With our integration, adding Procore projects to Billy is a simple process. You have the option to select from four different import methods, and the vendors in Procore will be synced over to Billy using these parameters. This helps your team save valuable time by reducing duplicative data entry.
PRO TIP
Set up your project in Procore first, then sync it to your Billy account.
To import Procore projects into Billy, navigate to your Projects page and click the blue "+" to Import Procore Project.
Select a vendor import method. From this dropdown, you have four methods by which Billy will sync vendors from your Procore projects.
All Companies in Project Directory: vendors will sync to Billy from the project directory if there is a Primary Contact or general email address on the company level.
Only Companies with a Purchase Order in Project: vendors will sync to Billy from the invoice contact on the Purchase Order on the project.
Only Companies with a Subcontract in Project: vendors will sync to Billy from the invoice contact on the Subcontract on the project.
All companies with either a Subcontract or Purchase Order: vendors will sync to Billy from the invoice contact on the Subcontract or Purchase Order on the project.
PRO TIP:
Need help troubling vendors that did not sync to Billy? This help center article goes into import methods and vendor syncing in more detail.
If you import by Subcontract and/or Purchase Order, you then have the option to select the commitment status(es) you want Billy to import. Select all that apply:
All
Draft
Out For Bid
Out For Signature
AND MORE (see screenshot)
Then choose the project(s) you would like to import:
Click "Import Selection" at the bottom:
You will see your newly imported project(s) show up on the "Projects" page:
If you have any questions or need any help importing Procore projects into Billy, please let us know! We are happy to assist.