Procore ConstructivIQ Integration Guide

To integrate submittals in Procore with ConstructivIQ, the Company Admin should follow the below steps in Procore.

If ‘Allow User Installs’ is enabled in your Procore Company, then any Company user can take the below steps.

  1. Go to ‘Apps’ and select Marketplace.
  2. Find the ConstructivIQ app and install it.
  3. Go to App Management under ‘Apps’.
  4. Select ConstructivIQ and go to Permissions.
  5. Under Permitted Projects, add all the projects you wish to integrate with ConstructivIQ.

In ConstructivIQ, the setup is two-layered: 

  • Subscription level 
  • Project level 

Subscription Level Setup in ConstructivIQ

To execute this setup, you will need the below access: 

  • A user of your Procore Company.
  • Subscription Admin access in ConstructivIQ 

Steps:

  • Login to ConstructivIQ as a Subscription Admin 
  • Go to Settings > Integrations.
  • Click Add Integration
  • Select a name for the Integration you want to add.
  • Select Integration Type as Procore.
  • By default, we use the End Point URL and Login URL which connect to Procore on app.procore.com. Click Edit if you want to connect to a different Procore instance.
  • The Next step is to login to Procore and select the company you want to integrate. Hence before you click Next, check if you are already logged into Procore in another tab. If you are already logged in in another tab, and:
    • wish to use the same credentials, click Next.
    • do not wish to use the same credentials, then logout of Procore.
  • Click Next
    • If you are not logged in in another tab, a Procore login page will pop up, enter your Procore credentials
    • If you are already logged in, you will be navigated to the next screen.
  • Choose the Procore Company you wish to connect with the ConstructivIQ subscription.
  • In the Notification Recipients field, enter the Email IDs of members who need to receive alerts in case of data sync failures. 
  • Click  Save.

Follow the above steps to integrate with multiple Procore accounts.

Once subscription level integration is set up, multiple projects, which belong to the accounts integrated as above, can be set up independently by following the below steps.

Project Level Setup in ConstructivIQ

Below are the prerequisites to proceed with the Project Level Setup:

  • Project Admin access in ConstructivIQ.
  • In Procore:
    • Go to App Management under ‘Apps’.
    • Select ConstructivIQ and go to Permissions.
    • Under Permitted Projects, add the project you wish to integrate with ConstructivIQ.

Steps:

  • Login to ConstructivIQ.
  • Click Add Project and fill in the project details. Select Integration Mode to be Submittal Management Mode.
  • If a project as mentioned above already exists, then click on the same after logging in. You have to be a Project Admin of the selected project.
  • Navigate to Settings > Integrations.
  • Click Add Integration.
  • Select a name for the Integration you want to add.
  • Select Integration Type as Procore and click Next.
  • Choose the Procore Company where the project is present. Note that, only the companies configured in the Subscription level set up will be available for selection.
  • Choose the Procore project to connect with. 
  • In the Notification Recipients field, enter the Email IDs of members who need to receive alerts in case of data sync failures.
  • Click Save.

This completes the setup for integration with Procore.

Once project level setup is complete, Procore project submittals will be synced to ConstructivIQ. This may take a few minutes. After the first data sync, consecutive data syncs will take place at midnight every day. 

You can link the submittals synced from Procore with materials and schedule activities in ConstructivIQ, to get submittal milestone deadlines.