Before you Start
You must have an active account with both CompanyCam and Procore in order to integrate the two services.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
You must have Admin privileges in both CompanyCam and Procore. If you don't have that your admin can update your permissions. Here is what they'll need
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!