# Fergus (https://dev.tradieforms.com.au/docs/features/integrations/fergus-integration)

Fergus lets you bring job and site details into supported Tradie Forms fields without retyping them on site.

Read the overview on the [Fergus integration page](https://dev.tradieforms.com.au/integrations/fergus).

## Requirements [#requirements]

- Paid plan
- Fergus account
- A supported template and field

## Connect Fergus [#connect-fergus]

### Open Fergus in Connections [#open-fergus-in-connections]

In Tradie Forms, open [**Connections**](https://tradieforms.com.au/app/integrations) and choose **Fergus**.

### Sign in to Fergus [#sign-in-to-fergus]

Select **Connect with Fergus** and complete the Fergus login when prompted.

### Approve access [#approve-access]

Approve access so Tradie Forms can import job details into supported fields.

Disconnect in Connections anytime to revoke access.

On a **team workspace**, only a team admin can connect Fergus for the crew.

## Import into a form [#import-into-a-form]

### Per-field import [#per-field-import]

### Open a supported form [#open-a-supported-form]

Start the form while signed in on a paid plan.

### Pick the Fergus job [#pick-the-fergus-job]

Select the link icon Import from Fergus beside a supported field, then search for the Fergus job.

### Import and check the value [#import-and-check-the-value]

Choose the field value to import, then check it before download.

### Import a whole job at once [#import-a-whole-job-at-once]

A bar appears at the top of supported forms, where you map fields once and reuse that mapping on every later job.

### Pick a sample job [#pick-a-sample-job]

Open a supported form and select **Set up mapping** in the bar at the top. Choose a sample job so you can see real Fergus values while you map.

### Map the fields [#map-the-fields]

In the mapping panel, match each form field to the correct Fergus value. Every supported field on the form is listed in one place.

### Save and reuse the mapping [#save-and-reuse-the-mapping]

Select **Save mapping**. On later forms of the same type, pick a job in the bar and select **Import job** to fill every mapped field at once.

The link icon Import from Fergus stays on every supported field, so you can still pull in a single value at any time.

## Reconnect Fergus [#reconnect-fergus]

Disconnect Fergus in Connections, then **Connect with Fergus** again.

## API token (advanced) [#api-token-advanced]

If you cannot connect with Fergus for your setup, you can use an API token instead.

### Generate a Fergus token [#generate-a-fergus-token]

In Fergus, open **Settings -> Integration Centre -> Fergus API -> Generate new token**.

### Connect with the token [#connect-with-the-token]

Copy the token. In Tradie Forms, choose **Use an API token**, paste the token, and connect.

If the Fergus user who created the token leaves your company, disconnect and reconnect with a new token or connect with Fergus.

## Attach PDFs to Fergus jobs [#attach-pdfs-to-fergus-jobs]

Turn on **Upload PDFs to Fergus jobs** on the Fergus integration page in Connections.

You can attach PDFs in two ways:

- From the **Your PDF is ready** sheet after download, when you imported at least one Fergus field during that session
- From **Completed**, using **Send to Fergus**

If a stored PDF is available (Solo stored copies or Team audit trail), the stored copy can be used. Otherwise Tradie Forms regenerates the PDF from saved form data.

Finished PDFs land in **Files & Photos** on the Fergus job.

Contact support if you need help connecting Fergus.