How Do I Enable This Integration in PART3?
In order to sync your Procore data into Part3, Users need to be authorized in Procore and the Integration needs to be connected to your Project.
Important Note: The connection must be set up by an Administrator of the Procore Project (usually the Contractor using the software). This is a one-time event, and once set up the connection will remain functional for all users.
You will also need the general Contractor role on the Part3 Project in order to make the connection.
To Authorize the PART3 User in Procore:
Click on the
User menu button and select
Scroll down to find the
Integrations section, and click
Authorize next to Procore:
You will be redirected to the Procore website and prompted to enter your Procore credentials. Click
Log In and, once authorized in Procore, Part3 will automatically reopen:
The User will show as
Authorized and the Established date will be displayed:
To Integrate a PART3 Project With Procore:
Go to the
Settings page on the project and select the
Integrations tab on the left:
To create the connection, click
Connect alongside Procore:
Confirm your role and permissions:
You will be asked to contact your GC to set up this connection if you are not an admin in Procore:
Select the company in Procore that owns the Project you wish to integrate with:
Select the Procore Project and click
The connection is now created. Any content that is created in Procore will automatically sync with Part3!
NEXT UP: Syncing Your Project Data
As always, if you have any questions or see an issue with this document, please contact us at email@example.com