Procore Setup and Use

Learn how to initially set up Procore and continue to use the integration

Connecting to Procore

  1. Navigate to Data Integrations.
  2. Select Procore.
  3. Click the Connect button.
    1. User will be taken to Procore sign in page.
    2. Enter Procore credentials.
    3. User will be taken back to Struxi.
  4. Select the Job you want to connect too. 
  5. User is now connected to Procore. 

 

Tips & Tricks

If you are looking to record time for multiple crew members working on the same cost codes, check out "Enter Time by Crew".

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Sync - Crew Members, Projects, Cost Codes and Time Attributes

Individual setup for large jobs could take some time. That's why STRUXI allows you to synch data with out integrated partners, including Procore. 

  1. Navigate to Data Integrations.
  2. Connect to Procore if needed.
  3. Select the Sync Data tab (defaulted)
  4. Select which data to sync. 
  5. Once the sync has occurred, verify data is correct in the correlating data setup views.

 

Important things to keep in mind:

  • Users must have a Procore log in to sync data. 
  • Procore connection in tenant wide, so disconnecting will occur for all tenant users and will require them too reconnect.
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Export Timecards to Procore

Time allocations from STRUXI can be exported into Timecards in Procore with a simple syncing function.  

  1. Users will need to create Time Allocations for Crew Members in the Time Allocation view of STRUXI before syncing Timecards to Struxi. 
  2. Navigate to Data Integrations.
  3. Select the Procore Integration.
  4. Connect to Procore if needed.
  5. Select the Export Data tab.
  6. Select Timecards to sync data. 
  7. Once the sync has occurred, navigate to Timecards to verify time has been exported correctly. 

 

Important things to keep in mind:

  • Users must have a Procore account with the Timecard functionality.

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