Integrating your ITM account

Below are the steps on how to request for the integration of your ITM account in Step Up Projects. 

• Once logged in click the Person icon in the left corner and select Settings

• Select Integrations heading in the navigation pane on the left hand side of the screen.

• Scroll down to the 'ITM Invoice Integration' section
  • If you do not see this in your account please contact Step Up Projects and we can turn this integration on

• Begin typing in the store name or select from the drop down list

• Once you have selected your stores, click the 'Request Integration' button

• • Once requested you will see a status Pending against the store
  • It may take a few days for a store to fulfil the request. 

Once Step Up Projects and ITM are connected

• Once you have connected ITM to your Step Up Projects account, ITM invoices will automatically import into your account into the Bills section in Job Tracking

New quotes and Take-offs from your ITM Branch

• If you have any quotes or take-offs done by your ITM branch you can request for them to be pushed through into Step Up Projects

Here are the steps on how to create a Project if your merchant is ITM 

*Please note: Most ITM stores around the country can integrate to Step Up Projects, there are some which currently do not have the function to integrate, Step Up Projects and ITM are working together to bring all stores onboard.