Primavera integration
In the time it takes to enter one order in Primavera, approve several.
Crafteer.ai reads the quote requests and orders that arrive by email and WhatsApp and drafts them, with stock and prices from Primavera. Someone on your team reviews and approves; as soon as they do, the document goes to Primavera automatically, which stays your company's system.
Book a demoWhat weighs on the team today
Data copied from email into Primavera, field by field
Customer, delivery address, items, quantities. Every request that comes in by email is typed again into Primavera, by hand.
Quotes waiting for the person who handles them
When the person who handles quotes is away or busy, requests pile up. The customer has no idea why the answer is not coming.
Replies that depend on looking something up
Delivery date, price on the last order, status of an invoice. The information is in Primavera, but someone has to fetch it for every question.
An order by email, all the way to Primavera
- 1A regular customer emails an order for three items, for delivery on Friday.
- 2Crafteer.ai reads the email and pulls out the customer, items, quantities and delivery date.
- 3It checks stock and prices for the three items in Primavera.
- 4It drafts the order and the confirmation email to the customer.
- 5Someone on the team approves: the order goes to Primavera and the confirmation to the customer.
How Crafteer.ai helps
Customers and products
Crafteer.ai reads customers, products and anything else the Primavera API makes available, and creates or updates customers when needed.
Orders and quotes as drafts
Every request that arrives by email or WhatsApp becomes a draft order or quote in Crafteer.ai. Once approved, it goes to Primavera automatically. In the time it took to enter one order, your team approves several.
Stock, prices and lead times
Customer questions about stock and lead times are answered from your own data. Stock and prices are read in real time wherever the API allows; everything else syncs during the day.
Recorded under the right user
Where the API allows, whatever goes into Primavera is recorded under the team member who approved it, so Primavera shows who did what.
FAQ
Does Crafteer.ai replace Primavera?
No. Primavera stays your company's management system. Crafteer.ai handles the work that arrives by email and WhatsApp and sends to Primavera whatever your team approves.
Do orders go into Primavera without anyone seeing them?
No. Orders and quotes are drafted in Crafteer.ai and only go to Primavera after someone on your team approves them.
Do we need to install anything on the Primavera server?
Whenever Primavera has an API, we connect through it. When it doesn't, we use other integration techniques, assessed case by case during setup.
What permissions does Crafteer.ai use in Primavera?
Where the API allows, every action Crafteer.ai takes is recorded in Primavera under the matching user, so Primavera shows who did what.
Who sets up the connection to Primavera?
The LucidHorizon team, during implementation, after a demo. Timing depends on each company and is assessed after the process review.