14. Export & Integrations

Inoscope lets you export assessment data to CSV files and send it directly to Fergus (job management) with a few clicks.

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Opening the Export Dialog

1. Open the assessment you want to export.
2. Click the Export (↑) button in the top action bar.
3. The Export Dialog appears — select your format or integration from the dropdown.

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CSV Export

Export your line items as a CSV spreadsheet.

Column Selection

Choose which columns to include. Name is always included and cannot be removed.

Column	Default	Description
Name	Always on	Line item name (cannot be removed)
Type	On	Item type (Material, Labour, Equipment, etc.)
Quantity	On	Quantity value
Unit	On	Unit of measure (m², hr, lot, etc.)
Unit Price	On	Rate per unit
Total Cost	On	Calculated total (Unit Price × Quantity × Margin × Discount)
Source	On	Document or image the item was sourced from
Margin	Off	Margin percentage applied to the item
Discount	Off	Discount percentage applied to the item

Additional Option

Option	Description
Hide leaf items	Collapse sections that only contain leaf items into a single row, showing just the group total

How to Export

1. In the Export Dialog, select CSV Export from the dropdown.
2. Check or uncheck columns as needed.
3. Toggle Hide leaf items if you want a condensed output.
4. Click Export.
5. The CSV file downloads automatically.

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Fergus Integration

Export assessments directly to Fergus to create jobs with quoted line items.

Setting Up Fergus

1. Go to Settings → Integrations tab.
2. Click Fergus to expand the integration panel.
3. Fill in the account details:

Field	Description
Display Name	Label shown in the export dropdown (e.g., "BSG")
API Token	Your Fergus API token — stored securely and not displayed after saving

4. Set Line Item Type Mappings — enter the Fergus sales account code to use for each line item type:

Mapping	Description
Material Sales Account Code	Account code for material line items
Labour Sales Account Code	Account code for labour line items
Equipment Sales Account Code	Account code for equipment line items
Subcontract Sales Account Code	Account code for subcontract line items
Overhead Sales Account Code	Account code for overhead line items
Site Service Sales Account Code	Account code for site service line items

5. Click Test Connection to verify the token works.
6. Click Save Settings.

Multiple Accounts

To connect more than one Fergus workspace, click + Add Account in the Accounts section. Each account appears as a separate option in the export dropdown (e.g., "Fergus - BSG").

Exporting to Fergus

1. Open an assessment and click Export.
2. Select your Fergus account from the dropdown (e.g., "Fergus - BSG").
3. Fill in the three fields:

Customer

Search your Fergus customer list by name. The dropdown shows each customer's name, email, phone, and ID.

• Type to filter — results paginate automatically as you scroll.
• If the customer does not exist, click + Create New Customer and fill in:

Field	Required
Customer Name	Yes
First Name	No
Last Name	No
Company	No
Email	No
Phone	No

Site

Search Fergus sites by name or address. The Site field is independent — you can select a site without selecting a customer first.

• Type to filter — results show contact name, site name, and address.
• If the site does not exist, click + Create New Site and fill in:

Field	Required
Site Name	Yes
First Name	No
Last Name	No
Company	No
Address	Yes
City	No
Postcode	No

Job

Search existing Fergus jobs. A customer must be selected before searching jobs — the field shows "Select a customer first" until a customer is chosen. Results show job title, description, type, and ID.

• If the job does not exist, click + Create New Job (available once a customer is selected) and fill in:

Field	Required
Job Title	Yes
Description	Yes

4. Click Export to send the line items to Fergus.
5. The assessment line items are created as quote items on the selected job.

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Xero Integration

Xero integration is not yet available. The Xero card is shown in Settings → Integrations but cannot be connected at this time. It will be enabled in a future release.

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Managing Integrations

Go to Settings → Integrations to manage all connected integrations.

Each integration card shows its current status. For Fergus:

• Active (green badge) — the integration is connected and ready to use
• Click the card to expand account details, update settings, or add accounts
• Use Test Connection to verify the API token is still valid
• Use Disable Account to deactivate an account without deleting its settings

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Next Steps

• Set up team collaboration
• Configure settings
• Generate a PDF report