Connecting Part3 & Procore
In order to sync your Procore data into Part3, users need to be authorized in Procore and the connection to the Procore project must be established by the General Contractor.
In this article, we'll cover the steps to get the connection set up!
Click here to watch a short video explaining the process! 👀
Prime Consultant - What you need to do
Make sure you add your General Contractor to your project team in Part3.
This should be someone who has Administration rights in Procore. Of course, you can invite as many people as you want!
Step 1: Under the team's tab at the project level, add their company. Click the blue '+ Company' button in the top right corner.
Step 2: 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.
The General Contractor only needs to come into Part3 one time, for no more than 5 minutes. The only reason they need to create an account is to set up the connection.
Authorize your accounts
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!
This step needs to be completed by ALL people on the project who want to be able to return documents to Procore.
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.
The person who makes the connection must have admin permissions in procore 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.
As always, if you have any questions or see an issue with this document, please contact us at support@part3.io