Connecting Part3 & Procore

To sync your Procore data into Part3, users must be authorized in Procore and the General Contractor needs to establish the project connection. Once those pieces are in place, Part3 can seamlessly sync RFIs and Submittals between the two platforms.

In this article, we’ll walk you through the steps to get everything connected and ready to go!

Prime Consultant - Add the GC to the Project

The first thing you need to do is add your General Contractor to your project team in Part3, and ensure that they have the 'General Contractor' role assigned.  Follow the below steps to complete this:

Step 1: Go to the team's tab at the project level, add their company. Click the blue '+ Company' button in the top right corner. Add the company, and choose the 'General Contractor' role.

Step 2: Now select '...' next to the newly added company, followed by 'add member'. Add the General Contractors' contact person and their information. Make sure the 'send project invitation email' box is ticked. Click 'Add member' when finished.

The user will receive an email to create an account in Part3.

Authorize Your Account

The first step is authorizing your account. This basically means that you're telling Procore that you're allowed to send information from Part3. This is an easy one-time setup!

Step 1: Click your initials in the top-right corner of the screen and select 'Account Settings'.

Step 2: Scroll down to find the Integrations section, and click the blue 'Authorize' button.

Step 3: You will be redirected to the Procore website and prompted to enter your Procore credentials. Click login, and once authorized in Procore, you'll be redirected back to Part3.

Your permissions will now be authorized in Part3!

The next step is for your General Contractor to make the connection!

General Contractor - What You Need To Do

Now it's time to make the project connection!

Step 1: Go to the 'Settings' page on your project, and click on the 'Integrations' tab on the left.

Step 2: To create the connection, click the blue 'connect' button.

Step 3: Confirm your role and permissions. Click 'Yes' to proceed. Note: The person who makes the connection must have admin permissions in Procore, in order to authorize the connection!

Step 4: Select your company and the project you want to connect. Click 'Create connection'.

Your project is now connected and the submittal and RFI's will sync with Procore and Part3.