose:

  • customer-email – Specifies which SmartBuild question should receive the customer email provided in the IdeaRoom configurator.

  • customer-phone – Specifies which SmartBuild question should receive the customer phone provided in the IdeaRoom configurator.

  • gable-end-sub-fascia – Provides an answer to a SmartBuild question that applies only when the center section of the building includes a front or back overhang.

  • side-wall-sub-fascia – Provides an answer to a SmartBuild question that applies only when the center section of the building includes a left or right overhang.

  • main-height – Overrides the SmartBuild question that receives the height of the center section. If no value is provided, the center section height is used by default. The standard SmartBuild question for this is CeilingHeight.

  • project-name – Specifies which SmartBuild question should receive the project name. The answer can include the following interpolation keys: versionedEmailId, orderNumber, firstName, lastName, fullName.

    • Example: IR Order for {{fullName}} (#{{versionedEmailId}})

  • shed – Provides an answer to a SmartBuild question that is sent to sheds or attached buildings (equivalent to leans in IdeaRoom).

  • shipping-address – Specifies which SmartBuild question should receive the shipping address from the IdeaRoom configurator.

  • shipping-city – Specifies which SmartBuild question should receive the shipping city from the IdeaRoom configurator.

  • shipping-phone – Specifies which SmartBuild question should receive the shipping phone from the IdeaRoom configurator.

  • shipping-state – Specifies which SmartBuild question should receive the shipping state from the IdeaRoom configurator.

  • shipping-zip – Specifies which SmartBuild question should receive the shipping ZIP code from the IdeaRoom configurator.

When to Use Custom Locations

  • Only use Custom Options if the IdeaRoom/SmartBuild mapping UI does not support the option you need.

  • This is recommended for advanced customers who require precise control over mappings.

Example 1: Attached Lean Settings in Custom Location

Some customers require certain settings be set by default on the attached leans. You can use the Custom Location table to set those specific settings as needed. In this example, we are going to map the default value for Match Heel, Overhang Style, and Slab offset on attched leans.

Steps to set it up:

  1. Location: shed

  2. Question: MatchHeelHeight

  3. Answer: true

  4. Expression: (none needed)

  5. Priority: (none needed, but set it to 1 if settings aren't applying)

Repeat these steps for the other questions and refer to the image below for an example of the expected final setup.

Custom Options

The Custom Options menu allows advanced users to create mappings between IdeaRoom and SmartBuild that are not supported through the standard mapping UI.

Use this feature only when the standard mapping does not provide the specific mapping you need.

Custom Options Columns Overview

Each row in the Custom Options table defines a mapping rule:

  • Enabled – Boolean value (true/false) that determines if the row is active.

  • Option Key – The unique key IdeaRoom uses to identify the option.

  • Option Type – The category or type of option in IdeaRoom.

  • Question – The SmartBuild question identifier to include in the job request.

  • Answer – The value that answers the SmartBuild question in the job request.

  • Expression – A condition based on the current IdeaRoom design state. If true, the mapping applies. (Leave blank if not needed.)

  • Priority – A number that determines precedence when multiple mappings exist. Higher values take priority.

When to Use Custom Options

  • Only use Custom Options if the IdeaRoom/SmartBuild mapping UI does not support the option you need.

  • This is recommended for advanced customers who require precise control over mappings.

Example 1: Installation Surface in Custom Options

The installation-surface option is not available in the standard mapping UI, but you can configure it using Custom Options. In this example, we'll set the cement surface to be mapped with a specific package so that it will select this package in SmartBuild by default when a job is created.

Steps to set it up:

  1. Find the IdeaRoom option key for installation-surface in Product Catalog (View Only).

  2. Paste the key into the Option Key column.

  3. Select installation-surface in the Option Type column.

  4. Enter the corresponding SmartBuild Question identifier.

  5. Enter the matching SmartBuild Answer value.

  6. (Optional) Add a condition in the Expression column. Most of the time this is left blank.

  7. Set the Priority to 1 to ensure it takes precedence.

Refer to the image below for an example of the expected final setup.

This ensures that SmartBuild will receive and set the correct installation surface when a job is created.

Example 2: Product Systems in Custom Options

Each customer may have different Product Systems tailored to their specific products and building methods. Because of this, customers will often need to create Custom Options to accurately map their product systems. In this example, we'll set all product systems to match what has been set in SmartBuild.

Steps to set it up:

  1. Option Key: center-section

  2. Option Type: section

  3. Question: RoofProductSystem

  4. Answer: [[ProductSystem]]

  5. Expression: (none needed)

  6. Priority: 1

Repeat these steps for each product system question. Refer to the image below for an example of the expected final setup.

🧠 FAQs & Troubleshooting

  • Why don’t I see Smartbuild Integration card in Sites > Integrations page?
    → Your admin may not have purchased the add-on yet. Confirm with them.

  • Can I use my own mapping?
    → Yes! Dealer-created mappings override the supplier’s. Be careful choosing this option, only setup your own custom mapping, if you truly have unique scenarios that are not supported via your supplier's mapping.

  • No job created in Smartbuild?
    → Check:

    • Is mapping published?

    • Make sure the smartbuild user has ALL permissions enabled in smartbuild.

    • Was the design submitted after activation?

    • Any unmapped SKUs?

    • Is your username and password correct?

  • Why aren't my Product Systems mapping correctly?
    → You may need to map them in Custom Options so they work correctly. See Custom Options Example 2 above

  • Where do I find the IdeaRoom Option Keys to use in the Custom Option feature?
    → In SalesView, go to Product Catalog menu and you should see an option to view Product Catalog (View Only)

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