OVERALL CONTROL / 0.6-customer-control
Grades and scoring
Data access
25% of the overall score before applicability adjustment.
Scored answers and evidence
Read interface 2.5/10
Report outputs only
Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API.
Supported application grids download structured Excel output.
Buildertrend grid views, filters and Excel export ↗
Can I export my Grid? · Checked 2026-10-16
Bulk delivery 2.5/10
Manual report download
Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API.
Customers initiate each supported grid download.
Buildertrend grid views, filters and Excel export ↗
Can I export my Grid? · Checked 2026-10-16
Query expressiveness -
-
Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API.
The reviewed Buildertrend route does not establish query expressiveness.
Buildertrend grid views, filters and Excel export ↗
Reviewed route documentation; applicable scoring contract not established · Checked 2026-10-16
Access cost barrier -
-
Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API.
The reviewed Buildertrend route does not establish access cost barrier.
Buildertrend grid views, filters and Excel export ↗
Reviewed route documentation; applicable scoring contract not established · Checked 2026-10-16
Third-party accessibility
20% of the overall score before applicability adjustment.
Scored answers and evidence
Third-party eligibility -
-
Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API.
Named marketplace integrations do not establish arbitrary third-party eligibility.
Buildertrend marketplace overview ↗
Reviewed route documentation; applicable scoring contract not established · Checked 2026-10-16
Downstream permission -
-
Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API.
The reviewed Buildertrend route does not establish downstream permission.
Buildertrend grid views, filters and Excel export ↗
Reviewed route documentation; applicable scoring contract not established · Checked 2026-10-16
External action
15% of the overall score before applicability adjustment.
Scored answers and evidence
Write interface -
-
Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API.
The reviewed Buildertrend route does not establish write interface.
Buildertrend grid views, filters and Excel export ↗
Reviewed route documentation; applicable scoring contract not established · Checked 2026-10-16
Custom application path -
-
Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API.
The reviewed Buildertrend route does not establish custom application path.
Buildertrend grid views, filters and Excel export ↗
Reviewed route documentation; applicable scoring contract not established · Checked 2026-10-16
Continuity
15% of the overall score before applicability adjustment.
Scored answers and evidence
Refresh mechanism 2.5/10
Manual extraction
Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API.
Repeat supported-grid exports require customer interaction.
Buildertrend grid views, filters and Excel export ↗
Can I export my Grid? · Checked 2026-10-16
Limit visibility -
-
Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API.
The reviewed Buildertrend route does not establish limit visibility.
Buildertrend grid views, filters and Excel export ↗
Reviewed route documentation; applicable scoring contract not established · Checked 2026-10-16
CDC and deletion capture -
-
Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API.
The reviewed Buildertrend route does not establish cdc and deletion capture.
Buildertrend grid views, filters and Excel export ↗
Reviewed route documentation; applicable scoring contract not established · Checked 2026-10-16
Replay and gap recovery 2.5/10
Rebuild from a fresh snapshot; no historical replay established
Customer Excel download of supported grids and selected columns/filters only.
A customer can repeat the supported-grid Excel download to rebuild the exported current grid selection. This manual snapshot does not recover earlier versions, deleted payloads, complete projects, documents or event history.
Buildertrend grid views, filters and Excel export ↗
Grids & Filters / Can I export my Grid? · Checked 2026-10-16
Data exit
20% of the overall score before applicability adjustment.
Scored answers and evidence
Export custody 7.5/10
Customer-held structured files or API records
Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API.
Excel documents download to the customer.
Buildertrend grid views, filters and Excel export ↗
Can I export my Grid? · Checked 2026-10-16
Post-cancellation access Disclosure
-
Disclosure only; does not reduce planned-exit credit.
Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API.
The reviewed Buildertrend route does not establish post-cancellation access.
Buildertrend grid views, filters and Excel export ↗
Reviewed route documentation; applicable scoring contract not established · Checked 2026-10-16
Planned migration fidelity 5.0/10
Selected report fields in structured files; broader scope unverified
Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API.
Supported grid fields export; full project and document coverage unresolved.
Buildertrend grid views, filters and Excel export ↗
Grids & Filters / Can I export my Grid? · Checked 2026-10-16
Business logic and customization
5% of the overall score before applicability adjustment.
Scored answers and evidence
Logic authoring -
-
Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API.
The reviewed Buildertrend route does not establish logic authoring.
Buildertrend grid views, filters and Excel export ↗
Reviewed route documentation; applicable scoring contract not established · Checked 2026-10-16
Rights to custom logic -
-
Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API.
The reviewed Buildertrend route does not establish rights to custom logic.
Buildertrend grid views, filters and Excel export ↗
Reviewed route documentation; applicable scoring contract not established · Checked 2026-10-16
Scores are out of 10. * Incomplete evidence discounts verified capabilities (unknown answers stay unknown). Planned migration drives data exit. Scoring method ↗
CUSTOMER CHOICE
Third-party accessibility
Customers use the application’s Export control on grids that support it. Marketplace integration availability does not establish eligibility for an arbitrary chosen application.
Confirm who can connect, who owns the credentials and which uses are permitted. Customer consent and provider approval can be separate requirements; the selected plan and contract still matter.
READ / INTEGRATE
API and export routes
The setup guide distinguishes grid columns from filters. Export therefore reflects the supported grid and selected view; this review does not treat that as full-project or database delivery.
| Access route | Authentication | Credential owner | Provider approval | Access requirement | Last checked |
|---|---|---|---|---|---|
| Customer supported-grid Excel export | session | Customer | No | customer application login; export appears on supported grids | 2026-10-16 |
Availability depends on your product, plan and agreement. See the documentation below for the requirements of each route.
ECONOMIC ACCESS
Cost, authentication and limits
The reviewed export and marketplace guides do not establish the lowest eligible export plan or a separate access fee. Provider approval, integration pricing and onboarding time for custom applications remain unresolved.
Check API entitlement, credential ownership and rate limits for the route you intend to use. Include review fees, customer-plan upgrades and ongoing access charges in the total.
ACT FROM OUTSIDE
External action
No current external write operation was established. The existence of named marketplace integrations does not establish a customer-configurable write interface.
Validate the supported operation, acting identity and permission scope (read access does not imply write permission). Ambiguous retries and revoked credentials also affect whether an external workflow can run safely.
KEEP ACCESS USEFUL
Continuity
Customers can repeat supported-grid Excel downloads to rebuild the exported current selection. Preserve the grid columns and filters (earlier versions, deleted payloads and retained event replay remain unverified).
CDC, deletions and recovery
| Question | Answer / applicable route | Evidence |
|---|---|---|
| Can ongoing extraction identify updates and deleted records on the declared route? | -Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API. The reviewed Buildertrend route does not establish cdc and deletion capture. | Buildertrend grid views, filters and Excel export ↗Reviewed route documentation; applicable scoring contract not establishedChecked 2026-10-16 |
| How can extraction recover after missed events or an interrupted consumer? | Rebuild from a fresh snapshot; no historical replay establishedCustomer Excel download of supported grids and selected columns/filters only. A customer can repeat the supported-grid Excel download to rebuild the exported current grid selection. This manual snapshot does not recover earlier versions, deleted payloads, complete projects, documents or event history. | Buildertrend grid views, filters and Excel export ↗Grids & Filters / Can I export my Grid?Checked 2026-10-16 |
Useful ongoing access includes corrections and deletions, not only the first export. A failed request, changed filter or lost resource permission should not be interpreted as a deleted record.
LEAVE WITH YOUR DATA
Data exit and portability
Excel grid data can be held outside Buildertrend. Complete documents, message history and project reconstruction require separate checks (a filtered grid can exclude records). Post-cancellation retrieval rights remain unresolved.
Test the output against the destination’s required fields and history. Check stable identifiers, relationships, attachments and extraction time; a sample file proves only the coverage of that sample.
BUILD / INSPECT / REUSE
Business logic and customization
Customers can choose grid columns and filters. These choices do not establish portable native workflow definitions or ownership of customized automation.
Custom API access, ownership of workflows and the right to export their definitions are separate questions. A custom-app capability alone does not establish that business rules can move to another system.
AGREEMENTS / API DOCS / PROGRAM REQUIREMENTS
Documented conditions
Answers below come from public provider materials. Every answer retains its source check date, scope (a partner agreement does not describe every customer route). Customer contracts and live behavior still need verification.
| Question | Answer / applicable route | Evidence |
|---|---|---|
| What structured read interface is documented? | Report outputs onlyBuildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API. Supported application grids download structured Excel output. | Buildertrend grid views, filters and Excel export ↗Can I export my Grid?Checked 2026-10-16 |
| How can customers retrieve data in bulk? | Manual report downloadBuildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API. Customers initiate each supported grid download. | Buildertrend grid views, filters and Excel export ↗Can I export my Grid?Checked 2026-10-16 |
| What queries can a customer issue outside the provider UI? | -Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API. The reviewed Buildertrend route does not establish query expressiveness. | Buildertrend grid views, filters and Excel export ↗Reviewed route documentation; applicable scoring contract not establishedChecked 2026-10-16 |
| Who decides whether a chosen third party may connect? | -Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API. Named marketplace integrations do not establish arbitrary third-party eligibility. | Buildertrend marketplace overview ↗Reviewed route documentation; applicable scoring contract not establishedChecked 2026-10-16 |
| What extra commercial condition applies to the routes supplying the assessed read capability, relative to the lowest paid plan? | -Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API. The reviewed Buildertrend route does not establish access cost barrier. | Buildertrend grid views, filters and Excel export ↗Reviewed route documentation; applicable scoring contract not establishedChecked 2026-10-16 |
| What permission is needed for the documented downstream use? | -Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API. The reviewed Buildertrend route does not establish downstream permission. | Buildertrend grid views, filters and Excel export ↗Reviewed route documentation; applicable scoring contract not establishedChecked 2026-10-16 |
| Which external write operations are documented? | -Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API. The reviewed Buildertrend route does not establish write interface. | Buildertrend grid views, filters and Excel export ↗Reviewed route documentation; applicable scoring contract not establishedChecked 2026-10-16 |
| How can customers connect an application they build or choose? | -Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API. The reviewed Buildertrend route does not establish custom application path. | Buildertrend grid views, filters and Excel export ↗Reviewed route documentation; applicable scoring contract not establishedChecked 2026-10-16 |
| What mechanism supports repeatable extraction of changes? | Manual extractionBuildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API. Repeat supported-grid exports require customer interaction. | Buildertrend grid views, filters and Excel export ↗Can I export my Grid?Checked 2026-10-16 |
| How are integration limits disclosed? | -Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API. The reviewed Buildertrend route does not establish limit visibility. | Buildertrend grid views, filters and Excel export ↗Reviewed route documentation; applicable scoring contract not establishedChecked 2026-10-16 |
| Where can a usable data copy be delivered? | Customer-held structured files or API recordsBuildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API. Excel documents download to the customer. | Buildertrend grid views, filters and Excel export ↗Can I export my Grid?Checked 2026-10-16 |
| What retrieval rights are documented at cancellation? | -Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API. The reviewed Buildertrend route does not establish post-cancellation access. | Buildertrend grid views, filters and Excel export ↗Reviewed route documentation; applicable scoring contract not establishedChecked 2026-10-16 |
| How can customers define their own business logic? | -Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API. The reviewed Buildertrend route does not establish logic authoring. | Buildertrend grid views, filters and Excel export ↗Reviewed route documentation; applicable scoring contract not establishedChecked 2026-10-16 |
| What rights or portability are documented for custom workflow artifacts? | -Buildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API. The reviewed Buildertrend route does not establish rights to custom logic. | Buildertrend grid views, filters and Excel export ↗Reviewed route documentation; applicable scoring contract not establishedChecked 2026-10-16 |
| What usable data or native definitions can leave before cancellation? | Selected report fields in structured files; broader scope unverifiedBuildertrend customer Excel export from supported grids; advertised marketplace integrations are disclosed separately and do not establish a general developer API. Supported grid fields export; full project and document coverage unresolved. | Buildertrend grid views, filters and Excel export ↗Grids & Filters / Can I export my Grid?Checked 2026-10-16 |
SOURCES / SCOPE / HISTORY
Sources and open questions
This review is based on the documentation below. Live account behavior and customer-specific agreements haven’t been tested.
Still to confirm
- General customer API and chosen-third-party policy
- Lowest eligible export plan and fee
- Whole-project documents/history coverage
- Automated changes, deletion identities and replay
- Native workflow rights and cancellation retrieval
Documentation
Assessment checked 2026-10-16. Each answer retains its source and applicable route; the check date does not establish live account behavior.