SOP: HammerTech Integration (Workers Sync)

Internal: Holder asked us to turn off all HT syncing to their projects.

Purpose

This SOP explains how the Hammertech Workers Sync works and how Support enables it for customers.

What the Integration Does

Automatically creates and updates worker registrations in Sitemetric using data from Hammertech.

Synced data includes:

👤 Name
🏢 Company
💼 Title
📞 Telephone
✉️ Email
📸 Profile photo (if available)

Pro Tip: When customers ask for "Hammertech integration," they usually mean this workers sync.

High-Level Flow

📋 Support requests site questionnaire (per site)
✅ Site questionnaire is received and reviewed
🔑 Customer grants one-time access to their Hammertech tenant
✅ Support confirms project access
🏢 Companies are matched
🚀 Sync is enabled and runs automatically

Site questionnaire: Hammertech Workers Sync — Site Questionnaire

Step 1: Request + Receive Site Questionnaire (Per Site)

For each site the customer wants to sync:

✉️ Customer email template (send questionnaire): Subject: Hammertech Workers Sync — Site Questionnaire Hello [Customer Name], Thanks for reaching out about the Hammertech Workers Sync integration. This integration automatically creates and updates worker registrations in Sitemetric using worker data from Hammertech. Synced data includes: Name, Company, Title, Telephone, Email, and Profile photo (if available). If you are interested in starting the Hammertech Workers Sync integration, please complete the questionnaire below (one submission per site): https://us.sitemetric.com/forms/D0JF9TS57A Once we receive your questionnaire submission(s), we will confirm the project-to-site mapping and send the next step instructions for granting access. Best regards, [Your Name] Sitemetric Support

Action Required: Send the site questionnaire (per site) Hammertech Workers Sync — Site Questionnaire

Purpose:

Confirm which Hammertech project maps to which Sitemetric site
Confirm the customer wants the sync enabled for that site

Internal comms (so the HT email is expected, not “random”):

When the questionnaire is received and reviewed, send an internal note to @Mike Spector confirming it is complete and that the next expected step is an email/invite from Hammertech.

Step 2: One-Time Customer Access (After Questionnaire Received)

Customer invites our integration to their Hammertech tenant:

✉️ Email: integrations@sitemetric.com

Once accepted, we can access the Hammertech projects they approve
This step is done once per customer, even if multiple sites are synced later

Step 3: Per-Site Setup

Once access is granted, confirm project access for the specific Hammertech project(s) the customer wants to sync.

Support confirms project access
Ensure the Hammertech project mapping from the questionnaire is clear

Step 4: Company Matching (Required Before Go-Live)

Each worker must be linked to the correct company in Sitemetric
Hammertech companies are mapped to Sitemetric companies after the site is connected

Ownership: Data Entry / Assigned Operations Team Timing: Typically up to 2 business days, depending on volume

Step 5: Go-Live & Sync Schedule

Once company matching is complete:

✅ Enable the integration
📧 Notify the customer

⏱️ Sync runs automatically every 15 minutes

⚠️ Registration Form Usage: Once the HammerTech integration is live, worker records will be created directly from HammerTech. It is advised to stop using the Sitemetric registration form for those workers at that point. Continuing to use both is not required to stop, but may result in duplicate worker records being created from two separate sources.

Ongoing Updates

Changes made in Hammertech automatically update in Sitemetric:

👤 Name
💼 Title
🏢 Company
📸 Profile photo

No additional action is needed from Support after go-live unless issues arise.

Quick Checklist

Site questionnaire sent to customer (per site) → Support
- Link: https://us.sitemetric.com/forms/D0JF9TS57A
Site questionnaire received and reviewed (per site) → Support
Internal note sent to @Mike Spector confirming questionnaire is complete and to expect the Hammertech access email → Support
Hammertech tenant invite received and accepted → @Mike Spector
Correct Hammertech project access confirmed → Mike Spector
Company matching complete → Data Support I (Data Entry)
Customer notified of go-live and 15-minute sync cadence → Support
Spot-check worker data in both systems

Common Issues to Check First

⚠️ No workers syncing: - Company matching not complete - Missing Hammertech project access

⚠️ Incorrect company: - Company mapping mismatch

⚠️ Updates not appearing: - Changes not made in Hammertech - Wait for next 15-minute sync

⚠️ Photos missing: - No photo in Hammertech profile - Sync not yet run

⚠️ Duplicate worker records: - Sitemetric registration form still in use alongside the HammerTech integration - Advise customer to stop using the registration form once the integration is live to avoid workers being created from two sources

Owner: Customer Support / Data Support

Applies To: Hammertech worker sync requests

System Diagram

flowchart TD
    A[Account created in tenant] --> B[Access granted to appropriate project]
    B --> D[Scheduled job checks for new employers]
    D -->|Sitemetric makes REST requests to fetch employers| E[Team matches companies by name and other info]
    E --> L[Maintain mapping lookup
employer.id to companyId]
    L --> G[Enable regular worker profile sync job
one-time initial activation]
    G --> H[Scheduled job checks worker profiles in Hammertech]
    G -.->|Recurring company check continues| D
    H -->|Sitemetric makes REST requests to fetch worker profiles| I[Use Hammertech data to populate worker registration]
    I --> W[Maintain mapping lookup
worker.id to sitemetricId]
    W --> J[Worker registration created or updated in Sitemetric]
    J -.->|Next scheduled run| H

    style G fill:#E8F3FF,stroke:#2F6FA3,stroke-width:2px,color:#1A3550
    style L fill:#FFF4CC,stroke:#B8860B,stroke-width:2px,color:#333
    style W fill:#FFF4CC,stroke:#B8860B,stroke-width:2px,color:#333