Table of Contents

Purpose Materials Module Available Pro-Tech files Quotes/Bids Module Available Pro-Tech files

Purpose

The PRO-TECH Integration streamlines the import of door and hardware specifications from Pro-Tech into TRUE. This integration is crucial for door hardware specialists who need to maintain accurate product data and pricing when creating estimates and material lists. PRO-TECH imports XML-formatted material release files containing door schedules, hardware sets, and detailed specifications.

XML Import

Import Material Release Files in XML format from Pro-Tech software

Product Creation

Automatically creates product records with descriptions and specifications

BOM Integration

Creates Bill of Materials records with accurate costing data

Quantities & Pricing

Import quantities, pricing, and extended costs from Pro-Tech

Installation Details

Capture installation requirements and hand information (LHR/RHR)

Multi-Module Access

Available from Materials module and Quotes/Bids Items mode

Module Access

Access PRO-TECH integration from multiple modules in TRUE

Import from Materials Module

Navigate to the Materials module
Click the Gear icon (⚙️)
Select Integrations
Choose Pro-Tech
Drag and drop your XML Material Release File
Review imported materials and pricing

Import from Quotes/Bids

Open your Quote or Bid record
Switch to Items mode
Click the Gear icon (⚙️)
Select Integrations
Choose Pro-Tech
Drag and drop your XML file

Supported PRO-TECH Files

File Type	Format	What It Contains
Material Release Files	XML	Quantities, installation details, and hardware requirements

Frequently Asked Questions

Common questions about using PRO-TECH integration with TRUE

Import Issues

My PRO-TECH file fails to import. What should I check?

If your Pro-Tech XML file fails to import, verify the following:

Ensure the file is in XML format (not PDF or CSV)
Check that the file hasn't been modified after export from Pro-Tech
Verify the XML structure contains valid data
Large files with thousands of openings may take 15+ minutes to process
Contact support if the file appears correct but still fails

Note: Very large Pro-Tech files (40,000+ records) can take 25-30 minutes to import. Do not disconnect during the import process.

Does the import include hand information (LHR/RHR)?

Yes. When importing Pro-Tech files, the system appends any value in the "Hand" field (like "RHR" or "LHR") to the product description. For example, a door might import as "671DR-3 x48 630 Touch Bar RHR" with the hand information included.

Why is my import taking so long?

Import time depends on the size of your Pro-Tech file. Files with thousands of openings create many records throughout the system (products, pricing, BOM, materials). A large file with 40,000+ records can take 25-30 minutes to complete. Allow the import to finish without interruption.

Products & Pricing

How does the import handle product pricing?

When importing Pro-Tech files, the system creates product records with the List Price populated. The Unit Cost is set in the BOM (Bill of Materials) table rather than the product pricing record. New pricing records are only created if one doesn't already exist for that product.

What happens if the product already exists?

The import will not create duplicate pricing records for products that already exist in TRUE. It checks for existing products by matching identifiers and only creates new pricing records when necessary.

Are imports tracked in the Activity Log?

Yes. When BOM records are created during import, entries are automatically added to the Activity Log with timestamps. This provides an audit trail of imported materials and when they were added to the system.