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    Procore Integration
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      Procore Integration

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        IMPORTANT
        To enable the Procore integration in STACK | Build & Operate, you must contact your account manager so they can help you set it up. Visit the STACK + Procore page for more details.
        NOTE
        STACK is SOC2 certified and all incoming and outgoing connections are secured with TLS.

        What to Know

        • The Procore Integration imports plans from Procore into STACK | Build & Operate.
        • Only the STACK Owner and Co-owner can add the Procore integration in the STACK Web Portal.
        • Once documents are synced from Procore to STACK, any new revisions added in Procore will be reflected in STACK. Markups made in Procore will not appear in STACK.

        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 STACK

        Procore Integration Prerequisites

        When a General Contractor is working with a Subcontractor who wants to use the Procore integration, the Subcontractor must have a STACK license to access the Procore Project in STACK, whereas the General Contractor does not need one.

        Furthermore, the STACK Field 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.

        IMPORTANT
        The Allow User Install is turned ON by default in Procore. If the option is turned OFF, the integration with STACK | Build & Operate will not work and the Procore projects owned by that company will not be visible in STACK | Build & Operate. The General Contractor's Procore administrator must therefore manually add STACK Field App to their account to enable the integration. The General Contractor will receive an email prompting them to allow App installation in Procore. Refer to the Allow User Install Procore article for more details.

        Other reasons why the Procore project might not be visible in STACK | Build & Operate:

        • 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 (STACK can display up to 100 projects from each Procore account).

        Enable Procore Integration on a Project

        1. From the left-side navigation menu, under ORGANIZATION INFO select Projects.
        2. 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.
        3. Select the INTEGRATIONS tab.
        4. Under PROCORE - Connect to Procore and keep information up to date, click Connect.
        5. 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, STACK will prompt you to select which project to connect to.

        1. A popup window will appear asking you to Select your Procore Project.
        2. Navigate the dropdown to find the Procore project you want to connect your STACK project to.
        3. Click the desired project.
        4. Click CONNECT.
        5. Click SAVE PROJECT.
        6. Once connected, Procore will show in the INTEGRATIONS column of the Projects list.

        Accessing your Procore Documents in STACK

        All Procore documents synced with STACK will be kept up to date which means that any new revisions added to a Procore document will be automatically be imported into STACK as well.

        Once a Procore project is connected to a STACK 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 STACK.

        1. Either click on the project from the Projects list page, or under PROJECT INFO, select Documents.
        2. You will see a Procore folder displaying the Procore logo.
        3. 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.
        4. Click on the folder to access your Procore drawings. They will be divided by the disciplines that you entered in Procore.

        Actions

        1. Click the three dots next to the Procore folder.
        2. 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 STACK project, you can explore how you can use and navigate those documents in STACK.

        Documents

        STACK Roles


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