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Project Information Management Integration
CMap + Newforma
Win the work in CMap: the project is already in Newforma.
Companies, contacts and projects entered once, pushed automatically.
No rekeying, no sync buttons, nothing to run.
CRM, pipeline & projects
Entered once
Companies & offices
Contacts
Projects, from your template
Project information management
Projects ready day one
What syncs
Companies, office locations, contacts & projects
How it runs
One-way push, event-driven: automatic on save or win. No buttons, no batch jobs
Works with
Your own Newforma Project Center server & your master project template. No middleware
Included in
The CMap AEC edition, as a core integration
What the integrations does
Companies out. Contacts out. Projects on win.
Everything your delivery team needs in Newforma Project Center is created and updated automatically, straight from the records your team already keeps in CMap.
CMap
→
Newforma
CMap
↔
Newforma
Newforma
→
CMap
Companies & offices
Save a company in CMap and it is created or updated in Newforma: name, web address and every office location with its street address, automatically.
CMap
↔
Newforma
Newforma
→
CMap
CMap
→
Newforma
Contacts
Save a contact and their details sync to Newforma, linked to their company: name, email, job title, disciplines, phone numbers, address and notes.
CMap
↔
Newforma
Newforma
→
CMap
CMap
→
Newforma
Projects, from your template
Win a project in CMap and the matching Newforma project is created from your master template, ready for the delivery team before they have asked for it.
Why it matters
Typed once in CMap. Ready in Newforma.
CMap runs your CRM, pipeline and projects; Newforma runs your project information. This integration keeps them in step, automatically.
Enter it once
Client, contact and project details are typed once, in CMap, and appear in Newforma without anyone rekeying them.
Projects ready on day one
The moment a job is won, the Newforma project exists: built from your standard template, not a blank slate.
No duplicates
Records are linked by ID and matched by company name or contact email, so updates always land on the right record, never a copy.
Nothing to run
The sync is event-driven: no batch screens, no buttons, no overnight jobs. It just happens as your team works.
getting set up
Configured for you by CMap.
This is a core CMap integration: built, supported and maintained by CMap, connecting directly to your own Newforma Project Center server with no third-party middleware. CMap configures the connection for you, then the sync just runs as your team works.
Share your server details
Give your CMap Consultant your Newforma server address and an integration service account.
Share your master template
Pass over your master project template details and CMap configures the connection for you.
Let it run
The sync runs automatically every time your team saves a record or wins a project.
Frequently asked questions
Which CMap editions include the Newforma integration?
The Newforma integration is a core integration on the CMap AEC edition. Speak to your CMap Consultant or Customer Success Manager to get it configured, or visit the CMap Help Center for the full setup guide.
Do I need middleware or a third-party connector?
No. This is a core CMap integration, built, supported and maintained by CMap. It connects directly to your own Newforma Project Center server with no third-party middleware, and CMap configures the connection for you.
How does the integration avoid duplicate records in Newforma?
Newforma records created by the integration are stamped with a CMap reference, so records are linked by ID and matched by company name or contact email. Every later save updates the same record rather than creating a duplicate.
Is anything pulled back from Newforma into CMap?
No. The integration is a one-way push: CMap is the source for company, contact and project records, and Newforma is kept in step automatically as your team saves records and wins projects.
Does CMap integrate with Newforma?
Yes. CMap connects directly to your own Newforma Project Center server. Companies, office locations and contacts flow into Newforma as they are saved in CMap, and winning a project creates the matching Newforma project from your master template, automatically.
integrations
CMap, embedded in your wider tech stack
Newforma is one of CMap's core integrations for AEC firms, built, supported and maintained by CMap, alongside the accounting, CRM and collaboration tools your business already runs on.
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