SFG20 is a software tool for facilities managers, building owners and contractors. The integration allows you to have access to a library of PPM tasks and schedules within Commusoft.
SFG20 Plan Availability
SFG20 Plan Availability
Plan | Region | SFG20 Integration |
Go Paperless | UK | ✅ |
Customer Journey | UK | ✅ |
Automation | UK | ✅ |
------------------------------ | ---------------- | ---------------------- |
All-in-one | US | ❌ |
Customer Journey | US | ❌ |
Field Automation | US | ❌ |
Setting Up Your Integration
Follow the steps below to connect your Commusoft account with your SFG20 credentials and begin importing task templates.
Step 1: Connect to SFG20
Go to your Profile icon > Integrations
Select Productivity > SFG20
Click Add Integration
Click Continue
Step 2: Authorise with SFG20
Enter your Client Key and Secret Key provided by SFG20
Click Continue
Step 3: Add a Task/Schedule Template to Commusoft
This step links SFG20 task libraries to your Commusoft system so they can be used within contracts.
Search the template name
Press Enter
Click Add to template
Click Continue
Step 4: Configure or Edit a Template in Commusoft
➡️ Profile icon > Settings
Navigate to Contracts
Click view on Planned preventative maintenance templates
Select a template to view or edit if its linked SFG20 data
Add more templates to Commusoft
➡️ Profile icon > Integrations > Productivity > SFG20
Click Manage Integration
Select Add new record
Search template name and hit Enter
Select Add to template
Click Continue
Disconnect
➡️Profile icon > Integrations > Productivity > SFG20
Click Disconnect
Type "disconnect" to confirm
Disconnect
Frequently Asked Questions
💭 What if I update a template in SFG20?
You will need to delete the template in Commusoft and re-import it through the integration.
💭Can I update task templates inside Commusoft?
You can adjust visibility and apply custom scheduling, but base task content must be updated through SFG20.