Overview
Billy integrates with Procore and Autodesk Construction Cloud to automatically create a new vendor record when a Prequalification Form is approved. This eliminates the need to manually re-enter vendor information in your project management platform after they've already been vetted through Billy — keeping your data consistent and your team moving faster.
💡 Why it matters: Without this integration, approving a vendor in Billy and then adding them to Procore or Autodesk is a manual, duplicative process. This connection closes that gap automatically — the moment a prequal is approved, Billy handles the rest. |
How It Works
Once your Procore or Autodesk account is connected to Billy, the following happens automatically:
A vendor submits a Prequalification Form in Billy.
Your team reviews the submission and approves the vendor in Billy.
Billy automatically creates a new vendor record in your connected Procore or Autodesk account using the information from the approved prequalification submission.
The vendor is now available in both Billy and your project management platform — no re-entry required.
📌 Note: This integration creates a new vendor in Procore or Autodesk. It does not currently check whether the vendor already exists in your directory. If a vendor is already in your system, a duplicate record may be created. Review your existing vendor list before approving if duplication is a concern. |
What Information Gets Mapped
Billy maps the following fields from the Prequalification Form submission to the corresponding vendor fields in Procore or Autodesk (where available):
Billy Field | Procore / Autodesk Field |
Company Name | Name |
DBA | DBA |
Business Phone | Business Phone |
Address | Address |
City | City |
State / Country | State / Country |
ZIP Code | ZIP |
Email Address | Email Address |
Website | Website |
Primary Contact | Primary Contact |
License Number | License Number |
Labor Union | Labor Union |
Entity Type (EIN from W-9) | Entity Type |
💡 Tip: The more complete a vendor's Prequalification Form submission, the more fields Billy can populate in Procore or Autodesk. Consider making key fields like email, phone, and address required on your prequal form to ensure clean data on the other side. |
Connecting Billy to Procore or Autodesk
To enable this integration, your Procore or Autodesk account must be connected to Billy via Connected Apps. Here's how:
Navigate to Settings in the left-hand menu.
Under Team Settings, click Connected Apps.
Select Procore or Autodesk Construction Cloud and follow the prompts to authenticate and connect your account.
Once connected, the integration will be active for all future Prequalification Form approvals.
📌 Note: You must have admin-level permissions in both Billy and your Procore or Autodesk account to set up the integration. |
Frequently Asked Questions
What happens if the vendor already exists in Procore or Autodesk?
At this time, Billy does not check for existing vendor records before creating a new one. If the vendor is already in your Procore or Autodesk directory, a duplicate record may be created. We recommend checking your existing vendor list before approving if you're unsure.
Does the vendor get created in Procore if the prequal is rejected?
No. A vendor is only created in Procore or Autodesk when their Prequalification Form is approved. Rejections, pending reviews, and saved drafts do not trigger the integration.
Can I use this integration with both Procore and Autodesk at the same time?
Please reach out to the Billy support team to confirm the configuration that's right for your setup.
What if some fields are blank in the vendor's submission?
Billy will only map fields that were filled in by the vendor. Blank fields on the prequalification form will result in empty fields on the vendor record in Procore or Autodesk. You can update the vendor record manually in Procore or Autodesk after it's created if needed.
Will previously approved vendors be synced retroactively?
No. The integration only applies to Prequalification Forms approved after the connection is established. Previously approved vendors will need to be added to Procore or Autodesk manually.
📌 Need help? If you have questions about connecting Billy to Procore or Autodesk, or need help troubleshooting the integration, reach out to the Billy support team via the chat bubble below. |