Achieving Seamless Data Sync between Procore and Site App Pro
Feature Alert: Integrations are only available to our Premium & Enterprise customers only
In this article:
Overview
Integrating your Procore Projects and Users with Site App Pro allows you to easily set up company-wide and site-specific inductions, pre-start, inspection checklists, equipment, hazard registers, SWMS, and more.
You can also:
Complete Safety Tasks Using the Site App Pro Mobile App and Access Records Instantly in your Procore Docs.
You can monitor on-site time through your Procore Daily Log.
Enhance your User Engagement in Safety Compliance.
Requirements
These 2 requirements to get this going:
Integration Requirement - Users must have a valid subscription to Site App Pro.
Procore Required Tools - Document | Portfolio (Projects) | Daily Log | Directory
Data Sync between Site App Pro & Procore
Instructions to connect Procore
Step 1: Install the app from Procore Marketplace
Log in to your Procore Account
Go to Procore Market Place
Step 2: Search & Install Site app Pro in Procore
Search for 'Site App Pro'
Click on the 'Install App' button
On the Add Permitted Projects Screen, DO NOT select any project, click on the orange add button.
Step 3: Add Permissions
Go to your Core Tools section in Procore
Click on Permissions
2. Click on the Company Permission Templates
3. Click "Create Company Permissions Template"
4. Label your permissions template
5. SAVE
Step 4: Ensure the permissions are set as follows
Directory - Ready Only
Notes: You do not need to tick boxes that may appear when you click on Directory
Step 5: View Permission
When you view the Permissions tab under the App Management view of Site App Pro, the permissions will display as follows:
Step 6: Apply Template
Go to your Core Tools
Click on Directory
Find the site-app-pro-xxx and Select the User
Step 7: Select Default Template
Edit the selected user
Scroll down to Project Settings section
Ensure both checkboxes are ticked
Click on Select Default Template
Step 8: Choose the Template
Click on the Select Default Template
Select the Site App Pro Permission Template
Click Apply
Note: The default permissions template will now display the correct template. The permissions are now set for any new Projects added in Procore.
Step 9: Apply the Template to existing Projects in Procore
Site App Pro will apply to all your projects by default.
To remove the Integration from existing projects in Procore that will sync through to Site App Pro:
Head to the App Management Menu
Find Site App Pro, and select View
Click on the Permissions tab
Select the Project you want to import in Site App Pro. The Procore set-up is done!
Instructions to connect Procore & Site App Pro
Step 1: Site App Pro Integration
Log into your Site App Pro Web Console
Go to My Business Tab
Click on the Integrations Tab
Step 2: Connect with Procore
Click on the Integrate with Procore button
This will redirect you to the Procore login page
Sign in using your email ID & password
Once you have successfully connected you will see the following success page - Click on the link to navigate back to Site App Pro
Step 3: Load Projects
Head back into My Business
Click on the Integrations tab
Click on the Load Project button
Select the ones you want to sync with Site App Pro
Click on Import Companies
Head to the Integration log to see more details
Completing certain forms in Site App Pro will generate records in the Daily logs. This feature can be enabled/disabled in Export Settings.
Note: Changes in Procore Projects, Users, and Companies are updated in Site App Pro. Forms/Checklists completed by imported Procore Users are exported to your Procore Project Documents folder. Choose which Form categories to send back to Procore in Export Settings.
Folder Structure:
Select how you want your forms structured in Procore by choosing a Folder Structure.
Data Log
Check-in & out will show the time spent on-site by your imported Procore Users under Manpower Logs
Completing a form instance with 'Form Category' or 'Form Type' of "Inspection Reporting" will create an Inspection Log.
Any completed "Near Miss" and "Site Incident and Injury Register" forms will add an Accident Log
If a Visitor checks in/out using the Public Visitor Register a Visitor Log is created