How do I use the Procore Integration?

Integrate GoContractor with Procore to connect data between platforms.

Procore Integration Feature

 

 

 

Initial Setup

The first time you access the integration for an account, you will be required to

1. Ensure that the GoContractor app is installed from the Procore marketplace
2. Log in via Procore
3. Select the company you wish to integrate with

 

Installing the GoContractor app on Procore

• Note* the Procore Integration requires the installation of the GoContractor app from the Procore marketplace
• Search for the GoContractor app on the Procore marketplace here
• Install the GoContractor app from the Procore marketplace
• Make sure this has been completed ahead of setting up the Procore Integration inside of GoContractor

 

 

 

 

Log in via Procore

After clicking the 'Next' button on the popup, you will be redirected to the Procore login screen. 

Log in using your usual Procore credentials.

 

 

Once logged in, you will be asked to authorise GoContractor to access your account.

You must allow this in order to proceed with the next steps of the integration process.

By allowing this, you are allowing GoContractor to access Procore on your behalf with the same level of permissions as you have.

Once permission has been granted, you will be asked to select which Procore company you wish to integrate with.

If you cannot see any companies on this screen, please ensure that you have installed the GoContractor app on the Procore marketplace. This permission can be revoked at any time.

 

 

The final step of the initial setup is to define settings for the Subcontractor Import feature. This feature is optional, and more details on how it works see the Subcontractor Import section within this article for more details.

 

 

 

Matching Projects

After completing the initial setup step, you will be taken to the projects list screen, where you can  configure the integration of individual projects.

 

The projects list screen will show a list of all projects that the Procore integration has access to.

With each of these projects, you will have the option to match it by clicking on the 'Match' button.

Matching a project will enable the data to be synced between the selected GoContractor and Procore projects.

The data synced will depend on the features enabled for the account.

 

This icon displayed on a match indicates that the match is enabled, and data will be synced for the selected projects.

 

This icon displayed on a match indicates that the match is disabled, and data sync is paused for the selected projects.

 

To match a new project, click 'Match' on any of the listed Procore projects.

 

Inside the match screen, select which GoContractor and Procore projects should be matched together.

Matching them will sync data between them.

 

Subcontractor Import

The subcontractor import feature can be configured by going to Settings > Subcontractor in the top right corner of the Procore integration screen

 

 

When enabled, companies from matched Procore projects will be invited as subcontractors to their matched GoContractor project.

If a subcontractor with exactly the same name already exists in GoContractor, it will use this company rather than creating a duplicate. They still will however be granted access to the matched project.

 

When a new subcontractor is created via this functionality, they will be created with a unique invite code matching the criteria you’ve defined as part of the Subcontractor Settings. A preview of what the code will look like appears on the right hand side of the settings screen. In the image above you can see it’s ABC-XXXX. What this means is that all invite codes will start with ABC- and have 4 random characters appended to them in place of the XXXX.

 

The Invite the company's primary contact to be the Subcontractor Admin setting will determine whether the person who is assigned as the primary contact will be invited to be an administrator of the subcontractor account when it’s created on GoContractor.

 

It is often not the case that the primary contact is the best person to administer the subcontractor account, so for that reason it is optional. They will only be invited as an administrator if the subcontractor account has no existing administrators. Otherwise, they will not be invited.

 

Time Card Export

 

Note* If the check in feature is enabled for your account, make sure to configure 
the time card export settings. 

In order to use this feature, the Check In feature must be enabled for your account. The configuration of this feature is at the project level rather than the account level. To access the configuration, click 'Edit' on one of your project matches.

 

 

By enabling this feature

• Workers with an accepted GoContractor invitation will be created under the Project Directory > Contacts section in Procore
• Check-in Activity will be exported to the Project Timesheets section in Procore, with timecard entries grouped by the Crew that the worker is assigned to

 

When the Email notifications setting is enabled, people with the “Admin” role who have access to the matched project on GoContractor will be notified when any of the worker time cards created or update have either no or multiple crews assigned to them

 

When the Time boundaries setting is enabled, you will be asked to provide both a Start and Stop time. These settings will not change the data as it is on GoContractor, however when it’s exported to Procore the times will be rounded up or down to ensure that it falls between the defined range of times selected.

 

These times are considered to be local to the configured time zone of your GoContractor account. This can be found in Settings > Account Settings. Where the Stop time is before the Start time, it’s considered to be the specified time on the following day.

 

If you have any questions about Procore integrations please get in touch with us at support@gocontractor.com

 

Thank you!