Overview
This guide explains how to add a new project to an existing Procore integration and provide access to private folders.
By default, TrunkText can only sync folders it has been explicitly granted access to.
Who Can Do This
✅ Business Admin — can set up and manage integrations across the business.
✅ Project Manager — can manage integrations within their assigned projects.
Requirements
Company Admin access in Procore
The Trunk Tools connector must already be installed in Procore App Management
Adding the project for integration
In Procore, go to App Management at the company level
Find the Trunk Tools connector and click View
Click Permissions, add the project to the list on the right, then click Add
Grant access to private folders
By default, TrunkText only syncs folders it has been explicitly granted access to. You can share a private folder with the integration the same way you share it with team members. To share a private folder:
In Procore, navigate to the folder you want to share
Click the info circle icon on the far right of the folder row
On the right panel expand Permissions and select Manage Permissions
In the search bar, type Trunk Tools and select the checkbox next to dataconnector-xxxxxx*
*This name will vary depending on what the data connector was named upon creation. A few examples it could include: TrunkTools, TT, TrunkText
Click Update
Note: Repeat this for each private folder you want TrunkText to sync.
Add the project in TrunkText
Navigate to Trunktext.com and sign in
Click the project name in the top-left corner and select the project you want to integrate
Select Integrations on your left navigation bar
Click + Add New Integration and select Procore as the source system then continue
Import Data Modules
Once the project is connected, you can choose which Procore data modules to sync into Trunk Tools (e.g., Documents, RFIs, Submittals).
Click on the row for the Procore integration
On the left side of the screen, you will see a list of available Procore modules (Documents, RFIs, Submittals, etc.)
Click on a module and toggle it on to begin the import
The files will begin importing into the Trunk Tools workspace. Please let your account manager know once you have integrated
Note: Initial imports may take some time depending on the volume of data. The status will update to Ready once processing is complete.