Integration

Streamline Your Project Management with Projectworks and 12d Synergy

Your project data shouldn't need to be manually input in two places. Connect Projectworks and 12d Synergy and information can sync automatically, so your teams spend less time on admin and more time delivering.

12d Synergy x Projectworks
WHY IT MATTERS

Spend Less Time on Project Setup and More Time on Delivery

When a project is created in Projectworks, 12d Synergy builds the job automatically so your team picks up work straight away instead of waiting for someone to set things up.

project automation

Automated Project Creation

When a project is created in Projectworks, 12d Synergy builds the job automatically with folder structures and permissions already in place based on your templates. No double entry, no setup delay.

mapped project data

Mapped Project Data and Contacts

Project fields in Projectworks map directly to job attributes in 12d Synergy, so documents, drawings and models are tagged to the right job from day one. No manual reconciliation, no chasing people for job numbers at month end.

workflow

Fits Your Workflow, Not the Other Way Around

You control which fields map where, so the integration works around how your team already operates rather than forcing a process change.

HOW IT WORKS

How Projectworks and 12d Synergy Work Together

12d Synergy is ISO 19650-ready, giving your team version control, audit trails and structured project information management from the moment a job is created. Share your important project data from Projectworks into 12d Synergy, saving you time, reducing human error, and establishing an end-to-end solution for all your project needs.

Project source
Projectworks

Where your projects live

Projects
Companies
Contacts
Auto-sync on create or update
fields map to job attributes
JobsCompaniesContactsConfigurable mapping
Scheduler-driven — only changed records sync each run
Source of truth
12d Synergy

Versioned, audited,
ISO 19650-ready

Bridge St Upgradejob created
Acme Engineeringcompany synced
J. Smith — PMcontact synced

When a project is created or updated in Projectworks, 12d Synergy picks it up automatically. Project data maps across to job attributes in 12d Synergy, so your documents, drawings and project information are always linked to the right job. You control which fields map where, so the integration fits your existing workflow rather than forcing you to change it. Want to see exactly how the data maps across? Read the full Projectworks connector documentation.

View the Projectworks Connector Documentation

See it on your own project data

We'll walk your team through the Projectworks integration end to end and answer anything specific to how you work.

Common Questions From Project Teams

Do we need to set up every new project in both Projectworks and 12d Synergy?

No. When a project is created or updated in Projectworks, 12d Synergy picks it up automatically. Project name, number, client, manager and dates all carry across without anyone having to touch them in 12d Synergy.

What project data actually syncs across?

Jobs, companies and contacts all sync from Projectworks into 12d Synergy. That includes project names and numbers, start and end dates, job status, project manager, client details, billing contacts and payment terms. You control which fields map where during setup.

Will this change the way our team currently uses Projectworks?

No. Projectworks stays exactly as it is. The integration runs in the background and pushes data into 12d Synergy automatically. Your team keeps working in Projectworks the same way they always have.

Is this suitable for engineering and consulting businesses?

Yes. The integration is specifically built for engineering, architecture and consulting firms that run projects in Projectworks and need their document and information management connected to the same source of truth.