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Integrate CompanyCam + Procore

Integrate CompanyCam + Procore to manage your job site documentation easier than ever before!

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Written by Alex Pickens
Updated this week

In this article

Before you Start

What is Procore?

Procore is the all-in-one construction management software built to help you finish quality projects- safely, on time, and within budget.

How it works

Anytime that you add a new project in Procore, a new Project in CompanyCam will be created automatically. This CompanyCam Project will also have a Procore Label attached. If you add Photos or Documents to the CompanyCam Project they will automatically go back into the Procore project under Documents.


1. Create a Project in Procore.


​2. Once a Project is generated in Procore a matching CompanyCam Project will be created automatically.


3. Capture Photos and Upload Project Documents to this matching CompanyCam Project and see those sync back to the Procore Project under the Documents tab in real time!

Setup

Please see the documentation linked below to integrate:

1. Open CompanyCam. On the left-hand side, under Resources, select Integrations.


2. Look for the Procore card under the different Integration options and select it.


3. Select Connect.


3. Select Continue to link your Procore account to CompanyCam.


4. Once you Continue, select the green box titled "Installed and Log in with Procore."


5. This will then take you to Procore where you will select Allow.



6. Confirm the Procore company you are setting up with the CompanyCam integration.


7. That's it! You will now be connected. You should see the card updated and a "Disconnect" option. You can select this if you ever need to turn the integration off.

Note: When you first connect the integration, CompanyCam will sync over any active entries in Procore as CompanyCam Projects. Then moving forward all Projects added to Procore will create new CompanyCam Projects.

If you need support integrating or have any issues with the integration reach out to [email protected]

Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!

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