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Procore Integration
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What to Know
- The Procore Integration imports plans from Procore into SmartUse.
- Only the SmartUse Owner and Co-owner can add the Procore integration in the SmartUse Web Portal.
- Once documents are synced from Procore to SmartUse, any new revisions added in Procore will be reflected in SmartUse. Markups made in Procore will not appear in SmartUse.
See below for instructions to:
Procore Integration Prerequisites
Enable Procore Integration on a Project
Select what Procore Project to Connect
Accessing your Procore Documents in SmartUse
Procore Integration Prerequisites
When a General Contractor is working with a Subcontractor who wants to use the Procore integration, the Subcontractor must have a SmartUse license to access the Procore Project in SmartUse, whereas the General Contractor does not need one.
Furthermore, the SmartUse App must be installed in the Procore account that owns the project for the Integration to work. This usually happens automatically unless User Installs are disabled in that Procore account.
Other reasons why the Procore project might not be visible in SmartUse:
- The linked user doesn't have access to the project in Procore.
- Resolution: A user who has permission to add users in Procore must log in to Procore and confirm that the project can be accessed by the linked user. If the user is not yet a Procore user, they must be added to the Procore Project in Procore.
- The current user has more than 100 projects in a single linked Procore account (SmartUse can display up to 100 projects from each Procore account).
- Resolution: Contact SmartUse Customer Success so they can help you increase your SmartUse project limit.
Enable Procore Integration on a Project
- From the left-side navigation menu, under ORGANIZATION INFO select Projects.
- Either click +Create New Project or click the three dots next to the project for which you want to enable a Procore integration and select Edit project.
- Select the INTEGRATIONS tab.
- Under PROCORE - Connect to Procore and keep information up to date, click Connect.
- This will bring you to the Procore login page, if you are not already logged in.
Select which Procore Project to Connect
Once you enable the Procore Integration by clicking Connect, SmartUse will prompt you to select which project to connect to.
- A popup window will appear asking you to Select your Procore Project.
- Navigate the dropdown to find the Procore project you want to connect your SmartUse project to.
- Click the desired project.
- Click CONNECT.
- Click SAVE PROJECT.
- Once connected, Procore will show in the INTEGRATIONS column of the Projects list.
Accessing your Procore Documents in SmartUse
All Procore documents synced with SmartUse will be kept up to date which means that any new revisions added to a Procore document will be automatically be imported into SmartUse as well.
Once a Procore project is connected to a SmartUse Project, a Procore folder containing all the drawings will be created in PROJECT INFO under Documents. It can take several minutes before drawings begin to appear in SmartUse.
- Either click on the project from the Projects list page, or under PROJECT INFO, select Documents.
- You will see a Procore folder displaying the Procore logo.
- The document sync automatically happens when connected and will happen regularly after that. You can manually initiate a sync by clicking the three dots next to the Procore folder and selecting Sync.
- Click on the folder to access your Procore drawings. They will be divided by the disciplines that you entered in Procore.
Actions
- Click the three dots next to the Procore folder.
- Select either:
- Permissions: Opens a Permissions window allowing you to set user access permissions. You can also access Permissions by opening the Procore folder and clicking the Permissions icon on the top right.
- Sync: Procore documents will sync at least two times in a 24 hour period, but it is possible to initiate a sync at any time by using this function. Select Sync to initialize a syncing process.
Next Steps
Now that you know how to sync your Procore project documents to a SmartUse project, you can explore how you can use and navigate those documents in SmartUse.