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Kojo Foundation Integration Setup
Kojo Foundation Integration Setup

Initial steps to connect your Kojo and Procore accounts.

K
Written by Kojo Support
Updated over a year ago

This guide will enable setup of the prerequisites in Foundation for Kojo to connect to Foundation. After the prerequisites are complete Kojo customers should work with their Customer Success Manager to enable the Foundation integration on the Kojo application.

Adding a Foundation User w/ Permissions

Granting Newly Created Foundation User DB write access

For On Premise a Foundation DB Admin needs to grant permissions.

The Foundation integration requires the ability to write to the pending purchase orders table. For on premise foundation users have a foundation db admin configure the newly created user with the required permissions.

For Cloud Kojo Team will request permission from Foundation

For cloud foundation customers after creation of the foundation user send the newly created credentials to your customer success manager. Since the DB is hosted by foundation team only foundation team member can update permissions of the hosted db. Your customer success manager will then request foundation team to grant access for the user to write access to the DB.

(On Premise Only) Installing On Premise Agent to connect to DB

For on premise foundation we'll need to install an on premise agent to connect to your foundation db using the user credentials you created above. For cloud we just need the foundation database name to connect to.

Finally our team will Enable the Integration!

With the foundation user setup you're all set. Our customer success team will enable the foundation integration on the Kojo side and setup time to validate sending a purchase order from Kojo into Foundation.

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