Integrating Procore with Site App Pro

Achieving Seamless Data Sync between Procore and Site App Pro

In this article:

• Overview
• Requirements
• Data Sync between Site App Pro & Procore
• Instructions to connect Procore
• Instruction to connect Procore & Site App Pro
• Data Log

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

• Click on the Project Permission Templates - To create Global Permission Templates that will be applied to all Projects
• Click on Create Project Premision Template
• Select the Project(Global) - Assignable to All Project
• Create Global Permissions

Step 4: Ensure the permissions are set as follows

• Admin - Admin
• Directory - Ready Only
• Documents - Standard
• Daily Log - Admin

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 User 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

Step 9: Apply the Template to existing Projects in Procore

To apply the templates to existing projects in Procore that will sync through to Site App Pro, 

• Head to the App Management Menu
• Click on 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.

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