Connecting Part3 & Procore

To sync the Procore data into Part3, the General Contractor needs to set a few things up in Procore, and then the Prime Consultant can make the connection right from Part3. 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!

General Contractor Steps (In Procore)

The General Contractor only needs to complete these steps in Procore. There's no need for the GC to join the Part3 project or make the connection in Part3, as long as at least one Prime Consultant has been added to the project in Procore.

Step 1: The person setting this up at the GC needs the below Procore permissions:

• Admin on Company Admin
• Admin on the Directory tool

Step 2: Install Part3 from Procore's marketplace, and add the project to the permitted projects list.

Check out this video for a step by step guide on how to complete this.

Step 3: Add the Prime Consultant who will be making the connection to the project in Procore. Any role or permission level works!

That's it for the GC! The next step is for the Prime Consultant to make the connection in Part3.

Prime Consultant Steps (In Part3)

Before you start: check in with your GC to confirm that they completed the above steps. This includes installing Part3 in the Procore marketplace, adding the project to the permitted projects list, and adding you to the project in Procore.

Step 1: Authorize your account by clicking your initials in the top right corner and select Account Settings. Scroll to the Integrations section and click the blue Authorize button. You'll be redirected to Procore to log in. Once done, you'll be sent back to Part3 with your permissions authorized.

Step 2: Head to your project's Settings page and click the Integrations tab. Click Connect, select your Procore project from the dropdown, and click Create Connection.

That's it! Your submittals and RFIs will now sync between Procore and Part3. ✨